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)	₹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

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%

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%

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%

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

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