Axis Retirement Savings Fund vs ICICI Prudential Retirement Fund compare

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ICICI Prudential Retirement Fund - Pure Equity - Growth Option

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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	ICICI Prudential Retirement Fund - Pure Equity - Growth Option	Axis Retirement Fund - Dynamic Plan - Regular Growth
Fund	ICICI Prudential Retirement Fund - Pure Equity - Growth Option	Axis Retirement Fund - Dynamic Plan - Regular Growth
Investment Plan	Growth	Growth
Level of Risk	Moderate	Average
Asset Size (Cr)	₹1410 Cr	₹310 Cr
Min Investment	₹5000	₹5000
Min SIP Invesment	₹500	₹1000
Min Addl Investment	₹1000	₹1000
Launch Date	27 Feb 2019	20 Dec 2019
Category	Retirement Funds	Retirement Funds
Fund Type	Open Ended	Open Ended
Benchmark	NIFTY 500 TRI	BSE India Bond Index
Turn Over	67%	32.33%
Expense Ratio	2.16	2.42
Manager	Sharmila D'mello	Vinayak Jayanath
ISIN Code	INF109KC1TQ6	INF846K01T44
Exits Load	Data not available./365	Data not available./365

Scheme Name	ICICI Prudential Retirement Fund - Pure Equity - Growth Option	Axis Retirement Fund - Dynamic Plan - Regular Growth
1 Month	4.25%	2.72%
6 Month	15.4%	5.59%
1 Year	12.3%	2.35%
3 Year	24.1%	14.2%
5 Year	28.43%	14.61%

Scheme Name	ICICI Prudential Retirement Fund - Pure Equity - Growth Option	Axis Retirement Fund - Dynamic Plan - Regular Growth
6 Month	1.13%	-0.31%
1 Year	14.82%	4.03%
3 Year	20.42%	12.19%
5 Year	21.28%	11.3%

Scheme Name	ICICI Prudential Retirement Fund - Pure Equity - Growth Option	Axis Retirement Fund - Dynamic Plan - Regular Growth
1 Year	19.75%	13.27%
3 Year	24.45%	12.31%
5 Year	24.39%	14.82%

Scheme Name	ICICI Prudential Retirement Fund - Pure Equity - Growth Option	Axis Retirement Fund - Dynamic Plan - Regular Growth
Standard Deviation	14.71%	11.45%
Sharp	1.11%	0.65%
Beta	1.06%	1.24%
Alpha	6.01%	-0.22%

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

Scheme Name	ICICI Prudential Retirement Fund - Pure Equity - Growth Option	Axis Retirement Fund - Dynamic Plan - Regular Growth
Others	13.36	16.33
Large Cap	32.98	55.9
Mid Cap	22.43	16.14
Small Cap	31.23	11.63

Scheme Name	ICICI Prudential Retirement Fund - Pure Equity - Growth Option	Axis Retirement Fund - Dynamic Plan - Regular Growth
Others	9.08	13.47
Communication Services	6.52	2.7
Energy	1.48	5.91
Industrials	12.63	11.53
Basic Materials	26.21	5.01
Financial Services	18.24	25.39
Consumer Cyclical	11.17	8.42
Healthcare	2.24	9.88
Technology	5.34	9.83
Utilities	0.55	1.84
Real Estate	5	2.11
Consumer Defensive	1.53	3.92