Nippon India Retirement Fund vs Axis Retirement Savings Fund compare

Link copied to clipboard!

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

Invest Now

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

Invest Now

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 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 Average
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 Fund - Dynamic Plan - Regular Growth
1 Month -1.17% -1.07%
6 Month 7.01% 9.62%
1 Year 31.42% 32.58%
3 Year 16.44% 10.88%
5 Year 16.39% -

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 - -
1 Year 14.43% -
3 Year - -
5 Year - -

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 9.22% 16.86%
3 Year 10.2% 12.2%
5 Year 8.53% -

Risk Management

Scheme Name Nippon India Retirement Fund- Wealth Creation Scheme- Growth Plan - Growth Option Axis Retirement 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%

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

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 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 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

Top Comparisons

Canara Robeco Multi Cap Fund - Regular (G) Canara Robeco Multi Cap Fund - Regular (G)

3Y Returns0%

VS

Quant Active Fund-Growth Quant Active Fund-Growth

3Y Returns14.36%

Compare Now

ITI ELSS Tax Saver Fund Regular - Growth ITI ELSS Tax Saver Fund Regular - Growth

3Y Returns17.66%

VS

DSP ELSS Tax Saver Fund - Regular Plan - Growth DSP ELSS Tax Saver Fund - Regular Plan - Growth

3Y Returns18.33%

Compare Now

NIPPON INDIA ELSS TAX SAVER FUND-Growth Plan-Growth Option NIPPON INDIA ELSS TAX SAVER FUND-Growth Plan-Growth Option

3Y Returns16.87%

VS

Canara Robeco ELSS Tax Saver Fund - Regular Plan - Growth Option Canara Robeco ELSS Tax Saver Fund - Regular Plan - Growth Option

3Y Returns13.34%

Compare Now

Edelweiss Gold and Silver ETF FOF - Regular Plan - Growth Edelweiss Gold and Silver ETF FOF - Regular Plan - Growth

3Y Returns0%

VS

Axis Gold Fund - Regular Plan - Growth Option Axis Gold Fund - Regular Plan - Growth Option

3Y Returns16.36%

Compare Now
Request call back
Add to Cart Successfully