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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 | Average |
| Asset Size (Cr) | ₹6969 Cr | ₹316 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 | 1.23% | 0.45% |
| 6 Month | 3.4% | 3.08% |
| 1 Year | 7.48% | 4.8% |
| 3 Year | 18.6% | 14.5% |
| 5 Year | 22.7% | 13.23% |
SIP Return Analysis
| Scheme Name | HDFC Retirement Savings Fund - Equity Plan - Growth Option | Axis Retirement Fund - Dynamic Plan - Regular Growth |
|---|---|---|
| 6 Month | 2.25% | 1.8% |
| 1 Year | 11.78% | 9.23% |
| 3 Year | 14.59% | 13.76% |
| 5 Year | 17.16% | 12.22% |
Rolling Lumpsum Returns
| Scheme Name | HDFC Retirement Savings Fund - Equity Plan - Growth Option | Axis Retirement Fund - Dynamic Plan - Regular Growth |
|---|---|---|
| 1 Year | 15.31% | 12.47% |
| 3 Year | 18.99% | 12.37% |
| 5 Year | 17.66% | 14.72% |
Risk Management
| Scheme Name | HDFC Retirement Savings Fund - Equity Plan - Growth Option | Axis Retirement Fund - Dynamic Plan - Regular Growth |
|---|---|---|
| Standard Deviation | 10.92% | 11.45% |
| Sharp | 1.04% | 0.65% |
| Beta | 0.81% | 1.24% |
| Alpha | 3.49% | -0.22% |
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 | 7.04 | 15.99 |
| Large Cap | 62.76 | 56.93 |
| Mid Cap | 9.9 | 15.33 |
| Small Cap | 20.3 | 11.75 |
Sector Allocation
| Scheme Name |
HDFC Retirement Savings Fund - Equity Plan - Growth Option |
Axis Retirement Fund - Dynamic Plan - Regular Growth |
|---|---|---|
| Others | 6.24 | 12.93 |
| Energy | 5.5 | 6.28 |
| Financial Services | 30.81 | 25.1 |
| Technology | 9.02 | 10.07 |
| Industrials | 14.14 | 11.9 |
| Real Estate | 1.18 | 2.13 |
| Healthcare | 7.98 | 9.75 |
| Consumer Cyclical | 9.66 | 8.19 |
| Basic Materials | 5.67 | 4.99 |
| Consumer Defensive | 3.77 | 3.88 |
| Communication Services | 3.72 | 2.89 |
| Utilities | 2.32 | 1.89 |
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