HDFC Retirement Savings Fund vs Axis Retirement Savings Fund compare

HDFC Retirement Savings Fund - Equity Plan - Growth Option

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Axis Retirement Fund - Dynamic Plan - Regular Growth

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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

Scheme Name	HDFC Retirement Savings Fund - Equity Plan - Growth Option	Axis Retirement Fund - Dynamic Plan - Regular Growth
1 Month	1.15%	2.46%
6 Month	1.99%	6.77%
1 Year	19.39%	25.95%
3 Year	19.74%	11.83%
5 Year	23.43%	-

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%	-

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%	-

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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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

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

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