Axis Retirement Savings Fund vs Axis Retirement Savings Fund compare

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tortoise-icon Axis Retirement Savings Fund - Aggressive Plan - Regular Growth

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tortoise-icon Axis Retirement Savings 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 Axis Retirement Savings Fund - Aggressive Plan - Regular Growth Axis Retirement Savings Fund - Dynamic Plan - Regular Growth
Fund Axis Retirement Savings Fund - Aggressive Plan - Regular Growth Axis Retirement Savings Fund - Dynamic Plan - Regular Growth
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹894 Cr ₹367 Cr
Min Investment ₹5000 ₹5000
Min SIP Invesment ₹1000 ₹1000
Min Addl Investment ₹1000 ₹1000
Launch Date 01 Dec 2019 20 Dec 2019
Category Retirement Funds Retirement Funds
Fund Type Open Ended Open Ended
Benchmark NIFTY 50 Hybrid Composite Debt 70:30 Index BSE India Bond Index
Turn Over 32.33% 32.33%
Expense Ratio 2.22 2.38
Manager Vinayak Jayanath Vinayak Jayanath
ISIN Code INF846K01T02 INF846K01T44
Exits Load Nil/365 Nil/365

Trailing Lumpsum Returns

Scheme Name Axis Retirement Savings Fund - Aggressive Plan - Regular Growth Axis Retirement Savings Fund - Dynamic Plan - Regular Growth
1 Month 2.55% 3.44%
6 Month 18.36% 20.23%
1 Year 37.55% 41.18%
3 Year 11.47% 13.63%
5 Year - -

SIP Return Analysis

Scheme Name Axis Retirement Savings Fund - Aggressive Plan - Regular Growth Axis Retirement Savings Fund - Dynamic Plan - Regular Growth
6 Month - -
1 Year 14.7% 15.93%
3 Year 26.42% 28.7%
5 Year 39.24% 43.16%

Rolling Lumpsum Returns

Scheme Name Axis Retirement Savings Fund - Aggressive Plan - Regular Growth Axis Retirement Savings Fund - Dynamic Plan - Regular Growth
1 Year 15.14% 15.91%
3 Year 32.13% 34.95%
5 Year 43.9% 47.7%

Risk Management

Scheme Name Axis Retirement Savings Fund - Aggressive Plan - Regular Growth Axis Retirement Savings Fund - Dynamic Plan - Regular Growth
Standard Deviation 11.29% 11.27%
Sharp 0.46% 0.69%
Beta 0.87% 1.9%
Alpha -1.59% 9.5%

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Fund Managers

Scheme Name Axis Retirement Savings Fund - Aggressive Plan - Regular Growth Axis Retirement Savings Fund - Dynamic Plan - Regular Growth
Name Vinayak Jayanath Vinayak Jayanath
Total AUM ₹0 Cr ₹0 Cr
Fund Manage 18 18
Axis Retirement Savings Fund - Aggressive Plan - Regular Growth Axis Retirement Savings Fund - Dynamic Plan - Regular Growth

Market Cap

Scheme Name

Axis Retirement Savings Fund - Aggressive Plan - Regular Growth

Axis Retirement Savings Fund - Dynamic Plan - Regular Growth

Others 23.47 15.12
Large Cap 46.62 50.13
Mid Cap 19.81 18.11
Small Cap 10.11 16.62

Sector Allocation

Scheme Name

Axis Retirement Savings Fund - Aggressive Plan - Regular Growth

Axis Retirement Savings Fund - Dynamic Plan - Regular Growth

Others 1.68 1.88
Sovereign 18.13 9.94
Energy 9.9 9.69
Technology 7.64 6.24
Construction 4.89 5.86
Healthcare 6.06 9.12
Metals & Mining 1.46 0.4
Financial 17.77 19.71
Capital Goods 4.23 6.17
Consumer Staples 1.41 2.95
Automobile 7.12 9.55
Communication 2.22 1.5
Services 5.5 6.78
Consumer Discretionary 3.09 1.96
Chemicals 7.61 3.56
Materials 0.48 0.92
Insurance 0.82 1.89
Diversified - 1.3
Textiles - 0.56

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