- 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
Tax Calculator Calculate Amount of Tax Saving & Investment Amount
Retirement Calculator Retirement Corpus & Investment Amount
Compare Funds Comparison of fund details
All Calculator All Financial Calculators at your Fingertips
- Blogs
-
Pro Services
+91-9660032889
+91-9660032889
support@mysiponline.com
Axis Retirement Savings Fund vs ICICI Prudential Retirement Fund compare
ICICI Prudential Retirement Fund - Pure Equity - Growth Option
Axis Retirement Fund - Dynamic Plan - Regular Growth
Chart Comparison
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 | Very High |
| Asset Size (Cr) | ₹1060 Cr | ₹341 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 |
Trailing Lumpsum Returns
| Scheme Name | ICICI Prudential Retirement Fund - Pure Equity - Growth Option | Axis Retirement Fund - Dynamic Plan - Regular Growth |
|---|---|---|
| 1 Month | 3.2% | 2.49% |
| 6 Month | -2.72% | -2.82% |
| 1 Year | 4.97% | 9.22% |
| 3 Year | 20.71% | 13.27% |
| 5 Year | 28.5% | 14.9% |
SIP Return Analysis
| Scheme Name | ICICI Prudential Retirement Fund - Pure Equity - Growth Option | Axis Retirement Fund - Dynamic Plan - Regular Growth |
|---|---|---|
| 6 Month | 1.37% | 0.8% |
| 1 Year | -2.89% | -1.15% |
| 3 Year | 21.23% | 15.18% |
| 5 Year | 23% | 13.23% |
Rolling Lumpsum Returns
| Scheme Name | ICICI Prudential Retirement Fund - Pure Equity - Growth Option | Axis Retirement Fund - Dynamic Plan - Regular Growth |
|---|---|---|
| 1 Year | 23.43% | 17.94% |
| 3 Year | 25.69% | 12.08% |
| 5 Year | 23.19% | 13.46% |
Risk Management
| Scheme Name | ICICI Prudential Retirement Fund - Pure Equity - Growth Option | Axis Retirement Fund - Dynamic Plan - Regular Growth |
|---|---|---|
| Standard Deviation | 14.435% | 12.58% |
| Sharp | 0.73% | 0.305% |
| Beta | - | - |
| Alpha | - | - |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
Fund Managers
| 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 |
Market Cap
| Scheme Name |
ICICI Prudential Retirement Fund - Pure Equity - Growth Option |
Axis Retirement Fund - Dynamic Plan - Regular Growth |
|---|---|---|
| Others | 3.31 | 11.54 |
| Large Cap | 54.72 | 55.73 |
| Small Cap | 21.46 | 15.18 |
| Mid Cap | 20.5 | 17.55 |
Sector Allocation
| Scheme Name |
ICICI Prudential Retirement Fund - Pure Equity - Growth Option |
Axis Retirement Fund - Dynamic Plan - Regular Growth |
|---|---|---|
| Others | 2.47 | 11.54 |
| Communication Services | 9.41 | 4.41 |
| Basic Materials | 25.99 | 3.96 |
| Industrials | 15.09 | 10.99 |
| Financial Services | 15.14 | 25.15 |
| Healthcare | 1.09 | 9.62 |
| Consumer Cyclical | 10.42 | 8.9 |
| Technology | 11.48 | 9.47 |
| Energy | 0.48 | 6.52 |
| Real Estate | 4.99 | 3.36 |
| Consumer Defensive | 3.4 | 3.17 |
| Utilities | 0.04 | 2.92 |
Top Comparisons
Aditya Birla Sun Life Global Emerging Opportunities Fund - Regular Plan - Growth Option
3Y Returns7.4%
Axis Global Innovation Fund of Fund - Regular Plan - Growth
3Y Returns11.75%
ICICI Prudential Retirement Fund - Pure Equity - Growth Option
3Y Returns20.71%
Aditya Birla Sun Life Retirement Fund-The 30s Plan-Regular Growth
3Y Returns13.03%
SBI Equity Savings Fund - Regular Plan - Growth
3Y Returns10.18%
Mirae Asset Equity Savings Fund- Regular Plan- Growth
3Y Returns10.56%
Motilal Oswal Nifty Smallcap 250 Index - Regular Plan
3Y Returns16.76%
UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option
3Y Returns14.75%
