- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
Lumpsum Calculator Calculate Future Value , Period , Returns of Lumpsum investments
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
STP Calculator Calculate Your STP Returns Easily
Compare Funds Detailed comparison of funds in
MF Screener Pinpoint the right funds
All Calculator All Financial Calculators at your Fingertips
-
Blogs
Mutual Fund Research Reports Detail Analysis of Mutual Fund
MF Expert Views Views by Expert on News
Mutual Fund News Find Latest News & Updates
Mutual Fund Learning Learn Concept of Mutual Funds
Newsletter Read market update month wise
Web Story Quick informative & trending stories
Blogs Explore trends, tips & strategies
-
Pro Services
Expert Curated Portfolios Smart portfolios crafted by market specialists
Funds Recommendations Get best funds shortlisted by expert for 2025
Portfolio Check-up Fix your portfolio with top MF Analyst
Personalised SIP Portfolio Get portfolio customised according to your needs
Loan Against Mutual Funds Get instant cash against securities
+91-9660032889
+91-9660032889
support@mysiponline.com
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) | ₹6612 Cr | ₹321 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 | -0.3% | -0.81% |
| 6 Month | 10.11% | 8.6% |
| 1 Year | 0.91% | 0.77% |
| 3 Year | 18.93% | 12.68% |
| 5 Year | 24.4% | 14.56% |
SIP Return Analysis
| Scheme Name | HDFC Retirement Savings Fund - Equity Plan - Growth Option | Axis Retirement Fund - Dynamic Plan - Regular Growth |
|---|---|---|
| 6 Month | 2.43% | 1.8% |
| 1 Year | 3.49% | 1.27% |
| 3 Year | 15.04% | 13.5% |
| 5 Year | 18.09% | 12.21% |
Rolling Lumpsum Returns
| Scheme Name | HDFC Retirement Savings Fund - Equity Plan - Growth Option | Axis Retirement Fund - Dynamic Plan - Regular Growth |
|---|---|---|
| 1 Year | 17.17% | 14.67% |
| 3 Year | 19.1% | 12.3% |
| 5 Year | 17.18% | 15.07% |
Risk Management
| Scheme Name | HDFC Retirement Savings Fund - Equity Plan - Growth Option | Axis Retirement Fund - Dynamic Plan - Regular Growth |
|---|---|---|
| Standard Deviation | 11.08% | 11.54% |
| Sharp | 1.11% | 0.63% |
| Beta | 0.80% | 1.20% |
| Alpha | 4.04% | -0.56% |
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 | 11.48 | 16.16 |
| Large Cap | 60.93 | 53.5 |
| Mid Cap | 8.67 | 17.64 |
| Small Cap | 18.91 | 12.7 |
Sector Allocation
| Scheme Name |
HDFC Retirement Savings Fund - Equity Plan - Growth Option |
Axis Retirement Fund - Dynamic Plan - Regular Growth |
|---|---|---|
| Others | 10.61 | 12.04 |
| Energy | 5.34 | 6.04 |
| Financial Services | 31.76 | 25.5 |
| Technology | 7.11 | 8.9 |
| Industrials | 14.1 | 12.44 |
| Real Estate | 1.15 | 2.93 |
| Healthcare | 6.89 | 9.95 |
| Consumer Cyclical | 8.6 | 8.13 |
| Basic Materials | 4.86 | 4.78 |
| Consumer Defensive | 3.72 | 3.15 |
| Communication Services | 3.6 | 3.8 |
| Utilities | 2.26 | 2.35 |
Top Comparisons
Aditya Birla Sun Life Bal Bhavishya Yojna Regular Growth
3Y Returns13.11%
Tata Children's Fund - Regular Plan - Growth Option
3Y Returns13.87%
BANDHAN Flexi Cap Fund - Regular Plan - Growth
3Y Returns14.96%
Quant Flexi Cap Fund-Growth
3Y Returns17.45%
BANDHAN Large Cap Fund - Regular Plan - Growth
3Y Returns15.83%
Aditya Birla Sun Life Large Cap Fund-Growth
3Y Returns15.12%
SBI Magnum Childrens Benefit Fund - Investment Plan - Regular Plan - Growth
3Y Returns21.79%
Axis Children's Fund - Lock in - Growth
3Y Returns9.17%
