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 Savings 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 Savings Fund - Dynamic Plan - Regular Growth
Fund HDFC Retirement Savings Fund - Equity Plan - Growth Option Axis Retirement Savings Fund - Dynamic Plan - Regular Growth
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹4378 Cr ₹319 Cr
Min Investment ₹100 ₹5000
Min SIP Invesment ₹100 ₹1000
Min Addl Investment ₹100 ₹1000
Launch Date 07 Feb 2016 20 Dec 2019
Category Retirement Funds Retirement Funds
Fund Type Open Ended Open Ended
Benchmark NIFTY 500 TRI NIFTY 50 Hybrid Composite Debt 65:35
Turn Over 14.13% 32.33%
Expense Ratio 1.84 2.41
Manager Dhruv Muchhal Vinayak Jayanath
ISIN Code INF179KB1MG8 INF846K01T44
Exits Load Nil/365 Nil/365

Trailing Lumpsum Returns

Scheme Name HDFC Retirement Savings Fund - Equity Plan - Growth Option Axis Retirement Savings Fund - Dynamic Plan - Regular Growth
1 Month 3.9% 4.04%
6 Month 17.24% 18.75%
1 Year 37.6% 34.18%
3 Year 22.3% 13.57%
5 Year 24.21% -

SIP Return Analysis

Scheme Name HDFC Retirement Savings Fund - Equity Plan - Growth Option Axis Retirement Savings Fund - Dynamic Plan - Regular Growth
6 Month - -
1 Year 16.32% 15.93%
3 Year 44.91% 28.7%
5 Year 94.95% 43.16%

Rolling Lumpsum Returns

Scheme Name HDFC Retirement Savings Fund - Equity Plan - Growth Option Axis Retirement Savings Fund - Dynamic Plan - Regular Growth
1 Year 26.82% 15.91%
3 Year 70.52% 34.95%
5 Year 100.8% 47.7%

Risk Management

Scheme Name HDFC Retirement Savings Fund - Equity Plan - Growth Option Axis Retirement Savings Fund - Dynamic Plan - Regular Growth
Standard Deviation 10.44% 11.27%
Sharp 1.38% 0.54%
Beta 0.75% 2.08%
Alpha 5.6% 8.29%

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Fund Managers

Scheme Name HDFC Retirement Savings Fund - Equity Plan - Growth Option Axis Retirement Savings 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 Savings Fund - Dynamic Plan - Regular Growth

Market Cap

Scheme Name

HDFC Retirement Savings Fund - Equity Plan - Growth Option

Axis Retirement Savings Fund - Dynamic Plan - Regular Growth

Large Cap 59.93 50.13
Others 9.15 15.12
Small Cap 21.57 16.62
Mid Cap 9.35 18.11

Sector Allocation

Scheme Name

HDFC Retirement Savings Fund - Equity Plan - Growth Option

Axis Retirement Savings Fund - Dynamic Plan - Regular Growth

Financial 27.92 19.71
Others 6.19 1.88
Technology 6.27 6.24
Communication 2.93 1.5
Energy 6.44 9.69
Automobile 8.72 9.55
Construction 4.33 5.86
Consumer Staples 6.09 2.95
Healthcare 9.01 9.12
Capital Goods 7.53 6.17
Insurance 1.99 1.89
Services 5.74 6.78
Metals & Mining 2.4 0.4
Materials 2.35 0.92
Chemicals 0.75 3.56
Consumer Discretionary 1.34 1.96
Sovereign - 9.94
Diversified - 1.3
Textiles - 0.56

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