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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 - Hybrid-Debt Plan - Regular Plan - Growth | SBI Children's Fund - Investment Plan - Growth - Direct Plan |
|---|---|---|
| Snapshot | ||
| AMC | HDFC MF | SBI MF |
| Category | Solution Oriented - Retirement Fund - Debt | Solution Oriented - Children's Fund |
| NAV | ₹21.58 (16 Sep 2026) | ₹52.74 (16 Sep 2026) |
| Rating | ★ | ★★★★★ |
| Benchmark | NIFTY 50 Hybrid Composite Debt 15:85 Index | CRISIL Hybrid 35+65 - Aggressive Index |
| Fund Manager | Chirag Setalvad | R. Srinivasan |
| Inception | 25 Feb 2016 | 29 Sep 2020 |
| Returns | ||
| 1Y | -0.27% | 13.10% |
| 3Y | 5.28% | 20.25% |
| 5Y | 5.75% | 19.53% |
| Since Inception | 7.55% | 32.13% |
| Risk | ||
| 3.76 | 14.81 | |
| 0.89 | 1.32 | |
| 0.20 | 1.16 | |
| 0.65 | 9.52 | |
| 0.39 | 2.39 | |
| -3.76% | -9.74% | |
| Costs | ||
| Expense Ratio | 2.33% | 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 MF96%
SBI MF96%
4.2%Only 4.2% 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
ICICI Bank Ltd.8.47%2.81%
State Bank Of India1.41%4.91%
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