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

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  • Net Change on 30-09-2020

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Fund Overview Growth | Regular Plan

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  • Minimum Investment (₹)

  • Minimum Addl Investment (₹)

  • Exit Load (%)

  • Minimum SIP 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 Dec 27, 1994 3.88 1.43 5.44 1.91 2,887.49
Nippon India Retirement Fund- Wealth Creation Scheme- Growth Option Feb 11, 2015 -14.06 -4.63 2.60 1.98 1,519.61
Tata Retirement Savings Fund Moderate -Regular Plan (Growth) Nov 04, 2011 5.12 4.47 9.78 2.20 1,155.36
Tata Retirement Savings Fund -Regular Plan -Progressive -Growth Nov 04, 2011 3.51 4.40 10.83 2.40 793.28
Franklin India Pension Plan-Growth Mar 31, 1997 2.28 4.09 6.14 2.28 424.04

Fund Holdings as on 31-August-2020

  • Info Edge (India) Limited

  • Tata Consultancy Services Limited

  • Avenue Supermarts Limited

  • Kotak Mahindra Bank Limited

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

  • Pidilite Industries Limited

  • Nestle India Limited

  • Sundaram Finance Limited

  • Bajaj Finance Limited

  • 8.85% REC Limited (16/04/2029) **

  • Maruti Suzuki India Limited

  • 6.83% Government of India (19/01/2039)

  • HDFC Bank Limited

  • TTK Prestige Limited

  • Symphony Limited

  • Bandhan Bank Limited

  • 6.19% Government of India (16/09/2034)

  • Clearing Corporation of India Ltd

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

  • Torrent Power Limited

  • 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) **

  • Endurance Technologies Limited

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

  • Astral Poly Technik Limited

  • V-Guard Industries Limited

  • 7.26% Government of India (14/01/2029)

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

  • Net Receivables / (Payables)

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  • Miscellaneous

  • Bank - Private

  • Finance - NBFC

  • Consumer Durables - Domestic Appliances

  • BPO/ITeS

  • IT - Software

  • Retailing

  • Chemicals

  • Consumer Food

  • Automobiles - Passenger Cars

  • Power Generation/Distribution

  • Auto Ancillary

  • Plastic Products

  • Electric Equipment

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Fund Manager

  • Cash

  • CRISIL AAA

  • Equity

  • IND AAA

  • 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 ₹473.59 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 up ₹0.05(0.51%)yesterday to ₹9.78.

Among its top 3 holdings the fund has exposure to Info Edge (India) 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