RS
R SivakumarFund Manager Since 20 Dec 2019
AllocationRetirement
Axis Retirement Fund - Conservative Plan Direct Pyt of Inc Dis cum Cap Wdrl
3Y Annualised
10.98%
0.44% 1D
Fund Performance
Fund Multiplier
Fund Info
Peer Comparison
Fund Managers
AMC Details
Performance
1M Returns
1.47%
0.44% 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
6 years 8 months
NIFTY 50
5 years 9 months
FD
9 years 7 months
Fund info
Fund size
₹54.62 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
Axis Retirement Fund - Conservative Plan Direct Pyt of Inc Dis cum Cap Wdrl
1.47%
2nd
Axis Retirement Fund - Conservative Plan Direct Growth
1.47%
3rd
Axis Retirement Fund - Conservative Plan Regular Pyt of Inc Dis cum Cap Wdrl
1.39%
4th
Axis Retirement Fund - Conservative Plan Regular Growth
1.39%
5th
SBI Retirement Benefit Fund - Aggressive Hybrid Plan Direct Payout of Income Dist cum cap wdrl
1.32%
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 Pyt of Inc Dis cum Cap Wdrl
Axis Retirement Fund - Conservative Plan Direct Pyt of Inc Dis cum Cap Wdrl 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 Pyt of Inc Dis cum Cap Wdrl has ₹54.62 Cr worth of assets under management (AUM) as of Sat Dec 06 2025. The latest Net Asset Value (NAV) of Axis Retirement Fund - Conservative Plan Direct Pyt of Inc Dis cum Cap Wdrl as of Fri Dec 05 2025 is ₹17.72. The fund has an expense ratio of 1.11%, which is medium comparable to most other Allocation funds.
Axis Retirement Fund - Conservative Plan Direct Pyt of Inc Dis cum Cap Wdrl returns for the last 1 year are 5.18%. Since launch, it has delivered 10.07% average annual returns.
The Axis Retirement Fund - Conservative Plan Direct Pyt of Inc Dis cum Cap Wdrl has the majority of its money invested in null, Energy, Financial Services, Technology, Communication Services, Consumer Cyclical, Healthcare sectors.
Top 5 Holdings of Axis Retirement Fund - Conservative Plan Direct Pyt of Inc Dis cum Cap Wdrl.
- 7.18% Govt Stock 2037: 30.41%
- 7.34% Govt Stock 2064: 14.66%
- 7.1% Govt Stock 2034: 9.55%
- Reliance Industries Ltd: 4.75%
- State Bank of India: 3.29%
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 Pyt of Inc Dis cum Cap Wdrl
| 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. |
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expense ratio
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Calculate Your Returns
Estimated Returns in 3 Years (Based on past 3Y returns)
₹0
Total Amount
₹0
