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 | ₹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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