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)	₹756 Cr	₹306 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	-0.7%	-1.06%
6 Month	-1.02%	-1.51%
1 Year	4.71%	2.09%
3 Year	14.32%	15.04%
5 Year	9.54%	10.75%

Scheme Name	Axis Retirement Fund - Aggressive Plan - Regular Growth	Axis Retirement Fund - Dynamic Plan - Regular Growth
6 Month	-0.9%	-1.48%
1 Year	3.13%	2.77%
3 Year	9.92%	10.13%
5 Year	9.83%	10.45%

Scheme Name	Axis Retirement Fund - Aggressive Plan - Regular Growth	Axis Retirement Fund - Dynamic Plan - Regular Growth
1 Year	11.23%	11.67%
3 Year	11.24%	12.51%
5 Year	13.41%	14.54%

Scheme Name	Axis Retirement Fund - Aggressive Plan - Regular Growth	Axis Retirement Fund - Dynamic Plan - Regular Growth
Standard Deviation	10.37%	11.26%
Sharp	0.71%	0.72%
Beta	1.23%	1.26%
Alpha	0.56%	0.12%

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	25.31	16.83
Large Cap	56.15	59.54
Small Cap	7.02	11.33
Mid Cap	11.52	12.31

Scheme Name	Axis Retirement Fund - Aggressive Plan - Regular Growth	Axis Retirement Fund - Dynamic Plan - Regular Growth
Others	21	13
Energy	6.74	6.88
Technology	9.34	9.73
Healthcare	7.33	9.32
Industrials	8.36	10.86
Financial Services	22.36	25.46
Consumer Defensive	3.46	4.17
Basic Materials	5.91	4.78
Consumer Cyclical	8.57	9.22
Real Estate	1.32	1.62
Utilities	2.74	1.94
Communication Services	2.88	3.01