SBI Retirement Benefit Fund vs ICICI Prudential Retirement Fund compare

ICICI Prudential Retirement Fund - Hybrid Aggressive - Growth Option

SBI Retirement Benefit Fund - Aggressive Hybrid Plan - Regular Plan - Growth

Overview

Scheme Name	ICICI Prudential Retirement Fund - Hybrid Aggressive - Growth Option	SBI Retirement Benefit Fund - Aggressive Hybrid Plan - Regular Plan - Growth
Fund	ICICI Prudential Retirement Fund - Hybrid Aggressive - Growth Option	SBI Retirement Benefit Fund - Aggressive Hybrid Plan - Regular Plan - Growth
Investment Plan	Growth	Growth
Level of Risk	Very High	Average
Asset Size (Cr)	₹547 Cr	₹1256 Cr
Min Investment	₹5000	₹5000
Min SIP Invesment	₹500	₹500
Min Addl Investment	₹1000	₹1000
Launch Date	02 Feb 2019	02 Oct 2021
Category	Retirement Funds	Retirement Funds
Fund Type	Open Ended	Open Ended
Benchmark	CRISIL Hybrid 35+65 Aggressive TRI	CRISIL Hybrid 35+65 Aggressive TRI
Turn Over	54%	6%
Expense Ratio	2.37	2.16
Manager	Sharmila D'mello	Rohit Shimpi
ISIN Code	INF109KC1TU8	INF200KA1S71
Exits Load	Nil/365	Nil/365

Scheme Name	ICICI Prudential Retirement Fund - Hybrid Aggressive - Growth Option	SBI Retirement Benefit Fund - Aggressive Hybrid Plan - Regular Plan - Growth
1 Month	0.93%	0.94%
6 Month	17.77%	16.16%
1 Year	43.56%	27.78%
3 Year	20.45%	18.13%
5 Year	19.9%	-

Scheme Name	ICICI Prudential Retirement Fund - Hybrid Aggressive - Growth Option	SBI Retirement Benefit Fund - Aggressive Hybrid Plan - Regular Plan - Growth
6 Month	-	-
1 Year	21.67%	12.67%
3 Year	47.3%	31.61%
5 Year	77.61%	36.92%

Scheme Name	ICICI Prudential Retirement Fund - Hybrid Aggressive - Growth Option	SBI Retirement Benefit Fund - Aggressive Hybrid Plan - Regular Plan - Growth
1 Year	20.86%	15.71%
3 Year	55%	39.6%
5 Year	81.79%	41.28%

Scheme Name	ICICI Prudential Retirement Fund - Hybrid Aggressive - Growth Option	SBI Retirement Benefit Fund - Aggressive Hybrid Plan - Regular Plan - Growth
Standard Deviation	11.22%	8.86%
Sharp	1.27%	1.24%
Beta	0.87%	1.26%
Alpha	7.46%	12.45%

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Scheme Name	ICICI Prudential Retirement Fund - Hybrid Aggressive - Growth Option	SBI Retirement Benefit Fund - Aggressive Hybrid Plan - Regular Plan - Growth
Name	Sharmila D'mello	Rohit Shimpi
Total AUM	₹354743 Cr	₹15441 Cr
Fund Manage	35	6
	ICICI Prudential Retirement Fund - Hybrid Aggressive - Growth Option	SBI Retirement Benefit Fund - Aggressive Hybrid Plan - Regular Plan - Growth

Scheme Name	ICICI Prudential Retirement Fund - Hybrid Aggressive - Growth Option	SBI Retirement Benefit Fund - Aggressive Hybrid Plan - Regular Plan - Growth
Others	17.62	20.72
Large Cap	43.89	44.77
Small Cap	18.7	10.54
Mid Cap	19.78	23.97

Scheme Name	ICICI Prudential Retirement Fund - Hybrid Aggressive - Growth Option	SBI Retirement Benefit Fund - Aggressive Hybrid Plan - Regular Plan - Growth
Others	14.57	3.58
Cement & Cement Products	7.25	-
Automobiles	4.31	-
Telecom - Services	4.44	-
Petroleum Products	3.07	-
Electrical Equipment	3.75	-
Construction	1.96	6.1
Ferrous Metals	6.17	-
Non - Ferrous Metals	1.25	-
Financial	0.49	21.51
Units of Real Estate Investment Trust (REITs)	0.16	-
Aerospace & Defense	3.82	-
Pharmaceuticals & Biotechnology	3.17	-
Banks	2.4	-
Consumer Staples	0.58	-
Capital Markets	4.7	-
Finance	4.54	-
Consumer Durables	0.35	-
Diversified Metals	1.48	-
Industrial Products	4.35	-
Entertainment	0.1	-
Agricultural, Commercial & Construction Vehicles	1.43	-
Realty	3.31	-
Retailing	4.15	-
Chemicals & Petrochemicals	3.31	-
Healthcare Services	0.14	-
Leisure Services	0.13	-
Auto Components	1.34	-
Power	0.66	-
Other Utilities	0.19	-
Fertilizers & Agrochemicals	1.5	-
It - Software	2.65	-
Transport Services	3.95	-
Insurance	0.54	2.43
Transport Infrastructure	2.68	-
Textiles & Apparels	0.38	-
Gas	0.72	-
Sovereign	-	13.68
Energy	-	3.88
Technology	-	5.19
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