Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

Axis Retirement Savings Fund vs HDFC Retirement Savings Fund compare

Link copied to clipboard!

tortoise-icon HDFC Retirement Savings Fund - Equity Plan - Growth Option

Invest Now

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

Invest Now

Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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%

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

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

Top Comparisons

ITI Dynamic Bond Fund Regular - Growth ITI Dynamic Bond Fund Regular - Growth

3Y Returns6.92%

VS

ICICI Prudential All Seasons Bond Fund - Growth ICICI Prudential All Seasons Bond Fund - Growth

3Y Returns8.33%

Compare Now

Invesco India Smallcap Fund - Regular Plan - Growth Invesco India Smallcap Fund - Regular Plan - Growth

3Y Returns30.71%

VS

Edelweiss Small Cap Fund - Regular Plan - Growth Edelweiss Small Cap Fund - Regular Plan - Growth

3Y Returns26.07%

Compare Now

Mahindra Manulife Consumption Fund- Regular Plan - Growth Mahindra Manulife Consumption Fund- Regular Plan - Growth

3Y Returns17.7%

VS

HDFC Non-Cyclical Consumer Fund - Regular (G) HDFC Non-Cyclical Consumer Fund - Regular (G)

3Y Returns0%

Compare Now

Nippon India Overnight Fund - Regular Plan - Growth Option Nippon India Overnight Fund - Regular Plan - Growth Option

3Y Returns6.37%

VS

Baroda BNP Paribas Overnight Fund - Regular Plan - Growth Baroda BNP Paribas Overnight Fund - Regular Plan - Growth

3Y Returns6.37%

Compare Now
Add to Cart Successfully