Axis Retirement Fund - Dynamic Plan Direct Growth
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
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 43255161Email Address
customerservice@axismf.comCorporate 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
Website
www.axismf.comPopular Allocation funds
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