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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) | ₹6693 Cr | ₹310 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 | 1.88% | 2.5% |
| 6 Month | 5.68% | 5.97% |
| 1 Year | 3.87% | 3.08% |
| 3 Year | 18.53% | 14.26% |
| 5 Year | 24.31% | 14.31% |
SIP Return Analysis
| Scheme Name | HDFC Retirement Savings Fund - Equity Plan - Growth Option | Axis Retirement Fund - Dynamic Plan - Regular Growth |
|---|---|---|
| 6 Month | 2.88% | 2.88% |
| 1 Year | 11.92% | 10.25% |
| 3 Year | 14.9% | 14.44% |
| 5 Year | 17.43% | 12.55% |
Rolling Lumpsum Returns
| Scheme Name | HDFC Retirement Savings Fund - Equity Plan - Growth Option | Axis Retirement Fund - Dynamic Plan - Regular Growth |
|---|---|---|
| 1 Year | 16.78% | 13.27% |
| 3 Year | 18.95% | 12.31% |
| 5 Year | 17.34% | 14.82% |
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 | 7.76 | 16.33 |
| Large Cap | 62.28 | 55.9 |
| Mid Cap | 10.13 | 16.14 |
| Small Cap | 19.83 | 11.63 |
Sector Allocation
| Scheme Name |
HDFC Retirement Savings Fund - Equity Plan - Growth Option |
Axis Retirement Fund - Dynamic Plan - Regular Growth |
|---|---|---|
| Others | 6.94 | 13.47 |
| Energy | 5.27 | 5.91 |
| Financial Services | 31.13 | 25.39 |
| Technology | 8.65 | 9.83 |
| Industrials | 14.22 | 11.53 |
| Real Estate | 1.16 | 2.11 |
| Healthcare | 7.96 | 9.88 |
| Consumer Cyclical | 9.8 | 8.42 |
| Basic Materials | 5.19 | 5.01 |
| Consumer Defensive | 3.79 | 3.92 |
| Communication Services | 3.53 | 2.7 |
| Utilities | 2.37 | 1.84 |
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