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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) | ₹758 Cr | ₹310 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 | 0.7% | 0.66% |
| 6 Month | 6.51% | 7.48% |
| 1 Year | -0.64% | -1.98% |
| 3 Year | 13.92% | 14.27% |
| 5 Year | 13.71% | 14.99% |
SIP Return Analysis
| Scheme Name | Axis Retirement Fund - Aggressive Plan - Regular Growth | Axis Retirement Fund - Dynamic Plan - Regular Growth |
|---|---|---|
| 6 Month | 1.16% | 1.54% |
| 1 Year | 7.92% | 7.89% |
| 3 Year | 13.19% | 13.98% |
| 5 Year | 11.3% | 12.28% |
Rolling Lumpsum Returns
| Scheme Name | Axis Retirement Fund - Aggressive Plan - Regular Growth | Axis Retirement Fund - Dynamic Plan - Regular Growth |
|---|---|---|
| 1 Year | 12.86% | 13.27% |
| 3 Year | 11.08% | 12.31% |
| 5 Year | 14.08% | 14.82% |
Risk Management
| Scheme Name | Axis Retirement Fund - Aggressive Plan - Regular Growth | Axis Retirement Fund - Dynamic Plan - Regular Growth |
|---|---|---|
| Standard Deviation | 10.36% | 11.39% |
| Sharp | 0.57% | 0.56% |
| Beta | - | 1.22% |
| Alpha | - | -1.05% |
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 | 25.48 | 17.68 |
| Large Cap | 50.51 | 54.01 |
| Mid Cap | 16.44 | 17.02 |
| Small Cap | 7.58 | 11.3 |
Sector Allocation
| Scheme Name |
Axis Retirement Fund - Aggressive Plan - Regular Growth |
Axis Retirement Fund - Dynamic Plan - Regular Growth |
|---|---|---|
| Others | 21.88 | 14.67 |
| Energy | 5.72 | 5.83 |
| Technology | 9.65 | 10.09 |
| Healthcare | 6.5 | 9.22 |
| Industrials | 9.3 | 11.08 |
| Financial Services | 22.08 | 24.94 |
| Consumer Defensive | 2.59 | 3.3 |
| Basic Materials | 7.23 | 5.54 |
| Consumer Cyclical | 8.12 | 8.57 |
| Real Estate | 1.4 | 2.18 |
| Utilities | 2.68 | 1.68 |
| Communication Services | 2.86 | 2.9 |
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