RS
R SivakumarFund Manager Since 20 Dec 2019
AllocationRetirement
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)
This Fund
8 years 5 months
NIFTY 50
5 years 6 months
FD
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
Peer Comparison
This Fund's Performance Compared With Peers
Over the Period of oneMonth
1st
Tata Retirement Savings Progressive Fund Direct Plan Growth
3.04%
2nd
ICICI Prudential Retirement Fund Pure Equity Plan Direct Payout of Income Dist cum Cap Wdrl
2.93%
3rd
ICICI Prudential Retirement Fund Pure Equity Plan Direct Growth
2.93%
4th
Tata Retirement Savings Progressive Fund Growth
2.91%
5th
Tata Retirement Savings Moderate Fund Direct Plan Growth
2.88%
14th
Axis Retirement Fund - Conservative Plan Regular Growth
2.54%
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 ₹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. |
Similar Funds from Axis Asset Management Company Limited
Axis Gilt Fund Growth
Fixed IncomeGovernment Bond
3Y CAGR
8.25%
expense ratio
0.80%
fund size
₹838.91 Cr
Axis Corporate Bond Fund Regular Growth
Fixed IncomeCorporate Bond
3Y CAGR
7.22%
expense ratio
0.91%
fund size
₹6546.66 Cr
Axis Small Cap Fund Regular Growth
EquitySmall-Cap
3Y CAGR
17.42%
expense ratio
1.62%
fund size
₹22735.71 Cr
Axis Equity Savings Fund Regular Plan Growth
AllocationEquity Savings
3Y CAGR
9.74%
expense ratio
2.26%
fund size
₹940.08 Cr
Axis Multi Asset Allocation Fund Direct Plan Growth Option
AllocationMulti Asset Allocation
3Y CAGR
10.56%
expense ratio
1.02%
fund size
₹1348.35 Cr
FAQs
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