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Compare Mutual Funds
Comparing SBI Retirement Benefit Fund - Aggressive Plan vs ICICI Prudential Retirement Fund - Pure Equity PlanComparing 2/4 funds
- Add Fund
- Add Fund
- Category,
Sub-category - equity, retirement solutions
- equity, retirement solutions
- Fund Age
- 4 yrs 10 m
- 6 yrs 10 m
- Fund Size
- ₹3,124 Cr
- ₹1,516 Cr
- 3 months
- 3.67%
- 5.77%
- 6 months
- 4.83%
- 10.27%
- 1 year
- 1.8%
- 11.58%
- 3 year
- 13.94%
- 24.92%
- 5 year
- NA
- 26.99%
- Standard Deviation
- 11.74
- 14.72
- Sharpe
- 0.66
- 1.19
- Beta
- 0.86
- 1.07
- Sortino
- 0.98
- 1.8
- Alpha
- 0.14
- 7.96
- Top 3 sectors
- Financial (25.460000000000004%)
- Automobile (10.33%)
- Capital Goods (8.95%)
- Services (11.649999999999999%)
- Metals & Mining (10.37%)
- Financial (9.489999999999998%)
- Top 5 holdings
- HDFC Bank Ltd. (8.38%)
- Reliance Industries Ltd. (5.86%)
- ICICI Bank Ltd. (5.62%)
- Maruti Suzuki India Ltd. (4.68%)
- Larsen & Toubro Ltd. (4.06%)
- Multi Commodity Exchange Of India Ltd. (4.6%)
- Bharti Airtel Ltd. (3.62%)
- Mahindra & Mahindra Ltd. (3.29%)
- UPL Ltd. (3.0%)
- Vedanta Ltd. (2.77%)
- Equity%
- 96.85%
- 90.61301307%
- Debt%
- 1.0%
- 0.0%
- Turnover Ratio
- NA
- NA
- Yield To Maturity
- NA
- NA
- Modified Duration
- NA
- NA
- Avg. Maturity
- NA
- NA
- Avg. Credit Quality
- NA
- NA
- Expense Ratio
- 0.87%
- 0.67%
- Exit Load
- 0.0%
- 0.0%
- Lock-in
- 5 Years
- 5 Years
- Benchmark Index
- BSE 500 TRI
- NIFTY 500 TRI
- Min. Investment
- SIP ₹500 & Lumpsum ₹5000
- SIP ₹500 & Lumpsum ₹5000
- Investment Horizon
- Good for Medium Term
- Good for Medium Term
- Managed By
- Ardhendu Bhattacharya
- Rohit Shimpi
- Darshil Dedhia
- Rohit Lakhotia
- Sanket Gaidhani
