- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
Lumpsum Calculator Calculate Future Value , Period , Returns of Lumpsum investments
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
Tax Calculator Calculate Amount of Tax Saving & Investment Amount
Retirement Calculator Retirement Corpus & Investment Amount
Compare Funds Comparison of fund details
All Calculator All Financial Calculators at your Fingertips
- Blogs
-
Pro Services
+91-9660032889
+91-9660032889
support@mysiponline.com
HDFC Retirement Savings Fund vs Axis Retirement Savings Fund compare
HDFC Retirement Savings Fund - Equity Plan - Growth Option
Axis Retirement Fund - Dynamic Plan - Regular Growth
Chart Comparison
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 | 1.35% | 1.78% |
| 6 Month | -1.79% | -3.66% |
| 1 Year | 4.62% | 6.74% |
| 3 Year | 22.95% | 17.23% |
| 5 Year | 27.83% | 15.56% |
SIP Return Analysis
| Scheme Name | HDFC Retirement Savings Fund - Equity Plan - Growth Option | Axis Retirement Fund - Dynamic Plan - Regular Growth |
|---|---|---|
| 6 Month | 6.53% | 5.61% |
| 1 Year | 5.32% | 4.23% |
| 3 Year | 17.79% | 15.79% |
| 5 Year | 20.18% | 13.55% |
Rolling Lumpsum Returns
| Scheme Name | HDFC Retirement Savings Fund - Equity Plan - Growth Option | Axis Retirement Fund - Dynamic Plan - Regular Growth |
|---|---|---|
| 1 Year | 17.69% | 16.39% |
| 3 Year | 18.72% | 12.09% |
| 5 Year | 17.03% | 14.36% |
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 | - | - |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
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 |
Top Comparisons
Motilal Oswal Nifty 500 Index Fund - Regular Plan
3Y Returns19.39%
Motilal Oswal Nifty Next 50 Index Fund - Regular plan - Growth
3Y Returns21.65%
HDFC Focused 30 Fund - GROWTH PLAN
3Y Returns26.37%
Axis Focused Fund - Regular Plan - Growth Option
3Y Returns13.96%
SBI Corporate Bond Fund - Regular Plan - Growth
3Y Returns7.52%
Invesco India Corporate Bond Fund - Growth
3Y Returns7.59%
Franklin India Dynamic Asset Allocation Fund of Funds-Growth
3Y Returns16.14%
HSBC Income Plus Arbitrage Active FOF - Growth
3Y Returns7.91%
