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Compare Mutual Funds
Comparing Axis Retirement Fund - Dynamic Plan vs Aditya Birla Sun Life Retirement Fund - The 40s PlanComparing 2/4 funds
- Add Fund
- Add Fund
- Category,
Sub-category - retirement solutions, hybrid
- retirement solutions, hybrid
- Fund Age
- 5 yrs 6 m
- 6 yrs 4 m
- Fund Size
- ₹326 Crs
- ₹112 Crs
- 3 months
- 8.5%
- 9.84%
- 6 months
- -2.25%
- 0.34%
- 1 year
- 5.8%
- 9.18%
- 3 year
- 17.56%
- 18.85%
- 5 year
- 15.7%
- 15.78%
- Standard Deviation
- 12.64
- 10.98
- Sharpe
- 0.75
- 0.87
- Beta
- 1.15
- 0.87
- Sortino
- 1.08
- 1.41
- Alpha
- 0.41
- 1.11
- Top 3 sectors
- Financial (24.409999999999997%)
- Energy (9.229999999999999%)
- Healthcare (9.09%)
- Financial (24.319999999999997%)
- Healthcare (8.65%)
- Technology (6.87%)
- Top 5 holdings
- GOI (10.52%)
- ICICI Bank Ltd. (6.43%)
- HDFC Bank Ltd. (6.06%)
- Reliance Industries Ltd. (4.96%)
- Infosys Ltd. (3.6%)
- GOI (14.03%)
- ICICI Bank Ltd. (7.5%)
- Infosys Ltd. (4.65%)
- Larsen & Toubro Ltd. (3.51%)
- Reliance Industries Ltd. (3.24%)
- Equity%
- 84.69771546%
- 78.47738233%
- Debt%
- 14.96037949%
- 17.06801432%
- Turnover Ratio
- NA
- NA
- Yield To Maturity
- 6.61%
- 6.22%
- Modified Duration
- 8.83 yrs
- 4.32 yrs
- Avg. Maturity
- 22.14 yrs
- 8.49 yrs
- Avg. Credit Quality
- Low (SOV)
- Low (SOV)
- Expense Ratio
- 2.43%
- 1.01%
- Exit Load
- 0.0%
- 0.0%
- Lock-in
- 5 Years
- 5 Years
- Benchmark Index
- CRISIL Hybrid 35+65 Aggressive Index
- CRISIL Hybrid 35+65 Aggressive Index
- Min. Investment
- NA
- SIP ₹500 & Lumpsum ₹1000
- Investment Horizon
- Good for Medium Term
- Good for Medium Term
- Managed By
- Jayesh Sundar
- Devang Shah
- Hardik Shah
- Harshil Suvarnkar
- Chanchal Khandelwal
