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
| 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) | ₹402 Cr | ₹385 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 | 2.41 |
| 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 | 2.13% | 2.46% |
| 6 Month | 3.88% | 6.77% |
| 1 Year | 19.16% | 25.95% |
| 3 Year | 13.23% | 11.83% |
| 5 Year | 12.96% | - |
| Scheme Name | Aditya Birla Sun Life Retirement Fund-The 30s Plan-Regular Growth | Axis Retirement Fund - Dynamic Plan - Regular Growth |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 14.6% | 18.96% |
| 3 Year | 18.95% | 20.08% |
| 5 Year | 16.23% | - |
| Scheme Name | Aditya Birla Sun Life Retirement Fund-The 30s Plan-Regular Growth | Axis Retirement Fund - Dynamic Plan - Regular Growth |
|---|---|---|
| 1 Year | 11.96% | 16.86% |
| 3 Year | 11.95% | 12.2% |
| 5 Year | 13.54% | - |
| Scheme Name | Aditya Birla Sun Life Retirement Fund-The 30s Plan-Regular Growth | Axis Retirement Fund - Dynamic Plan - Regular Growth |
|---|---|---|
| Standard Deviation | 11.61% | 11.27% |
| Sharp | 0.68% | 0.69% |
| Beta | 0.85% | 1.9% |
| Alpha | -3.34% | 9.5% |
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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 | 7.37 | 13.2 |
| Large Cap | 59.87 | 50.42 |
| Small Cap | 19.39 | 16.99 |
| Mid Cap | 13.36 | 19.41 |
| Scheme Name |
Aditya Birla Sun Life Retirement Fund-The 30s Plan-Regular Growth |
Axis Retirement Fund - Dynamic Plan - Regular Growth |
|---|---|---|
| Others | 4.23 | 13.2 |
| Sovereign | 0.34 | - |
| Energy | 9.78 | - |
| Technology | 5.3 | - |
| Consumer Staples | 4.44 | - |
| Construction | 7.28 | 2.09 |
| Financial | 28.38 | - |
| Metals & Mining | 2.89 | - |
| Healthcare | 7.59 | - |
| Materials | 4.86 | - |
| Services | 5.96 | - |
| Capital Goods | 7.25 | - |
| Automobile | 4.68 | - |
| Consumer Discretionary | 2.82 | - |
| Communication | 2.8 | - |
| Insurance | 1.39 | 2.65 |
| Petroleum Products | - | 4.61 |
| IT - Software | - | 6.97 |
| Pharmaceuticals & Biotechnology | - | 5.12 |
| Finance | - | 7.4 |
| Banks | - | 13.76 |
| Diversified FMCG | - | 0.71 |
| Non - Ferrous Metals | - | 0.36 |
| Electrical Equipment | - | 3.16 |
| Healthcare Services | - | 4.87 |
| Auto Components | - | 3.56 |
| Automobiles | - | 3 |
| Aerospace & Defense | - | 1.17 |
| Retailing | - | 4.65 |
| Beverages | - | 0.82 |
| Realty | - | 3.17 |
| Oil | - | 0.74 |
| Consumer Durables | - | 1.83 |
| Food Products | - | 0.32 |
| Power | - | 4.25 |
| Chemicals & Petrochemicals | - | 2.18 |
| Telecom - Services | - | 1.69 |
| Consumable Fuels | - | 0.76 |
| Capital Markets | - | 0.19 |
| Fertilizers & Agrochemicals | - | 0.87 |
| Industrial Manufacturing | - | 2.44 |
| Household Products | - | 0.66 |
| Commercial Services & Supplies | - | 0.59 |
| Industrial Products | - | 0.55 |
| Leisure Services | - | 0.51 |
| Cement & Cement Products | - | 0.64 |
| Textiles & Apparels | - | 0.53 |
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