All comparisons
Head-to-head
HDFC Retirement Fund - Hybrid-Equity Plan - Direct Plan - Growth OptionvsAxis Retirement Fund - Aggressive Plan - Direct Plan - Growth Option
Side-by-side comparison of HDFC Retirement Fund - Hybrid-Equity Plan - Direct Plan - Growth Option and Axis Retirement Fund - Aggressive 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-Equity Plan - Direct Plan - Growth Option
3Y ago₹1.26 L
5Y ago₹1.58 L
other
Axis Retirement Fund - Aggressive Plan - Direct Plan - Growth Option
3Y ago₹1.41 L
5Y ago₹1.45 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-E… | Axis Retirement Fund - Aggressi… |
|---|---|---|
| Fund house | HDFC Mutual Fund | Axis Mutual Fund |
| Category | Solution Oriented Schemes ** - Retirement Fund | Solution Oriented Schemes ** - Retirement Fund |
| Latest NAV | ₹42.602 | ₹20.42 |
| Assets managed (AUM) | — | — |
| 1Y return | -2.14% | 2.41% |
| 3Y CAGR | 7.90% | 12.16% |
| 5Y CAGR | 9.64% | 7.67% |
| Since inception CAGR | 14.77% | 11.25% |
| Bumpiness · 3Y (annualised σ) | 9.54 | 10.91 |
| Worst drop ever | -27.50% | -25.88% |
| Sharpe · 3Y (rf=6%) | 0.19 | 0.52 |
Explore each fund individually
HDFC Retirement Fund - Hybrid-Equity Plan - Direct Plan - Growth Option →Axis Retirement Fund - Aggressive Plan - Direct Plan - Growth Option →
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