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

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  • Net Change on 29-09-2023

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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.)
UTI - Retirement Benefit Pension Fund Dec 27, 1994 14.45 14.97 9.18 1.66 4,004.07
HDFC Retirement Savings Fund - Equity Plan - Growth Option Feb 25, 2016 28.09 30.64 18.57 1.88 3,655.98
Nippon India Retirement Fund- Wealth Creation Scheme- Growth Option Feb 11, 2015 23.68 24.46 10.59 1.96 2,604.94
Tata Retirement Savings Fund Moderate -Regular Plan (Growth) Nov 04, 2011 16.88 15.50 11.96 2.05 1,766.40
Tata Retirement Savings Fund -Regular Plan -Progressive -Growth Nov 04, 2011 18.01 16.49 12.75 2.08 1,521.26

Fund Holdings as on 31-August-2023

  • Tata Consultancy Services Limited

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

  • Bajaj Finance Limited

  • Avenue Supermarts Limited

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

  • Sundaram Finance Limited

  • HDFC Bank Limited

  • Astral Limited

  • Pidilite Industries Limited

  • PI Industries Limited

  • ICICI Bank Limited

  • Torrent Power Limited

  • Info Edge (India) Limited

  • Cholamandalam Investment and Finance Company Ltd

  • Clearing Corporation of India Ltd

  • V-Guard Industries Limited

  • Nestle India Limited

  • Kotak Mahindra Bank Limited

  • Reliance Industries Limited

  • Infosys Limited

  • Solar Industries India Limited

  • Tech Mahindra Limited

  • Tata Motors Limited

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

  • 8.85% REC Limited (16/04/2029) **

  • 7.55% Power Finance Corporation Limited (01/08/2038)

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

  • Net Receivables / (Payables)

  • Zomato Limited

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

  • Polycab India Limited

  • Birlasoft Limited

  • Linde India Limited

  • Symphony Limited

  • Maruti Suzuki India Limited

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

  • TVS Motor Company Limited

  • ICICI Prudential Life Insurance Company Limited

  • DLF Limited

  • Mahindra & Mahindra Limited

  • Can Fin Homes Limited

  • Bharti Airtel Limited

  • Mahindra & Mahindra Financial Services Limited

  • Larsen & Toubro Limited

  • Sun Pharmaceutical Industries Limited

  • Apollo Hospitals Enterprise Limited

  • Bharat Forge Limited

  • Mankind Pharma Limited

  • Endurance Technologies Limited

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

  • Axis Long Duration Fund - Direct Plan - Growth Option

  • Ideaforge Technology Limited

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

  • Jio Financial Services Limited

  • Bajaj Auto Limited

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  • Miscellaneous

  • Finance - NBFC

  • IT - Software

  • Bank - Private

  • Chemicals

  • Retailing

  • Plastic Products

  • Pesticides & Agrochemicals

  • Power Generation/Distribution

  • BPO/ITeS

  • Automobiles - Passenger Cars

  • Electric Equipment

  • Consumer Food

  • Refineries

  • Pharmaceuticals & Drugs

  • Automobiles-Trucks/Lcv

  • e-Commerce

  • Cable

  • Industrial Gases & Fuels

  • Automobile Two & Three Wheelers

  • Consumer Durables - Domestic Appliances

  • Insurance

  • Construction - Real Estate

  • Finance - Housing

  • Telecommunication - Service Provider

  • Engineering - Construction

  • Hospital & Healthcare Services

  • Forgings

  • Auto Ancillary

  • Engineering - Industrial Equipments

  • Finance - Stock Broking

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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 ₹700.16 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 ₹-0.02(-0.14%)yesterday to ₹13.77.

Among its top 3 holdings the fund has exposure to Tata Consultancy Services 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