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 Savings Fund - Dynamic Plan - Regular Growth
Chart Comparison
| Scheme Name | Aditya Birla Sun Life Retirement Fund-The 30s Plan-Regular Growth | Axis Retirement Savings Fund - Dynamic Plan - Regular Growth |
|---|---|---|
| Fund | Aditya Birla Sun Life Retirement Fund-The 30s Plan-Regular Growth | Axis Retirement Savings Fund - Dynamic Plan - Regular Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹388 Cr | ₹367 Cr |
| Min Investment | ₹1000 | ₹5000 |
| Min SIP Invesment | ₹1000 | ₹1000 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 10 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 | 2.39 | 2.38 |
| Manager | Dhaval Joshi | Vinayak Jayanath |
| ISIN Code | INF209KB1H99 | INF846K01T44 |
| Exits Load | Nil/365 | Nil/365 |
| Scheme Name | Aditya Birla Sun Life Retirement Fund-The 30s Plan-Regular Growth | Axis Retirement Savings Fund - Dynamic Plan - Regular Growth |
|---|---|---|
| 1 Month | 2.13% | 3.44% |
| 6 Month | 19.73% | 20.23% |
| 1 Year | 33.16% | 41.18% |
| 3 Year | 14.81% | 13.63% |
| 5 Year | 16.15% | - |
| Scheme Name | Aditya Birla Sun Life Retirement Fund-The 30s Plan-Regular Growth | Axis Retirement Savings Fund - Dynamic Plan - Regular Growth |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 14.53% | 15.93% |
| 3 Year | 30.51% | 28.7% |
| 5 Year | 48.36% | 43.16% |
| Scheme Name | Aditya Birla Sun Life Retirement Fund-The 30s Plan-Regular Growth | Axis Retirement Savings Fund - Dynamic Plan - Regular Growth |
|---|---|---|
| 1 Year | 15.19% | 15.91% |
| 3 Year | 36.66% | 34.95% |
| 5 Year | 53.49% | 47.7% |
| Scheme Name | Aditya Birla Sun Life Retirement Fund-The 30s Plan-Regular Growth | Axis Retirement Savings Fund - Dynamic Plan - Regular Growth |
|---|---|---|
| Standard Deviation | 11.61% | 11.27% |
| Sharp | 0.68% | 0.69% |
| Beta | 0.85% | 1.9% |
| Alpha | -3.34% | 9.5% |
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| Scheme Name | Aditya Birla Sun Life Retirement Fund-The 30s Plan-Regular Growth | Axis Retirement Savings Fund - Dynamic Plan - Regular Growth |
|---|---|---|
| Name | Dhaval Joshi | Vinayak Jayanath |
| Total AUM | ₹361932 Cr | ₹0 Cr |
| Fund Manage | 55 | 18 |
| Aditya Birla Sun Life Retirement Fund-The 30s Plan-Regular Growth | Axis Retirement Savings Fund - Dynamic Plan - Regular Growth |
| Scheme Name |
Aditya Birla Sun Life Retirement Fund-The 30s Plan-Regular Growth |
Axis Retirement Savings Fund - Dynamic Plan - Regular Growth |
|---|---|---|
| Others | 7.37 | 15.12 |
| Large Cap | 59.87 | 50.13 |
| Small Cap | 19.39 | 16.62 |
| Mid Cap | 13.36 | 18.11 |
| Scheme Name |
Aditya Birla Sun Life Retirement Fund-The 30s Plan-Regular Growth |
Axis Retirement Savings Fund - Dynamic Plan - Regular Growth |
|---|---|---|
| Others | 4.23 | 1.88 |
| Sovereign | 0.34 | 9.94 |
| Energy | 9.78 | 9.69 |
| Technology | 5.3 | 6.24 |
| Consumer Staples | 4.44 | 2.95 |
| Construction | 7.28 | 5.86 |
| Financial | 28.38 | 19.71 |
| Metals & Mining | 2.89 | 0.4 |
| Healthcare | 7.59 | 9.12 |
| Materials | 4.86 | 0.92 |
| Services | 5.96 | 6.78 |
| Capital Goods | 7.25 | 6.17 |
| Automobile | 4.68 | 9.55 |
| Consumer Discretionary | 2.82 | 1.96 |
| Communication | 2.8 | 1.5 |
| Insurance | 1.39 | 1.89 |
| Chemicals | - | 3.56 |
| Diversified | - | 1.3 |
| Textiles | - | 0.56 |
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