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Aditya Birla Sun Life Retirement Fund vs Axis Retirement Savings Fund compare
Aditya Birla Sun Life Retirement Fund-The 30s Plan-Regular Growth
Axis Retirement Fund - Dynamic Plan - Regular Growth
Chart Comparison
Overview
| Scheme Name | Aditya Birla Sun Life Retirement Fund-The 30s Plan-Regular Growth | Axis Retirement Fund - Dynamic Plan - Regular Growth |
|---|---|---|
| Fund | Aditya Birla Sun Life Retirement Fund-The 30s Plan-Regular Growth | Axis Retirement Fund - Dynamic Plan - Regular Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹373 Cr | ₹341 Cr |
| Min Investment | ₹1000 | ₹5000 |
| Min SIP Invesment | ₹1000 | ₹1000 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 11 Mar 2019 | 20 Dec 2019 |
| Category | Retirement Funds | Retirement Funds |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY 500 TRI | BSE India Bond Index |
| Turn Over | 6% | 32.33% |
| Expense Ratio | 2.41 | 2.42 |
| Manager | Dhaval Joshi | Vinayak Jayanath |
| ISIN Code | INF209KB1H99 | INF846K01T44 |
| Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
| Scheme Name | Aditya Birla Sun Life Retirement Fund-The 30s Plan-Regular Growth | Axis Retirement Fund - Dynamic Plan - Regular Growth |
|---|---|---|
| 1 Month | 8.15% | 6.63% |
| 6 Month | -12.84% | -10.68% |
| 1 Year | 7.84% | 9.09% |
| 3 Year | 12.31% | 13% |
| 5 Year | 17.6% | 15.29% |
SIP Return Analysis
| Scheme Name | Aditya Birla Sun Life Retirement Fund-The 30s Plan-Regular Growth | Axis Retirement Fund - Dynamic Plan - Regular Growth |
|---|---|---|
| 6 Month | -5.55% | -4.09% |
| 1 Year | -9.21% | -4.75% |
| 3 Year | 11.89% | 14.22% |
| 5 Year | 11.77% | 12.83% |
Rolling Lumpsum Returns
| Scheme Name | Aditya Birla Sun Life Retirement Fund-The 30s Plan-Regular Growth | Axis Retirement Fund - Dynamic Plan - Regular Growth |
|---|---|---|
| 1 Year | 12.47% | 17.94% |
| 3 Year | 12.02% | 12.08% |
| 5 Year | 13.27% | 13.46% |
Risk Management
| Scheme Name | Aditya Birla Sun Life Retirement Fund-The 30s Plan-Regular Growth | Axis Retirement Fund - Dynamic Plan - Regular Growth |
|---|---|---|
| Standard Deviation | 13.102% | 12.58% |
| Sharp | 0.392% | 0.305% |
| Beta | - | - |
| Alpha | - | - |
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Fund Managers
| Scheme Name | Aditya Birla Sun Life Retirement Fund-The 30s Plan-Regular Growth | Axis Retirement Fund - Dynamic Plan - Regular Growth |
|---|---|---|
| Name | Dhaval Joshi | Vinayak Jayanath |
| Total AUM | ₹361932 Cr | ₹0 Cr |
| Funds Managed | 55 | 18 |
| Aditya Birla Sun Life Retirement Fund-The 30s Plan-Regular Growth | Axis Retirement Fund - Dynamic Plan - Regular Growth |
Market Cap
| Scheme Name |
Aditya Birla Sun Life Retirement Fund-The 30s Plan-Regular Growth |
Axis Retirement Fund - Dynamic Plan - Regular Growth |
|---|---|---|
| Others | 5.8 | 11.54 |
| Large Cap | 51.19 | 55.73 |
| Small Cap | 23.07 | 15.18 |
| Mid Cap | 19.94 | 17.55 |
Sector Allocation
| Scheme Name |
Aditya Birla Sun Life Retirement Fund-The 30s Plan-Regular Growth |
Axis Retirement Fund - Dynamic Plan - Regular Growth |
|---|---|---|
| Others | 5.8 | 11.54 |
| Energy | 4.83 | 6.52 |
| Technology | 10.41 | 9.47 |
| Consumer Defensive | 4.18 | 3.17 |
| Industrials | 12.8 | 10.99 |
| Financial Services | 26.98 | 25.15 |
| Basic Materials | 8.14 | 3.96 |
| Healthcare | 8.69 | 9.62 |
| Consumer Cyclical | 9.19 | 8.9 |
| Communication Services | 3.02 | 4.41 |
| Real Estate | 3.57 | 3.36 |
| Utilities | 2.39 | 2.92 |
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