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	1.83%	0.6%
6 Month	4.32%	0.65%
1 Year	10.41%	2.35%
3 Year	16.64%	15.77%
5 Year	11.81%	11%

Scheme Name	Aditya Birla Sun Life Retirement Fund-The 30s Plan-Regular Growth	Axis Retirement Fund - Dynamic Plan - Regular Growth
6 Month	3.88%	2.03%
1 Year	19.95%	9.77%
3 Year	15.25%	12.68%
5 Year	13.64%	11.72%

Scheme Name	Aditya Birla Sun Life Retirement Fund-The 30s Plan-Regular Growth	Axis Retirement Fund - Dynamic Plan - Regular Growth
1 Year	9.68%	11.75%
3 Year	12.53%	12.49%
5 Year	14.25%	14.55%

Scheme Name	Aditya Birla Sun Life Retirement Fund-The 30s Plan-Regular Growth	Axis Retirement Fund - Dynamic Plan - Regular Growth
Standard Deviation	11.61%	11.27%
Sharp	0.68%	0.72%
Beta	0.96%	1.3%
Alpha	-0.64%	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	2.89	11.95
Large Cap	45.33	63.9
Small Cap	30.76	12.78
Mid Cap	21.03	11.34

Scheme Name	Aditya Birla Sun Life Retirement Fund-The 30s Plan-Regular Growth	Axis Retirement Fund - Dynamic Plan - Regular Growth
Others	2.89	11.95
Petroleum Products	2.07	6.5
Gas	2.15	-
IT - Software	8.42	6.03
Food Products	0.63	0.64
Auto Components	4.72	3.2
IT - Services	1.78	-
Construction	3.81	3.26
Diversified FMCG	1.66	0.83
Non - Ferrous Metals	1.87	0.52
Banks	16.3	18
Pharmaceuticals & Biotechnology	6.18	5.79
Healthcare Services	1.44	3.67
Industrial Manufacturing	1.32	1.79
Consumer Durables	5.84	2.11
Automobiles	2.98	3.32
Chemicals & Petrochemicals	2.51	2.12
Personal Products	2.35	-
Agricultural Food & other Products	0.86	-
Insurance	4.29	2.14
Industrial Products	4.18	0.22
Electrical Equipment	2.2	4.08
Retailing	3.22	2.2
Capital Markets	1.36	-
Transport Services	0.92	0.54
Financial Technology (Fintech)	1.01	-
Fertilizers & Agrochemicals	0.54	0.71
Realty	2.73	2.02
Commercial Services & Supplies	1.04	1.95
Beverages	0.56	1.61
Power	0.82	1.92
Finance	3.66	5.67
Transport Infrastructure	1.69	-
Ferrous Metals	2.01	0.57
Aerospace & Defense	-	1.55
Oil	-	0.09
Household Products	-	1.08
Telecom - Services	-	3
Consumable Fuels	-	0.06
Cement & Cement Products	-	0.83