Axis Retirement Savings Fund vs Nippon India Retirement Fund compare

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Nippon India Retirement Fund- Wealth Creation Scheme- Growth Plan - 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	Nippon India Retirement Fund- Wealth Creation Scheme- Growth Plan - Growth Option	Axis Retirement Fund - Dynamic Plan - Regular Growth
Fund	Nippon India Retirement Fund- Wealth Creation Scheme- Growth Plan - Growth Option	Axis Retirement Fund - Dynamic Plan - Regular Growth
Investment Plan	Growth	Growth
Level of Risk	Very High	Average
Asset Size (Cr)	₹3258 Cr	₹316 Cr
Min Investment	₹500	₹5000
Min SIP Invesment	₹500	₹1000
Min Addl Investment	₹500	₹1000
Launch Date	11 Feb 2015	20 Dec 2019
Category	Retirement Funds	Retirement Funds
Fund Type	Open Ended	Open Ended
Benchmark	BSE 500	BSE India Bond Index
Turn Over	61%	32.33%
Expense Ratio	1.95	2.42
Manager	Pranay Sinha	Vinayak Jayanath
ISIN Code	INF204KA1B64	INF846K01T44
Exits Load	Data not available./365	Data not available./365

Scheme Name	Nippon India Retirement Fund- Wealth Creation Scheme- Growth Plan - Growth Option	Axis Retirement Fund - Dynamic Plan - Regular Growth
1 Month	-0.98%	-0.75%
6 Month	2.42%	1.37%
1 Year	-2.71%	-0.99%
3 Year	15.44%	13.66%
5 Year	17.7%	12.19%

Scheme Name	Nippon India Retirement Fund- Wealth Creation Scheme- Growth Plan - Growth Option	Axis Retirement Fund - Dynamic Plan - Regular Growth
6 Month	0.68%	1.36%
1 Year	8.99%	8.22%
3 Year	13.1%	12.81%
5 Year	14.6%	11.7%

Scheme Name	Nippon India Retirement Fund- Wealth Creation Scheme- Growth Plan - Growth Option	Axis Retirement Fund - Dynamic Plan - Regular Growth
1 Year	7.84%	12.03%
3 Year	11.24%	12.4%
5 Year	9.45%	14.61%

Scheme Name	Nippon India Retirement Fund- Wealth Creation Scheme- Growth Plan - Growth Option	Axis Retirement Fund - Dynamic Plan - Regular Growth
Standard Deviation	13.08%	11.46%
Sharp	0.71%	0.64%
Beta	0.97%	1.26%
Alpha	0.94%	0.20%

Scheme Name	Nippon India Retirement Fund- Wealth Creation Scheme- Growth Plan - Growth Option	Axis Retirement Fund - Dynamic Plan - Regular Growth
Name	Pranay Sinha	Vinayak Jayanath
Total AUM	₹21046 Cr	₹0 Cr
Funds Managed	6	18
	Nippon India Retirement Fund- Wealth Creation Scheme- Growth Plan - Growth Option	Axis Retirement Fund - Dynamic Plan - Regular Growth

Scheme Name	Nippon India Retirement Fund- Wealth Creation Scheme- Growth Plan - Growth Option	Axis Retirement Fund - Dynamic Plan - Regular Growth
Others	0.35	12.88
Large Cap	71.61	61.28
Small Cap	11.23	12.74
Mid Cap	16.81	13.06

Scheme Name	Nippon India Retirement Fund- Wealth Creation Scheme- Growth Plan - Growth Option	Axis Retirement Fund - Dynamic Plan - Regular Growth
Others	0.35	12.88
Petroleum Products	5.78	6.11
IT - Software	5.76	5.7
Construction	4.35	3.17
Ferrous Metals	0.74	0.61
Diversified FMCG	1.67	0.73
Non - Ferrous Metals	0.91	0.59
Banks	20.45	17.52
Leisure Services	1.15	-
Industrial Manufacturing	1.99	1.87
Automobiles	5.17	2.8
Aerospace & Defense	2.7	1.59
Pharmaceuticals & Biotechnology	4.06	5.84
Electrical Equipment	1.24	4.85
Power	5.68	1.88
Insurance	2.57	2.06
Capital Markets	1.65	-
Finance	5.59	5.51
Transport Services	2.3	0.51
Entertainment	0.37	-
Agricultural Food & other Products	0.5	-
Diversified Metals	1.82	-
Food Products	0.72	0.53
Chemicals & Petrochemicals	1.27	2.06
Consumer Durables	4.45	2.03
Industrial Products	1.4	0.22
Personal Products	0.54	-
Telecom - Services	2.83	2.89
Healthcare Services	0.83	3.91
Cement & Cement Products	1.83	0.88
Other Utilities	0.37	-
Auto Components	1.91	3.11
Beverages	1.91	1.56
Retailing	1.66	2.25
Textiles & Apparels	1.77	-
Realty	1.11	2.13
Financial Technology (Fintech)	0.6	-
Commercial Services & Supplies	-	2.06
Oil	-	0.1
Household Products	-	1.1
Consumable Fuels	-	0.07
Fertilizers & Agrochemicals	-	0.84