HDFC Retirement Savings Fund vs Axis Retirement Savings Fund compare

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HDFC Retirement Savings Fund - Equity Plan - Growth Option

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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	Average
Asset Size (Cr)	₹7055 Cr	₹312 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

Scheme Name	HDFC Retirement Savings Fund - Equity Plan - Growth Option	Axis Retirement Fund - Dynamic Plan - Regular Growth
1 Month	0.9%	0.7%
6 Month	1.69%	1.21%
1 Year	4.01%	0.85%
3 Year	18.03%	15.24%
5 Year	20.58%	11.27%

Scheme Name	HDFC Retirement Savings Fund - Equity Plan - Growth Option	Axis Retirement Fund - Dynamic Plan - Regular Growth
6 Month	2.55%	2.03%
1 Year	11.94%	9.77%
3 Year	13.26%	12.68%
5 Year	16.2%	11.72%

Scheme Name	HDFC Retirement Savings Fund - Equity Plan - Growth Option	Axis Retirement Fund - Dynamic Plan - Regular Growth
1 Year	14.13%	11.75%
3 Year	18.83%	12.49%
5 Year	17.91%	14.55%

Scheme Name	HDFC Retirement Savings Fund - Equity Plan - Growth Option	Axis Retirement Fund - Dynamic Plan - Regular Growth
Standard Deviation	10.44%	11.27%
Sharp	1.04%	0.72%
Beta	0.81%	1.3%
Alpha	3.25%	0.88%

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

Scheme Name	HDFC Retirement Savings Fund - Equity Plan - Growth Option	Axis Retirement Fund - Dynamic Plan - Regular Growth
Others	7.6	11.95
Large Cap	66.33	63.9
Mid Cap	6.66	11.34
Small Cap	19.41	12.78

Scheme Name	HDFC Retirement Savings Fund - Equity Plan - Growth Option	Axis Retirement Fund - Dynamic Plan - Regular Growth
Others	7.05	11.95
Petroleum Products	5.54	6.5
Finance	1.49	5.67
IT - Software	8.62	6.03
Transport Services	6.15	0.54
Construction	3.59	3.26
Banks	25.37	18
Realty	0.91	2.02
Pharmaceuticals & Biotechnology	5.58	5.79
Automobiles	7.15	3.32
Ferrous Metals	1.87	0.57
Fertilizers & Agrochemicals	0.5	0.71
Personal Products	0.76	-
Paper, Forest & Jute Products	0.33	-
Consumer Durables	3.53	2.11
IT - Services	0.22	-
Non - Ferrous Metals	0.88	0.52
Diversified FMCG	1.89	0.83
Insurance	4.32	2.14
Industrial Products	1.21	0.22
Entertainment	0.42	-
Gas	0.61	-
Industrial Manufacturing	0.64	1.79
Cement & Cement Products	0.8	0.83
Telecom - Services	2.98	3
Healthcare Services	2.29	3.67
Auto Components	0.95	3.2
Electrical Equipment	0.75	4.08
Power	1.53	1.92
Beverages	1.03	1.61
Commercial Services & Supplies	0.72	1.95
Leisure Services	0.32	-
Aerospace & Defense	-	1.55
Retailing	-	2.2
Oil	-	0.09
Food Products	-	0.64
Chemicals & Petrochemicals	-	2.12
Household Products	-	1.08
Consumable Fuels	-	0.06