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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
Chart Comparison
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) | ₹937 Cr | ₹1626 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 |
Trailing Lumpsum Returns
| Scheme Name | ICICI Prudential Retirement Fund - Hybrid Aggressive - Growth Option | SBI Retirement Benefit Fund - Aggressive Hybrid Plan - Regular Plan - Growth |
|---|---|---|
| 1 Month | 1.33% | 0.35% |
| 6 Month | 12.31% | 7.28% |
| 1 Year | 7.61% | 2.07% |
| 3 Year | 20.13% | 12.43% |
| 5 Year | 20.09% | - |
SIP Return Analysis
| Scheme Name | ICICI Prudential Retirement Fund - Hybrid Aggressive - Growth Option | SBI Retirement Benefit Fund - Aggressive Hybrid Plan - Regular Plan - Growth |
|---|---|---|
| 6 Month | 4.66% | 3.31% |
| 1 Year | 20.39% | 12.69% |
| 3 Year | 20.14% | 11.57% |
| 5 Year | 18.59% | - |
Rolling Lumpsum Returns
| Scheme Name | ICICI Prudential Retirement Fund - Hybrid Aggressive - Growth Option | SBI Retirement Benefit Fund - Aggressive Hybrid Plan - Regular Plan - Growth |
|---|---|---|
| 1 Year | 14.85% | 13.71% |
| 3 Year | 18.39% | 15.47% |
| 5 Year | 19.12% | - |
Risk Management
| 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% |
Fund Managers
| 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 |
Market Cap
| Scheme Name |
ICICI Prudential Retirement Fund - Hybrid Aggressive - Growth Option |
SBI Retirement Benefit Fund - Aggressive Hybrid Plan - Regular Plan - Growth |
|---|---|---|
| Others | 20.04 | 26.76 |
| Large Cap | 28.11 | 48.03 |
| Mid Cap | 23.91 | 13.61 |
| Small Cap | 27.94 | 11.6 |
Sector Allocation
| Scheme Name |
ICICI Prudential Retirement Fund - Hybrid Aggressive - Growth Option |
SBI Retirement Benefit Fund - Aggressive Hybrid Plan - Regular Plan - Growth |
|---|---|---|
| Others | 16.55 | 14 |
| Communication Services | 6.43 | - |
| Industrials | 14.1 | 14.68 |
| Basic Materials | 24.09 | 7.06 |
| Financial Services | 16.24 | 21.32 |
| Real Estate | 1.89 | 7.49 |
| Consumer Cyclical | 12.16 | 15.21 |
| Healthcare | 2.83 | 4.1 |
| Technology | 5.71 | 8.89 |
| Utilities | 0 | 2.05 |
| Energy | - | 4.36 |
| Consumer Defensive | - | 0.84 |
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