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
| 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 | -3.65% | -3.83% |
| 6 Month | -4.23% | -0.11% |
| 1 Year | 11.34% | 18.23% |
| 3 Year | 17.34% | 10.13% |
| 5 Year | 21.81% | 13.36% |
| Scheme Name | HDFC Retirement Savings Fund - Equity Plan - Growth Option | Axis Retirement Fund - Dynamic Plan - Regular Growth |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 2.48% | 9.57% |
| 3 Year | 19.74% | 17.55% |
| 5 Year | 23.08% | - |
| 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% | 0.4% |
| Beta | 0.76% | 1.81% |
| Alpha | 4.6% | 7.3% |
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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 |
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