Axis Retirement Fund - Conservative Plan Regular Growth
3Y Annualised
8.62%
-0.58% 1D
Fund Performance
Fund Multiplier
Fund Info
Peer Comparison
Fund Managers
AMC Details
Performance
1M Returns
2.54%
-0.58% 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)
8 years 5 months
5 years 6 months
9 years 7 months
Fund info
Fund size
₹61.20 Cr
Min. SIP amount
₹1000
Min. Lumpsum amount
₹5000
Exit load
0%
Nil
Risk Profile
High Risk
This Fund's Performance Compared With Peers
Over the Period of oneMonth
1st
Tata Retirement Savings Progressive Fund Direct Plan Growth
2nd
ICICI Prudential Retirement Fund Pure Equity Plan Direct Payout of Income Dist cum Cap Wdrl
3rd
ICICI Prudential Retirement Fund Pure Equity Plan Direct Growth
4th
Tata Retirement Savings Progressive Fund Growth
5th
Tata Retirement Savings Moderate Fund Direct Plan Growth
14th
Axis Retirement Fund - Conservative Plan Regular Growth
Fund Managers
About Axis Retirement Fund - Conservative Plan Regular Growth
Axis Retirement Fund - Conservative Plan Regular 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 Regular Growth has ₹61.20 Cr worth of assets under management (AUM) as of Mon Apr 28 2025. The latest Net Asset Value (NAV) of Axis Retirement Fund - Conservative Plan Regular Growth as of Fri Apr 25 2025 is ₹15.8082. The fund has an expense ratio of 2.16%, which is medium comparable to most other Allocation funds.
Axis Retirement Fund - Conservative Plan Regular Growth returns for the last 1 year are 8.43%. Since launch, it has delivered 8.94% average annual returns.
The Axis Retirement Fund - Conservative Plan Regular Growth has the majority of its money invested in null, Energy, Technology, Communication Services, Healthcare, Consumer Cyclical, Financial Services, Utilities sectors.
Top 5 Holdings of Axis Retirement Fund - Conservative Plan Regular Growth.
- 7.18% Govt Stock 2037: 30.99%
- 7.34% Govt Stock 2064: 17.35%
- 7.3% Govt Stock 2053: 8.63%
- Reliance Industries Ltd: 3.43%
- Infosys Ltd: 2.28%
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 Regular 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. |
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