Axis Retirement Savings Fund vs Axis Retirement Savings Fund compare
Axis Retirement Fund - Aggressive Plan - Regular Growth
Axis Retirement Fund - Dynamic Plan - Regular Growth
Chart Comparison
| Scheme Name | Axis Retirement Fund - Aggressive Plan - Regular Growth | Axis Retirement Fund - Dynamic Plan - Regular Growth |
|---|---|---|
| Fund | Axis Retirement Fund - Aggressive Plan - Regular Growth | Axis Retirement Fund - Dynamic Plan - Regular Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹922 Cr | ₹385 Cr |
| Min Investment | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹1000 | ₹1000 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 20 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 | 2.19 | 2.41 |
| Manager | Vinayak Jayanath | Vinayak Jayanath |
| ISIN Code | INF846K01T02 | INF846K01T44 |
| Exits Load | Data not available./365 | Data not available./365 |
| Scheme Name | Axis Retirement Fund - Aggressive Plan - Regular Growth | Axis Retirement Fund - Dynamic Plan - Regular Growth |
|---|---|---|
| 1 Month | -3.23% | -3.83% |
| 6 Month | -1.97% | -0.11% |
| 1 Year | 14.41% | 18.23% |
| 3 Year | 8.77% | 10.13% |
| 5 Year | 11.6% | 13.36% |
| Scheme Name | Axis Retirement Fund - Aggressive Plan - Regular Growth | Axis Retirement Fund - Dynamic Plan - Regular Growth |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 5.33% | 9.57% |
| 3 Year | 15.1% | 17.55% |
| 5 Year | - | - |
| Scheme Name | Axis Retirement Fund - Aggressive Plan - Regular Growth | Axis Retirement Fund - Dynamic Plan - Regular Growth |
|---|---|---|
| 1 Year | 15.63% | 16.86% |
| 3 Year | 10.89% | 12.2% |
| 5 Year | - | - |
| Scheme Name | Axis Retirement Fund - Aggressive Plan - Regular Growth | Axis Retirement Fund - Dynamic Plan - Regular Growth |
|---|---|---|
| Standard Deviation | 11.29% | 11.27% |
| Sharp | 0.46% | 0.4% |
| Beta | 0.87% | 1.81% |
| Alpha | -1.59% | 7.3% |
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| Scheme Name | Axis Retirement Fund - Aggressive Plan - Regular Growth | Axis Retirement Fund - Dynamic Plan - Regular Growth |
|---|---|---|
| Name | Vinayak Jayanath | Vinayak Jayanath |
| Total AUM | ₹0 Cr | ₹0 Cr |
| Fund Manage | 18 | 18 |
| Axis Retirement Fund - Aggressive Plan - Regular Growth | Axis Retirement Fund - Dynamic Plan - Regular Growth |
| Scheme Name |
Axis Retirement Fund - Aggressive Plan - Regular Growth |
Axis Retirement Fund - Dynamic Plan - Regular Growth |
|---|---|---|
| Others | 23.18 | 13.2 |
| Large Cap | 48.13 | 50.42 |
| Mid Cap | 18.44 | 19.41 |
| Small Cap | 10.24 | 16.99 |
| Scheme Name |
Axis Retirement Fund - Aggressive Plan - Regular Growth |
Axis Retirement Fund - Dynamic Plan - Regular Growth |
|---|---|---|
| Others | 23.18 | 13.2 |
| Petroleum Products | 4.74 | 4.61 |
| IT - Software | 7.21 | 6.97 |
| Pharmaceuticals & Biotechnology | 4.34 | 5.12 |
| Construction | 1.91 | 2.09 |
| Finance | 6.54 | 7.4 |
| Banks | 12.69 | 13.76 |
| Diversified FMCG | 0.46 | 0.71 |
| Non - Ferrous Metals | 0.37 | 0.36 |
| Electrical Equipment | 1.16 | 3.16 |
| Healthcare Services | 3.14 | 4.87 |
| Automobiles | 3.5 | 3 |
| Aerospace & Defense | 0.83 | 1.17 |
| Retailing | 3.97 | 4.65 |
| Beverages | 0.77 | 0.82 |
| Realty | 1.99 | 3.17 |
| Oil | 0.71 | 0.74 |
| Food Products | 0.51 | 0.32 |
| Consumer Durables | 1.83 | 1.83 |
| Power | 4.55 | 4.25 |
| Chemicals & Petrochemicals | 4.06 | 2.18 |
| Telecom - Services | 1.75 | 1.69 |
| Auto Components | 2.32 | 3.56 |
| Consumable Fuels | 0.67 | 0.76 |
| Capital Markets | 0.57 | 0.19 |
| Fertilizers & Agrochemicals | 1.78 | 0.87 |
| Industrial Manufacturing | 0.99 | 2.44 |
| Industrial Products | 1.01 | 0.55 |
| Insurance | 1.82 | 2.65 |
| Commercial Services & Supplies | 0.46 | 0.59 |
| Leisure Services | 0.16 | 0.51 |
| Household Products | - | 0.66 |
| Cement & Cement Products | - | 0.64 |
| Textiles & Apparels | - | 0.53 |
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