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Nippon India Retirement Fund vs Axis Retirement Savings Fund compare
Nippon India Retirement Fund- Wealth Creation Scheme- Growth Plan - Growth Option
Axis Retirement Fund - Dynamic Plan - Regular Growth
Chart Comparison
Overview
| Scheme Name | Nippon India Retirement Fund- Wealth Creation Scheme- Growth Plan - Growth Option | Axis Retirement Fund - Dynamic Plan - Regular Growth |
|---|---|---|
| Fund | Nippon India Retirement Fund- Wealth Creation Scheme- Growth Plan - Growth Option | Axis Retirement Fund - Dynamic Plan - Regular Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Average |
| Asset Size (Cr) | ₹3244 Cr | ₹312 Cr |
| Min Investment | ₹500 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹1000 |
| Min Addl Investment | ₹500 | ₹1000 |
| Launch Date | 11 Feb 2015 | 20 Dec 2019 |
| Category | Retirement Funds | Retirement Funds |
| Fund Type | Open Ended | Open Ended |
| Benchmark | BSE 500 | BSE India Bond Index |
| Turn Over | 61% | 32.33% |
| Expense Ratio | 1.95 | 2.42 |
| Manager | Pranay Sinha | Vinayak Jayanath |
| ISIN Code | INF204KA1B64 | INF846K01T44 |
| Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
| Scheme Name | Nippon India Retirement Fund- Wealth Creation Scheme- Growth Plan - Growth Option | Axis Retirement Fund - Dynamic Plan - Regular Growth |
|---|---|---|
| 1 Month | -2.09% | -1.7% |
| 6 Month | 1.69% | 0.92% |
| 1 Year | -2.83% | -1.55% |
| 3 Year | 15.85% | 13.89% |
| 5 Year | 16.5% | 11.06% |
SIP Return Analysis
| Scheme Name | Nippon India Retirement Fund- Wealth Creation Scheme- Growth Plan - Growth Option | Axis Retirement Fund - Dynamic Plan - Regular Growth |
|---|---|---|
| 6 Month | -0.13% | 0.58% |
| 1 Year | 8.57% | 8.03% |
| 3 Year | 12.76% | 12.51% |
| 5 Year | 14.33% | 11.54% |
Rolling Lumpsum Returns
| Scheme Name | Nippon India Retirement Fund- Wealth Creation Scheme- Growth Plan - Growth Option | Axis Retirement Fund - Dynamic Plan - Regular Growth |
|---|---|---|
| 1 Year | 7.78% | 11.9% |
| 3 Year | 11.26% | 12.44% |
| 5 Year | 9.48% | 14.59% |
Risk Management
| Scheme Name | Nippon India Retirement Fund- Wealth Creation Scheme- Growth Plan - Growth Option | Axis Retirement Fund - Dynamic Plan - Regular Growth |
|---|---|---|
| Standard Deviation | 12.83% | 11.27% |
| Sharp | 0.78% | 0.72% |
| Beta | 0.97% | 1.3% |
| Alpha | 0.53% | 0.88% |
Fund Managers
| Scheme Name | Nippon India Retirement Fund- Wealth Creation Scheme- Growth Plan - Growth Option | Axis Retirement Fund - Dynamic Plan - Regular Growth |
|---|---|---|
| Name | Pranay Sinha | Vinayak Jayanath |
| Total AUM | ₹21046 Cr | ₹0 Cr |
| Funds Managed | 6 | 18 |
| Nippon India Retirement Fund- Wealth Creation Scheme- Growth Plan - Growth Option | Axis Retirement Fund - Dynamic Plan - Regular Growth |
Market Cap
| Scheme Name |
Nippon India Retirement Fund- Wealth Creation Scheme- Growth Plan - Growth Option |
Axis Retirement Fund - Dynamic Plan - Regular Growth |
|---|---|---|
| Others | 5.55 | 15.62 |
| Large Cap | 69.45 | 59.1 |
| Mid Cap | 15.2 | 13.58 |
| Small Cap | 9.8 | 11.7 |
Sector Allocation
| Scheme Name |
Nippon India Retirement Fund- Wealth Creation Scheme- Growth Plan - Growth Option |
Axis Retirement Fund - Dynamic Plan - Regular Growth |
|---|---|---|
| Others | 0.67 | 11.95 |
| Energy | 6.06 | 6.66 |
| Technology | 10.28 | 10.11 |
| Industrials | 11.99 | 11.31 |
| Basic Materials | 6.17 | 4.75 |
| Consumer Defensive | 5.31 | 4.12 |
| Financial Services | 30.74 | 25.82 |
| Consumer Cyclical | 14.16 | 8.88 |
| Healthcare | 5.04 | 9.46 |
| Utilities | 5.39 | 1.92 |
| Communication Services | 3.24 | 3 |
| Real Estate | 0.97 | 2.02 |
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