Axis Retirement Savings Fund vs ICICI Prudential Retirement Fund compare

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tortoise-icon ICICI Prudential Retirement Fund - Pure Equity - 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 ICICI Prudential Retirement Fund - Pure Equity - Growth Option Axis Retirement Savings Fund - Dynamic Plan - Regular Growth
Fund ICICI Prudential Retirement Fund - Pure Equity - Growth Option Axis Retirement Savings Fund - Dynamic Plan - Regular Growth
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹423 Cr ₹319 Cr
Min Investment ₹5000 ₹5000
Min SIP Invesment ₹500 ₹1000
Min Addl Investment ₹1000 ₹1000
Launch Date 01 Feb 2019 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 67% 32.33%
Expense Ratio 2.39 2.41
Manager Sharmila D'mello Vinayak Jayanath
ISIN Code INF109KC1TQ6 INF846K01T44
Exits Load Nil/365 Nil/365

Trailing Lumpsum Returns

Scheme Name ICICI Prudential Retirement Fund - Pure Equity - Growth Option Axis Retirement Savings Fund - Dynamic Plan - Regular Growth
1 Month 0.03% 2.5%
6 Month 18.97% 18.35%
1 Year 46.97% 32.05%
3 Year 28.14% 13.26%
5 Year 23.34% -

SIP Return Analysis

Scheme Name ICICI Prudential Retirement Fund - Pure Equity - Growth Option Axis Retirement Savings Fund - Dynamic Plan - Regular Growth
6 Month - -
1 Year 24% 15.93%
3 Year 57.13% 28.7%
5 Year 107.11% 43.16%

Rolling Lumpsum Returns

Scheme Name ICICI Prudential Retirement Fund - Pure Equity - Growth Option Axis Retirement Savings Fund - Dynamic Plan - Regular Growth
1 Year 27.27% 15.91%
3 Year 75.23% 34.95%
5 Year 112.27% 47.7%

Risk Management

Scheme Name ICICI Prudential Retirement Fund - Pure Equity - Growth Option Axis Retirement Savings Fund - Dynamic Plan - Regular Growth
Standard Deviation 13.47% 11.27%
Sharp 1.55% 0.54%
Beta 0.8% 2.08%
Alpha 11.21% 8.29%

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Fund Managers

Scheme Name ICICI Prudential Retirement Fund - Pure Equity - Growth Option Axis Retirement Savings Fund - Dynamic Plan - Regular Growth
Name Sharmila D'mello Vinayak Jayanath
Total AUM ₹354743 Cr ₹0 Cr
Fund Manage 35 18
ICICI Prudential Retirement Fund - Pure Equity - Growth Option Axis Retirement Savings Fund - Dynamic Plan - Regular Growth

Market Cap

Scheme Name

ICICI Prudential Retirement Fund - Pure Equity - Growth Option

Axis Retirement Savings Fund - Dynamic Plan - Regular Growth

Large Cap 53 50.13
Others 5.52 15.12
Small Cap 21.83 16.62
Mid Cap 19.65 18.11

Sector Allocation

Scheme Name

ICICI Prudential Retirement Fund - Pure Equity - Growth Option

Axis Retirement Savings Fund - Dynamic Plan - Regular Growth

Communication 6.45 1.5
Materials 10.24 0.92
Others 3.31 1.88
Construction 9.76 5.86
Capital Goods 11.7 6.17
Technology 3.49 6.24
Automobile 9.98 9.55
Services 6.88 6.78
Metals & Mining 11.61 0.4
Healthcare 4.89 9.12
Consumer Discretionary 2.09 1.96
Financial 10.52 19.71
Energy 4.3 9.69
Chemicals 2.56 3.56
Insurance 1.28 1.89
Textiles 0.94 0.56
Sovereign - 9.94
Consumer Staples - 2.95
Diversified - 1.3

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