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 Risk | Very High Risk |
Asset Size (Cr) | ₹5897 Cr | ₹341 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 | -3.21% | -4.97% |
6 Month | -6.83% | -6.02% |
1 Year | 7.15% | 10.93% |
3 Year | 18.39% | 10.88% |
5 Year | 21.26% | 11.73% |
SIP Return Analysis
Scheme Name | HDFC Retirement Savings Fund - Equity Plan - Growth Option | Axis Retirement Fund - Dynamic Plan - Regular Growth |
---|---|---|
6 Month | - | - |
1 Year | -6.07% | -4.6% |
3 Year | 16.23% | 12.78% |
5 Year | 20.78% | 12.16% |
Rolling Lumpsum Returns
Scheme Name | HDFC Retirement Savings Fund - Equity Plan - Growth Option | Axis Retirement Fund - Dynamic Plan - Regular Growth |
---|---|---|
1 Year | 19.02% | 17.94% |
3 Year | 18.79% | 12.08% |
5 Year | 16.85% | 13.46% |
Risk Management
Scheme Name | HDFC Retirement Savings Fund - Equity Plan - Growth Option | Axis Retirement Fund - Dynamic Plan - Regular Growth |
---|---|---|
Standard Deviation | 10.44% | 11.27% |
Sharp | 1.4% | 0.4% |
Beta | 0.76% | 1.81% |
Alpha | 4.6% | 7.3% |
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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 |
Fund Manage | 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 | 7.31 | 13.2 |
Large Cap | 60.19 | 50.42 |
Mid Cap | 11.01 | 19.41 |
Small Cap | 21.49 | 16.99 |
Sector Allocation
Scheme Name |
HDFC Retirement Savings Fund - Equity Plan - Growth Option |
Axis Retirement Fund - Dynamic Plan - Regular Growth |
---|---|---|
Others | 7.31 | 13.2 |
Petroleum Products | 4.24 | 4.61 |
Finance | 1.36 | 7.4 |
IT - Software | 7.08 | 6.97 |
Transport Services | 5.05 | - |
Construction | 3.86 | 2.09 |
Healthcare Services | 0.51 | 4.87 |
Banks | 25.33 | 13.76 |
Realty | 0.86 | 3.17 |
Leisure Services | 0.93 | 0.51 |
Pharmaceuticals & Biotechnology | 6.8 | 5.12 |
Automobiles | 6.92 | 3 |
Ferrous Metals | 1.68 | - |
Fertilizers & Agrochemicals | 0.81 | 0.87 |
Personal Products | 1.01 | - |
Paper, Forest & Jute Products | 0.48 | - |
Agricultural Food & other Products | 0.63 | - |
Industrial Products | 2.69 | 0.55 |
Consumer Durables | 3.68 | 1.83 |
IT - Services | 0.55 | - |
Diversified FMCG | 2.13 | 0.71 |
Insurance | 2.98 | 2.65 |
Entertainment | 0.59 | - |
Gas | 0.65 | - |
Aerospace & Defense | 0.62 | 1.17 |
Industrial Manufacturing | 1.63 | 2.44 |
Capital Markets | 1.19 | 0.19 |
Telecom - Services | 2.97 | 1.69 |
Electrical Equipment | 1.32 | 3.16 |
Commercial Services & Supplies | 1.62 | 0.59 |
Power | 0.86 | 4.25 |
Beverages | 1.21 | 0.82 |
Auto Components | 0.45 | 3.56 |
Non - Ferrous Metals | - | 0.36 |
Retailing | - | 4.65 |
Oil | - | 0.74 |
Food Products | - | 0.32 |
Chemicals & Petrochemicals | - | 2.18 |
Consumable Fuels | - | 0.76 |
Household Products | - | 0.66 |
Cement & Cement Products | - | 0.64 |
Textiles & Apparels | - | 0.53 |
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