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

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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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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 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

Scheme Name	Aditya Birla Sun Life Retirement Fund-The 30s Plan-Regular Growth	Axis Retirement Fund - Dynamic Plan - Regular Growth
1 Month	1.17%	0.15%
6 Month	4.88%	1.89%
1 Year	7.9%	1.63%
3 Year	16.48%	15.42%
5 Year	12.12%	11.41%

Scheme Name	Aditya Birla Sun Life Retirement Fund-The 30s Plan-Regular Growth	Axis Retirement Fund - Dynamic Plan - Regular Growth
6 Month	1.65%	-0.3%
1 Year	16.06%	5.38%
3 Year	15.02%	12.16%
5 Year	13.6%	11.51%

Scheme Name	Aditya Birla Sun Life Retirement Fund-The 30s Plan-Regular Growth	Axis Retirement Fund - Dynamic Plan - Regular Growth
1 Year	9.79%	11.9%
3 Year	12.51%	12.44%
5 Year	14.3%	14.59%

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%

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

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

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