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

Other Plans and Options
  • 0.08 %Nav, as on 05-06-2023

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  • Net Change on 05-06-2023

  • PersonalFN Rating

  • Assets (Cr.)

  • Expense Ratio

Fund Overview Growth | Regular 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
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 11.88 15.22 8.06 1.68 3,808.89
HDFC Retirement Savings Fund - Equity Plan - Growth Option Feb 25, 2016 22.28 31.97 15.85 1.88 2,964.34
Nippon India Retirement Fund- Wealth Creation Scheme- Growth Option Feb 11, 2015 14.92 23.28 7.47 2.01 2,307.34
Tata Retirement Savings Fund Moderate -Regular Plan (Growth) Nov 04, 2011 12.54 16.44 8.99 2.08 1,595.28
Tata Retirement Savings Fund -Regular Plan -Progressive -Growth Nov 04, 2011 12.50 17.48 9.08 2.12 1,314.26

Fund Holdings as on 30-April-2023

  • Sundaram Finance Limited

  • Pidilite Industries Limited

  • Avenue Supermarts Limited

  • Clearing Corporation of India Ltd

  • Bajaj Finance Limited

  • Tata Consultancy Services Limited

  • Info Edge (India) Limited

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

  • Kotak Mahindra Bank Limited

  • HDFC Bank Limited

  • Symphony Limited

  • 7.26% Government of India (22/08/2032)

  • PI Industries Limited

  • Astral Limited

  • Torrent Power Limited

  • Maruti Suzuki India Limited

  • Nestle India Limited

  • Net Receivables / (Payables)

  • Endurance Technologies Limited

  • V-Guard Industries Limited

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

  • Tech Mahindra Limited

  • 8.85% REC Limited (16/04/2029) **

  • 7.17% Government of India (08/01/2028)

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

  • Cholamandalam Investment and Finance Company Ltd

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

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

  • Axis Long Duration Fund - Direct Plan - Growth Option

  • 7.59% Government of India (11/01/2026)

  • Zomato Limited

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  • Finance - NBFC

  • Miscellaneous

  • Bank - Private

  • Chemicals

  • IT - Software

  • Retailing

  • BPO/ITeS

  • Consumer Durables - Domestic Appliances

  • Pesticides & Agrochemicals

  • Plastic Products

  • Power Generation/Distribution

  • Automobiles - Passenger Cars

  • Consumer Food

  • Auto Ancillary

  • Electric Equipment

  • e-Commerce

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Fund Manager

  • Cash

  • CRISIL AAA

  • Equity

  • IND AAA

  • MFU

  • 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 ₹650.26 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 ₹0.01(0.08%)yesterday to ₹13.06.

Among its top 3 holdings the fund has exposure to Sundaram Finance Limited, and

The Axis Retirement Savings Fund - Aggressive Plan is managed by R. Sivakumar and Vinayak Jayanath.

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