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HDFC Retirement Savings Fund vs Axis Retirement Savings Fund compare

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tortoise-icon HDFC Retirement Savings Fund - Equity Plan - Growth Option

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tortoise-icon 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 HDFC Retirement Savings Fund - Equity Plan - Growth Option Axis Retirement Fund - Dynamic Plan - Regular Growth
Fund HDFC Retirement Savings Fund - Equity Plan - Growth Option Axis Retirement Fund - Dynamic Plan - Regular Growth
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹5897 Cr ₹341 Cr
Min Investment ₹100 ₹5000
Min SIP Invesment ₹100 ₹1000
Min Addl Investment ₹100 ₹1000
Launch Date 26 Feb 2016 20 Dec 2019
Category Retirement Funds Retirement Funds
Fund Type Open Ended Open Ended
Benchmark NIFTY 500 TRI BSE India Bond Index
Turn Over 14.13% 32.33%
Expense Ratio 1.77 2.42
Manager Dhruv Muchhal Vinayak Jayanath
ISIN Code INF179KB1MG8 INF846K01T44
Exits Load Data not available./365 Data not available./365

Trailing Lumpsum Returns

Scheme Name HDFC Retirement Savings Fund - Equity Plan - Growth Option Axis Retirement Fund - Dynamic Plan - Regular Growth
1 Month 3.36% 2.49%
6 Month -2.06% -2.82%
1 Year 7.59% 9.22%
3 Year 18.96% 13.27%
5 Year 27.8% 14.9%

SIP Return Analysis

Scheme Name HDFC Retirement Savings Fund - Equity Plan - Growth Option Axis Retirement Fund - Dynamic Plan - Regular Growth
6 Month 1.95% 0.8%
1 Year -1.27% -1.15%
3 Year 17.76% 15.18%
5 Year 20.78% 13.23%

Rolling Lumpsum Returns

Scheme Name HDFC Retirement Savings Fund - Equity Plan - Growth Option Axis Retirement Fund - Dynamic Plan - Regular Growth
1 Year 19.02% 17.94%
3 Year 18.79% 12.08%
5 Year 16.85% 13.46%

Risk Management

Scheme Name HDFC Retirement Savings Fund - Equity Plan - Growth Option Axis Retirement Fund - Dynamic Plan - Regular Growth
Standard Deviation 11.88% 12.58%
Sharp 0.874% 0.305%
Beta - -
Alpha - -

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Fund Managers

Scheme Name HDFC Retirement Savings Fund - Equity Plan - Growth Option Axis Retirement Fund - Dynamic Plan - Regular Growth
Name Dhruv Muchhal Vinayak Jayanath
Total AUM ₹520687 Cr ₹0 Cr
Funds Managed 40 18
HDFC Retirement Savings Fund - Equity Plan - Growth Option Axis Retirement Fund - Dynamic Plan - Regular Growth

Market Cap

Scheme Name

HDFC Retirement Savings Fund - Equity Plan - Growth Option

Axis Retirement Fund - Dynamic Plan - Regular Growth

Others 12.24 11.54
Large Cap 58.58 55.73
Mid Cap 8.29 17.55
Small Cap 20.89 15.18

Sector Allocation

Scheme Name

HDFC Retirement Savings Fund - Equity Plan - Growth Option

Axis Retirement Fund - Dynamic Plan - Regular Growth

Others 12.17 11.54
Energy 4.28 6.52
Financial Services 30.8 25.15
Technology 8.97 9.47
Industrials 14.32 10.99
Healthcare 5.36 9.62
Consumer Cyclical 10.1 8.9
Basic Materials 4.29 3.96
Consumer Defensive 4.55 3.17
Communication Services 3.45 4.41
Utilities 1.7 2.92
Real Estate - 3.36

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