SBI Retirement Benefit Fund vs ICICI Prudential Retirement Fund compare

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ICICI Prudential Retirement Fund - Hybrid Aggressive - Growth Option

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

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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	Very High
Asset Size (Cr)	₹998 Cr	₹1679 Cr
Min Investment	₹5000	₹5000
Min SIP Invesment	₹500	₹500
Min Addl Investment	₹1000	₹1000
Launch Date	27 Feb 2019	10 Feb 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	2.31	2.1
Manager	Sharmila D'mello	Rohit Shimpi
ISIN Code	INF109KC1TU8	INF200KA1S71
Exits Load	Data not available./365	Data not available./365

Scheme Name	ICICI Prudential Retirement Fund - Hybrid Aggressive - Growth Option	SBI Retirement Benefit Fund - Aggressive Hybrid Plan - Regular Plan - Growth
1 Month	0.89%	0.49%
6 Month	9.77%	5.31%
1 Year	11.38%	4.4%
3 Year	20.61%	12.81%
5 Year	19.56%	-

Scheme Name	ICICI Prudential Retirement Fund - Hybrid Aggressive - Growth Option	SBI Retirement Benefit Fund - Aggressive Hybrid Plan - Regular Plan - Growth
6 Month	2.6%	2.05%
1 Year	17.82%	11.47%
3 Year	19.48%	11.27%
5 Year	18.32%	-

Scheme Name	ICICI Prudential Retirement Fund - Hybrid Aggressive - Growth Option	SBI Retirement Benefit Fund - Aggressive Hybrid Plan - Regular Plan - Growth
1 Year	13.69%	13.71%
3 Year	18.59%	15.47%
5 Year	19.49%	-

Scheme Name	ICICI Prudential Retirement Fund - Hybrid Aggressive - Growth Option	SBI Retirement Benefit Fund - Aggressive Hybrid Plan - Regular Plan - Growth
Standard Deviation	12.61%	9.54%
Sharp	1.03%	0.64%
Beta	1.37%	1.04%
Alpha	4.44%	-0.31%

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
Funds Managed	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	23.96	25.19
Large Cap	27.86	46.9
Mid Cap	21.54	16.97
Small Cap	26.63	10.95

Scheme Name	ICICI Prudential Retirement Fund - Hybrid Aggressive - Growth Option	SBI Retirement Benefit Fund - Aggressive Hybrid Plan - Regular Plan - Growth
Others	18.64	12.94
Communication Services	5.46	-
Industrials	14.15	14.43
Basic Materials	21.6	8.11
Financial Services	14.48	20.97
Consumer Cyclical	12.33	15.64
Consumer Defensive	0.97	0.82
Healthcare	3.94	3.61
Real Estate	1.65	9.18
Technology	6.66	7.61
Utilities	0.11	2.08
Energy	-	4.6