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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) | ₹411 Cr | ₹310 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 | 3.01% | 2.81% |
| 6 Month | 12.39% | 6.28% |
| 1 Year | 6.3% | 2.97% |
| 3 Year | 15.27% | 14.37% |
| 5 Year | 15.25% | 14.49% |
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 | 3.93% | 2.88% |
| 1 Year | 18.26% | 10.25% |
| 3 Year | 15.77% | 14.44% |
| 5 Year | 13.76% | 12.55% |
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 | 10.43% | 13.27% |
| 3 Year | 12.36% | 12.31% |
| 5 Year | 14.33% | 14.82% |
Risk Management
| Scheme Name | Aditya Birla Sun Life Retirement Fund-The 30s Plan-Regular Growth | Axis Retirement Fund - Dynamic Plan - Regular Growth |
|---|---|---|
| Standard Deviation | 13.19% | 11.45% |
| Sharp | 0.64% | 0.65% |
| Beta | 0.95% | 1.24% |
| Alpha | -0.76% | -0.22% |
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 | 7.72 | 16.33 |
| Large Cap | 45.83 | 55.9 |
| Small Cap | 27.65 | 11.63 |
| Mid Cap | 18.8 | 16.14 |
Sector Allocation
| Scheme Name |
Aditya Birla Sun Life Retirement Fund-The 30s Plan-Regular Growth |
Axis Retirement Fund - Dynamic Plan - Regular Growth |
|---|---|---|
| Others | 2.75 | 13.47 |
| Energy | 1.97 | 5.91 |
| Utilities | 3.21 | 1.84 |
| Technology | 10.66 | 9.83 |
| Consumer Defensive | 7.65 | 3.92 |
| Consumer Cyclical | 11.61 | 8.42 |
| Industrials | 16.98 | 11.53 |
| Basic Materials | 9.97 | 5.01 |
| Financial Services | 24.83 | 25.39 |
| Healthcare | 7.68 | 9.88 |
| Real Estate | 2.69 | 2.11 |
| Communication Services | - | 2.7 |
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