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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) | ₹3144 Cr | ₹310 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 | -0.12% | 0.76% |
| 6 Month | 9.53% | 7.61% |
| 1 Year | -1.83% | -0.94% |
| 3 Year | 18.69% | 14.49% |
| 5 Year | 20.75% | 15.06% |
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 | 1.81% | 1.54% |
| 1 Year | 9.63% | 7.89% |
| 3 Year | 15.05% | 13.98% |
| 5 Year | 15.83% | 12.28% |
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 | 8.23% | 13.27% |
| 3 Year | 11.02% | 12.31% |
| 5 Year | 9.28% | 14.82% |
Risk Management
| Scheme Name | Nippon India Retirement Fund- Wealth Creation Scheme- Growth Plan - Growth Option | Axis Retirement Fund - Dynamic Plan - Regular Growth |
|---|---|---|
| Standard Deviation | 13.15% | 11.39% |
| Sharp | 0.82% | 0.56% |
| Beta | 0.98% | 1.22% |
| Alpha | 1.59% | -1.05% |
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 | 5.37 | 17.68 |
| Large Cap | 67.42 | 54.01 |
| Mid Cap | 15.64 | 17.02 |
| Small Cap | 11.57 | 11.3 |
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 | 14.67 |
| Energy | 5.4 | 5.83 |
| Technology | 11.31 | 10.09 |
| Industrials | 12.49 | 11.08 |
| Basic Materials | 6.08 | 5.54 |
| Consumer Defensive | 5.26 | 3.3 |
| Financial Services | 30.1 | 24.94 |
| Consumer Cyclical | 13.82 | 8.57 |
| Healthcare | 5.12 | 9.22 |
| Utilities | 5.52 | 1.68 |
| Communication Services | 3.05 | 2.9 |
| Real Estate | 1.03 | 2.18 |
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