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 | Very High |
Asset Size (Cr) | ₹3089 Cr | ₹341 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 | 6.68% | 6.28% |
6 Month | -3.92% | -2.13% |
1 Year | 6.39% | 9.57% |
3 Year | 21.41% | 17.45% |
5 Year | 23.8% | 16.08% |
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 | 7.1% | 6.43% |
1 Year | 4.67% | 7.09% |
3 Year | 18.19% | 16.91% |
5 Year | 18.19% | 14.2% |
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 | 9.41% | 16.39% |
3 Year | 10.7% | 12.09% |
5 Year | 8.99% | 14.36% |
Risk Management
Scheme Name | Nippon India Retirement Fund- Wealth Creation Scheme- Growth Plan - Growth Option | Axis Retirement Fund - Dynamic Plan - Regular Growth |
---|---|---|
Standard Deviation | 14.598% | 12.58% |
Sharp | 0.564% | 0.305% |
Beta | - | - |
Alpha | - | - |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
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 | 0.7 | 11.54 |
Large Cap | 71.08 | 55.73 |
Small Cap | 13.26 | 15.18 |
Mid Cap | 14.96 | 17.55 |
Sector Allocation
Scheme Name |
Nippon India Retirement Fund- Wealth Creation Scheme- Growth Plan - Growth Option |
Axis Retirement Fund - Dynamic Plan - Regular Growth |
---|---|---|
Others | 0.7 | 11.54 |
Energy | 5.81 | 6.52 |
Technology | 13.54 | 9.47 |
Communication Services | 5 | 4.41 |
Healthcare | 4.86 | 9.62 |
Consumer Defensive | 4.36 | 3.17 |
Industrials | 10.31 | 10.99 |
Basic Materials | 5.24 | 3.96 |
Financial Services | 31.76 | 25.15 |
Consumer Cyclical | 13.19 | 8.9 |
Utilities | 3.91 | 2.92 |
Real Estate | 1.33 | 3.36 |
Top Comparisons
Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth
3Y Returns18.6%
Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option
3Y Returns31.22%
ITI ELSS Tax Saver Fund Regular - Growth
3Y Returns25.1%
Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option
3Y Returns31.22%
BARODA BNP PARIBAS ELSS TAX SAVER FUND GROWTH- REGULAR GROWTH
3Y Returns21.18%
Quant ELSS Tax Saver Fund Regular Plan-Growth
3Y Returns20.05%
HSBC Large Cap Fund - Regular Growth
3Y Returns17.99%
Canara Robeco Blue Chip Equity Fund - Regular Plan - Growth Option
3Y Returns18.7%