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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 | Average |
| Asset Size (Cr) | ₹782 Cr | ₹321 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 | -1.89% | -1.68% |
| 6 Month | 7.13% | 7.74% |
| 1 Year | 1.39% | 1.26% |
| 3 Year | 11.99% | 12.46% |
| 5 Year | 13.78% | 14.59% |
SIP Return Analysis
| Scheme Name | Axis Retirement Fund - Aggressive Plan - Regular Growth | Axis Retirement Fund - Dynamic Plan - Regular Growth |
|---|---|---|
| 6 Month | 1.08% | 1.8% |
| 1 Year | 1.83% | 1.27% |
| 3 Year | 12.74% | 13.5% |
| 5 Year | 11.17% | 12.21% |
Rolling Lumpsum Returns
| Scheme Name | Axis Retirement Fund - Aggressive Plan - Regular Growth | Axis Retirement Fund - Dynamic Plan - Regular Growth |
|---|---|---|
| 1 Year | 13.94% | 14.67% |
| 3 Year | 10.96% | 12.3% |
| 5 Year | 14.42% | 15.07% |
Risk Management
| Scheme Name | Axis Retirement Fund - Aggressive Plan - Regular Growth | Axis Retirement Fund - Dynamic Plan - Regular Growth |
|---|---|---|
| Standard Deviation | 10.52% | 11.54% |
| Sharp | 0.64% | 0.63% |
| Beta | - | 1.20% |
| Alpha | - | -0.56% |
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 | 25.39 | 16.16 |
| Large Cap | 49.48 | 53.5 |
| Mid Cap | 16.6 | 17.64 |
| Small Cap | 8.54 | 12.7 |
Sector Allocation
| Scheme Name |
Axis Retirement Fund - Aggressive Plan - Regular Growth |
Axis Retirement Fund - Dynamic Plan - Regular Growth |
|---|---|---|
| Others | 20.74 | 12.04 |
| Energy | 6.01 | 6.04 |
| Technology | 8.72 | 8.9 |
| Healthcare | 7 | 9.95 |
| Industrials | 9.87 | 12.44 |
| Financial Services | 22.58 | 25.5 |
| Consumer Defensive | 2.51 | 3.15 |
| Basic Materials | 6.67 | 4.78 |
| Consumer Cyclical | 7.52 | 8.13 |
| Real Estate | 1.82 | 2.93 |
| Utilities | 2.88 | 2.35 |
| Communication Services | 3.69 | 3.8 |
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