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Axis Retirement Savings Fund vs Aditya Birla Sun Life Retirement 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 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) ₹404 Cr ₹332 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 2.15% 0.82%
6 Month 2.88% -0.25%
1 Year 6.94% 6.25%
3 Year 18.83% 17.09%
5 Year 15.78% 15.19%

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 8.26% 4.31%
1 Year 8.68% 3.41%
3 Year 16.19% 15.82%
5 Year 14.02% 13.64%

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 11.52% 16.39%
3 Year 11.98% 12.09%
5 Year 13.42% 14.36%

Risk Management

Scheme Name Aditya Birla Sun Life Retirement Fund-The 30s Plan-Regular Growth Axis Retirement Fund - Dynamic Plan - Regular Growth
Standard Deviation 14.35% 12.64%
Sharp 0.68% 0.74%
Beta 0.95% 1.23%
Alpha -1.25% -0.09%

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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 5.8 14.87
Large Cap 51.19 55.89
Small Cap 23.07 12.72
Mid Cap 19.94 16.51

Sector Allocation

Scheme Name

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

Axis Retirement Fund - Dynamic Plan - Regular Growth

Others 5.8 14.87
Energy 4.83 -
Technology 10.41 -
Consumer Defensive 4.18 -
Industrials 12.8 -
Financial Services 26.98 -
Basic Materials 8.14 -
Healthcare 8.69 -
Consumer Cyclical 9.19 -
Communication Services 3.02 -
Real Estate 3.57 -
Utilities 2.39 -
Petroleum Products - 5.67
IT - Software - 5.81
Pharmaceuticals & Biotechnology - 5.4
Construction - 2.33
Finance - 7.2
Banks - 17.01
Diversified FMCG - 0.77
Non - Ferrous Metals - 0.42
Electrical Equipment - 2.76
Healthcare Services - 4.15
Auto Components - 2.47
Automobiles - 2.88
Commercial Services & Supplies - 1.41
Insurance - 2.54
Retailing - 2.85
Beverages - 1.65
Realty - 3.02
Oil - 0.59
Food Products - 0.04
Aerospace & Defense - 0.86
Chemicals & Petrochemicals - 2.46
Household Products - 1.12
Telecom - Services - 2.51
Consumer Durables - 2.01
Consumable Fuels - 0.65
Fertilizers & Agrochemicals - 0.82
Industrial Manufacturing - 1.78
Power - 3.04
Industrial Products - 0.2
Cement & Cement Products - 0.7

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