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PGIM India Retirement Fund vs AXIS Nifty Bank Index Fund compare

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tortoise-icon PGIM India Retirement Fund - Regular (G)

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tortoise-icon AXIS Nifty Bank Index Fund - Regular (G)

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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 1.33% 0.81%
6 Month 7.48% 16.86%
1 Year 8.33% 8.92%
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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