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Axis Retirement Savings Fund vs Axis Retirement Savings Fund compare
Axis Retirement Fund - Aggressive Plan - Regular Growth
Axis Retirement Fund - Dynamic Plan - Regular Growth
Chart Comparison
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 | Very High |
| Asset Size (Cr) | ₹826 Cr | ₹341 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 |
Trailing Lumpsum Returns
| Scheme Name | Axis Retirement Fund - Aggressive Plan - Regular Growth | Axis Retirement Fund - Dynamic Plan - Regular Growth |
|---|---|---|
| 1 Month | 2.74% | 2.49% |
| 6 Month | -1.05% | -2.82% |
| 1 Year | 9.43% | 9.22% |
| 3 Year | 12.15% | 13.27% |
| 5 Year | 14.58% | 14.9% |
SIP Return Analysis
| Scheme Name | Axis Retirement Fund - Aggressive Plan - Regular Growth | Axis Retirement Fund - Dynamic Plan - Regular Growth |
|---|---|---|
| 6 Month | 2.25% | 0.8% |
| 1 Year | 1.34% | -1.15% |
| 3 Year | 15.02% | 15.18% |
| 5 Year | 12.56% | 13.23% |
Rolling Lumpsum Returns
| Scheme Name | Axis Retirement Fund - Aggressive Plan - Regular Growth | Axis Retirement Fund - Dynamic Plan - Regular Growth |
|---|---|---|
| 1 Year | 16.28% | 17.94% |
| 3 Year | 10.75% | 12.08% |
| 5 Year | 11.58% | 13.46% |
Risk Management
| Scheme Name | Axis Retirement Fund - Aggressive Plan - Regular Growth | Axis Retirement Fund - Dynamic Plan - Regular Growth |
|---|---|---|
| Standard Deviation | 11.985% | 12.58% |
| Sharp | 0.274% | 0.305% |
| Beta | - | - |
| Alpha | - | - |
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Fund Managers
| 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 |
Market Cap
| Scheme Name |
Axis Retirement Fund - Aggressive Plan - Regular Growth |
Axis Retirement Fund - Dynamic Plan - Regular Growth |
|---|---|---|
| Others | 23.39 | 11.54 |
| Large Cap | 51.43 | 55.73 |
| Mid Cap | 15.99 | 17.55 |
| Small Cap | 9.19 | 15.18 |
Sector Allocation
| Scheme Name |
Axis Retirement Fund - Aggressive Plan - Regular Growth |
Axis Retirement Fund - Dynamic Plan - Regular Growth |
|---|---|---|
| Others | 22.94 | 11.54 |
| Energy | 6.28 | 6.52 |
| Technology | 9.17 | 9.47 |
| Healthcare | 7.06 | 9.62 |
| Industrials | 7.58 | 10.99 |
| Financial Services | 21.88 | 25.15 |
| Consumer Defensive | 2.37 | 3.17 |
| Basic Materials | 5.57 | 3.96 |
| Consumer Cyclical | 8.11 | 8.9 |
| Real Estate | 2.21 | 3.36 |
| Utilities | 3.2 | 2.92 |
| Communication Services | 3.62 | 4.41 |
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