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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) | ₹408 Cr | ₹309 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 | 3.14% | 2.84% |
| 6 Month | 21.15% | 12.43% |
| 1 Year | 0.92% | -1.68% |
| 3 Year | 15.36% | 13.28% |
| 5 Year | 14.43% | 14.77% |
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 | 5.44% | 2.47% |
| 1 Year | 16% | 6.6% |
| 3 Year | 15.97% | 14.37% |
| 5 Year | 13.75% | 12.55% |
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 | 13.39% | 11.59% |
| Sharp | 0.55% | 0.44% |
| Beta | 0.95% | 1.21% |
| Alpha | -0.31% | -0.91% |
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 | 9 | 17.68 |
| Large Cap | 46.02 | 54.01 |
| Small Cap | 25.69 | 11.3 |
| Mid Cap | 19.29 | 17.02 |
Sector Allocation
| Scheme Name |
Aditya Birla Sun Life Retirement Fund-The 30s Plan-Regular Growth |
Axis Retirement Fund - Dynamic Plan - Regular Growth |
|---|---|---|
| Others | 3.12 | 14.67 |
| Energy | 1.89 | 5.83 |
| Utilities | 3.14 | 1.68 |
| Technology | 10.34 | 9.04 |
| Consumer Defensive | 8.27 | 3.3 |
| Consumer Cyclical | 11.12 | 8.57 |
| Industrials | 19.17 | 12.13 |
| Basic Materials | 7.71 | 5.54 |
| Financial Services | 24.6 | 24.94 |
| Healthcare | 7.95 | 9.22 |
| Real Estate | 2.69 | 2.18 |
| Communication Services | - | 2.9 |
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