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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) | ₹6584 Cr | ₹309 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 | 2.69% | 2.84% |
| 6 Month | 13.89% | 12.43% |
| 1 Year | -1.4% | -1.68% |
| 3 Year | 18.76% | 13.28% |
| 5 Year | 24.1% | 14.77% |
SIP Return Analysis
| Scheme Name | HDFC Retirement Savings Fund - Equity Plan - Growth Option | Axis Retirement Fund - Dynamic Plan - Regular Growth |
|---|---|---|
| 6 Month | 2.71% | 2.47% |
| 1 Year | 8.55% | 6.6% |
| 3 Year | 15.53% | 14.37% |
| 5 Year | 18.1% | 12.55% |
Rolling Lumpsum Returns
| Scheme Name | HDFC Retirement Savings Fund - Equity Plan - Growth Option | Axis Retirement Fund - Dynamic Plan - Regular Growth |
|---|---|---|
| 1 Year | 17.17% | 14.67% |
| 3 Year | 19.1% | 12.3% |
| 5 Year | 17.18% | 15.07% |
Risk Management
| Scheme Name | HDFC Retirement Savings Fund - Equity Plan - Growth Option | Axis Retirement Fund - Dynamic Plan - Regular Growth |
|---|---|---|
| Standard Deviation | 11.08% | 11.59% |
| Sharp | 0.95% | 0.44% |
| Beta | 0.81% | 1.21% |
| Alpha | 3.95% | -0.91% |
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 | 9.97 | 17.68 |
| Large Cap | 61.87 | 54.01 |
| Mid Cap | 8.67 | 17.02 |
| Small Cap | 19.49 | 11.3 |
Sector Allocation
| Scheme Name |
HDFC Retirement Savings Fund - Equity Plan - Growth Option |
Axis Retirement Fund - Dynamic Plan - Regular Growth |
|---|---|---|
| Others | 9.2 | 14.67 |
| Energy | 5.15 | 5.83 |
| Financial Services | 30.94 | 24.94 |
| Technology | 7.92 | 9.04 |
| Industrials | 14.32 | 12.13 |
| Real Estate | 1.12 | 2.18 |
| Healthcare | 7.3 | 9.22 |
| Consumer Cyclical | 9.61 | 8.57 |
| Basic Materials | 4.77 | 5.54 |
| Consumer Defensive | 3.7 | 3.3 |
| Communication Services | 3.62 | 2.9 |
| Utilities | 2.33 | 1.68 |
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