Axis Retirement Savings Fund vs Axis Retirement Savings Fund compare

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Axis Retirement Fund - Aggressive 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	Axis Retirement Fund - Aggressive Plan - Regular Growth	Axis Retirement Fund - Dynamic Plan - Regular Growth
Fund	Axis Retirement Fund - Aggressive Plan - Regular Growth	Axis Retirement Fund - Dynamic Plan - Regular Growth
Investment Plan	Growth	Growth
Level of Risk	Very High	Average
Asset Size (Cr)	₹813 Cr	₹332 Cr
Min Investment	₹5000	₹5000
Min SIP Invesment	₹1000	₹1000
Min Addl Investment	₹1000	₹1000
Launch Date	20 Dec 2019	20 Dec 2019
Category	Retirement Funds	Retirement Funds
Fund Type	Open Ended	Open Ended
Benchmark	NIFTY 50 Hybrid Composite Debt 70:30 Index	BSE India Bond Index
Turn Over	32.33%	32.33%
Expense Ratio	2.27	2.42
Manager	Vinayak Jayanath	Vinayak Jayanath
ISIN Code	INF846K01T02	INF846K01T44
Exits Load	Data not available./365	Data not available./365

Scheme Name	Axis Retirement Fund - Aggressive Plan - Regular Growth	Axis Retirement Fund - Dynamic Plan - Regular Growth
1 Month	2%	2.52%
6 Month	4.32%	1.58%
1 Year	7.42%	7.26%
3 Year	17.37%	17.74%
5 Year	14.84%	15.53%

Scheme Name	Axis Retirement Fund - Aggressive Plan - Regular Growth	Axis Retirement Fund - Dynamic Plan - Regular Growth
6 Month	7.78%	8.02%
1 Year	10.44%	8.83%
3 Year	16.89%	17.32%
5 Year	13.61%	14.45%

Scheme Name	Axis Retirement Fund - Aggressive Plan - Regular Growth	Axis Retirement Fund - Dynamic Plan - Regular Growth
1 Year	15.11%	16.39%
3 Year	10.78%	12.09%
5 Year	12.6%	14.36%

Scheme Name	Axis Retirement Fund - Aggressive Plan - Regular Growth	Axis Retirement Fund - Dynamic Plan - Regular Growth
Standard Deviation	11.85%	12.64%
Sharp	0.72%	0.74%
Beta	-	1.23%
Alpha	-	-0.09%

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Scheme Name	Axis Retirement Fund - Aggressive Plan - Regular Growth	Axis Retirement Fund - Dynamic Plan - Regular Growth
Name	Vinayak Jayanath	Vinayak Jayanath
Total AUM	₹0 Cr	₹0 Cr
Funds Managed	18	18
	Axis Retirement Fund - Aggressive Plan - Regular Growth	Axis Retirement Fund - Dynamic Plan - Regular Growth

Scheme Name	Axis Retirement Fund - Aggressive Plan - Regular Growth	Axis Retirement Fund - Dynamic Plan - Regular Growth
Others	23.39	14.87
Large Cap	51.43	55.89
Mid Cap	15.99	16.51
Small Cap	9.19	12.72

Scheme Name	Axis Retirement Fund - Aggressive Plan - Regular Growth	Axis Retirement Fund - Dynamic Plan - Regular Growth
Others	22.94	14.87
Energy	6.28	-
Technology	9.17	-
Healthcare	7.06	-
Industrials	7.58	-
Financial Services	21.88	-
Consumer Defensive	2.37	-
Basic Materials	5.57	-
Consumer Cyclical	8.11	-
Real Estate	2.21	-
Utilities	3.2	-
Communication Services	3.62	-
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