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Compare Funds
See how two funds stack up side by side, real returns, risk, cost and portfolio overlap.
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Key Metrics Comparison
| Metric | HDFC Retirement Fund - Equity Plan - Regular Plan - Growth | SBI Children's Fund - Investment Plan - Growth - Direct Plan |
|---|---|---|
| Snapshot | ||
| AMC | HDFC MF | SBI MF |
| Category | Solution Oriented - Retirement Fund - Equity | Solution Oriented - Children's Fund |
| NAV | ₹47.32 (16 Sep 2026) | ₹52.74 (16 Sep 2026) |
| Rating | ★★★ | ★★★★★ |
| Benchmark | NIFTY 500 - TRI | CRISIL Hybrid 35+65 - Aggressive Index |
| Fund Manager | Chirag Setalvad | R. Srinivasan |
| Inception | 25 Feb 2016 | 29 Sep 2020 |
| Returns | ||
| 1Y | -7.49% | 13.10% |
| 3Y | 7.08% | 20.25% |
| 5Y | 10.34% | 19.53% |
| Since Inception | 15.85% | 32.13% |
| Risk | ||
| 12.28 | 14.81 | |
| 0.88 | 1.32 | |
| 0.64 | 1.16 | |
| -0.37 | 9.52 | |
| 1.15 | 2.39 | |
| -11.90% | -9.74% | |
| Costs | ||
| Expense Ratio | 1.88% | 1.11% |
| Exit Load | NIL - Upon completion of Lock-in Period | 3% on or before 1Y, 2% after 1Y but on or before 2Y, 1% after 2Y but on or before 3Y, Nil after 3Y |
| Min SIP | ₹100 | ₹1,000 |
| Min Lumpsum | ₹100 | ₹5,000 |
| Lock-in | 5 years | 5 years |
Min SIP is reported per fund, not per plan, every plan of a fund shares the same figure.
Portfolio Overlap
HDFC MF90%
SBI MF90%
9.6%Only 9.6% of holdings by weight are common between HDFC MF and SBI MF, based on each fund's top 20 disclosed holdings, not the full portfolio.
Common holdingHDFC MFSBI MF
Kotak Mahindra Bank Ltd.4.20%3.78%
State Bank Of India3.03%4.91%
ICICI Bank Ltd.7.69%2.81%
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