Aditya Birla Sun Life Retirement Fund vs Axis Retirement Savings Fund compare

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tortoise-icon Aditya Birla Sun Life Retirement Fund-The 30s Plan-Regular Growth

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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 Aditya Birla Sun Life Retirement Fund-The 30s Plan-Regular Growth Axis Retirement Savings Fund - Dynamic Plan - Regular Growth
Fund Aditya Birla Sun Life Retirement Fund-The 30s Plan-Regular Growth Axis Retirement Savings Fund - Dynamic Plan - Regular Growth
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹348 Cr ₹319 Cr
Min Investment ₹1000 ₹5000
Min SIP Invesment ₹1000 ₹1000
Min Addl Investment ₹1000 ₹1000
Launch Date 10 Mar 2019 20 Dec 2019
Category Retirement Funds Retirement Funds
Fund Type Open Ended Open Ended
Benchmark NIFTY 500 TRI NIFTY 50 Hybrid Composite Debt 65:35
Turn Over 6% 32.33%
Expense Ratio 2.39 2.41
Manager Dhaval Joshi Vinayak Jayanath
ISIN Code INF209KB1H99 INF846K01T44
Exits Load Nil/365 Nil/365

Trailing Lumpsum Returns

Scheme Name Aditya Birla Sun Life Retirement Fund-The 30s Plan-Regular Growth Axis Retirement Savings Fund - Dynamic Plan - Regular Growth
1 Month 3.66% 4.04%
6 Month 15.85% 18.75%
1 Year 32.3% 34.18%
3 Year 13.74% 13.57%
5 Year 14.44% -

SIP Return Analysis

Scheme Name Aditya Birla Sun Life Retirement Fund-The 30s Plan-Regular Growth Axis Retirement Savings Fund - Dynamic Plan - Regular Growth
6 Month - -
1 Year 14.53% 15.93%
3 Year 30.51% 28.7%
5 Year 48.36% 43.16%

Rolling Lumpsum Returns

Scheme Name Aditya Birla Sun Life Retirement Fund-The 30s Plan-Regular Growth Axis Retirement Savings Fund - Dynamic Plan - Regular Growth
1 Year 15.19% 15.91%
3 Year 36.66% 34.95%
5 Year 53.49% 47.7%

Risk Management

Scheme Name Aditya Birla Sun Life Retirement Fund-The 30s Plan-Regular Growth Axis Retirement Savings Fund - Dynamic Plan - Regular Growth
Standard Deviation 11.61% 11.27%
Sharp 0.59% 0.54%
Beta 0.84% 2.08%
Alpha -3.31% 8.29%

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Fund Managers

Scheme Name Aditya Birla Sun Life Retirement Fund-The 30s Plan-Regular Growth Axis Retirement Savings Fund - Dynamic Plan - Regular Growth
Name Dhaval Joshi Vinayak Jayanath
Total AUM ₹361932 Cr ₹0 Cr
Fund Manage 55 18
Aditya Birla Sun Life Retirement Fund-The 30s Plan-Regular Growth Axis Retirement Savings Fund - Dynamic Plan - Regular Growth

Market Cap

Scheme Name

Aditya Birla Sun Life Retirement Fund-The 30s Plan-Regular Growth

Axis Retirement Savings Fund - Dynamic Plan - Regular Growth

Large Cap 59.87 50.13
Small Cap 19.39 16.62
Others 7.37 15.12
Mid Cap 13.36 18.11

Sector Allocation

Scheme Name

Aditya Birla Sun Life Retirement Fund-The 30s Plan-Regular Growth

Axis Retirement Savings Fund - Dynamic Plan - Regular Growth

Financial 28.38 19.71
Energy 9.78 9.69
Construction 7.28 5.86
Technology 5.3 6.24
Materials 4.86 0.92
Communication 2.8 1.5
Healthcare 7.59 9.12
Others 4.23 1.88
Services 5.96 6.78
Automobile 4.68 9.55
Consumer Discretionary 2.82 1.96
Consumer Staples 4.44 2.95
Capital Goods 7.25 6.17
Metals & Mining 2.89 0.4
Insurance 1.39 1.89
Sovereign 0.34 9.94
Chemicals - 3.56
Diversified - 1.3
Textiles - 0.56

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