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SBI Retirement Benefit Fund vs HDFC Retirement Savings Fund compare
HDFC Retirement Savings Fund - Equity Plan - Growth Option
SBI Retirement Benefit Fund - Aggressive Hybrid Plan - Regular Plan - Growth
Chart Comparison
Overview
| Scheme Name | HDFC Retirement Savings Fund - Equity Plan - Growth Option | SBI Retirement Benefit Fund - Aggressive Hybrid Plan - Regular Plan - Growth |
|---|---|---|
| Fund | HDFC Retirement Savings Fund - Equity Plan - Growth Option | SBI Retirement Benefit Fund - Aggressive Hybrid Plan - Regular Plan - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High Risk | Very High Risk |
| Asset Size (Cr) | ₹5897 Cr | ₹1480 Cr |
| Min Investment | ₹100 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹500 |
| Min Addl Investment | ₹100 | ₹1000 |
| Launch Date | 26 Feb 2016 | 10 Feb 2021 |
| Category | Retirement Funds | Retirement Funds |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY 500 TRI | CRISIL Hybrid 35+65 Aggressive TRI |
| Turn Over | 14.13% | 6% |
| Expense Ratio | 1.77 | 2.1 |
| Manager | Dhruv Muchhal | Rohit Shimpi |
| ISIN Code | INF179KB1MG8 | INF200KA1S71 |
| Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
| Scheme Name | HDFC Retirement Savings Fund - Equity Plan - Growth Option | SBI Retirement Benefit Fund - Aggressive Hybrid Plan - Regular Plan - Growth |
|---|---|---|
| 1 Month | -2.96% | -2.76% |
| 6 Month | -9.29% | -9.04% |
| 1 Year | 5.82% | 4.54% |
| 3 Year | 18.04% | 11.7% |
| 5 Year | 21.09% | - |
SIP Return Analysis
| Scheme Name | HDFC Retirement Savings Fund - Equity Plan - Growth Option | SBI Retirement Benefit Fund - Aggressive Hybrid Plan - Regular Plan - Growth |
|---|---|---|
| 6 Month | - | - |
| 1 Year | -6.07% | -7.23% |
| 3 Year | 16.23% | 10.05% |
| 5 Year | 20.78% | - |
Rolling Lumpsum Returns
| Scheme Name | HDFC Retirement Savings Fund - Equity Plan - Growth Option | SBI Retirement Benefit Fund - Aggressive Hybrid Plan - Regular Plan - Growth |
|---|---|---|
| 1 Year | 19.02% | 16.39% |
| 3 Year | 18.79% | 17.59% |
| 5 Year | 16.85% | - |
Risk Management
| Scheme Name | HDFC Retirement Savings Fund - Equity Plan - Growth Option | SBI Retirement Benefit Fund - Aggressive Hybrid Plan - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 11.497% | 10.043% |
| Sharp | 0.968% | 0.578% |
| Beta | - | - |
| Alpha | - | - |
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Fund Managers
| Scheme Name | HDFC Retirement Savings Fund - Equity Plan - Growth Option | SBI Retirement Benefit Fund - Aggressive Hybrid Plan - Regular Plan - Growth |
|---|---|---|
| Name | Dhruv Muchhal | Rohit Shimpi |
| Total AUM | ₹520687 Cr | ₹15441 Cr |
| Fund Manage | 40 | 6 |
| HDFC Retirement Savings Fund - Equity Plan - Growth Option | SBI Retirement Benefit Fund - Aggressive Hybrid Plan - Regular Plan - Growth |
Market Cap
| Scheme Name |
HDFC Retirement Savings Fund - Equity Plan - Growth Option |
SBI Retirement Benefit Fund - Aggressive Hybrid Plan - Regular Plan - Growth |
|---|---|---|
| Others | 7.31 | 20.72 |
| Large Cap | 60.19 | 44.77 |
| Mid Cap | 11.01 | 23.97 |
| Small Cap | 21.49 | 10.54 |
Sector Allocation
| Scheme Name |
HDFC Retirement Savings Fund - Equity Plan - Growth Option |
SBI Retirement Benefit Fund - Aggressive Hybrid Plan - Regular Plan - Growth |
|---|---|---|
| Others | 7.31 | 3.58 |
| Petroleum Products | 4.24 | - |
| Finance | 1.36 | - |
| IT - Software | 7.08 | - |
| Transport Services | 5.05 | - |
| Construction | 3.86 | 6.1 |
| Healthcare Services | 0.51 | - |
| Banks | 25.33 | - |
| Realty | 0.86 | - |
| Leisure Services | 0.93 | - |
| Pharmaceuticals & Biotechnology | 6.8 | - |
| Automobiles | 6.92 | - |
| Ferrous Metals | 1.68 | - |
| Fertilizers & Agrochemicals | 0.81 | - |
| Personal Products | 1.01 | - |
| Paper, Forest & Jute Products | 0.48 | - |
| Agricultural Food & other Products | 0.63 | - |
| Industrial Products | 2.69 | - |
| Consumer Durables | 3.68 | - |
| IT - Services | 0.55 | - |
| Diversified FMCG | 2.13 | - |
| Insurance | 2.98 | 2.43 |
| Entertainment | 0.59 | - |
| Gas | 0.65 | - |
| Aerospace & Defense | 0.62 | - |
| Industrial Manufacturing | 1.63 | - |
| Capital Markets | 1.19 | - |
| Telecom - Services | 2.97 | - |
| Electrical Equipment | 1.32 | - |
| Commercial Services & Supplies | 1.62 | - |
| Power | 0.86 | - |
| Beverages | 1.21 | - |
| Auto Components | 0.45 | - |
| Sovereign | - | 13.68 |
| Energy | - | 3.88 |
| Technology | - | 5.19 |
| Financial | - | 21.51 |
| Metals & Mining | - | 6.38 |
| Services | - | 6.04 |
| Automobile | - | 11.11 |
| Capital Goods | - | 8.9 |
| Materials | - | 4.84 |
| Healthcare | - | 3.54 |
| Textiles | - | 0.88 |
| Consumer Discretionary | - | 1.94 |
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