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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) | ₹431 Cr | ₹312 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 | -0.92% | -2.14% |
| 6 Month | 4.69% | 0.87% |
| 1 Year | 4.5% | -1.99% |
| 3 Year | 15.09% | 13.94% |
| 5 Year | 12.23% | 11.21% |
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 | 2.45% | 0.58% |
| 1 Year | 18.85% | 8.03% |
| 3 Year | 15.08% | 12.51% |
| 5 Year | 13.38% | 11.54% |
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 | 9.91% | 12.03% |
| 3 Year | 12.47% | 12.4% |
| 5 Year | 14.33% | 14.61% |
Risk Management
| Scheme Name | Aditya Birla Sun Life Retirement Fund-The 30s Plan-Regular Growth | Axis Retirement Fund - Dynamic Plan - Regular Growth |
|---|---|---|
| Standard Deviation | 13.18% | 11.27% |
| Sharp | 0.61% | 0.72% |
| Beta | 0.96% | 1.3% |
| Alpha | -0.46% | 0.88% |
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 | 10.24 | 15.62 |
| Large Cap | 43.31 | 59.1 |
| Small Cap | 25.22 | 11.7 |
| Mid Cap | 21.23 | 13.58 |
Sector Allocation
| Scheme Name |
Aditya Birla Sun Life Retirement Fund-The 30s Plan-Regular Growth |
Axis Retirement Fund - Dynamic Plan - Regular Growth |
|---|---|---|
| Others | 2.91 | 11.95 |
| Energy | 2.07 | 6.66 |
| Utilities | 2.96 | 1.92 |
| Technology | 12.33 | 10.11 |
| Consumer Defensive | 7.03 | 4.12 |
| Consumer Cyclical | 12.97 | 8.88 |
| Industrials | 14.31 | 11.31 |
| Basic Materials | 9.3 | 4.75 |
| Financial Services | 25.77 | 25.82 |
| Healthcare | 7.61 | 9.46 |
| Real Estate | 2.74 | 2.02 |
| Communication Services | - | 3 |
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