Axis Retirement Savings Fund - Aggressive Plan - Growth - Direct Plan

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  • Net Change on 03-04-2020

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Fund Overview Growth | Direct Plan

  • Fund House

  • Launch Date

  • Benchmark

  • Minimum Investment (₹)

  • Minimum Addl Investment (₹)

  • Exit Load (%)

  • Minimum SIP Investment (₹)

  • Minimum STP Investment (₹)

  • Minimum SWP Investment (₹)

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Fund Objective

To generate capital appreciation by predominantly investing in equity and equity related instruments.The Investment Plan may also invest in debt and money market instruments, units of Gold ETF or units of REITs & InvITs for income generation / wealth creation.

Fund Performance

Scheme Name 1-Month Return (%) 3-Month Return (%) 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Since Inception
NIFTY 50 Hybrid Composite Debt 70:30 Index N/A N/A N/A N/A N/A N/A

Returns upto 1 year is Absolute, and above 1 year are Compounded Annualised

Peer Fund Comparison

Scheme Name Launch Date Ratings 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Expense Ratio (%) Assets (Cr.)
UTI - Retirement Benefit Pension Fund- Direct Jan 01, 2013 -15.49 -1.67 2.81 1.22 2,729.38
Nippon India Retirement Fund- Wealth Creation Scheme- Direct Plan- Growth Option Feb 11, 2015 -38.88 -9.62 -2.77 1.26 1,603.63
Tata Retirement Savings Fund Moderate -Direct Plan Growth Jan 04, 2013 -17.93 0.27 4.65 0.66 1,141.67
Tata Retirement Savings Fund-Direct Plan Growth Jan 04, 2013 -20.56 -0.10 4.66 0.81 742.53
Franklin India PENSION PLAN - Direct - Growth Jan 01, 2013 -4.22 2.98 4.90 1.61 448.32

Fund Holdings as on 29-February-2020

  • Kotak Mahindra Bank Limited

  • Avenue Supermarts Limited

  • Bajaj Finance Limited

  • Tata Consultancy Services Limited

  • Info Edge (India) Limited

  • Clearing Corporation of India Ltd

  • Pidilite Industries Limited

  • Symphony Limited

  • Nestle India Limited

  • Sundaram Finance Limited

  • HDFC Bank Limited

  • TTK Prestige Limited

  • Maruti Suzuki India Limited

  • Bandhan Bank Limited

  • 7.57% Government of India (17/06/2033)

  • 8.85% Power Finance Corporation Limited (25/05/2029) **

  • 8.85% REC Limited (16/04/2029) **

  • 8.49% National Highways Auth Of Ind (05/02/2029) **

  • Torrent Power Limited

  • 7.43% National Bank For Agriculture and Rural Development (31/01/2030)

  • 7.84% Bank of Baroda (15/01/2035) **

  • 7.48% Indian Railway Finance Corporation Limited (13/08/2029)

  • 7.6% LIC Housing Finance Limited (22/11/2022) **

  • 6.45% Government of India (07/10/2029)

  • Astral Poly Technik Limited

  • V-Guard Industries Limited

  • Endurance Technologies Limited

  • 7.75% Bank of Baroda (11/09/2034) **

  • Net Receivables / (Payables)

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  • Miscellaneous

  • Bank - Private

  • Finance - NBFC

  • Consumer Durables - Domestic Appliances

  • Retailing

  • IT - Software

  • BPO/ITeS

  • Chemicals

  • Consumer Food

  • Automobiles - Passenger Cars

  • Power Generation/Distribution

  • Plastic Products

  • Electric Equipment

  • Auto Ancillary

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About Axis Retirement Savings Fund - Aggressive Plan

Scheme Analysis

Axis Retirement Savings Fund - Aggressive Plan is a Solution Oriented - Retirement Fund fund and belongs to Axis Mutual Fund. It was launched on 20-Dec-2019 and currently has an AUM of ₹465.54 crore. Axis Retirement Savings Fund - Aggressive Plan is benchmarked against NIFTY 50 Hybrid Composite Debt 70:30 Index as primary index.

The NAV of Axis Retirement Savings Fund - Aggressive Plan ended down ₹-0.14(-1.68%)yesterday to ₹8.18.

Among its top 3 holdings the fund has exposure to Kotak Mahindra Bank Limited, and

The Axis Retirement Savings Fund - Aggressive Plan is managed by R. Sivakumar and Jinesh Gopani.

Fund House Contact

Axis House, 1st Floor, C-2, Wadia International Centre, Pandurang Budhkar Marg, Worli, Mumbai - 400 025

022-43255161
022-43255199
www.axismf.com

Fund Manager

  • Cash

  • CRISIL AAA

  • Equity

  • ICRA AAA

  • IND AAA

  • Sovereign

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