Axis Retirement Savings Fund vs HDFC Retirement Savings Fund compare

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tortoise-icon HDFC Retirement Savings Fund - Equity Plan - Growth Option

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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 HDFC Retirement Savings Fund - Equity Plan - Growth Option Axis Retirement Fund - Dynamic Plan - Regular Growth
Fund HDFC Retirement Savings Fund - Equity Plan - Growth Option Axis Retirement Fund - Dynamic Plan - Regular Growth
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹5970 Cr ₹385 Cr
Min Investment ₹100 ₹5000
Min SIP Invesment ₹100 ₹1000
Min Addl Investment ₹100 ₹1000
Launch Date 26 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 1.78 2.41
Manager Dhruv Muchhal Vinayak Jayanath
ISIN Code INF179KB1MG8 INF846K01T44
Exits Load Data not available./365 Data not available./365

Trailing Lumpsum Returns

Scheme Name HDFC Retirement Savings Fund - Equity Plan - Growth Option Axis Retirement Fund - Dynamic Plan - Regular Growth
1 Month 0.9% 1.24%
6 Month 1.77% 6.52%
1 Year 20.19% 26.19%
3 Year 19.95% 12.39%
5 Year 23.54% 14.37%

SIP Return Analysis

Scheme Name HDFC Retirement Savings Fund - Equity Plan - Growth Option Axis Retirement Fund - Dynamic Plan - Regular Growth
6 Month - -
1 Year 11.16% 18.96%
3 Year 22.96% 20.08%
5 Year 25.2% -

Rolling Lumpsum Returns

Scheme Name HDFC Retirement Savings Fund - Equity Plan - Growth Option Axis Retirement Fund - Dynamic Plan - Regular Growth
1 Year 18.89% 16.86%
3 Year 18.78% 12.2%
5 Year 16.7% -

Risk Management

Scheme Name HDFC Retirement Savings Fund - Equity Plan - Growth Option Axis Retirement 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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Fund Managers

Scheme Name HDFC Retirement Savings Fund - Equity Plan - Growth Option Axis Retirement 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 Fund - Dynamic Plan - Regular Growth

Market Cap

Scheme Name

HDFC Retirement Savings Fund - Equity Plan - Growth Option

Axis Retirement Fund - Dynamic Plan - Regular Growth

Others 7.31 13.2
Large Cap 60.19 50.42
Mid Cap 11.01 19.41
Small Cap 21.49 16.99

Sector Allocation

Scheme Name

HDFC Retirement Savings Fund - Equity Plan - Growth Option

Axis Retirement Fund - Dynamic Plan - Regular Growth

Others 7.31 13.2
Petroleum Products 4.24 4.61
Finance 1.36 7.4
IT - Software 7.08 6.97
Transport Services 5.05 -
Construction 3.86 2.09
Healthcare Services 0.51 4.87
Banks 25.33 13.76
Realty 0.86 3.17
Leisure Services 0.93 0.51
Pharmaceuticals & Biotechnology 6.8 5.12
Automobiles 6.92 3
Ferrous Metals 1.68 -
Fertilizers & Agrochemicals 0.81 0.87
Personal Products 1.01 -
Paper, Forest & Jute Products 0.48 -
Agricultural Food & other Products 0.63 -
Industrial Products 2.69 0.55
Consumer Durables 3.68 1.83
IT - Services 0.55 -
Diversified FMCG 2.13 0.71
Insurance 2.98 2.65
Entertainment 0.59 -
Gas 0.65 -
Aerospace & Defense 0.62 1.17
Industrial Manufacturing 1.63 2.44
Capital Markets 1.19 0.19
Telecom - Services 2.97 1.69
Electrical Equipment 1.32 3.16
Commercial Services & Supplies 1.62 0.59
Power 0.86 4.25
Beverages 1.21 0.82
Auto Components 0.45 3.56
Non - Ferrous Metals - 0.36
Retailing - 4.65
Oil - 0.74
Food Products - 0.32
Chemicals & Petrochemicals - 2.18
Consumable Fuels - 0.76
Household Products - 0.66
Cement & Cement Products - 0.64
Textiles & Apparels - 0.53

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