RS
R SivakumarFund Manager Since 20 Dec 2019
AllocationRetirement
Axis Retirement Fund - Conservative Plan Direct Growth
3Y Annualised
8.07%
0.04% 1D
Fund Performance
Fund Multiplier
Fund Info
Peer Comparison
Fund Managers
AMC Details
Performance
1M Returns
-1.38%
0.04% 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
8 years 11 months
NIFTY 50
6 years 4 months
FD
9 years 7 months
Fund info
Fund size
₹60.60 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
ICICI Prudential Retirement Fund Pure Debt Plan Direct Payout of Income Dist cum Cap Wdrl
0.53%
2nd
ICICI Prudential Retirement Fund Pure Debt Plan Direct Growth
0.53%
3rd
ICICI Prudential Retirement Fund Pure Debt Plan Regular Payout of Income Dist cum Cap Wdrl
0.49%
4th
ICICI Prudential Retirement Fund Pure Debt Plan Regular Growth
0.49%
5th
Aditya Birla Sun Life Retirement Fund - The 50s Pls - Dbt Pln Direct Reinvst of Inc Dis cum Cap Wdrl
0.41%
51st
Axis Retirement Fund - Conservative Plan Direct Growth
-1.38%
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 5 years, having been launched on 2019-12-20. Axis Retirement Fund - Conservative Plan Direct Growth has ₹60.60 Cr worth of assets under management (AUM) as of Fri Mar 14 2025. The latest Net Asset Value (NAV) of Axis Retirement Fund - Conservative Plan Direct Growth as of Thu Mar 13 2025 is ₹16.354. The fund has an expense ratio of 0.83%, which is medium comparable to most other Allocation funds.
Axis Retirement Fund - Conservative Plan Direct Growth returns for the last 1 year are 4.61%. Since launch, it has delivered 9.87% average annual returns.
The Axis Retirement Fund - Conservative Plan Direct Growth has the majority of its money invested in null, Energy, Technology, Consumer Cyclical, Healthcare, Communication Services, Financial Services sectors.
Top 5 Holdings of Axis Retirement Fund - Conservative Plan Direct Growth.
- 7.18% Govt Stock 2037: 30.35%
- 7.34% Govt Stock 2064: 16.90%
- 7.3% Govt Stock 2053: 8.43%
- Reliance Industries Ltd: 3.35%
- Infosys Ltd: 2.73%
AMC Information
| Name | Axis Asset Management Company Limited |
|---|---|
| Founding Date | 2019-12-20 |
| customerservice@axismf.com | |
| Phone | +91 22 43255161 |
| Website | www.axismf.com |
| Address | Axis Asset Management Company Ltd.,Axis House, 1st Floor, C-2, Wadia International Centre,,Pandurang Budhkar Marg, Worli, |
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
6.90%
expense ratio
0.80%
fund size
₹912.09 Cr
Axis Corporate Bond Fund Regular Growth
Fixed IncomeCorporate Bond
3Y CAGR
6.43%
expense ratio
0.91%
fund size
₹6298.58 Cr
Axis Small Cap Fund Regular Growth
EquitySmall-Cap
3Y CAGR
15.69%
expense ratio
1.61%
fund size
₹20954.45 Cr
Axis Equity Savings Fund Regular Plan Growth
AllocationEquity Savings
3Y CAGR
8.44%
expense ratio
2.26%
fund size
₹929.60 Cr
Axis Multi Asset Allocation Fund Direct Plan Growth Option
AllocationMulti Asset Allocation
3Y CAGR
8.85%
expense ratio
1.07%
fund size
₹1270.15 Cr
FAQs
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