RS
R SivakumarFund Manager Since 20 Dec 2019
AllocationRetirement
Axis Retirement Fund - Conservative Plan Direct Growth
3Y Annualised
9.56%
-0.01% 1D
Fund Performance
Fund Multiplier
Fund Info
Peer Comparison
Fund Managers
AMC Details
Performance
1M Returns
-4.77%
-0.01% 1D
Benchmark
HDFC NIFTY 500 Index Fund
Fund Multiplier
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
This Fund
7 years 7 months
NIFTY 50
7 years
FD
9 years 7 months
Fund info
Fund size
₹49.85 Cr
Min. SIP amount
₹1000
Min. Lumpsum amount
₹5000
Exit load
0%
Nil
Risk Profile
High Risk
Peer Comparison
This Fund's Performance Compared With Peers
Over the Period of oneMonth
1st
Aditya Birla Sun Life Retirement Fund - The 50s Plus - Debt Pln Direct Growth
-0.99%
2nd
Aditya Birla Sun Life Retirement Fund - The 50s Pls - Dbt Pln Direct Reinvst of Inc Dis cum Cap Wdrl
-0.99%
3rd
Aditya Birla Sun Life Retirement Fund - The 50s Pls - Dbt Pln Direct Pyt of Inc Dis cum Cap Wdrl
-0.99%
4th
ICICI Prudential Retirement Fund Pure Debt Plan Direct Payout of Income Dist cum Cap Wdrl
-1.02%
5th
ICICI Prudential Retirement Fund Pure Debt Plan Direct Growth
-1.02%
47th
Axis Retirement Fund - Conservative Plan Direct Growth
-4.77%
Fund Managers
JG
Jinesh GopaniFund Manager Since 20 Dec 2019
HD
Hitesh DasFund Manager Since 20 Dec 2019
About Axis Retirement Fund - Conservative Plan Direct Growth
Axis Retirement Fund - Conservative Plan Direct Growth is a Allocation mutual fund scheme from Axis Asset Management Company Limited. This fund has been in existence for 6 years, having been launched on 2019-12-20. Axis Retirement Fund - Conservative Plan Direct Growth has ₹49.85 Cr worth of assets under management (AUM) as of Sat Apr 04 2026. The latest Net Asset Value (NAV) of Axis Retirement Fund - Conservative Plan Direct Growth as of Thu Apr 02 2026 is ₹16.8217. The fund has an expense ratio of 1.24%, which is medium comparable to most other Allocation funds.
Axis Retirement Fund - Conservative Plan Direct Growth returns for the last 1 year are -0.14%. Since launch, it has delivered 8.63% average annual returns.
The Axis Retirement Fund - Conservative Plan Direct Growth has the majority of its money invested in null, Energy, Financial Services, Technology, Healthcare, Communication Services sectors.
Top 5 Holdings of Axis Retirement Fund - Conservative Plan Direct Growth.
- 7.18% Gs 2037: 33.11%
- 7.34% Gs 2064: 14.84%
- 7.10% Gs 2034: 10.67%
- Reliance Industries Ltd: 4.86%
- State Bank of India: 2.75%
AMC Information
| Name | Axis Asset Management Company Limited |
|---|---|
| Founding Date | 2019-12-20 |
| customerservice@axismf.com | |
| Phone | 8108622211 |
| Website | www.axismf.com |
| Address | Axis Asset Management Company Ltd.,22nd & 23rd Floor, One Lodha Place,Senapati Bapat Marg, Lower Parel,Mumbai, Maharashtra 400013 |
Tax Implications of Axis Retirement Fund - Conservative Plan Direct Growth
| Short Term Gains | Income tax rate applicable to the Unitholders as per their income slabs. |
|---|---|
| Long Term Gains | Income tax rate applicable to the Unitholders as per their income slabs. |
Similar Funds from Axis Asset Management Company Limited
Axis Gilt Fund Growth
Fixed IncomeGovernment Bond
3Y CAGR
6.36%
expense ratio
0.83%
fund size
₹587.56 Cr
Axis Corporate Bond Fund Regular Growth
Fixed IncomeCorporate Bond
3Y CAGR
7.10%
expense ratio
0.95%
fund size
₹8588.43 Cr
Axis Small Cap Fund Regular Growth
EquitySmall-Cap
3Y CAGR
15.47%
expense ratio
1.61%
fund size
₹26007.72 Cr
Axis Equity Savings Fund Regular Plan Growth
AllocationEquity Savings
3Y CAGR
9.18%
expense ratio
2.28%
fund size
₹901.88 Cr
Axis Multi Asset Allocation Fund Direct Plan Growth Option
AllocationMulti Asset Allocation
3Y CAGR
15.03%
expense ratio
0.86%
fund size
₹2175.19 Cr
Calculate Your Returns
Estimated Returns in 3 Years (Based on past 3Y returns)
₹0
Total Amount
₹0
