SBI Retirement Benefit Fund vs ICICI Prudential Retirement Fund compare

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tortoise-icon ICICI Prudential Retirement Fund - Hybrid Aggressive - Growth Option

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tortoise-icon 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) ₹691 Cr ₹1517 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 2.27 2.11
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 2.32% -0.24%
6 Month -0.33% -1.03%
1 Year 23.46% 12.36%
3 Year 17.81% 13.89%
5 Year 18.05% -

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 - -
1 Year 12.5% 6.67%
3 Year 23.5% 15.5%
5 Year 21.45% -

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 17.08% 16.64%
3 Year 18.37% 17.94%
5 Year 18.4% -

Risk Management

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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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
Fund Manage 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 17.65 20.72
Small Cap 13.97 10.54
Large Cap 47.42 44.77
Mid Cap 20.99 23.97

Sector Allocation

Scheme Name

ICICI Prudential Retirement Fund - Hybrid Aggressive - Growth Option

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

Others 17.65 3.58
Cement & Cement Products 6.19 -
Telecom - Services 7.31 -
Realty 3.1 -
Petroleum Products 1.46 -
Electrical Equipment 1.35 -
Construction 1.68 6.1
Ferrous Metals 5.75 -
Non - Ferrous Metals 2.97 -
Automobiles 6.19 -
Aerospace & Defense 0.97 -
Pharmaceuticals & Biotechnology 2.13 -
IT - Software 5.29 -
Banks 2.23 -
Capital Markets 5.41 -
Finance 5.9 -
Consumer Durables 0.36 -
Diversified Metals 1.5 -
Industrial Products 3.76 -
Entertainment 0.08 -
Agricultural, Commercial & Construction Vehicles 1.03 -
Retailing 1.86 -
Chemicals & Petrochemicals 2.68 -
Leisure Services 0.01 -
Auto Components 2.15 -
Fertilizers & Agrochemicals 1.4 -
Transport Services 4.8 -
Insurance 0.51 2.43
Transport Infrastructure 2.19 -
Textiles & Apparels 0.29 -
Commercial Services & Supplies 1.83 -
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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