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Axis Retirement Savings Fund vs HDFC Retirement Savings Fund compare
HDFC Retirement Savings Fund - Equity Plan - Growth Option
Axis Retirement Fund - Dynamic Plan - Regular Growth
Chart Comparison
Overview
| Scheme Name | HDFC Retirement Savings Fund - Equity Plan - Growth Option | Axis Retirement Fund - Dynamic Plan - Regular Growth |
|---|---|---|
| Fund | HDFC Retirement Savings Fund - Equity Plan - Growth Option | Axis Retirement Fund - Dynamic Plan - Regular Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Average |
| Asset Size (Cr) | ₹6474 Cr | ₹334 Cr |
| Min Investment | ₹100 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹1000 |
| Min Addl Investment | ₹100 | ₹1000 |
| Launch Date | 26 Feb 2016 | 20 Dec 2019 |
| Category | Retirement Funds | Retirement Funds |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY 500 TRI | BSE India Bond Index |
| Turn Over | 14.13% | 32.33% |
| Expense Ratio | 1.77 | 2.42 |
| Manager | Dhruv Muchhal | Vinayak Jayanath |
| ISIN Code | INF179KB1MG8 | INF846K01T44 |
| Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
| Scheme Name | HDFC Retirement Savings Fund - Equity Plan - Growth Option | Axis Retirement Fund - Dynamic Plan - Regular Growth |
|---|---|---|
| 1 Month | 1.54% | 1.17% |
| 6 Month | 6.89% | 3.66% |
| 1 Year | 2.37% | 4.09% |
| 3 Year | 22.43% | 16.46% |
| 5 Year | 26.61% | 15.26% |
SIP Return Analysis
| Scheme Name | HDFC Retirement Savings Fund - Equity Plan - Growth Option | Axis Retirement Fund - Dynamic Plan - Regular Growth |
|---|---|---|
| 6 Month | 7.1% | 5.82% |
| 1 Year | 8.74% | 5.66% |
| 3 Year | 18.02% | 15.67% |
| 5 Year | 20.14% | 13.51% |
Rolling Lumpsum Returns
| Scheme Name | HDFC Retirement Savings Fund - Equity Plan - Growth Option | Axis Retirement Fund - Dynamic Plan - Regular Growth |
|---|---|---|
| 1 Year | 17.69% | 16.39% |
| 3 Year | 18.72% | 12.09% |
| 5 Year | 17.03% | 14.36% |
Risk Management
| Scheme Name | HDFC Retirement Savings Fund - Equity Plan - Growth Option | Axis Retirement Fund - Dynamic Plan - Regular Growth |
|---|---|---|
| Standard Deviation | 11.49% | 12.36% |
| Sharp | 1.38% | 0.89% |
| Beta | 0.80% | 1.24% |
| Alpha | 4.22% | -0.58% |
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Fund Managers
| Scheme Name | HDFC Retirement Savings Fund - Equity Plan - Growth Option | Axis Retirement Fund - Dynamic Plan - Regular Growth |
|---|---|---|
| Name | Dhruv Muchhal | Vinayak Jayanath |
| Total AUM | ₹520687 Cr | ₹0 Cr |
| Funds Managed | 40 | 18 |
| HDFC Retirement Savings Fund - Equity Plan - Growth Option | Axis Retirement Fund - Dynamic Plan - Regular Growth |
Market Cap
| Scheme Name |
HDFC Retirement Savings Fund - Equity Plan - Growth Option |
Axis Retirement Fund - Dynamic Plan - Regular Growth |
|---|---|---|
| Others | 11.18 | 14.09 |
| Large Cap | 60.94 | 55.8 |
| Mid Cap | 9 | 16.53 |
| Small Cap | 18.89 | 13.58 |
Sector Allocation
| Scheme Name |
HDFC Retirement Savings Fund - Equity Plan - Growth Option |
Axis Retirement Fund - Dynamic Plan - Regular Growth |
|---|---|---|
| Others | 10.32 | 12.56 |
| Energy | 5.66 | 6.56 |
| Financial Services | 32.72 | 27.03 |
| Technology | 6.37 | 8.75 |
| Industrials | 13.72 | 11.65 |
| Real Estate | 1.15 | 2.91 |
| Healthcare | 5.41 | 9.1 |
| Consumer Cyclical | 9.53 | 7.54 |
| Basic Materials | 4.72 | 4.52 |
| Consumer Defensive | 4.6 | 3.33 |
| Communication Services | 3.57 | 3.61 |
| Utilities | 2.24 | 2.43 |
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