Axis Retirement Savings Fund vs Aditya Birla Sun Life Retirement 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) | ₹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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