HDFC Retirement Savings Fund vs Axis Retirement Savings Fund compare
HDFC Retirement Savings Fund - Equity Plan - Growth Option
Axis Retirement Fund - Dynamic Plan - Regular Growth
Chart Comparison
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) | ₹5897 Cr | ₹341 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 | 1.77 | 2.42 |
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 | 3.83% | 2.32% |
6 Month | -4.13% | -4.39% |
1 Year | 10.59% | 11.09% |
3 Year | 18.39% | 12.99% |
5 Year | 29.4% | 15.59% |
SIP Return Analysis
Scheme Name | HDFC Retirement Savings Fund - Equity Plan - Growth Option | Axis Retirement Fund - Dynamic Plan - Regular Growth |
---|---|---|
6 Month | 0.78% | -0.61% |
1 Year | -2.14% | -1.91% |
3 Year | 17.28% | 14.76% |
5 Year | 20.63% | 13.05% |
Rolling Lumpsum Returns
Scheme Name | HDFC Retirement Savings Fund - Equity Plan - Growth Option | Axis Retirement Fund - Dynamic Plan - Regular Growth |
---|---|---|
1 Year | 19.02% | 17.94% |
3 Year | 18.79% | 12.08% |
5 Year | 16.85% | 13.46% |
Risk Management
Scheme Name | HDFC Retirement Savings Fund - Equity Plan - Growth Option | Axis Retirement Fund - Dynamic Plan - Regular Growth |
---|---|---|
Standard Deviation | 11.88% | 12.58% |
Sharp | 0.874% | 0.305% |
Beta | - | - |
Alpha | - | - |
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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 |
Funds Managed | 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 | 12.24 | 11.54 |
Large Cap | 58.58 | 55.73 |
Mid Cap | 8.29 | 17.55 |
Small Cap | 20.89 | 15.18 |
Sector Allocation
Scheme Name |
HDFC Retirement Savings Fund - Equity Plan - Growth Option |
Axis Retirement Fund - Dynamic Plan - Regular Growth |
---|---|---|
Others | 12.17 | 11.54 |
Energy | 4.28 | 6.52 |
Financial Services | 30.8 | 25.15 |
Technology | 8.97 | 9.47 |
Industrials | 14.32 | 10.99 |
Healthcare | 5.36 | 9.62 |
Consumer Cyclical | 10.1 | 8.9 |
Basic Materials | 4.29 | 3.96 |
Consumer Defensive | 4.55 | 3.17 |
Communication Services | 3.45 | 4.41 |
Utilities | 1.7 | 2.92 |
Real Estate | - | 3.36 |
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