Axis Retirement Fund - Aggressive Plan - Growth - Direct Plan

Other Plans and Options
  • (-0.64%)Nav, as on 04-10-2024

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  • Net Change on 04-10-2024

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  • Assets (Cr.)

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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 (₹)

  • 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
CRISIL Hybrid 25+75 - Aggressive Index N/A N/A N/A N/A N/A N/A
NIFTY 50 - TRI 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.)
HDFC Retirement Savings Fund - Equity Plan - Growth Option - Direct Plan Feb 25, 2016 38.29 22.13 27.00 0.66 6,016.24
Nippon India Retirement Fund- Wealth Creation Scheme- Direct Plan- Growth Option Feb 11, 2015 41.08 19.04 20.16 0.95 3,467.01
Tata Retirement Savings Fund Moderate -Direct Plan Growth Jan 04, 2013 33.05 15.01 18.50 0.60 2,205.81
Tata Retirement Savings Fund- Progressive Plan -Direct Plan-Growth Option Jan 04, 2013 39.38 16.25 20.03 0.54 2,131.58
HDFC Retirement Savings Fund - Hybrid-Equity Plan - Growth Option - Direct Plan Feb 25, 2016 29.00 16.69 20.08 0.93 1,587.24

Fund Holdings as on 31-August-2024

  • 7.18% Government of India (24/07/2037)

  • Reliance Industries Limited

  • 7.25% Government of India (12/06/2063)

  • ICICI Bank Limited

  • HDFC Bank Limited

  • Infosys Limited

  • Tata Consultancy Services Limited

  • Bajaj Finance Limited

  • PI Industries Limited

  • 7.3% Government of India (19/06/2053)

  • Torrent Power Limited

  • Mahindra & Mahindra Limited

  • Pidilite Industries Limited

  • Tech Mahindra Limited

  • Bharti Airtel Limited

  • V-Guard Industries Limited

  • 7.23% Government of India (15/04/2039)

  • Larsen & Toubro Limited

  • Sundaram Finance Limited

  • Zomato Limited

  • Cholamandalam Investment and Finance Company Ltd

  • Solar Industries India Limited

  • Clearing Corporation of India Ltd

  • Sun Pharmaceutical Industries Limited

  • Info Edge (India) Limited

  • Minda Corporation Limited

  • Net Receivables / (Payables)

  • Avenue Supermarts Limited

  • Ajanta Pharma Limited

  • 7.1% Government of India (08/04/2034)

  • The Federal Bank Limited

  • Jupiter Life Line Hospitals Limited

  • Mankind Pharma Limited

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

  • Coforge Limited

  • Apollo Hospitals Enterprise Limited

  • Fortis Healthcare Limited

  • ICICI Prudential Life Insurance Company Limited

  • Inox India Limited

  • NTPC Limited

  • Oil & Natural Gas Corporation Limited

  • PNB Housing Finance Limited

  • Tata Power Company Limited

  • Mphasis Limited

  • HDFC Life Insurance Company Limited

  • Coal India Limited

  • Tata Motors Limited

  • TVS Motor Company Limited

  • Suzlon Energy Limited

  • Schaeffler India Limited

  • Indian Bank

  • Jyoti CNC Automation Ltd

  • DLF Limited

  • The Phoenix Mills Limited

  • Bajaj Auto Limited

  • Brigade Enterprises Limited

  • Nestle India Limited

  • Bharat Petroleum Corporation Limited

  • Voltas Limited

  • Linde India Limited

  • Hindustan Unilever Limited

  • United Spirits Limited

  • Power Grid Corporation of India Limited

  • UNO Minda Limited

  • Can Fin Homes Limited

  • 7.57% Indian Railway Finance Corporation Limited (18/04/2029)

  • State Bank of India

  • Zydus Lifesciences Limited

  • Bharat Electronics Limited

  • Bharat Dynamics Limited

  • eClerx Services Limited

  • Central Depository Services (India) Limited

  • Titagarh Rail Systems Limited

  • Bharat Highways Invit

  • Hindalco Industries Limited

  • R R Kabel Limited

  • Jubilant Foodworks Limited

  • Bank of Baroda

  • Britannia Industries Limited

  • RHI Magnesita India Limited

  • Kotak Mahindra Bank Limited

  • Honasa Consumer Limited

  • Computer Age Management Services Limited

  • Union Bank of India

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  • Miscellaneous

  • IT - Software

  • Bank - Private

  • Finance - NBFC

  • Refineries

  • Power Generation/Distribution

  • Pharmaceuticals & Drugs

  • Chemicals

  • Hospital & Healthcare Services

  • Electric Equipment

  • Pesticides & Agrochemicals

  • Construction - Real Estate

  • Automobiles - Passenger Cars

  • Engineering - Industrial Equipments

  • BPO/ITeS

  • Auto Ancillary

  • Insurance

  • Telecommunication - Service Provider

  • Engineering - Construction

  • e-Commerce

  • Bank - Public

  • Automobile Two & Three Wheelers

  • Finance - Housing

  • Retailing

  • Consumer Food

  • Oil Exploration

  • Mining & Minerals

  • Automobiles-Trucks/Lcv

  • Bearings

  • Air Conditioners

  • Industrial Gases & Fuels

  • Household & Personal Products

  • Breweries & Distilleries

  • Depository Services

  • Defence

  • Railways Wagons

  • Metal - Non Ferrous

  • Cable

  • Refractories

  • Trading

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Fund Manager

  • Cash

  • CRISIL AAA

  • Equity

  • REITs & InvITs

  • Sovereign

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About Axis Retirement Fund - Aggressive Plan

Scheme Analysis

Axis Retirement Fund - Aggressive Plan is a Solution Oriented - Retirement Fund - Equity fund and belongs to Axis Mutual Fund. It was launched on 20-Dec-2019 and currently has an AUM of ₹950.70 crore. Axis Retirement Fund - Aggressive Plan is benchmarked against CRISIL Hybrid 25+75 - Aggressive Index as primary index and NIFTY 50 - TRI as secondary index.

The NAV of Axis Retirement Fund - Aggressive Plan ended down ₹-0.13(-0.64%)yesterday to ₹20.15.

Among its top 3 holdings the fund has exposure to 7.18% Government of India (24/07/2037), and

The Axis Retirement Fund - Aggressive Plan is managed by Devang Shah and Hardik Shah.

Fund House Contact

One Lodha Place, 22 & 23 Floor, Senapati Bapat Marg, Lower Parel Mumbai - 400 013

022-43255161
022-43255199
www.axismf.com