Compare mutual funds | Krystal Capitals

How much it grew
	A: Axis Retirement Fund Dynamic Plan	B: Tata Retirement Savings Fund Moderate Plan
3-year returnA year, on average	+9.5%	+9.5%
1-year returnTotal over the last year	−4.9%	−0.1%Higher
5-year returnA year, on average	+5.4%	+7.4%Higher
Since launchA year, on average, with at least a year of history	+9.9%from Dec 2019	+13.3%Higherfrom Nov 2011

How it held up in falls

Worst fall

Biggest drop from a high, and when

How it held up in falls
	A: Axis Retirement Fund Dynamic Plan	B: Tata Retirement Savings Fund Moderate Plan
Worst fallBiggest drop from a high, and when	−18.1%Smaller fallOct 2021 – Jun 2022	−29.7%Feb 2020 – Mar 2020
Worst 3-year stretchA year, from the unluckiest start date	+7.4%Smaller fall

3-year stretches that made money

Out of every 3-year stretch on record

How steady it was
	A: Axis Retirement Fund Dynamic Plan	B: Tata Retirement Savings Fund Moderate Plan
3-year stretches that made moneyOut of every 3-year stretch on record	100%	100%
Ups and downsLast 3 years. Lower is steadier.	11.9%Steadier	12.4%

Risk level

Smallest SIP

The basics
	A: Axis Retirement Fund Dynamic Plan	B: Tata Retirement Savings Fund Moderate Plan
Risk level	See the fund house's risk level	See the fund house's risk level
Smallest SIP	₹1,000 a month	₹150 a month
Track recordYears of price history

Return in each calendar year.

Year by year
	A: Axis Retirement Fund Dynamic Plan	B: Tata Retirement Savings Fund Moderate Plan
2026 so far (total, not a yearly rate)	−4.6%	+0.2%Higher
2025	+1.5%Higher	+1.0%
2024	+24.3%Higher	+19.5%
2023	+20.1%	+25.3%Higher
2022	−6.5%	−1.9%Higher
2021	+19.1%	+20.5%Higher

Past performance may or may not be sustained in future and is not a guarantee of future returns.