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

Other Plans and Options
  • 0.66 %Nav, as on 03-02-2023

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  • Net Change on 03-02-2023

  • PersonalFN Rating

  • Assets (Cr.)

  • Expense Ratio

Fund Overview Growth | Regular Plan

  • Fund House

  • Launch Date

  • Benchmark

  • Minimum Investment (₹)

  • Minimum Addl Investment (₹)

  • Exit Load (%)

  • Minimum SIP Investment (₹)

  • Minimum STP Investment (₹)

  • Minimum SWP Investment (₹)

  • 52 Week Low Nav (₹)

  • 52 Week Low Nav Date

  • 52 Week High Nav (₹)

  • 52 Week High Nav Date

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 - TRI N/A N/A N/A N/A N/A N/A
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 Dec 27, 1994 4.47 12.38 6.75 1.69 3,727.31
HDFC Retirement Savings Fund - Equity Plan - Growth Option Feb 25, 2016 7.40 22.58 13.00 2.06 2,641.50
Nippon India Retirement Fund- Wealth Creation Scheme- Growth Option Feb 11, 2015 -1.83 10.53 4.87 2.05 2,370.89
Tata Retirement Savings Fund Moderate -Regular Plan (Growth) Nov 04, 2011 -2.50 10.05 7.40 2.10 1,616.15
Tata Retirement Savings Fund -Regular Plan -Progressive -Growth Nov 04, 2011 -4.42 9.74 7.36 2.21 1,299.13

Fund Holdings as on 31-December-2022

  • Pidilite Industries Limited

  • Sundaram Finance Limited

  • Clearing Corporation of India Ltd

  • Avenue Supermarts Limited

  • Bajaj Finance Limited

  • Info Edge (India) Limited

  • Tata Consultancy Services Limited

  • 4.7% Government of India (22/09/2033)

  • Kotak Mahindra Bank Limited

  • HDFC Bank Limited

  • PI Industries Limited

  • 7.26% Government of India (22/08/2032)

  • Symphony Limited

  • Astral Limited

  • Torrent Power Limited

  • Maruti Suzuki India Limited

  • Endurance Technologies Limited

  • Nestle India Limited

  • V-Guard Industries Limited

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

  • 8.85% REC Limited (16/04/2029) **

  • 7.17% Government of India (08/01/2028)

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

  • Gland Pharma Limited

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

  • Cholamandalam Investment and Finance Company Ltd

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

  • Axis Long Duration Fund - Direct Plan - Growth Option

  • 7.36% Government of India (12/09/2052)

  • Net Receivables / (Payables)

  • Zomato Limited

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  • Finance - NBFC

  • Miscellaneous

  • Bank - Private

  • Chemicals

  • Retailing

  • BPO/ITeS

  • IT - Software

  • Pesticides & Agrochemicals

  • Consumer Durables - Domestic Appliances

  • Plastic Products

  • Power Generation/Distribution

  • Automobiles - Passenger Cars

  • Auto Ancillary

  • Consumer Food

  • Electric Equipment

  • Pharmaceuticals & Drugs

  • e-Commerce

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Fund Manager

  • Cash

  • CRISIL AAA

  • Equity

  • IND AAA

  • MFU

  • Sovereign

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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 ₹654.49 crore. Axis Retirement Savings Fund - Aggressive Plan is benchmarked against NIFTY 50 - TRI as primary index and NIFTY 50 Hybrid Composite Debt 70:30 Index as secondary index.

The NAV of Axis Retirement Savings Fund - Aggressive Plan ended up ₹0.08(0.66%)yesterday to ₹12.25.

Among its top 3 holdings the fund has exposure to Pidilite Industries 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