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

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

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tortoise-icon 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 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 6.81% 5.42%
6 Month -13.42% -10.92%
1 Year 5.35% 6.84%
3 Year 10.65% 11.71%
5 Year 17.76% 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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