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Compare Mutual Funds
Comparing Axis Retirement Fund - Conservative Plan vs Axis Retirement Fund - Aggressive PlanComparing 2/4 funds
- Add Fund
- Add Fund
- Category,
Sub-category - retirement solutions, hybrid
- retirement solutions, hybrid
- Fund Age
- 5 yrs 6 m
- 5 yrs 6 m
- Fund Size
- ₹62 Crs
- ₹800 Crs
- 3 months
- 7.76%
- 12.7%
- 6 months
- 2.44%
- 1.31%
- 1 year
- 8.13%
- 10.71%
- 3 year
- 9.85%
- 17.16%
- 5 year
- 9.89%
- 16.87%
- Standard Deviation
- 6.17
- 11.82
- Sharpe
- 0.52
- 0.86
- Beta
- 1.44
- 0.93
- Sortino
- 0.84
- 1.35
- Alpha
- -2.1
- 1.25
- Top 3 sectors
- Financial (8.89%)
- Energy (6.609999999999999%)
- Healthcare (5.47%)
- Financial (20.91%)
- Energy (9.46%)
- Healthcare (6.84%)
- Top 5 holdings
- GOI (56.239999999999995%)
- Reliance Industries Ltd. (3.8%)
- Infosys Ltd. (2.35%)
- Bharti Airtel Ltd. (2.21%)
- Mahindra & Mahindra Ltd. (2.16%)
- GOI (21.03%)
- HDFC Bank Ltd. (5.5%)
- ICICI Bank Ltd. (4.8%)
- Reliance Industries Ltd. (4.59%)
- Infosys Ltd. (3.32%)
- Equity%
- 38.41591804%
- 73.78904354%
- Debt%
- 59.3768885%
- 25.19669925%
- Turnover Ratio
- NA
- NA
- Yield To Maturity
- 6.67%
- 6.75%
- Modified Duration
- 9.76 yrs
- 10.05 yrs
- Avg. Maturity
- 21.61 yrs
- 25.25 yrs
- Avg. Credit Quality
- Moderate (SOV)
- Low (SOV)
- Expense Ratio
- 2.15%
- 1.05%
- Exit Load
- 0.0%
- 0.0%
- Lock-in
- 5 Years
- 5 Years
- Benchmark Index
- CRISIL Hybrid 75+25 Conservative Index
- CRISIL Hybrid 25+75 Aggressive Index
- Min. Investment
- NA
- SIP ₹1000 & Lumpsum ₹5000
- Investment Horizon
- Good for Medium Term
- Good for Medium Term
- Managed By
- Jayesh Sundar
- Devang Shah
- Hardik Shah
- Jayesh Sundar
- Devang Shah
- Hardik Shah
