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Axis Retirement Savings Fund vs ICICI Prudential Retirement Fund compare
ICICI Prudential Retirement Fund - Pure Equity - Growth Option
Axis Retirement Fund - Dynamic Plan - Regular Growth
Chart Comparison
Overview
| Scheme Name | ICICI Prudential Retirement Fund - Pure Equity - Growth Option | Axis Retirement Fund - Dynamic Plan - Regular Growth |
|---|---|---|
| Fund | ICICI Prudential Retirement Fund - Pure Equity - Growth Option | Axis Retirement Fund - Dynamic Plan - Regular Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Moderate | Very High |
| Asset Size (Cr) | ₹1060 Cr | ₹341 Cr |
| Min Investment | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹1000 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 27 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 | 2.16 | 2.42 |
| Manager | Sharmila D'mello | Vinayak Jayanath |
| ISIN Code | INF109KC1TQ6 | INF846K01T44 |
| Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
| Scheme Name | ICICI Prudential Retirement Fund - Pure Equity - Growth Option | Axis Retirement Fund - Dynamic Plan - Regular Growth |
|---|---|---|
| 1 Month | 6.04% | 5.42% |
| 6 Month | -12.14% | -10.92% |
| 1 Year | 4.11% | 6.84% |
| 3 Year | 17.5% | 11.71% |
| 5 Year | 31.38% | 15.29% |
SIP Return Analysis
| Scheme Name | ICICI Prudential Retirement Fund - Pure Equity - Growth Option | Axis Retirement Fund - Dynamic Plan - Regular Growth |
|---|---|---|
| 6 Month | -4.39% | -4.09% |
| 1 Year | -8.27% | -4.75% |
| 3 Year | 20.19% | 14.22% |
| 5 Year | 22.88% | 12.83% |
Rolling Lumpsum Returns
| Scheme Name | ICICI Prudential Retirement Fund - Pure Equity - Growth Option | Axis Retirement Fund - Dynamic Plan - Regular Growth |
|---|---|---|
| 1 Year | 23.43% | 17.94% |
| 3 Year | 25.69% | 12.08% |
| 5 Year | 23.19% | 13.46% |
Risk Management
| Scheme Name | ICICI Prudential Retirement Fund - Pure Equity - Growth Option | Axis Retirement Fund - Dynamic Plan - Regular Growth |
|---|---|---|
| Standard Deviation | 14.435% | 12.58% |
| Sharp | 0.73% | 0.305% |
| Beta | - | - |
| Alpha | - | - |
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Fund Managers
| Scheme Name | ICICI Prudential Retirement Fund - Pure Equity - Growth Option | Axis Retirement Fund - Dynamic Plan - Regular Growth |
|---|---|---|
| Name | Sharmila D'mello | Vinayak Jayanath |
| Total AUM | ₹354743 Cr | ₹0 Cr |
| Funds Managed | 35 | 18 |
| ICICI Prudential Retirement Fund - Pure Equity - Growth Option | Axis Retirement Fund - Dynamic Plan - Regular Growth |
Market Cap
| Scheme Name |
ICICI Prudential Retirement Fund - Pure Equity - Growth Option |
Axis Retirement Fund - Dynamic Plan - Regular Growth |
|---|---|---|
| Others | 3.31 | 11.54 |
| Large Cap | 54.72 | 55.73 |
| Small Cap | 21.46 | 15.18 |
| Mid Cap | 20.5 | 17.55 |
Sector Allocation
| Scheme Name |
ICICI Prudential Retirement Fund - Pure Equity - Growth Option |
Axis Retirement Fund - Dynamic Plan - Regular Growth |
|---|---|---|
| Others | 2.47 | 11.54 |
| Communication Services | 9.41 | 4.41 |
| Basic Materials | 25.99 | 3.96 |
| Industrials | 15.09 | 10.99 |
| Financial Services | 15.14 | 25.15 |
| Healthcare | 1.09 | 9.62 |
| Consumer Cyclical | 10.42 | 8.9 |
| Technology | 11.48 | 9.47 |
| Energy | 0.48 | 6.52 |
| Real Estate | 4.99 | 3.36 |
| Consumer Defensive | 3.4 | 3.17 |
| Utilities | 0.04 | 2.92 |
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