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

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  • Net Change on 26-07-2021

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Fund Overview Growth | Regular Plan

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  • Minimum Investment (₹)

  • Minimum Addl Investment (₹)

  • Exit Load (%)

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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 24.99 7.68 8.23 1.94 3,427.35
Nippon India Retirement Fund- Wealth Creation Scheme- Growth Option Feb 11, 2015 47.42 6.34 9.10 2.21 2,106.56
HDFC Retirement Savings Fund - Equity Plan - Regular Plan Feb 25, 2016 67.05 17.62 16.62 2.14 1,668.76
Tata Retirement Savings Fund Moderate -Regular Plan (Growth) Nov 04, 2011 31.50 10.26 12.89 2.15 1,462.47
Tata Retirement Savings Fund -Regular Plan -Progressive -Growth Nov 04, 2011 37.36 11.20 14.52 2.25 1,088.72

Fund Holdings as on 30-June-2021

  • Clearing Corporation of India Ltd

  • Sundaram Finance Limited

  • Pidilite Industries Limited

  • Info Edge (India) Limited

  • Avenue Supermarts Limited

  • Tata Consultancy Services Limited

  • Bajaj Finance Limited

  • Kotak Mahindra Bank Limited

  • Symphony Limited

  • HDFC Bank Limited

  • Astral Limited

  • Gland Pharma Limited

  • PI Industries Limited

  • Maruti Suzuki India Limited

  • Torrent Power Limited

  • Endurance Technologies Limited

  • 8.85% REC Limited (16/04/2029) **

  • V-Guard Industries Limited

  • Nestle India Limited

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

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

  • 6.76% Government of India (22/02/2061)

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

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

  • Cholamandalam Investment and Finance Company Limited

  • Net Receivables / (Payables)

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  • Finance - NBFC

  • Miscellaneous

  • Bank - Private

  • Chemicals

  • BPO/ITeS

  • Retailing

  • IT - Software

  • Consumer Durables - Domestic Appliances

  • Plastic Products

  • Pharmaceuticals & Drugs

  • Pesticides & Agrochemicals

  • Automobiles - Passenger Cars

  • Power Generation/Distribution

  • Auto Ancillary

  • Electric Equipment

  • Consumer Food

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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 ₹611.06 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 down ₹-0.05(-0.39%)yesterday to ₹12.89.

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