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Axis Retirement Savings Fund vs Nippon India Retirement Fund compare
Nippon India Retirement Fund- Wealth Creation Scheme- Growth Plan - Growth Option
Axis Retirement Fund - Dynamic Plan - Regular Growth
Chart Comparison
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) | ₹3194 Cr | ₹306 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 |
Trailing Lumpsum Returns
| Scheme Name | Nippon India Retirement Fund- Wealth Creation Scheme- Growth Plan - Growth Option | Axis Retirement Fund - Dynamic Plan - Regular Growth |
|---|---|---|
| 1 Month | -1.1% | -2.64% |
| 6 Month | -1.16% | -2.39% |
| 1 Year | 6.51% | 3.67% |
| 3 Year | 17.87% | 15.23% |
| 5 Year | 16.47% | 11.18% |
SIP Return Analysis
| Scheme Name | Nippon India Retirement Fund- Wealth Creation Scheme- Growth Plan - Growth Option | Axis Retirement Fund - Dynamic Plan - Regular Growth |
|---|---|---|
| 6 Month | 0.27% | 0.89% |
| 1 Year | 7.12% | 7.04% |
| 3 Year | 11.08% | 11.18% |
| 5 Year | 13.62% | 11.11% |
Rolling Lumpsum Returns
| Scheme Name | Nippon India Retirement Fund- Wealth Creation Scheme- Growth Plan - Growth Option | Axis Retirement Fund - Dynamic Plan - Regular Growth |
|---|---|---|
| 1 Year | 7.61% | 11.46% |
| 3 Year | 11.36% | 12.53% |
| 5 Year | 9.58% | 14.51% |
Risk Management
| Scheme Name | Nippon India Retirement Fund- Wealth Creation Scheme- Growth Plan - Growth Option | Axis Retirement Fund - Dynamic Plan - Regular Growth |
|---|---|---|
| Standard Deviation | 12.83% | 11.27% |
| Sharp | 0.84% | 0.79% |
| Beta | 0.97% | 1.3% |
| Alpha | 0.28% | 0.92% |
Fund Managers
| 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 |
Market Cap
| Scheme Name |
Nippon India Retirement Fund- Wealth Creation Scheme- Growth Plan - Growth Option |
Axis Retirement Fund - Dynamic Plan - Regular Growth |
|---|---|---|
| Others | 5.42 | 16.83 |
| Large Cap | 70.25 | 59.54 |
| Mid Cap | 14.56 | 12.31 |
| Small Cap | 9.76 | 11.33 |
Sector Allocation
| Scheme Name |
Nippon India Retirement Fund- Wealth Creation Scheme- Growth Plan - Growth Option |
Axis Retirement Fund - Dynamic Plan - Regular Growth |
|---|---|---|
| Others | 0.81 | 13 |
| Energy | 6.24 | 6.88 |
| Technology | 9.74 | 9.73 |
| Industrials | 11.91 | 10.86 |
| Basic Materials | 6.61 | 4.78 |
| Consumer Defensive | 5.1 | 4.17 |
| Financial Services | 30.62 | 25.46 |
| Consumer Cyclical | 14.05 | 9.22 |
| Healthcare | 5.01 | 9.32 |
| Utilities | 5.66 | 1.94 |
| Communication Services | 3.28 | 3.01 |
| Real Estate | 0.97 | 1.62 |
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