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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) | ₹3218 Cr | ₹321 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 | -0.51% | -1.27% |
| 6 Month | 11.45% | 9% |
| 1 Year | -1.23% | 0.36% |
| 3 Year | 16.81% | 12.24% |
| 5 Year | 20.56% | 14.5% |
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 | 3.17% | 1.8% |
| 1 Year | 2.7% | 1.27% |
| 3 Year | 15.12% | 13.5% |
| 5 Year | 16.16% | 12.21% |
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 | 8.77% | 14.67% |
| 3 Year | 10.89% | 12.3% |
| 5 Year | 9.14% | 15.07% |
Risk Management
| Scheme Name | Nippon India Retirement Fund- Wealth Creation Scheme- Growth Plan - Growth Option | Axis Retirement Fund - Dynamic Plan - Regular Growth |
|---|---|---|
| Standard Deviation | 13.33% | 11.54% |
| Sharp | 0.88% | 0.63% |
| Beta | 0.97% | 1.20% |
| Alpha | 2.02% | -0.56% |
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 | 4.3 | 16.16 |
| Large Cap | 68.41 | 53.5 |
| Mid Cap | 15.28 | 17.64 |
| Small Cap | 12.01 | 12.7 |
Sector Allocation
| Scheme Name |
Nippon India Retirement Fund- Wealth Creation Scheme- Growth Plan - Growth Option |
Axis Retirement Fund - Dynamic Plan - Regular Growth |
|---|---|---|
| Others | 0.89 | 12.04 |
| Energy | 6.67 | 6.04 |
| Technology | 9.18 | 8.9 |
| Industrials | 13.66 | 12.44 |
| Basic Materials | 6.02 | 4.78 |
| Consumer Defensive | 4.63 | 3.15 |
| Financial Services | 30.83 | 25.5 |
| Consumer Cyclical | 13.2 | 8.13 |
| Healthcare | 5.18 | 9.95 |
| Utilities | 5.6 | 2.35 |
| Communication Services | 3.05 | 3.8 |
| Real Estate | 1.1 | 2.93 |
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