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Axis Retirement Savings Fund vs HDFC Retirement Savings Fund compare

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

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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 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 ₹332 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 2.42% 1.48%
6 Month 2.28% -0.35%
1 Year 4.83% 6.32%
3 Year 23.69% 17.67%
5 Year 26.86% 15.35%

SIP Return Analysis

Scheme Name HDFC Retirement Savings Fund - Equity Plan - Growth Option Axis Retirement Fund - Dynamic Plan - Regular Growth
6 Month 8.97% 8.02%
1 Year 10.96% 8.83%
3 Year 19.63% 17.32%
5 Year 21.22% 14.45%

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 11.86% 12.64%
Sharp 1.17% 0.74%
Beta 0.80% 1.23%
Alpha 4.58% -0.09%

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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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