PGIM India Retirement Fund vs AXIS Nifty Bank Index Fund compare
PGIM India Retirement Fund - Regular (G)
AXIS Nifty Bank Index Fund - Regular (G)
Chart Comparison
Overview
Scheme Name | PGIM India Retirement Fund - Regular (G) | AXIS Nifty Bank Index Fund - Regular (G) |
---|---|---|
Fund | PGIM India Retirement Fund - Regular (G) | AXIS Nifty Bank Index Fund - Regular (G) |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹84 Cr | ₹145 Cr |
Min Investment | ₹5000 | ₹500 |
Min SIP Invesment | ₹1000 | ₹100 |
Min Addl Investment | ₹1000 | ₹100 |
Launch Date | 09 Apr 2024 | 29 May 2024 |
Category | Retirement Funds | Index |
Fund Type | Open Ended | Open Ended |
Benchmark | BSE 500 | NIFTY Bank TRI |
Turn Over | % | % |
Expense Ratio | 2.31 | 1 |
Manager | Vinay Paharia | Karthik Kumar |
ISIN Code | INF663L01Y46 | INF846K012W4 |
Exits Load | Data not available./365 | Axis Nifty Bank Index Fund - Regular Plan - Growth charges 0.25% of sell value; if fund sold before 7 days. There are no other charges./365 |
Trailing Lumpsum Returns
Scheme Name | PGIM India Retirement Fund - Regular (G) | AXIS Nifty Bank Index Fund - Regular (G) |
---|---|---|
1 Month | 3.29% | 2.66% |
6 Month | 3.12% | 11.85% |
1 Year | 8.33% | 7.19% |
3 Year | - | - |
5 Year | - | - |
SIP Return Analysis
Scheme Name | PGIM India Retirement Fund - Regular (G) | AXIS Nifty Bank Index Fund - Regular (G) |
---|---|---|
6 Month | 10.64% | 10.48% |
1 Year | 16.45% | 22.46% |
3 Year | - | - |
5 Year | - | - |
Rolling Lumpsum Returns
Scheme Name | PGIM India Retirement Fund - Regular (G) | AXIS Nifty Bank Index Fund - Regular (G) |
---|---|---|
1 Year | 12.69% | - |
3 Year | - | - |
5 Year | - | - |
Risk Management
Scheme Name | PGIM India Retirement Fund - Regular (G) | AXIS Nifty Bank Index Fund - Regular (G) |
---|---|---|
Standard Deviation | - | - |
Sharp | - | - |
Beta | - | - |
Alpha | - | - |
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Fund Managers
Scheme Name | PGIM India Retirement Fund - Regular (G) | AXIS Nifty Bank Index Fund - Regular (G) |
---|---|---|
Name | Vinay Paharia | Karthik Kumar |
Total AUM | ₹0 Cr | ₹0 Cr |
Funds Managed | 10 | 9 |
PGIM India Retirement Fund - Regular (G) | AXIS Nifty Bank Index Fund - Regular (G) |
Market Cap
Scheme Name |
PGIM India Retirement Fund - Regular (G) |
AXIS Nifty Bank Index Fund - Regular (G) |
---|---|---|
Others | 4.94 | 0.17 |
Large Cap | 40.72 | 83.33 |
Small Cap | 26.42 | - |
Mid Cap | 27.93 | 16.5 |
Sector Allocation
Scheme Name |
PGIM India Retirement Fund - Regular (G) |
AXIS Nifty Bank Index Fund - Regular (G) |
---|---|---|
Others | 3.28 | 0.17 |
Energy | 4.67 | - |
Consumer Defensive | 7.42 | - |
Communication Services | 5.02 | - |
Industrials | 16.51 | - |
Consumer Cyclical | 9.58 | - |
Healthcare | 11.55 | - |
Financial Services | 22.47 | 99.83 |
Basic Materials | 10.38 | - |
Technology | 6.86 | - |
Utilities | 1.38 | - |
Real Estate | 0.89 | - |
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