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 Average
Asset Size (Cr) ₹5555 Cr ₹367 Cr
Min Investment ₹100 ₹5000
Min SIP Invesment ₹100 ₹1000
Min Addl Investment ₹100 ₹1000
Launch Date 07 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 1.79 2.38
Manager Dhruv Muchhal Vinayak Jayanath
ISIN Code INF179KB1MG8 INF846K01T44
Exits Load Nil/365 Nil/365

Trailing Lumpsum Returns

Scheme Name HDFC Retirement Savings Fund - Equity Plan - Growth Option Axis Retirement Fund - Dynamic Plan - Regular Growth
1 Month 2.19% 3.34%
6 Month 14.28% 17.87%
1 Year 26.4% 32.72%
3 Year 20.71% 12.63%
5 Year 24.28% -

SIP Return Analysis

Scheme Name HDFC Retirement Savings Fund - Equity Plan - Growth Option Axis Retirement Fund - Dynamic Plan - Regular Growth
6 Month - -
1 Year 14.04% 19.43%
3 Year 23.9% 19.74%
5 Year 25.78% -

Rolling Lumpsum Returns

Scheme Name HDFC Retirement Savings Fund - Equity Plan - Growth Option Axis Retirement Fund - Dynamic Plan - Regular Growth
1 Year 18.89% 16.86%
3 Year 18.78% 12.2%
5 Year 16.7% -

Risk Management

Scheme Name HDFC Retirement Savings Fund - Equity Plan - Growth Option Axis Retirement Fund - Dynamic Plan - Regular Growth
Standard Deviation 10.44% 11.27%
Sharp 1.4% 0.69%
Beta 0.76% 1.9%
Alpha 4.6% 9.5%

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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
Fund Manage 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 - 13.2
Large Cap - 50.42
Mid Cap - 19.41
Small Cap - 16.99

Sector Allocation

Scheme Name

HDFC Retirement Savings Fund - Equity Plan - Growth Option

Axis Retirement Fund - Dynamic Plan - Regular Growth

Others - 13.2
Petroleum Products - 4.61
IT - Software - 6.97
Pharmaceuticals & Biotechnology - 5.12
Construction - 2.09
Finance - 7.4
Banks - 13.76
Diversified FMCG - 0.71
Non - Ferrous Metals - 0.36
Electrical Equipment - 3.16
Healthcare Services - 4.87
Auto Components - 3.56
Automobiles - 3
Insurance - 2.65
Aerospace & Defense - 1.17
Retailing - 4.65
Beverages - 0.82
Realty - 3.17
Oil - 0.74
Consumer Durables - 1.83
Food Products - 0.32
Power - 4.25
Chemicals & Petrochemicals - 2.18
Telecom - Services - 1.69
Consumable Fuels - 0.76
Capital Markets - 0.19
Fertilizers & Agrochemicals - 0.87
Industrial Manufacturing - 2.44
Household Products - 0.66
Commercial Services & Supplies - 0.59
Industrial Products - 0.55
Leisure Services - 0.51
Cement & Cement Products - 0.64
Textiles & Apparels - 0.53

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