Nippon India Retirement Fund vs Axis Retirement Savings Fund compare

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tortoise-icon Nippon India Retirement Fund- Wealth Creation Scheme- Growth Plan - Growth Option

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

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name Nippon India Retirement Fund- Wealth Creation Scheme- Growth Plan - Growth Option Axis Retirement Savings Fund - Dynamic Plan - Regular Growth
Fund Nippon India Retirement Fund- Wealth Creation Scheme- Growth 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) ₹3325 Cr ₹367 Cr
Min Investment ₹500 ₹5000
Min SIP Invesment ₹500 ₹1000
Min Addl Investment ₹500 ₹1000
Launch Date 05 Feb 2015 20 Dec 2019
Category Retirement Funds Retirement Funds
Fund Type Open Ended Open Ended
Benchmark BSE 500 BSE India Bond Index
Turn Over 61% 32.33%
Expense Ratio 1.93 2.38
Manager Pranay Sinha Vinayak Jayanath
ISIN Code INF204KA1B64 INF846K01T44
Exits Load Nil/365 Nil/365

Trailing Lumpsum Returns

Scheme Name Nippon India Retirement Fund- Wealth Creation Scheme- Growth Plan - Growth Option Axis Retirement Savings Fund - Dynamic Plan - Regular Growth
1 Month 1.73% 3.44%
6 Month 20.1% 20.23%
1 Year 43.18% 41.18%
3 Year 20.79% 13.63%
5 Year 19.4% -

SIP Return Analysis

Scheme Name Nippon India Retirement Fund- Wealth Creation Scheme- Growth Plan - Growth Option Axis Retirement Savings Fund - Dynamic Plan - Regular Growth
6 Month - -
1 Year 16.9% 15.93%
3 Year 41.38% 28.7%
5 Year 72.61% 43.16%

Rolling Lumpsum Returns

Scheme Name Nippon India Retirement Fund- Wealth Creation Scheme- Growth Plan - Growth Option Axis Retirement Savings Fund - Dynamic Plan - Regular Growth
1 Year 20.99% 15.91%
3 Year 55.71% 34.95%
5 Year 81.86% 47.7%

Risk Management

Scheme Name Nippon India Retirement Fund- Wealth Creation Scheme- Growth Plan - Growth Option Axis Retirement Savings Fund - Dynamic Plan - Regular Growth
Standard Deviation 12.83% 11.27%
Sharp 1.1% 0.69%
Beta 0.97% 1.9%
Alpha 2.83% 9.5%

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Fund Managers

Scheme Name Nippon India Retirement Fund- Wealth Creation Scheme- Growth Plan - Growth Option Axis Retirement Savings Fund - Dynamic Plan - Regular Growth
Name Pranay Sinha Vinayak Jayanath
Total AUM ₹21046 Cr ₹0 Cr
Fund Manage 6 18
Nippon India Retirement Fund- Wealth Creation Scheme- Growth Plan - Growth Option Axis Retirement Savings Fund - Dynamic Plan - Regular Growth

Market Cap

Scheme Name

Nippon India Retirement Fund- Wealth Creation Scheme- Growth Plan - Growth Option

Axis Retirement Savings Fund - Dynamic Plan - Regular Growth

Others 1.62 15.12
Large Cap 58.11 50.13
Small Cap 18.78 16.62
Mid Cap 21.51 18.11

Sector Allocation

Scheme Name

Nippon India Retirement Fund- Wealth Creation Scheme- Growth Plan - Growth Option

Axis Retirement Savings Fund - Dynamic Plan - Regular Growth

Others 1.62 1.88
Energy 9.88 9.69
Technology 8.77 6.24
Capital Goods 11.58 6.17
Consumer Staples 3.73 2.95
Construction 5.7 5.86
Metals & Mining 4.35 0.4
Financial 26.09 19.71
Healthcare 3.89 9.12
Automobile 7.2 9.55
Services 7.65 6.78
Communication 0.95 1.5
Insurance 2.67 1.89
Consumer Discretionary 2.92 1.96
Materials 2.3 0.92
Textiles 0.72 0.56
Sovereign - 9.94
Chemicals - 3.56
Diversified - 1.3

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