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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) | ₹7086 Cr | ₹306 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 | -2.85% | -4.08% |
| 6 Month | -1.99% | -4.04% |
| 1 Year | 5.58% | 1.12% |
| 3 Year | 16.44% | 14.41% |
| 5 Year | 18.66% | 10.05% |
SIP Return Analysis
| Scheme Name | HDFC Retirement Savings Fund - Equity Plan - Growth Option | Axis Retirement Fund - Dynamic Plan - Regular Growth |
|---|---|---|
| 6 Month | -0.49% | -1.48% |
| 1 Year | 5.65% | 2.77% |
| 3 Year | 11.2% | 10.13% |
| 5 Year | 15.04% | 10.45% |
Rolling Lumpsum Returns
| Scheme Name | HDFC Retirement Savings Fund - Equity Plan - Growth Option | Axis Retirement Fund - Dynamic Plan - Regular Growth |
|---|---|---|
| 1 Year | 13.85% | 11.46% |
| 3 Year | 18.77% | 12.53% |
| 5 Year | 17.97% | 14.51% |
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 | 1.07% | 0.79% |
| Beta | 0.82% | 1.3% |
| Alpha | 2.7% | 0.92% |
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 | 8.93 | 16.83 |
| Large Cap | 61.91 | 59.54 |
| Mid Cap | 9.77 | 12.31 |
| Small Cap | 19.39 | 11.33 |
Sector Allocation
| Scheme Name |
HDFC Retirement Savings Fund - Equity Plan - Growth Option |
Axis Retirement Fund - Dynamic Plan - Regular Growth |
|---|---|---|
| Others | 7.96 | 13 |
| Energy | 5.63 | 6.88 |
| Financial Services | 30.62 | 25.46 |
| Technology | 9.46 | 9.73 |
| Industrials | 13.4 | 10.86 |
| Real Estate | 0.9 | 1.62 |
| Healthcare | 7.7 | 9.32 |
| Consumer Cyclical | 9.63 | 9.22 |
| Basic Materials | 5.65 | 4.78 |
| Consumer Defensive | 3.53 | 4.17 |
| Communication Services | 3.37 | 3.01 |
| Utilities | 2.14 | 1.94 |
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