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Axis Retirement Savings Fund vs Axis Retirement Savings Fund compare

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tortoise-icon Axis Retirement Fund - Aggressive 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 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 5.83% 6.11%
6 Month -8.7% -10.33%
1 Year 7.33% 7.35%
3 Year 10.56% 11.94%
5 Year 16.03% 15.43%

SIP Return Analysis

Scheme Name Axis Retirement Fund - Aggressive Plan - Regular Growth Axis Retirement Fund - Dynamic Plan - Regular Growth
6 Month -2.21% -4.09%
1 Year -2.67% -4.75%
3 Year 13.85% 14.22%
5 Year 12.06% 12.83%

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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