RS
R SivakumarFund Manager Since 20 Dec 2019
AllocationRetirement
Axis Retirement Fund - Conservative Plan Regular Growth
3Y Annualised
9.41%
0.08% 1D
Fund Performance
Fund Multiplier
Fund Info
Peer Comparison
Fund Managers
AMC Details
Performance
1M Returns
1.01%
0.08% 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 8 months
NIFTY 50
5 years 8 months
FD
9 years 7 months
Fund info
Fund size
₹54.91 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 Equity Plan Direct Payout of Income Dist cum Cap Wdrl
2.98%
2nd
ICICI Prudential Retirement Fund Pure Equity Plan Direct Growth
2.98%
3rd
ICICI Prudential Retirement Fund Pure Equity Plan Regular Payout of Income Dist cum Cap Wdrl
2.86%
4th
ICICI Prudential Retirement Fund Pure Equity Plan Regular Growth
2.86%
5th
Baroda BNP Paribas Retirement Fund Direct Payout Inc Dist cum Cap Wdrl
1.76%
38th
Axis Retirement Fund - Conservative Plan Regular Growth
1.01%
Fund Managers
JG
Jinesh GopaniFund Manager Since 20 Dec 2019
HD
Hitesh DasFund Manager Since 20 Dec 2019
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 ₹54.91 Cr worth of assets under management (AUM) as of Fri Nov 07 2025. The latest Net Asset Value (NAV) of Axis Retirement Fund - Conservative Plan Regular Growth as of Thu Nov 06 2025 is ₹16.1161. The fund has an expense ratio of 2.15%, which is medium comparable to most other Allocation funds.
Axis Retirement Fund - Conservative Plan Regular Growth returns for the last 1 year are 3.26%. Since launch, it has delivered 8.45% average annual returns.
The Axis Retirement Fund - Conservative Plan Regular Growth has the majority of its money invested in null, Energy, Financial Services, Technology, Consumer Cyclical, Communication Services, Healthcare sectors.
Top 5 Holdings of Axis Retirement Fund - Conservative Plan Regular Growth.
- 7.18% Govt Stock 2037: 33.73%
- 7.34% Govt Stock 2064: 14.82%
- 7.1% Govt Stock 2034: 9.38%
- Reliance Industries Ltd: 4.21%
- State Bank of India: 2.95%
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 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. |
Similar Funds from Axis Asset Management Company Limited
Axis Gilt Fund Growth
Fixed IncomeGovernment Bond
3Y CAGR
7.57%
expense ratio
0.82%
fund size
₹679.19 Cr
Axis Corporate Bond Fund Regular Growth
Fixed IncomeCorporate Bond
3Y CAGR
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expense ratio
0.95%
fund size
₹9184.28 Cr
Axis Small Cap Fund Regular Growth
EquitySmall-Cap
3Y CAGR
19.04%
expense ratio
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fund size
₹25975.38 Cr
Axis Equity Savings Fund Regular Plan Growth
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3Y CAGR
9.92%
expense ratio
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fund size
₹936.06 Cr
Axis Multi Asset Allocation Fund Direct Plan Growth Option
AllocationMulti Asset Allocation
3Y CAGR
14.04%
expense ratio
0.98%
fund size
₹1612.37 Cr
Calculate Your Returns
Estimated Returns in 3 Years (Based on past 3Y returns)
₹0
Total Amount
₹0
FAQs
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