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

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  • Net Change on 14-06-2024

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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 38.38 23.05 23.03 1.81 5,159.41
UTI Retirement Fund - Regular Plan Dec 27, 1994 20.47 12.66 12.33 1.65 4,408.82
Nippon India Retirement Fund- Wealth Creation Scheme- Growth Option Feb 11, 2015 42.82 20.54 15.16 1.93 3,102.31
Tata Retirement Savings Fund Moderate -Regular Plan (Growth) Nov 04, 2011 30.85 14.61 15.10 2.02 1,991.29
Tata Retirement Savings Fund -Regular Plan -Progressive -Growth Nov 04, 2011 37.16 15.92 16.24 2.02 1,866.16

Fund Holdings as on 31-May-2024

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

  • Reliance Industries Limited

  • ICICI Bank Limited

  • HDFC Bank Limited

  • Torrent Power Limited

  • Tata Consultancy Services Limited

  • Pidilite Industries Limited

  • Bajaj Finance Limited

  • Infosys Limited

  • Solar Industries India Limited

  • Sundaram Finance Limited

  • Mahindra & Mahindra Limited

  • Larsen & Toubro Limited

  • PI Industries Limited

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

  • Avenue Supermarts Limited

  • Bharti Airtel Limited

  • Cholamandalam Investment and Finance Company Ltd

  • 7.32% Government of India (13/11/2030)

  • V-Guard Industries Limited

  • Net Receivables / (Payables)

  • Tech Mahindra Limited

  • Sun Pharmaceutical Industries Limited

  • Zomato Limited

  • Bharat Dynamics Limited

  • 7.18% Government of India (14/08/2033)

  • Bharat Electronics Limited

  • Info Edge (India) Limited

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

  • Inox India Limited

  • Minda Corporation Limited

  • R R Kabel Limited

  • Jupiter Life Line Hospitals Limited

  • The Federal Bank Limited

  • Mankind Pharma Limited

  • Ajanta Pharma Limited

  • Tata Power Company Limited

  • Schaeffler India Limited

  • Indian Bank

  • Tata Motors Limited

  • Fortis Healthcare Limited

  • Apollo Hospitals Enterprise Limited

  • Linde India Limited

  • Coforge Limited

  • TVS Motor Company Limited

  • NTPC Limited

  • The Phoenix Mills Limited

  • UNO Minda Limited

  • Brigade Enterprises Limited

  • ICICI Prudential Life Insurance Company Limited

  • Nestle India Limited

  • Computer Age Management Services Limited

  • DLF Limited

  • Titagarh Rail Systems Limited

  • Suzlon Energy Limited

  • Bajaj Auto Limited

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

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

  • Can Fin Homes Limited

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

  • Central Depository Services (India) Limited

  • Oil & Natural Gas Corporation Limited

  • Voltas Limited

  • State Bank of India

  • United Spirits Limited

  • Coal India Limited

  • Bharat Highways Invit

  • Hindalco Industries Limited

  • eClerx Services Limited

  • Jubilant Foodworks Limited

  • Birlasoft Limited

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

  • Clearing Corporation of India Ltd

  • RHI Magnesita India Limited

  • Kotak Mahindra Bank Limited

  • Jio Financial Services Limited

  • Honasa Consumer Limited

  • Union Bank of India

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  • Miscellaneous

  • Bank - Private

  • IT - Software

  • Finance - NBFC

  • Refineries

  • Chemicals

  • Power Generation/Distribution

  • Pharmaceuticals & Drugs

  • Hospital & Healthcare Services

  • Construction - Real Estate

  • Engineering - Industrial Equipments

  • Electric Equipment

  • Automobiles - Passenger Cars

  • Engineering - Construction

  • Pesticides & Agrochemicals

  • Auto Ancillary

  • Retailing

  • Telecommunication - Service Provider

  • Bank - Public

  • BPO/ITeS

  • Automobile Two & Three Wheelers

  • Depository Services

  • e-Commerce

  • Defence

  • Consumer Food

  • Cable

  • Bearings

  • Automobiles-Trucks/Lcv

  • Industrial Gases & Fuels

  • Insurance

  • Railways Wagons

  • Finance - Housing

  • Oil Exploration

  • Air Conditioners

  • Breweries & Distilleries

  • Mining & Minerals

  • Metal - Non Ferrous

  • Refractories

  • Trading

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Fund Manager

  • Cash

  • CRISIL AAA

  • Equity

  • IND AAA(CE)

  • 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 ₹844.96 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 ₹0.08(0.46%)yesterday to ₹17.31.

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