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Axis Retirement Savings Fund vs Axis Retirement Savings Fund compare

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tortoise-icon Axis Retirement Fund - Aggressive Plan - Regular Growth

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tortoise-icon 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

Trailing Lumpsum Returns

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%

SIP Return Analysis

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%

Rolling Lumpsum Returns

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%

Risk Management

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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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 14.87
Large Cap 51.43 55.89
Mid Cap 15.99 16.51
Small Cap 9.19 12.72

Sector Allocation

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

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