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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) | ₹91 Cr | ₹144 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 | 0.08% | -0.56% |
| 6 Month | 15.83% | 13% |
| 1 Year | 6.72% | 10.77% |
| 3 Year | - | - |
| 5 Year | - | - |
SIP Return Analysis
| Scheme Name | PGIM India Retirement Fund - Regular (G) | AXIS Nifty Bank Index Fund - Regular (G) |
|---|---|---|
| 6 Month | 4.32% | 3.24% |
| 1 Year | 8.92% | 12.54% |
| 3 Year | - | - |
| 5 Year | - | - |
Rolling Lumpsum Returns
| Scheme Name | PGIM India Retirement Fund - Regular (G) | AXIS Nifty Bank Index Fund - Regular (G) |
|---|---|---|
| 1 Year | 10.52% | 8.93% |
| 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 | 5.53 | 0.42 |
| Large Cap | 37.53 | 84.67 |
| Small Cap | 28.29 | - |
| Mid Cap | 28.65 | 14.91 |
Sector Allocation
| Scheme Name |
PGIM India Retirement Fund - Regular (G) |
AXIS Nifty Bank Index Fund - Regular (G) |
|---|---|---|
| Others | 2.97 | 0.42 |
| Energy | 4.25 | - |
| Consumer Defensive | 6.75 | - |
| Communication Services | 4.95 | - |
| Industrials | 15.91 | - |
| Consumer Cyclical | 10.97 | - |
| Healthcare | 13.14 | - |
| Financial Services | 22.23 | 99.58 |
| Basic Materials | 10.76 | - |
| Technology | 5.51 | - |
| Utilities | 1.26 | - |
| Real Estate | 1.29 | - |
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