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
Overview
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) | ₹826 Cr | ₹341 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 | 2.27 | 2.42 |
Manager | Vinayak Jayanath | Vinayak Jayanath |
ISIN Code | INF846K01T02 | INF846K01T44 |
Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
Scheme Name | Axis Retirement Fund - Aggressive Plan - Regular Growth | Axis Retirement Fund - Dynamic Plan - Regular Growth |
---|---|---|
1 Month | 1.71% | 1.35% |
6 Month | -1.05% | -2.64% |
1 Year | 8.97% | 8.72% |
3 Year | 11.92% | 13.03% |
5 Year | 15.41% | 15.35% |
SIP Return Analysis
Scheme Name | Axis Retirement Fund - Aggressive Plan - Regular Growth | Axis Retirement Fund - Dynamic Plan - Regular Growth |
---|---|---|
6 Month | 2.25% | 0.8% |
1 Year | 1.34% | -1.15% |
3 Year | 15.02% | 15.18% |
5 Year | 12.56% | 13.23% |
Rolling Lumpsum Returns
Scheme Name | Axis Retirement Fund - Aggressive Plan - Regular Growth | Axis Retirement Fund - Dynamic Plan - Regular Growth |
---|---|---|
1 Year | 16.28% | 17.94% |
3 Year | 10.75% | 12.08% |
5 Year | 11.58% | 13.46% |
Risk Management
Scheme Name | Axis Retirement Fund - Aggressive Plan - Regular Growth | Axis Retirement Fund - Dynamic Plan - Regular Growth |
---|---|---|
Standard Deviation | 11.985% | 12.58% |
Sharp | 0.274% | 0.305% |
Beta | - | - |
Alpha | - | - |
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Fund Managers
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 |
Funds Managed | 18 | 18 |
Axis Retirement Fund - Aggressive Plan - Regular Growth | Axis Retirement Fund - Dynamic Plan - Regular Growth |
Market Cap
Scheme Name |
Axis Retirement Fund - Aggressive Plan - Regular Growth |
Axis Retirement Fund - Dynamic Plan - Regular Growth |
---|---|---|
Others | 23.39 | 11.54 |
Large Cap | 51.43 | 55.73 |
Mid Cap | 15.99 | 17.55 |
Small Cap | 9.19 | 15.18 |
Sector Allocation
Scheme Name |
Axis Retirement Fund - Aggressive Plan - Regular Growth |
Axis Retirement Fund - Dynamic Plan - Regular Growth |
---|---|---|
Others | 22.94 | 11.54 |
Energy | 6.28 | 6.52 |
Technology | 9.17 | 9.47 |
Healthcare | 7.06 | 9.62 |
Industrials | 7.58 | 10.99 |
Financial Services | 21.88 | 25.15 |
Consumer Defensive | 2.37 | 3.17 |
Basic Materials | 5.57 | 3.96 |
Consumer Cyclical | 8.11 | 8.9 |
Real Estate | 2.21 | 3.36 |
Utilities | 3.2 | 2.92 |
Communication Services | 3.62 | 4.41 |
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