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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 Risk | Very High Risk |
| 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 | -2.53% | -4.47% |
| 6 Month | -7.43% | -8.36% |
| 1 Year | 8.38% | 8.91% |
| 3 Year | 10% | 10.96% |
| 5 Year | 10.14% | 11.75% |
SIP Return Analysis
| Scheme Name | Axis Retirement Fund - Aggressive Plan - Regular Growth | Axis Retirement Fund - Dynamic Plan - Regular Growth |
|---|---|---|
| 6 Month | - | - |
| 1 Year | -3.44% | -4.6% |
| 3 Year | 12.2% | 12.78% |
| 5 Year | 11.3% | 12.16% |
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 | 11.6% | 12.004% |
| Sharp | 0.357% | 0.412% |
| 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 |
| Fund Manage | 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 | 23.18 | 13.2 |
| Large Cap | 48.13 | 50.42 |
| Mid Cap | 18.44 | 19.41 |
| Small Cap | 10.24 | 16.99 |
Sector Allocation
| 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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