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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 | Principal Retirement Savings Fund - Progressive Plan - Growth | SBI Children's Fund - Investment Plan - Growth - Direct Plan |
|---|---|---|
| Snapshot | ||
| AMC | Principal MF | SBI MF |
| Category | Solution Oriented - Retirement Fund - Debt | Solution Oriented - Children's Fund |
| NAV | ₹15.51 (24 Dec 2020) | ₹52.74 (16 Sep 2026) |
| Rating | ★★★ | ★★★★★ |
| Benchmark | NIFTY 200 - TRI | CRISIL Hybrid 35+65 - Aggressive Index |
| Fund Manager | Ravi Gopalakrishnan | R. Srinivasan |
| Inception | 14 Dec 2015 | 29 Sep 2020 |
| Returns | ||
| 1Y | — | 13.10% |
| 3Y | — | 20.25% |
| 5Y | — | 19.53% |
| Since Inception | — | 32.13% |
| Risk | ||
| — | 14.81 | |
| — | 1.32 | |
| — | 1.16 | |
| — | 9.52 | |
| — | 2.39 | |
| — | -9.74% | |
| Costs | ||
| Expense Ratio | 2.26% | 1.11% |
| Exit Load | Nil | 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 | — | ₹1,000 |
| Min Lumpsum | ₹5,000 | ₹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
Principal MF90%
SBI MF90%
10.0%Only 10.0% of holdings by weight are common between Principal MF and SBI MF, based on each fund's top 20 disclosed holdings, not the full portfolio.
Common holdingPrincipal MFSBI MF
Kotak Mahindra Bank Ltd.2.98%3.78%
Bajaj Finance Ltd.2.85%2.86%
ICICI Bank Ltd.4.30%2.81%
State Bank Of India1.36%4.91%
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