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)	₹778 Cr	₹316 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	-0.53%	-0.75%
6 Month	0.81%	1.37%
1 Year	0.86%	-0.99%
3 Year	13.23%	13.66%
5 Year	11.12%	12.19%

Scheme Name	Axis Retirement Fund - Aggressive Plan - Regular Growth	Axis Retirement Fund - Dynamic Plan - Regular Growth
6 Month	1.42%	1.36%
1 Year	8.4%	8.22%
3 Year	12.24%	12.81%
5 Year	10.89%	11.7%

Scheme Name	Axis Retirement Fund - Aggressive Plan - Regular Growth	Axis Retirement Fund - Dynamic Plan - Regular Growth
1 Year	11.66%	12.03%
3 Year	11.18%	12.4%
5 Year	13.55%	14.61%

Scheme Name	Axis Retirement Fund - Aggressive Plan - Regular Growth	Axis Retirement Fund - Dynamic Plan - Regular Growth
Standard Deviation	10.44%	11.46%
Sharp	0.67%	0.64%
Beta	-	1.26%
Alpha	-	0.20%

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	24.56	12.88
Large Cap	53.68	61.28
Small Cap	7.02	12.74
Mid Cap	14.74	13.06

Scheme Name	Axis Retirement Fund - Aggressive Plan - Regular Growth	Axis Retirement Fund - Dynamic Plan - Regular Growth
Others	21.01	12.88
Energy	6.12	-
Technology	9.49	-
Healthcare	7.9	-
Industrials	9.15	-
Financial Services	22.23	-
Consumer Defensive	3.21	-
Basic Materials	6.59	-
Consumer Cyclical	7.54	-
Real Estate	1.29	-
Utilities	2.69	-
Communication Services	2.78	-
Petroleum Products	-	6.11
IT - Software	-	5.7
Pharmaceuticals & Biotechnology	-	5.84
Construction	-	3.17
Finance	-	5.51
Banks	-	17.52
Diversified FMCG	-	0.73
Non - Ferrous Metals	-	0.59
Electrical Equipment	-	4.85
Healthcare Services	-	3.91
Aerospace & Defense	-	1.59
Auto Components	-	3.11
Ferrous Metals	-	0.61
Automobiles	-	2.8
Commercial Services & Supplies	-	2.06
Insurance	-	2.06
Retailing	-	2.25
Beverages	-	1.56
Realty	-	2.13
Oil	-	0.1
Food Products	-	0.53
Power	-	1.88
Consumer Durables	-	2.03
Chemicals & Petrochemicals	-	2.06
Household Products	-	1.1
Telecom - Services	-	2.89
Consumable Fuels	-	0.07
Fertilizers & Agrochemicals	-	0.84
Industrial Manufacturing	-	1.87
Transport Services	-	0.51
Industrial Products	-	0.22
Cement & Cement Products	-	0.88