HDFC Retirement Savings Fund vs Axis Retirement Savings Fund compare

Link copied to clipboard!

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

Invest Now

tortoise-icon Axis Retirement Savings Fund - Dynamic Plan - Regular Growth

Invest Now

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 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

Trailing Lumpsum Returns

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% -

SIP Return Analysis

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%

Rolling Lumpsum Returns

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%

Risk Management

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%

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

Get Free Experts Guidance
fund-icons

Fund Managers

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

Market Cap

Scheme Name

HDFC Retirement Savings Fund - Equity Plan - Growth Option

Axis Retirement Savings Fund - Dynamic Plan - Regular Growth

Others 7 15.12
Large Cap 58.86 50.13
Mid Cap 12.13 18.11
Small Cap 22.01 16.62

Sector Allocation

Scheme Name

HDFC Retirement Savings Fund - Equity Plan - Growth Option

Axis Retirement Savings Fund - Dynamic Plan - Regular Growth

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

Top Comparisons

Parag Parikh Flexi Cap Fund Regular-Growth Parag Parikh Flexi Cap Fund Regular-Growth

3Y Returns19.36%

VS

Sundaram Flexicap Fund Regular Growth Sundaram Flexicap Fund Regular Growth

3Y Returns0%

Compare Now

Kotak Balanced Advantage Fund -Regular Plan - Growth Option Kotak Balanced Advantage Fund -Regular Plan - Growth Option

3Y Returns12.21%

VS

DSP Dynamic Asset Allocation Fund - Regular Plan - Growth DSP Dynamic Asset Allocation Fund - Regular Plan - Growth

3Y Returns10.18%

Compare Now

Invesco India - Invesco Global Equity Income Fund of Fund - Regular Plan - Growth Invesco India - Invesco Global Equity Income Fund of Fund - Regular Plan - Growth

3Y Returns14.18%

VS

Motilal Oswal Nasdaq 100 Fund of Fund- Regular Plan Growth Motilal Oswal Nasdaq 100 Fund of Fund- Regular Plan Growth

3Y Returns11.98%

Compare Now

Invesco India Financial Services Fund - Retail Growth Invesco India Financial Services Fund - Retail Growth

3Y Returns18.11%

VS

Tata Banking And Financial Services Fund-Regular Plan-Growth Tata Banking And Financial Services Fund-Regular Plan-Growth

3Y Returns14.31%

Compare Now
Request call back
Add to Cart Successfully