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

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  • Net Change on 12-04-2024

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Fund Overview Growth | Direct 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
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 40.63 28.51 22.60 0.68 4,830.28
UTI Retirement Fund- Direct Plan Jan 01, 2013 20.84 14.29 11.28 0.99 4,340.07
Nippon India Retirement Fund- Wealth Creation Scheme- Direct Plan- Growth Option Feb 11, 2015 46.16 23.00 14.55 1.06 3,003.63
Tata Retirement Savings Fund Moderate -Direct Plan Growth Jan 04, 2013 33.65 16.78 14.70 0.64 1,918.01
Tata Retirement Savings Fund- Progressive Plan -Direct Plan-Growth Option Jan 04, 2013 39.53 18.22 16.05 0.59 1,749.88

Fund Holdings as on 31-March-2024

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

  • Reliance Industries Limited

  • Torrent Power Limited

  • ICICI Bank Limited

  • HDFC Bank Limited

  • Tata Consultancy Services Limited

  • Bajaj Finance Limited

  • Infosys Limited

  • Pidilite Industries Limited

  • Clearing Corporation of India Ltd

  • PI Industries Limited

  • Solar Industries India Limited

  • Larsen & Toubro Limited

  • Sundaram Finance Limited

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

  • Avenue Supermarts Limited

  • V-Guard Industries Limited

  • Cholamandalam Investment and Finance Company Ltd

  • Tech Mahindra Limited

  • Bharti Airtel Limited

  • Sun Pharmaceutical Industries Limited

  • Birlasoft Limited

  • Mahindra & Mahindra Limited

  • Zomato Limited

  • Nestle India Limited

  • Tata Power Company Limited

  • Info Edge (India) Limited

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

  • TVS Motor Company Limited

  • Jupiter Life Line Hospitals Limited

  • Mankind Pharma Limited

  • Minda Corporation Limited

  • Inox India Limited

  • The Phoenix Mills Limited

  • Linde India Limited

  • Tata Motors Limited

  • Apollo Hospitals Enterprise Limited

  • Coforge Limited

  • Ajanta Pharma Limited

  • R R Kabel Limited

  • ICICI Prudential Life Insurance Company Limited

  • The Federal Bank Limited

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

  • DLF Limited

  • Indian Bank

  • Bharat Electronics Limited

  • Fortis Healthcare Limited

  • NTPC Limited

  • Bharat Dynamics Limited

  • Schaeffler India Limited

  • Bajaj Auto Limited

  • Can Fin Homes Limited

  • Brigade Enterprises Limited

  • Axis Long Duration Fund - Direct Plan - Growth Option

  • 7.80% Mahanagar Telephone Nigam Limited (07/11/2033)

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

  • Oil & Natural Gas Corporation Limited

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

  • Computer Age Management Services Limited

  • UNO Minda Limited

  • State Bank of India

  • United Spirits Limited

  • Voltas Limited

  • Bharat Highways Invit

  • Coal India Limited

  • eClerx Services Limited

  • Maruti Suzuki India Limited

  • Jubilant Foodworks Limited

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

  • Kotak Mahindra Bank Limited

  • RHI Magnesita India Limited

  • Jio Financial Services Limited

  • Honasa Consumer Limited

  • Union Bank of India

  • Net Receivables / (Payables)

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  • Miscellaneous

  • IT - Software

  • Bank - Private

  • Finance - NBFC

  • Power Generation/Distribution

  • Refineries

  • Chemicals

  • Pharmaceuticals & Drugs

  • Hospital & Healthcare Services

  • Construction - Real Estate

  • Pesticides & Agrochemicals

  • Engineering - Construction

  • Engineering - Industrial Equipments

  • Automobile Two & Three Wheelers

  • Retailing

  • Auto Ancillary

  • BPO/ITeS

  • Automobiles - Passenger Cars

  • Electric Equipment

  • Telecommunication - Service Provider

  • Consumer Food

  • Bank - Public

  • e-Commerce

  • Industrial Gases & Fuels

  • Automobiles-Trucks/Lcv

  • Cable

  • Insurance

  • Defence

  • Bearings

  • Finance - Housing

  • Oil Exploration

  • Depository Services

  • Breweries & Distilleries

  • Air Conditioners

  • Mining & Minerals

  • Refractories

  • Trading

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Fund Manager

  • Cash

  • CRISIL AAA

  • Equity

  • IND AAA

  • IND AAA(CE)

  • MFU

  • REITs & InvITs

  • 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 ₹823.14 crore. Axis Retirement Savings 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 Savings Fund - Aggressive Plan ended down ₹-0.1(-0.57%)yesterday to ₹17.59.

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

The Axis Retirement Savings 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