All comparisons
Head-to-head
HDFC Retirement Fund - Hybrid-Debt Plan - Direct Plan - Growth OptionvsAxis Retirement Fund - Dynamic Plan - Direct Plan - Growth Option
Side-by-side comparison of HDFC Retirement Fund - Hybrid-Debt Plan - Direct Plan - Growth Option and Axis Retirement Fund - Dynamic 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
HDFC Retirement Fund - Hybrid-Debt Plan - Direct Plan - Growth Option
3Y ago₹1.22 L
5Y ago₹1.42 L
other
Axis Retirement Fund - Dynamic Plan - Direct Plan - Growth Option
3Y ago₹1.44 L
5Y ago₹1.52 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 | HDFC Retirement Fund - Hybrid-D… | Axis Retirement Fund - Dynamic … |
|---|---|---|
| Fund house | HDFC Mutual Fund | Axis Mutual Fund |
| Category | Solution Oriented Schemes ** - Retirement Fund | Solution Oriented Schemes ** - Retirement Fund |
| Latest NAV | ₹24.8394 | ₹21.81 |
| Assets managed (AUM) | — | — |
| 1Y return | 2.22% | 2.35% |
| 3Y CAGR | 6.97% | 12.81% |
| 5Y CAGR | 7.25% | 8.77% |
| Since inception CAGR | 9.01% | 12.35% |
| Bumpiness · 3Y (annualised σ) | 3.56 | 11.87 |
| Worst drop ever | -7.84% | -17.13% |
| Sharpe · 3Y (rf=6%) | 0.28 | 0.52 |
Explore each fund individually
HDFC Retirement Fund - Hybrid-Debt Plan - Direct Plan - Growth Option →Axis Retirement Fund - Dynamic Plan - Direct Plan - Growth Option →
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