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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) | ₹6612 Cr | ₹321 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 | -0.3% | -0.81% |
| 6 Month | 10.11% | 8.6% |
| 1 Year | 0.91% | 0.77% |
| 3 Year | 18.93% | 12.68% |
| 5 Year | 24.4% | 14.56% |
SIP Return Analysis
| Scheme Name | HDFC Retirement Savings Fund - Equity Plan - Growth Option | Axis Retirement Fund - Dynamic Plan - Regular Growth |
|---|---|---|
| 6 Month | 2.43% | 1.8% |
| 1 Year | 3.49% | 1.27% |
| 3 Year | 15.04% | 13.5% |
| 5 Year | 18.09% | 12.21% |
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% | 11.54% |
| Sharp | 1.11% | 0.63% |
| Beta | 0.80% | 1.20% |
| Alpha | 4.04% | -0.56% |
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 | 11.48 | 16.16 |
| Large Cap | 60.93 | 53.5 |
| Mid Cap | 8.67 | 17.64 |
| Small Cap | 18.91 | 12.7 |
Sector Allocation
| Scheme Name |
HDFC Retirement Savings Fund - Equity Plan - Growth Option |
Axis Retirement Fund - Dynamic Plan - Regular Growth |
|---|---|---|
| Others | 10.61 | 12.04 |
| Energy | 5.34 | 6.04 |
| Financial Services | 31.76 | 25.5 |
| Technology | 7.11 | 8.9 |
| Industrials | 14.1 | 12.44 |
| Real Estate | 1.15 | 2.93 |
| Healthcare | 6.89 | 9.95 |
| Consumer Cyclical | 8.6 | 8.13 |
| Basic Materials | 4.86 | 4.78 |
| Consumer Defensive | 3.72 | 3.15 |
| Communication Services | 3.6 | 3.8 |
| Utilities | 2.26 | 2.35 |
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