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

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

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Axis Retirement Fund - Dynamic Plan - Regular Growth

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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)	₹388 Cr	₹367 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	BSE India Bond Index
Turn Over	6%	32.33%
Expense Ratio	2.39	2.38
Manager	Dhaval Joshi	Vinayak Jayanath
ISIN Code	INF209KB1H99	INF846K01T44
Exits Load	Nil/365	Nil/365

Scheme Name	Aditya Birla Sun Life Retirement Fund-The 30s Plan-Regular Growth	Axis Retirement Fund - Dynamic Plan - Regular Growth
1 Month	0.54%	1.45%
6 Month	8.5%	11.29%
1 Year	29.77%	34.13%
3 Year	13.11%	11.91%
5 Year	13.36%	-

Scheme Name	Aditya Birla Sun Life Retirement Fund-The 30s Plan-Regular Growth	Axis Retirement Fund - Dynamic Plan - Regular Growth
6 Month	-	-
1 Year	16.39%	19.43%
3 Year	19.36%	19.74%
5 Year	16.44%	-

Scheme Name	Aditya Birla Sun Life Retirement Fund-The 30s Plan-Regular Growth	Axis Retirement Fund - Dynamic Plan - Regular Growth
1 Year	11.96%	16.86%
3 Year	11.95%	12.2%
5 Year	13.54%	-

Scheme Name	Aditya Birla Sun Life Retirement Fund-The 30s Plan-Regular Growth	Axis Retirement Fund - Dynamic Plan - Regular Growth
Standard Deviation	11.61%	11.27%
Sharp	0.68%	0.69%
Beta	0.85%	1.9%
Alpha	-3.34%	9.5%

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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
Fund Manage	55	18
	Aditya Birla Sun Life Retirement Fund-The 30s Plan-Regular Growth	Axis Retirement Fund - Dynamic Plan - Regular Growth

Scheme Name	Aditya Birla Sun Life Retirement Fund-The 30s Plan-Regular Growth	Axis Retirement Fund - Dynamic Plan - Regular Growth
Others	7.37	13.2
Large Cap	59.87	50.42
Small Cap	19.39	16.99
Mid Cap	13.36	19.41

Scheme Name	Aditya Birla Sun Life Retirement Fund-The 30s Plan-Regular Growth	Axis Retirement Fund - Dynamic Plan - Regular Growth
Others	4.23	13.2
Sovereign	0.34	-
Energy	9.78	-
Technology	5.3	-
Consumer Staples	4.44	-
Construction	7.28	2.09
Financial	28.38	-
Metals & Mining	2.89	-
Healthcare	7.59	-
Materials	4.86	-
Services	5.96	-
Capital Goods	7.25	-
Automobile	4.68	-
Consumer Discretionary	2.82	-
Communication	2.8	-
Insurance	1.39	2.65
Petroleum Products	-	4.61
IT - Software	-	6.97
Pharmaceuticals & Biotechnology	-	5.12
Finance	-	7.4
Banks	-	13.76
Diversified FMCG	-	0.71
Non - Ferrous Metals	-	0.36
Electrical Equipment	-	3.16
Healthcare Services	-	4.87
Auto Components	-	3.56
Automobiles	-	3
Aerospace & Defense	-	1.17
Retailing	-	4.65
Beverages	-	0.82
Realty	-	3.17
Oil	-	0.74
Consumer Durables	-	1.83
Food Products	-	0.32
Power	-	4.25
Chemicals & Petrochemicals	-	2.18
Telecom - Services	-	1.69
Consumable Fuels	-	0.76
Capital Markets	-	0.19
Fertilizers & Agrochemicals	-	0.87
Industrial Manufacturing	-	2.44
Household Products	-	0.66
Commercial Services & Supplies	-	0.59
Industrial Products	-	0.55
Leisure Services	-	0.51
Cement & Cement Products	-	0.64
Textiles & Apparels	-	0.53