Axis Retirement Savings Fund vs ICICI Prudential Retirement Fund compare

ICICI Prudential Retirement Fund - Pure Equity - Growth Option

Axis Retirement Savings Fund - Dynamic Plan - Regular Growth

Overview

Scheme Name	ICICI Prudential Retirement Fund - Pure Equity - Growth Option	Axis Retirement Savings Fund - Dynamic Plan - Regular Growth
Fund	ICICI Prudential Retirement Fund - Pure Equity - Growth Option	Axis Retirement Savings Fund - Dynamic Plan - Regular Growth
Investment Plan	Growth	Growth
Level of Risk	Very High	Very High
Asset Size (Cr)	₹871 Cr	₹367 Cr
Min Investment	₹5000	₹5000
Min SIP Invesment	₹500	₹1000
Min Addl Investment	₹1000	₹1000
Launch Date	01 Feb 2019	20 Dec 2019
Category	Retirement Funds	Retirement Funds
Fund Type	Open Ended	Open Ended
Benchmark	NIFTY 500 TRI	BSE India Bond Index
Turn Over	67%	32.33%
Expense Ratio	2.25	2.38
Manager	Sharmila D'mello	Vinayak Jayanath
ISIN Code	INF109KC1TQ6	INF846K01T44
Exits Load	Nil/365	Nil/365

Scheme Name	ICICI Prudential Retirement Fund - Pure Equity - Growth Option	Axis Retirement Savings Fund - Dynamic Plan - Regular Growth
1 Month	1.12%	3.44%
6 Month	18.3%	20.23%
1 Year	50.02%	41.18%
3 Year	27.6%	13.63%
5 Year	25.26%	-

Scheme Name	ICICI Prudential Retirement Fund - Pure Equity - Growth Option	Axis Retirement Savings Fund - Dynamic Plan - Regular Growth
6 Month	-	-
1 Year	24%	15.93%
3 Year	57.13%	28.7%
5 Year	107.11%	43.16%

Scheme Name	ICICI Prudential Retirement Fund - Pure Equity - Growth Option	Axis Retirement Savings Fund - Dynamic Plan - Regular Growth
1 Year	27.27%	15.91%
3 Year	75.23%	34.95%
5 Year	112.27%	47.7%

Scheme Name	ICICI Prudential Retirement Fund - Pure Equity - Growth Option	Axis Retirement Savings Fund - Dynamic Plan - Regular Growth
Standard Deviation	13.47%	11.27%
Sharp	1.53%	0.69%
Beta	0.79%	1.9%
Alpha	9.75%	9.5%

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Scheme Name	ICICI Prudential Retirement Fund - Pure Equity - Growth Option	Axis Retirement Savings Fund - Dynamic Plan - Regular Growth
Name	Sharmila D'mello	Vinayak Jayanath
Total AUM	₹354743 Cr	₹0 Cr
Fund Manage	35	18
	ICICI Prudential Retirement Fund - Pure Equity - Growth Option	Axis Retirement Savings Fund - Dynamic Plan - Regular Growth

Scheme Name	ICICI Prudential Retirement Fund - Pure Equity - Growth Option	Axis Retirement Savings Fund - Dynamic Plan - Regular Growth
Large Cap	52.15	50.13
Others	5.95	15.12
Small Cap	18.89	16.62
Mid Cap	23.03	18.11

Scheme Name	ICICI Prudential Retirement Fund - Pure Equity - Growth Option	Axis Retirement Savings Fund - Dynamic Plan - Regular Growth
Telecom - Services	5.79	-
Cement & Cement Products	9.38	-
Realty	6.53	-
Others	3.68	1.88
Transport Services	2.96	-
Construction	2.82	5.86
It - Software	3.6	-
Agricultural, Commercial & Construction Vehicles	2.53	-
Electrical Equipment	4.18	-
Finance	5.15	-
Automobiles	7.22	-
Capital Markets	6.99	-
Diversified Metals	1.91	-
Aerospace & Defense	1.89	-
Ferrous Metals	7.1	-
Industrial Products	4.34	-
Auto Components	2.1	-
Consumer Durables	1.93	-
Petroleum Products	3.34	-
Chemicals & Petrochemicals	3.38	-
Banks	2.46	-
Insurance	1.3	1.89
Pharmaceuticals & Biotechnology	3.61	-
Fertilizers & Agrochemicals	1.76	-
Retailing	1.4	-
Gas	1.19	-
Textiles & Apparels	0.49	-
Non - Ferrous Metals	0.36	-
Leisure Services	0.2	-
Entertainment	0.11	-
Healthcare Services	0.22	-
Transport Infrastructure	0.09	-
Commercial Services & Supplies	0.01	-
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