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Compare Mutual Funds
Comparing SBI Retirement Benefit Fund - Aggressive Hybrid Plan vs Aditya Birla Sun Life Retirement Fund - The 40s PlanComparing 2/4 funds
- Add Fund
- Add Fund
- Category,
Sub-category - retirement solutions, hybrid
- retirement solutions, hybrid
- Fund Age
- 4 yrs 4 m
- 6 yrs 4 m
- Fund Size
- ₹1,507 Crs
- ₹112 Crs
- 3 months
- 8.35%
- 9.84%
- 6 months
- 0.13%
- 0.34%
- 1 year
- 0.64%
- 9.18%
- 3 year
- 17.69%
- 18.85%
- 5 year
- NA
- 15.78%
- Standard Deviation
- 10.6
- 10.98
- Sharpe
- 0.77
- 0.87
- Beta
- 0.85
- 0.87
- Sortino
- 1.18
- 1.41
- Alpha
- 0.03
- 1.11
- Top 3 sectors
- Financial (22.12%)
- Construction (10.2%)
- Technology (8.15%)
- Financial (24.319999999999997%)
- Healthcare (8.65%)
- Technology (6.87%)
- Top 5 holdings
- GOI (8.969999999999999%)
- HDFC Bank Ltd. (7.65%)
- ICICI Bank Ltd. (5.26%)
- Reliance Industries Ltd. (4.85%)
- Infosys Ltd. (3.45%)
- GOI (14.03%)
- ICICI Bank Ltd. (7.5%)
- Infosys Ltd. (4.65%)
- Larsen & Toubro Ltd. (3.51%)
- Reliance Industries Ltd. (3.24%)
- Equity%
- 79.21%
- 78.47738233%
- Debt%
- 9.32%
- 17.06801432%
- Turnover Ratio
- NA
- NA
- Yield To Maturity
- 5.78%
- 6.22%
- Modified Duration
- 0.4 yrs
- 4.32 yrs
- Avg. Maturity
- 2.69 yrs
- 8.49 yrs
- Avg. Credit Quality
- Very low (SOV)
- Low (SOV)
- Expense Ratio
- 2.09%
- 1.01%
- Exit Load
- 0.0%
- 0.0%
- Lock-in
- 5 Years
- 5 Years
- Benchmark Index
- CRISIL Hybrid 35+65 Aggressive Index
- CRISIL Hybrid 35+65 Aggressive Index
- Min. Investment
- NA
- SIP ₹500 & Lumpsum ₹1000
- Investment Horizon
- Good for Medium Term
- Good for Medium Term
- Managed By
- Ardhendu Bhattacharya
- Rohit Shimpi
- Harshil Suvarnkar
- Chanchal Khandelwal
