- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
SWP Calculator Plan Your Wealth with Our SWP Calculator
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
STP Calculator Calculate Your STP Returns Easily
Compare Funds Detailed comparison of funds in
MF Screener Pinpoint the right funds
All Calculator All Financial Calculators at your Fingertips
-
Blogs
Mutual Fund Research Reports Detail Analysis of Mutual Fund
MF Expert Views Views by Expert on News
Mutual Fund News Find Latest News & Updates
Mutual Fund Learning Learn Concept of Mutual Funds
Newsletter Read market update month wise
Web Story Quick informative & trending stories
Blogs Explore trends, tips & strategies
-
Pro Services
Expert Curated Portfolios Smart portfolios crafted by market specialists
Funds Recommendations Get best funds shortlisted by expert for 2025
Portfolio Check-up Fix your portfolio with top MF Analyst
Personalised SIP Portfolio Get portfolio customised according to your needs
Loan Against Mutual Funds Get instant cash against securities
+91-9660032889
+91-9660032889
support@mysiponline.com
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) | ₹92 Cr | ₹136 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 | -0.42% | 2.82% |
| 6 Month | 5.18% | 6.27% |
| 1 Year | 3.01% | 11.32% |
| 3 Year | - | - |
| 5 Year | - | - |
SIP Return Analysis
| Scheme Name | PGIM India Retirement Fund - Regular (G) | AXIS Nifty Bank Index Fund - Regular (G) |
|---|---|---|
| 6 Month | 1.86% | 4.63% |
| 1 Year | 11.98% | 19.51% |
| 3 Year | - | - |
| 5 Year | - | - |
Rolling Lumpsum Returns
| Scheme Name | PGIM India Retirement Fund - Regular (G) | AXIS Nifty Bank Index Fund - Regular (G) |
|---|---|---|
| 1 Year | 8.74% | 8.49% |
| 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 | - | - |
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 | 9.58 | 0.06 |
| Large Cap | 36.15 | 85.36 |
| Small Cap | 27.25 | - |
| Mid Cap | 27.02 | 14.59 |
Sector Allocation
| Scheme Name |
PGIM India Retirement Fund - Regular (G) |
AXIS Nifty Bank Index Fund - Regular (G) |
|---|---|---|
| Others | 5.17 | 0.06 |
| Energy | 4.12 | - |
| Consumer Defensive | 6.07 | - |
| Communication Services | 4.7 | - |
| Industrials | 15.58 | - |
| Consumer Cyclical | 12.63 | - |
| Healthcare | 12.57 | - |
| Financial Services | 21.17 | 99.94 |
| Basic Materials | 10.37 | - |
| Technology | 5.2 | - |
| Utilities | 1.24 | - |
| Real Estate | 1.18 | - |
Top Comparisons
Nippon India Corporate Bond Fund - Growth Plan - Growth Option
3Y Returns8.07%
Invesco India Corporate Bond Fund - Growth
3Y Returns7.7%
ICICI Prudential Bond Fund - Growth
3Y Returns7.86%
Canara Robeco Income Fund - Regular Plan - Growth Option
3Y Returns6.28%
Kotak Multi Asset Allocation Fund - Regular (G)
3Y Returns0%
Edelweiss Multi Asset Allocation Fund - Reg (G)
3Y Returns0%
Motilal Oswal Nasdaq 100 Fund of Fund- Regular Plan Growth
3Y Returns37%
Axis US Specific Treasury Dynamic Debt Passive ETF FoF - Regular Growth
3Y Returns0%
