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 | Average | Average |
| Asset Size (Cr) | ₹894 Cr | ₹367 Cr |
| Min Investment | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹1000 | ₹1000 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 12 Jan 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 |
| Scheme Name | Axis Retirement Fund - Aggressive Plan - Regular Growth | Axis Retirement Fund - Dynamic Plan - Regular Growth |
|---|---|---|
| 1 Month | -4.25% | -4.01% |
| 6 Month | 7.69% | 10.25% |
| 1 Year | 26.01% | 30.72% |
| 3 Year | 8.28% | 9.67% |
| 5 Year | - | - |
| Scheme Name | Axis Retirement Fund - Aggressive Plan - Regular Growth | Axis Retirement Fund - Dynamic Plan - Regular Growth |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 20.48% | 24.34% |
| 3 Year | 18.33% | 20.26% |
| 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% | 0.69% |
| Beta | 0.87% | 1.9% |
| Alpha | -1.59% | 9.5% |
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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 | 23.47 | 15.12 |
| Large Cap | 46.62 | 50.13 |
| Mid Cap | 19.81 | 18.11 |
| Small Cap | 10.11 | 16.62 |
| Scheme Name |
Axis Retirement Fund - Aggressive Plan - Regular Growth |
Axis Retirement 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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