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

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  • Net Change on 27-05-2022

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Fund Overview Growth | Regular Plan

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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 - 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 6.63 8.20 6.71 1.76 3,576.29
Nippon India Retirement Fund- Wealth Creation Scheme- Growth Option Feb 11, 2015 5.50 5.04 6.00 1.94 2,275.09
HDFC Retirement Savings Fund - Equity Plan - Growth Option Feb 25, 2016 9.96 16.57 12.75 2.10 2,163.44
Tata Retirement Savings Fund Moderate -Regular Plan (Growth) Nov 04, 2011 1.75 8.73 8.49 2.11 1,568.34
Tata Retirement Savings Fund -Regular Plan -Progressive -Growth Nov 04, 2011 0.31 9.21 9.00 2.23 1,193.76

Fund Holdings as on 30-April-2022

  • Clearing Corporation of India Ltd

  • Pidilite Industries Limited

  • Sundaram Finance Limited

  • Avenue Supermarts Limited

  • Info Edge (India) Limited

  • Tata Consultancy Services Limited

  • Bajaj Finance Limited

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

  • Kotak Mahindra Bank Limited

  • Symphony Limited

  • Astral Limited

  • HDFC Bank Limited

  • PI Industries Limited

  • Gland Pharma Limited

  • Torrent Power Limited

  • Maruti Suzuki India Limited

  • Nestle India Limited

  • Endurance Technologies 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)

  • V-Guard Industries Limited

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

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

  • Cholamandalam Investment and Finance Company Ltd

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

  • Net Receivables / (Payables)

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  • Finance - NBFC

  • Miscellaneous

  • Chemicals

  • Bank - Private

  • Retailing

  • BPO/ITeS

  • IT - Software

  • Consumer Durables - Domestic Appliances

  • Plastic Products

  • Pesticides & Agrochemicals

  • Pharmaceuticals & Drugs

  • Power Generation/Distribution

  • Automobiles - Passenger Cars

  • Consumer Food

  • Auto Ancillary

  • Electric Equipment

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Fund Manager

  • Cash

  • CRISIL AAA

  • Equity

  • IND AAA

  • Sov

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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 ₹644.36 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 ₹0.1(0.85%)yesterday to ₹11.8.

Among its top 3 holdings the fund has exposure to Clearing Corporation of India Ltd, 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