All comparisons
Head-to-head
Axis Retirement Fund - Dynamic Plan - Direct Plan - Growth OptionvsHDFC Retirement Fund - Equity Plan - Direct Plan - Growth Option
Side-by-side comparison of Axis Retirement Fund - Dynamic Plan - Direct Plan - Growth Option and HDFC Retirement Fund - Equity Plan - Direct Plan - Growth Option — returns, bumpiness, category, and AUM. Winners per row are marked with . Descriptive numbers only, no recommendations.
₹1 lakh over time
What ₹1,00,000 invested at the start of each window would have become in each fund.
other
Axis Retirement Fund - Dynamic Plan - Direct Plan - Growth Option
3Y ago₹1.44 L
5Y ago₹1.52 L
other
HDFC Retirement Fund - Equity Plan - Direct Plan - Growth Option
3Y ago₹1.33 L
5Y ago₹1.83 L
Normalised price over time
Both funds start 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 | Axis Retirement Fund - Dynamic … | HDFC Retirement Fund - Equity P… |
|---|---|---|
| Fund house | Axis Mutual Fund | HDFC Mutual Fund |
| Category | Solution Oriented Schemes ** - Retirement Fund | Solution Oriented Schemes ** - Retirement Fund |
| Latest NAV | ₹21.81 | ₹55.794 |
| Assets managed (AUM) | — | — |
| 1Y return | 2.35% | -1.83% |
| 3Y CAGR | 12.81% | 9.92% |
| 5Y CAGR | 8.77% | 12.86% |
| Since inception CAGR | 12.35% | 17.75% |
| Bumpiness · 3Y (annualised σ) | 11.87 | 12.28 |
| Worst drop ever | -17.13% | -34.89% |
| Sharpe · 3Y (rf=6%) | 0.52 | 0.30 |
Explore each fund individually
Axis Retirement Fund - Dynamic Plan - Direct Plan - Growth Option →HDFC Retirement Fund - Equity Plan - Direct Plan - Growth Option →
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