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Compare Funds
See how two funds stack up side by side, real returns, risk, cost and portfolio overlap.
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Key Metrics Comparison
| Metric | Axis Retirement Fund - Aggressive Plan - IDCW - Direct Plan | SBI Children's Fund - Investment Plan - Growth - Direct Plan |
|---|---|---|
| Snapshot | ||
| AMC | Axis MF | SBI MF |
| Category | Solution Oriented - Retirement Fund - Equity | Solution Oriented - Children's Fund |
| NAV | ₹18.26 (16 Sep 2026) | ₹52.74 (16 Sep 2026) |
| Rating | ★★★★★ | ★★★★★ |
| Benchmark | CRISIL Hybrid 25+75 - Aggressive Index | CRISIL Hybrid 35+65 - Aggressive Index |
| Fund Manager | Jayesh Sundar | R. Srinivasan |
| Inception | 20 Dec 2019 | 29 Sep 2020 |
| Returns | ||
| 1Y | -2.26% | 13.10% |
| 3Y | 10.37% | 20.25% |
| 5Y | 6.59% | 19.53% |
| Since Inception | 10.66% | 32.13% |
| Risk | ||
| 10.73 | 14.81 | |
| 0.82 | 1.32 | |
| 0.69 | 1.16 | |
| 2.98 | 9.52 | |
| 1.29 | 2.39 | |
| -9.14% | -9.74% | |
| Costs | ||
| Expense Ratio | 1.28% | 1.11% |
| Exit Load | Nil | 3% on or before 1Y, 2% after 1Y but on or before 2Y, 1% after 2Y but on or before 3Y, Nil after 3Y |
| Min SIP | ₹1,000 | ₹1,000 |
| Min Lumpsum | ₹5,000 | ₹5,000 |
| Lock-in | 5 years | 5 years |
Min SIP is reported per fund, not per plan, every plan of a fund shares the same figure.
Portfolio Overlap
Axis MF91%
SBI MF91%
9.4%Only 9.4% of holdings by weight are common between Axis MF and SBI MF, based on each fund's top 20 disclosed holdings, not the full portfolio.
Common holdingAxis MFSBI MF
ICICI Bank Ltd.5.11%2.81%
State Bank Of India2.57%4.91%
Kotak Mahindra Bank Ltd.2.15%3.78%
Bajaj Finance Ltd.1.85%2.86%
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