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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 - Conservative Plan - Regular Plan - Growth | SBI Children's Fund - Investment Plan - Growth - Direct Plan |
|---|---|---|
| Snapshot | ||
| AMC | Axis MF | SBI MF |
| Category | Solution Oriented - Retirement Fund - Debt | Solution Oriented - Children's Fund |
| NAV | ₹15.69 (16 Sep 2026) | ₹52.74 (16 Sep 2026) |
| Rating | ★★ | ★★★★★ |
| Benchmark | CRISIL Hybrid 75+25 - Conservative Index | CRISIL Hybrid 35+65 - Aggressive Index |
| Fund Manager | Jayesh Sundar | R. Srinivasan |
| Inception | 20 Dec 2019 | 29 Sep 2020 |
| Returns | ||
| 1Y | -1.46% | 13.10% |
| 3Y | 5.85% | 20.25% |
| 5Y | 4.49% | 19.53% |
| Since Inception | 6.91% | 32.13% |
| Risk | ||
| 5.84 | 14.81 | |
| 1.45 | 1.32 | |
| 0.36 | 1.16 | |
| 1.66 | 9.52 | |
| 0.71 | 2.39 | |
| -5.37% | -9.74% | |
| Costs | ||
| Expense Ratio | 2.16% | 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 MF92%
SBI MF92%
7.8%Only 7.8% 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
State Bank Of India2.88%4.91%
ICICI Bank Ltd.1.92%2.81%
Life Insurance Corporation of India1.77%3.77%
Kotak Mahindra Bank Ltd.1.20%3.78%
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