Axis Retirement Savings Fund vs HDFC Retirement Savings Fund compare

HDFC Retirement Savings Fund - Equity Plan - Growth Option

Axis Retirement Savings Fund - Dynamic Plan - Regular Growth

Overview

Scheme Name	HDFC Retirement Savings Fund - Equity Plan - Growth Option	Axis Retirement Savings Fund - Dynamic Plan - Regular Growth
Fund	HDFC Retirement Savings Fund - Equity Plan - Growth Option	Axis Retirement Savings Fund - Dynamic Plan - Regular Growth
Investment Plan	Growth	Growth
Level of Risk	Very High	Very High
Asset Size (Cr)	₹5555 Cr	₹367 Cr
Min Investment	₹100	₹5000
Min SIP Invesment	₹100	₹1000
Min Addl Investment	₹100	₹1000
Launch Date	07 Feb 2016	20 Dec 2019
Category	Retirement Funds	Retirement Funds
Fund Type	Open Ended	Open Ended
Benchmark	NIFTY 500 TRI	BSE India Bond Index
Turn Over	14.13%	32.33%
Expense Ratio	1.79	2.38
Manager	Dhruv Muchhal	Vinayak Jayanath
ISIN Code	INF179KB1MG8	INF846K01T44
Exits Load	Nil/365	Nil/365

Scheme Name	HDFC Retirement Savings Fund - Equity Plan - Growth Option	Axis Retirement Savings Fund - Dynamic Plan - Regular Growth
1 Month	1.87%	3.44%
6 Month	17.97%	20.23%
1 Year	37.27%	41.18%
3 Year	23.33%	13.63%
5 Year	26.08%	-

Scheme Name	HDFC Retirement Savings Fund - Equity Plan - Growth Option	Axis Retirement Savings Fund - Dynamic Plan - Regular Growth
6 Month	-	-
1 Year	16.32%	15.93%
3 Year	44.91%	28.7%
5 Year	94.95%	43.16%

Scheme Name	HDFC Retirement Savings Fund - Equity Plan - Growth Option	Axis Retirement Savings Fund - Dynamic Plan - Regular Growth
1 Year	26.82%	15.91%
3 Year	70.52%	34.95%
5 Year	100.8%	47.7%

Scheme Name	HDFC Retirement Savings Fund - Equity Plan - Growth Option	Axis Retirement Savings Fund - Dynamic Plan - Regular Growth
Standard Deviation	10.44%	11.27%
Sharp	1.4%	0.69%
Beta	0.76%	1.9%
Alpha	4.6%	9.5%

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Scheme Name	HDFC Retirement Savings Fund - Equity Plan - Growth Option	Axis Retirement Savings Fund - Dynamic Plan - Regular Growth
Name	Dhruv Muchhal	Vinayak Jayanath
Total AUM	₹520687 Cr	₹0 Cr
Fund Manage	40	18
	HDFC Retirement Savings Fund - Equity Plan - Growth Option	Axis Retirement Savings Fund - Dynamic Plan - Regular Growth

Scheme Name	HDFC Retirement Savings Fund - Equity Plan - Growth Option	Axis Retirement Savings Fund - Dynamic Plan - Regular Growth
Large Cap	58.86	50.13
Others	7	15.12
Small Cap	22.01	16.62
Mid Cap	12.13	18.11

Scheme Name	HDFC Retirement Savings Fund - Equity Plan - Growth Option	Axis Retirement Savings Fund - Dynamic Plan - Regular Growth
Banks	26.41	-
Others	5.09	1.88
Petroleum Products	4.13	-
IT - Software	6.09	-
Telecom - Services	2.86	-
Automobiles	7.88	-
Construction	4.04	5.86
Diversified FMCG	1.99	-
Pharmaceuticals & Biotechnology	7.97	-
Beverages	1.61	-
Electrical Equipment	1.43	-
Insurance	3	1.89
Industrial Products	3.48	-
Capital Markets	1.16	-
Personal Products	1.16	-
Transport Services	3.92	-
Power	0.95	-
Industrial Manufacturing	0.92	-
Fertilizers & Agrochemicals	0.91	-
Realty	0.83	-
Aerospace & Defense	1.42	-
IT - Services	0.83	-
Ferrous Metals	1.4	-
Agricultural Food & other Products	0.77	-
Finance	1.69	-
Consumer Durables	3.02	-
Commercial Services & Supplies	1.08	-
Healthcare Services	0.68	-
Leisure Services	1.21	-
Entertainment	0.58	-
Gas	0.53	-
Paper, Forest & Jute Products	0.49	-
Auto Components	0.47	-
Financial	-	19.71
Energy	-	9.69
Chemicals	-	3.56
Sovereign	-	9.94
Technology	-	6.24
Services	-	6.78
Healthcare	-	9.12
Automobile	-	9.55
Capital Goods	-	6.17
Communication	-	1.5
Consumer Discretionary	-	1.96
Consumer Staples	-	2.95
Diversified	-	1.3
Materials	-	0.92
Textiles	-	0.56
Metals & Mining	-	0.4