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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 | Very High |
| 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 | 3.83% | 1.97% |
| 6 Month | -4.13% | -6.04% |
| 1 Year | 10.59% | 6.64% |
| 3 Year | 18.39% | 12.62% |
| 5 Year | 29.4% | - |
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 | 0.78% | -1.11% |
| 1 Year | -2.14% | -6.41% |
| 3 Year | 17.28% | 10.37% |
| 5 Year | 20.63% | - |
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 | 11.88% | 10.043% |
| Sharp | 0.874% | 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 |
| Funds Managed | 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 | 12.24 | 20.57 |
| Large Cap | 58.58 | 50.53 |
| Mid Cap | 8.29 | 16.45 |
| Small Cap | 20.89 | 12.45 |
Sector Allocation
| Scheme Name |
HDFC Retirement Savings Fund - Equity Plan - Growth Option |
SBI Retirement Benefit Fund - Aggressive Hybrid Plan - Regular Plan - Growth |
|---|---|---|
| Others | 12.17 | 18.54 |
| Energy | 4.28 | 4.45 |
| Financial Services | 30.8 | 22.18 |
| Technology | 8.97 | 10.33 |
| Industrials | 14.32 | 15.62 |
| Healthcare | 5.36 | 3.83 |
| Consumer Cyclical | 10.1 | 14.94 |
| Basic Materials | 4.29 | 4.61 |
| Consumer Defensive | 4.55 | 0.99 |
| Communication Services | 3.45 | - |
| Utilities | 1.7 | 1.45 |
| Real Estate | - | 3.06 |
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