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ICICI Prudential Retirement Fund vs Axis Retirement Savings Fund compare
ICICI Prudential Retirement Fund - Pure Equity - Growth Option
Axis Retirement Fund - Dynamic Plan - Regular Growth
Chart Comparison
Overview
| Scheme Name | ICICI Prudential Retirement Fund - Pure Equity - Growth Option | Axis Retirement Fund - Dynamic Plan - Regular Growth |
|---|---|---|
| Fund | ICICI Prudential Retirement Fund - Pure Equity - Growth Option | Axis Retirement Fund - Dynamic Plan - Regular Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Moderate | Average |
| Asset Size (Cr) | ₹1326 Cr | ₹334 Cr |
| Min Investment | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹1000 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 27 Feb 2019 | 20 Dec 2019 |
| Category | Retirement Funds | Retirement Funds |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY 500 TRI | BSE India Bond Index |
| Turn Over | 67% | 32.33% |
| Expense Ratio | 2.16 | 2.42 |
| Manager | Sharmila D'mello | Vinayak Jayanath |
| ISIN Code | INF109KC1TQ6 | INF846K01T44 |
| Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
| Scheme Name | ICICI Prudential Retirement Fund - Pure Equity - Growth Option | Axis Retirement Fund - Dynamic Plan - Regular Growth |
|---|---|---|
| 1 Month | -4.41% | -2.51% |
| 6 Month | 9.19% | 3.68% |
| 1 Year | 3.48% | -0.1% |
| 3 Year | 23.18% | 13.35% |
| 5 Year | 27.27% | 14.71% |
SIP Return Analysis
| Scheme Name | ICICI Prudential Retirement Fund - Pure Equity - Growth Option | Axis Retirement Fund - Dynamic Plan - Regular Growth |
|---|---|---|
| 6 Month | 10.23% | 4.16% |
| 1 Year | 18.92% | 4.53% |
| 3 Year | 25.55% | 15.48% |
| 5 Year | 24.79% | 13.43% |
Rolling Lumpsum Returns
| Scheme Name | ICICI Prudential Retirement Fund - Pure Equity - Growth Option | Axis Retirement Fund - Dynamic Plan - Regular Growth |
|---|---|---|
| 1 Year | 20.76% | 14.67% |
| 3 Year | 25.14% | 12.3% |
| 5 Year | 23.85% | 15.07% |
Risk Management
| Scheme Name | ICICI Prudential Retirement Fund - Pure Equity - Growth Option | Axis Retirement Fund - Dynamic Plan - Regular Growth |
|---|---|---|
| Standard Deviation | 14.51% | 12.36% |
| Sharp | 1.35% | 0.89% |
| Beta | 0.97% | 1.24% |
| Alpha | 5.59% | -0.58% |
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Fund Managers
| Scheme Name | ICICI Prudential Retirement Fund - Pure Equity - Growth Option | Axis Retirement Fund - Dynamic Plan - Regular Growth |
|---|---|---|
| Name | Sharmila D'mello | Vinayak Jayanath |
| Total AUM | ₹354743 Cr | ₹0 Cr |
| Funds Managed | 35 | 18 |
| ICICI Prudential Retirement Fund - Pure Equity - Growth Option | Axis Retirement Fund - Dynamic Plan - Regular Growth |
Market Cap
| Scheme Name |
ICICI Prudential Retirement Fund - Pure Equity - Growth Option |
Axis Retirement Fund - Dynamic Plan - Regular Growth |
|---|---|---|
| Others | 6.96 | 16.16 |
| Large Cap | 36.33 | 53.03 |
| Mid Cap | 27.62 | 17.21 |
| Small Cap | 29.08 | 13.61 |
Sector Allocation
| Scheme Name |
ICICI Prudential Retirement Fund - Pure Equity - Growth Option |
Axis Retirement Fund - Dynamic Plan - Regular Growth |
|---|---|---|
| Others | 2.11 | 11.47 |
| Communication Services | 7.72 | 3.85 |
| Basic Materials | 28.97 | 4.65 |
| Industrials | 14.77 | 12.24 |
| Financial Services | 22.02 | 26.55 |
| Consumer Cyclical | 11.6 | 8.23 |
| Healthcare | 1.09 | 9.37 |
| Technology | 5.17 | 9.02 |
| Utilities | 0.54 | 2.47 |
| Real Estate | 5.08 | 2.97 |
| Consumer Defensive | 0.93 | 2.98 |
| Energy | - | 6.19 |
Top Comparisons
ICICI Prudential Large & Mid Cap Fund - Growth
3Y Returns20.86%
Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth
3Y Returns16.52%
ICICI Prudential Ultra Short Term Fund - Growth
3Y Returns7.1%
Axis Ultra Short Duration Fund - Regular Plan Growth
3Y Returns6.67%
Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan
3Y Returns22.42%
Motilal Oswal Nifty Next 50 Index Fund - Regular plan - Growth
3Y Returns16.5%
Aditya Birla Sun Life Multi-Cap Fund-Regular Growth
3Y Returns16.67%
Axis Multicap Fund - Regular Plan - Growth
3Y Returns22.15%
