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Nippon India Retirement Fund vs Axis Retirement Savings Fund compare
Nippon India Retirement Fund- Wealth Creation Scheme- Growth Plan - Growth Option
Axis Retirement Fund - Dynamic Plan - Regular Growth
Chart Comparison
Overview
| Scheme Name | Nippon India Retirement Fund- Wealth Creation Scheme- Growth Plan - Growth Option | Axis Retirement Fund - Dynamic Plan - Regular Growth |
|---|---|---|
| Fund | Nippon India Retirement Fund- Wealth Creation Scheme- Growth Plan - Growth Option | Axis Retirement Fund - Dynamic Plan - Regular Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹3089 Cr | ₹341 Cr |
| Min Investment | ₹500 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹1000 |
| Min Addl Investment | ₹500 | ₹1000 |
| Launch Date | 11 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 | 1.95 | 2.42 |
| Manager | Pranay Sinha | Vinayak Jayanath |
| ISIN Code | INF204KA1B64 | INF846K01T44 |
| Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
| Scheme Name | Nippon India Retirement Fund- Wealth Creation Scheme- Growth Plan - Growth Option | Axis Retirement Fund - Dynamic Plan - Regular Growth |
|---|---|---|
| 1 Month | -2.72% | -2.91% |
| 6 Month | -13.68% | -11.09% |
| 1 Year | 2.29% | 6.37% |
| 3 Year | 15.36% | 11.04% |
| 5 Year | 18.34% | 12.26% |
SIP Return Analysis
| Scheme Name | Nippon India Retirement Fund- Wealth Creation Scheme- Growth Plan - Growth Option | Axis Retirement Fund - Dynamic Plan - Regular Growth |
|---|---|---|
| 6 Month | -10.06% | -8.97% |
| 1 Year | -17.01% | -12.47% |
| 3 Year | 12.66% | 11.17% |
| 5 Year | 15.78% | 11.03% |
Rolling Lumpsum Returns
| Scheme Name | Nippon India Retirement Fund- Wealth Creation Scheme- Growth Plan - Growth Option | Axis Retirement Fund - Dynamic Plan - Regular Growth |
|---|---|---|
| 1 Year | 10.23% | 17.94% |
| 3 Year | 10.45% | 12.08% |
| 5 Year | 8.68% | 13.46% |
Risk Management
| Scheme Name | Nippon India Retirement Fund- Wealth Creation Scheme- Growth Plan - Growth Option | Axis Retirement Fund - Dynamic Plan - Regular Growth |
|---|---|---|
| Standard Deviation | 14.598% | 12.58% |
| Sharp | 0.564% | 0.305% |
| Beta | - | - |
| Alpha | - | - |
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Fund Managers
| Scheme Name | Nippon India Retirement Fund- Wealth Creation Scheme- Growth Plan - Growth Option | Axis Retirement 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 Fund - Dynamic Plan - Regular Growth |
Market Cap
| Scheme Name |
Nippon India Retirement Fund- Wealth Creation Scheme- Growth Plan - Growth Option |
Axis Retirement Fund - Dynamic Plan - Regular Growth |
|---|---|---|
| Others | 0.69983 | 11.54103 |
| Large Cap | 71.08142 | 55.7251 |
| Small Cap | 13.25987 | 15.18072 |
| Mid Cap | 14.95888 | 17.55316 |
Sector Allocation
| Scheme Name |
Nippon India Retirement Fund- Wealth Creation Scheme- Growth Plan - Growth Option |
Axis Retirement Fund - Dynamic Plan - Regular Growth |
|---|---|---|
| Others | 0.69983 | 11.54103 |
| Energy | 5.81153 | 6.51796 |
| Technology | 13.54149 | 9.474 |
| Communication Services | 4.99557 | 4.40917 |
| Healthcare | 4.86468 | 9.61884 |
| Consumer Defensive | 4.36346 | 3.17227 |
| Industrials | 10.30553 | 10.98625 |
| Basic Materials | 5.23581 | 3.9568 |
| Financial Services | 31.76062 | 25.14678 |
| Consumer Cyclical | 13.18895 | 8.90447 |
| Utilities | 3.90567 | 2.91632 |
| Real Estate | 1.32686 | 3.35612 |
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