Aditya Birla Sun Life Retirement Fund vs Axis Retirement Savings Fund compare

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Aditya Birla Sun Life Retirement Fund-The 30s Plan-Regular Growth

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Axis Retirement Fund - Dynamic Plan - Regular Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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 Risk	Very High Risk
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

Scheme Name	Aditya Birla Sun Life Retirement Fund-The 30s Plan-Regular Growth	Axis Retirement Fund - Dynamic Plan - Regular Growth
1 Month	-4.5%	-4.47%
6 Month	-11.28%	-8.36%
1 Year	3.92%	8.91%
3 Year	10.62%	10.96%
5 Year	10.24%	11.75%

Scheme Name	Aditya Birla Sun Life Retirement Fund-The 30s Plan-Regular Growth	Axis Retirement Fund - Dynamic Plan - Regular Growth
6 Month	-	-
1 Year	-11.23%	-4.6%
3 Year	9.75%	12.78%
5 Year	10.58%	12.16%

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%

Scheme Name	Aditya Birla Sun Life Retirement Fund-The 30s Plan-Regular Growth	Axis Retirement Fund - Dynamic Plan - Regular Growth
Standard Deviation	13.102%	12.004%
Sharp	0.392%	0.412%
Beta	-	-
Alpha	-	-

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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
Fund Manage	55	18
	Aditya Birla Sun Life Retirement Fund-The 30s Plan-Regular Growth	Axis Retirement Fund - Dynamic Plan - Regular Growth

Scheme Name	Aditya Birla Sun Life Retirement Fund-The 30s Plan-Regular Growth	Axis Retirement Fund - Dynamic Plan - Regular Growth
Others	2.79	13.2
Large Cap	52.94	50.42
Small Cap	25.15	16.99
Mid Cap	19.14	19.41

Scheme Name	Aditya Birla Sun Life Retirement Fund-The 30s Plan-Regular Growth	Axis Retirement Fund - Dynamic Plan - Regular Growth
Others	2.79	13.2
Petroleum Products	4.06	4.61
IT - Software	8.23	6.97
Household Products	1.68	0.66
Construction	5.62	2.09
Banks	21.16	13.76
Non - Ferrous Metals	1.37	0.36
Pharmaceuticals & Biotechnology	6.57	5.12
Healthcare Services	2.82	4.87
Auto Components	5	3.56
Personal Products	1.3	-
Transport Services	0.84	-
Electrical Equipment	3.67	3.16
Insurance	3.7	2.65
Retailing	2.65	4.65
Oil	1.48	0.74
Consumer Durables	6.7	1.83
Leisure Services	0.95	0.51
Finance	2.35	7.4
Industrial Products	1.08	0.55
Telecom - Services	3.06	1.69
Chemicals & Petrochemicals	1.54	2.18
Cement & Cement Products	3.52	0.64
Food Products	1.46	0.32
Power	2.31	4.25
Realty	3.03	3.17
Automobiles	1.08	3
Diversified FMCG	-	0.71
Aerospace & Defense	-	1.17
Beverages	-	0.82
Consumable Fuels	-	0.76
Capital Markets	-	0.19
Fertilizers & Agrochemicals	-	0.87
Industrial Manufacturing	-	2.44
Commercial Services & Supplies	-	0.59
Textiles & Apparels	-	0.53