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

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  • Net Change on 27-02-2024

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Fund Overview Growth | Regular 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 Feb 25, 2016 39.48 25.39 22.38 1.82 4,574.14
UTI Retirement Fund - Regular Plan Dec 27, 1994 20.45 13.05 11.12 1.65 4,263.05
Nippon India Retirement Fund- Wealth Creation Scheme- Growth Option Feb 11, 2015 43.46 20.65 15.08 1.95 2,917.02
Tata Retirement Savings Fund Moderate -Regular Plan (Growth) Nov 04, 2011 29.45 13.43 13.79 2.04 1,904.44
Tata Retirement Savings Fund -Regular Plan -Progressive -Growth Nov 04, 2011 34.78 14.46 15.18 2.05 1,717.16

Fund Holdings as on 31-January-2024

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

  • Reliance Industries Limited

  • ICICI Bank Limited

  • HDFC Bank Limited

  • Infosys Limited

  • Torrent Power Limited

  • Tata Consultancy Services Limited

  • Bajaj Finance Limited

  • Pidilite Industries Limited

  • PI Industries Limited

  • Larsen & Toubro Limited

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

  • Sundaram Finance Limited

  • Avenue Supermarts Limited

  • Clearing Corporation of India Ltd

  • Birlasoft Limited

  • Tech Mahindra Limited

  • Cholamandalam Investment and Finance Company Ltd

  • Solar Industries India Limited

  • Tata Motors Limited

  • Bharti Airtel Limited

  • V-Guard Industries Limited

  • DLF Limited

  • Sun Pharmaceutical Industries Limited

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

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

  • 8.85% REC Limited (16/04/2029) **

  • Tata Power Company Limited

  • Nestle India Limited

  • Mahindra & Mahindra Limited

  • Bharat Electronics Limited

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

  • Coforge Limited

  • Honasa Consumer Limited

  • Minda Corporation Limited

  • Info Edge (India) Limited

  • TVS Motor Company Limited

  • Bharat Dynamics Limited

  • Inox India Limited

  • Zomato Limited

  • Apollo Hospitals Enterprise Limited

  • Jupiter Life Line Hospitals Limited

  • Ajanta Pharma Limited

  • The Federal Bank Limited

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

  • The Phoenix Mills Limited

  • Linde India Limited

  • R R Kabel Limited

  • Fortis Healthcare Limited

  • Mankind Pharma Limited

  • ICICI Prudential Life Insurance Company Limited

  • NTPC Limited

  • Schaeffler India Limited

  • Net Receivables / (Payables)

  • Brigade Enterprises Limited

  • Can Fin Homes Limited

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

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

  • Axis Long Duration Fund - Direct Plan - Growth Option

  • Bajaj Auto Limited

  • UNO Minda Limited

  • Indian Bank

  • eClerx Services Limited

  • Voltas Limited

  • Jubilant Foodworks Limited

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

  • Maruti Suzuki India Limited

  • RHI Magnesita India Limited

  • United Spirits Limited

  • Kotak Mahindra Bank Limited

  • Jio Financial Services Limited

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  • Miscellaneous

  • IT - Software

  • Bank - Private

  • Finance - NBFC

  • Refineries

  • Power Generation/Distribution

  • Chemicals

  • Pharmaceuticals & Drugs

  • Construction - Real Estate

  • Hospital & Healthcare Services

  • Engineering - Industrial Equipments

  • Engineering - Construction

  • Pesticides & Agrochemicals

  • Retailing

  • Automobile Two & Three Wheelers

  • Auto Ancillary

  • BPO/ITeS

  • Automobiles-Trucks/Lcv

  • Consumer Food

  • Telecommunication - Service Provider

  • Electric Equipment

  • Automobiles - Passenger Cars

  • Trading

  • Defence

  • e-Commerce

  • Cable

  • Industrial Gases & Fuels

  • Insurance

  • Bearings

  • Finance - Housing

  • Bank - Public

  • Air Conditioners

  • Refractories

  • Breweries & Distilleries

  • Finance - Stock Broking

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Fund Manager

  • Cash

  • CRISIL AAA

  • Equity

  • IND AAA

  • IND AAA(CE)

  • MFU

  • 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 ₹779.14 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 up ₹0.06(0.38%)yesterday to ₹15.78.

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 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