Head-to-head
Compare up to 5 funds side-by-side.
Prices normalised to ₹100 at the start of the range. Metrics marked with a highlight the winner per row. Descriptive comparison only — MF Gyan does not recommend one over another.
2/5
₹1 lakh over time
What ₹1,00,000 invested at the start of each window would have become in each fund.
otherDirect
HDFC Retirement Fund - Hybrid-Debt Plan - Direct Plan - Growth Option
3Y ago₹1.22 L
5Y ago₹1.42 L
otherDirect
Axis Retirement Fund - Aggressive Plan - Direct Plan - Growth Option
3Y ago₹1.41 L
5Y ago₹1.45 L
Normalised price over time
Each fund starts at ₹100 at the beginning of the range so shapes are directly comparable.
Normalized: value at the start of the selected range = ₹100
Every metric, side-by-side
marks the winner per row.
| Metric | HDFC Retirement Fund - Hybrid-D… | Axis Retirement Fund - Aggressi… |
|---|---|---|
| Fund house | HDFC Mutual Fund | Axis Mutual Fund |
| Category | Solution Oriented Schemes ** - Retirement Fund | Solution Oriented Schemes ** - Retirement Fund |
| Plan | Direct | Direct |
| Latest NAV | ₹24.8394 | ₹20.42 |
| Assets managed (AUM) | — | — |
| 1M return | -0.78% | -0.87% |
| 6M return | 0.59% | 4.08% |
| 1Y return | 2.22% | 2.41% |
| 3Y CAGR | 6.97% | 12.16% |
| 5Y CAGR | 7.25% | 7.67% |
| Since inception CAGR | 9.01% | 11.25% |
| Bumpiness · 3Y (annualised σ) | 3.56 | 10.91 |
| Worst drop ever | -7.84% | -25.88% |
| Sharpe · 3Y (rf=6%) | 0.28 | 0.52 |