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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) | ₹831 Cr | ₹1567 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 | 6.03% | 2.51% |
| 6 Month | 7.15% | 3.04% |
| 1 Year | 8.03% | 1.27% |
| 3 Year | 23.86% | 16.82% |
| 5 Year | 22.43% | - |
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 | 12.76% | 8.21% |
| 1 Year | 18.81% | 9.09% |
| 3 Year | 23.31% | 13.87% |
| 5 Year | 20.48% | - |
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 | 16.42% | 14.68% |
| 3 Year | 17.9% | 16.26% |
| 5 Year | 18.29% | - |
Risk Management
| Scheme Name | ICICI Prudential Retirement Fund - Hybrid Aggressive - Growth Option | SBI Retirement Benefit Fund - Aggressive Hybrid Plan - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 12.79% | 10.60% |
| Sharp | 0.99% | 0.75% |
| Beta | 1.24% | 1.05% |
| Alpha | 3.13% | -0.01% |
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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 |
| 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 | 16.35 | 20.57 |
| Large Cap | 46.17 | 50.53 |
| Small Cap | 18.29 | 12.45 |
| Mid Cap | 19.19 | 16.45 |
Sector Allocation
| Scheme Name |
ICICI Prudential Retirement Fund - Hybrid Aggressive - Growth Option |
SBI Retirement Benefit Fund - Aggressive Hybrid Plan - Regular Plan - Growth |
|---|---|---|
| Others | 15.77 | 18.54 |
| Communication Services | 9.66 | - |
| Basic Materials | 20.02 | 4.61 |
| Energy | 0.8 | 4.45 |
| Industrials | 14.28 | 15.62 |
| Financial Services | 11.46 | 22.18 |
| Real Estate | 3.8 | 3.06 |
| Consumer Cyclical | 9.6 | 14.94 |
| Healthcare | 0.67 | 3.83 |
| Technology | 12.72 | 10.33 |
| Consumer Defensive | 1.24 | 0.99 |
| Utilities | - | 1.45 |
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