- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
Lumpsum Calculator Calculate Future Value , Period , Returns of Lumpsum investments
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
STP Calculator Calculate Your STP Returns Easily
Compare Funds Detailed comparison of funds in
MF Screener Pinpoint the right funds
All Calculator All Financial Calculators at your Fingertips
-
Blogs
Mutual Fund Research Reports Detail Analysis of Mutual Fund
MF Expert Views Views by Expert on News
Mutual Fund News Find Latest News & Updates
Mutual Fund Learning Learn Concept of Mutual Funds
Newsletter Read market update month wise
Web Story Quick informative & trending stories
Blogs Explore trends, tips & strategies
-
Pro Services
Expert Curated Portfolios Smart portfolios crafted by market specialists
Funds Recommendations Get best funds shortlisted by expert for 2025
Portfolio Check-up Fix your portfolio with top MF Analyst
Personalised SIP Portfolio Get portfolio customised according to your needs
Loan Against Mutual Funds Get instant cash against securities
+91-9660032889
+91-9660032889
support@mysiponline.com
Aditya Birla Sun Life Retirement Fund vs Axis Retirement Savings Fund compare
Aditya Birla Sun Life Retirement Fund-The 30s Plan-Regular Growth
Axis Retirement Fund - Dynamic Plan - Regular Growth
Chart Comparison
Overview
| Scheme Name | Aditya Birla Sun Life Retirement Fund-The 30s Plan-Regular Growth | Axis Retirement Fund - Dynamic Plan - Regular Growth |
|---|---|---|
| Fund | Aditya Birla Sun Life Retirement Fund-The 30s Plan-Regular Growth | Axis Retirement Fund - Dynamic Plan - Regular Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Average |
| Asset Size (Cr) | ₹411 Cr | ₹321 Cr |
| Min Investment | ₹1000 | ₹5000 |
| Min SIP Invesment | ₹1000 | ₹1000 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 11 Mar 2019 | 20 Dec 2019 |
| Category | Retirement Funds | Retirement Funds |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY 500 TRI | BSE India Bond Index |
| Turn Over | 6% | 32.33% |
| Expense Ratio | 2.41 | 2.42 |
| Manager | Dhaval Joshi | Vinayak Jayanath |
| ISIN Code | INF209KB1H99 | INF846K01T44 |
| Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
| Scheme Name | Aditya Birla Sun Life Retirement Fund-The 30s Plan-Regular Growth | Axis Retirement Fund - Dynamic Plan - Regular Growth |
|---|---|---|
| 1 Month | -0.83% | -2.8% |
| 6 Month | 18.71% | 10.21% |
| 1 Year | 0.11% | -3.78% |
| 3 Year | 14.74% | 12.1% |
| 5 Year | 13.48% | 13.45% |
SIP Return Analysis
| Scheme Name | Aditya Birla Sun Life Retirement Fund-The 30s Plan-Regular Growth | Axis Retirement Fund - Dynamic Plan - Regular Growth |
|---|---|---|
| 6 Month | 2.82% | -0.99% |
| 1 Year | 8.19% | -0.98% |
| 3 Year | 14.26% | 12.49% |
| 5 Year | 12.97% | 11.65% |
Rolling Lumpsum Returns
| Scheme Name | Aditya Birla Sun Life Retirement Fund-The 30s Plan-Regular Growth | Axis Retirement Fund - Dynamic Plan - Regular Growth |
|---|---|---|
| 1 Year | 11.05% | 14.67% |
| 3 Year | 12.22% | 12.3% |
| 5 Year | 14.04% | 15.07% |
Risk Management
| Scheme Name | Aditya Birla Sun Life Retirement Fund-The 30s Plan-Regular Growth | Axis Retirement Fund - Dynamic Plan - Regular Growth |
|---|---|---|
| Standard Deviation | 13.35% | 11.54% |
| Sharp | 0.64% | 0.63% |
| Beta | 0.94% | 1.20% |
| Alpha | -1.10% | -0.56% |
Fund Managers
| Scheme Name | Aditya Birla Sun Life Retirement Fund-The 30s Plan-Regular Growth | Axis Retirement Fund - Dynamic Plan - Regular Growth |
|---|---|---|
| Name | Dhaval Joshi | Vinayak Jayanath |
| Total AUM | ₹361932 Cr | ₹0 Cr |
| Funds Managed | 55 | 18 |
| Aditya Birla Sun Life Retirement Fund-The 30s Plan-Regular Growth | Axis Retirement Fund - Dynamic Plan - Regular Growth |
Market Cap
| Scheme Name |
Aditya Birla Sun Life Retirement Fund-The 30s Plan-Regular Growth |
Axis Retirement Fund - Dynamic Plan - Regular Growth |
|---|---|---|
| Others | 6.22 | 16.16 |
| Large Cap | 46.47 | 53.5 |
| Small Cap | 26.49 | 12.7 |
| Mid Cap | 20.82 | 17.64 |
Sector Allocation
| Scheme Name |
Aditya Birla Sun Life Retirement Fund-The 30s Plan-Regular Growth |
Axis Retirement Fund - Dynamic Plan - Regular Growth |
|---|---|---|
| Others | 3.1 | 12.04 |
| Energy | 1.96 | 6.04 |
| Utilities | 3.24 | 2.35 |
| Technology | 9.82 | 8.9 |
| Consumer Defensive | 8.11 | 3.15 |
| Consumer Cyclical | 9.87 | 8.13 |
| Communication Services | 0 | 3.8 |
| Industrials | 17.9 | 12.44 |
| Basic Materials | 9.07 | 4.78 |
| Financial Services | 26.1 | 25.5 |
| Healthcare | 7.98 | 9.95 |
| Real Estate | 2.85 | 2.93 |
Top Comparisons
NIPPON INDIA MONTHLY INTERVAL FUND SERIES I REGULAR PLAN GROWTH
3Y Returns5.92%
NIPPON INDIA MONTHLY INTERVAL FUND SERIES I REGULAR PLAN GROWTH
3Y Returns5.92%
ICICI Prudential Commodities Fund - Growth Option
3Y Returns19.15%
HSBC Business Cycles Fund - Regular Growth
3Y Returns20.06%
HDFC Gilt Fund - Growth Plan
3Y Returns6.68%
Axis Gilt Fund - Regular Plan - Growth Option
3Y Returns6.9%
ICICI Prudential MidCap Fund - Growth
3Y Returns21.08%
Sundaram Mid Cap Fund Regular Plan - Growth
3Y Returns22.82%
