INF846K01T28

Axis Retirement Fund - Dynamic Plan Direct Growth

Very High Risk Retirement Allocation

NAV (Fri Nov 08 2024)

₹21

Returns (Since Inception)

12.04%

Category Average

0.00%

Rating

NA

Allocation and Holdings

Asset class

Weightage

Financial Services

12.04%

Energy

4.23%

Unknown

6.21%

Technology

5.60%

Utilities

2.67%

Basic Materials

2.22%

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Overall rating

100K+Downloads

Scheme Information

Fund name

Axis Retirement Fund - Dynamic Plan Direct Growth


Minimum SIP

1000


Risk Level

Very High Risk


AUM

₹404.64 Cr


ISIN

INF846K01T28


Inception Date

Dec 20 2019


Standard Deviation

11.88


Beta

1.16


Sharpe Ratio

0.573


Benchmark

NIFTY 50 Hybrid Composite Debt 65:35 INR


Expense Ratio

1.110%


Exit Load

Nil

Risk

Very High Risk

Investment Objective

The investment objective of the Investment Plan(s) under the Scheme is to provide long-term capital appreciation / income by investing in a mix of equity, debt and other instruments to help investors meet their retirement goals. However, there can be no assurance that the investment objective of the Scheme will be achieved. The Investment Plan has a dual objective of generating capital appreciation by investing in equity and equity related securities as well as generating income by investing in debt and money market securities, while attempting to manage risk from the market through active asset allocation. The Investment Plan may also invest in units of Gold ETF or units of REITs & InvITs for income generation / wealth creation.

Fund Managers

R Sivakumar

Jinesh Gopani

Hitesh Das

About the AMC

Axis Asset Management Company Limited


Phone Number

+91 22 43255161


Corporate Office Address

Axis Asset Management Company Ltd.,Axis House, 1st Floor, C-2, Wadia International Centre,,Pandurang Budhkar Marg, Worli,

Overall AUM

₹404.64 Cr


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