Axis Retirement-Aggressive Plan Reg-G

Fund Category: Retirement

Fund Category Retirement

Very High Other G

0 Morning Star

1 Value Research

NAV( 29 Apr 2025)

₹ 18.04
3.09%

Axis Retirement-Aggressive Plan Reg-G

Invest now

Performance

12.28%3y Returns

0.17% 1D Returns

Investment details

  • Min SIP amount

    ₹ 1000
  • Min Lumpsum

    ₹ 5000
  • Lock In

    1825
  • Expense ratio

    2.3%
  • Exit load

    NIL
    L After 365 days

Fund details

View Fund Documents
  • Fund size

    ₹ 800 Cr
  • Plan

    REGULAR
  • Launch date

    29 Nov 2019
  • Fund type

    OPEN
  • Fund benchmark

    CRISIL Hybrid 25+75 Aggressive Index
  • ISIN

    INF846K01T02

Fund allocation

Asset allocation

Company holdings
Company Allocation %
GOI Sec 7.25 12/06/2063 4.87%
GOI Sec 7.18 24/07/2037 2.6%
GOI Sec 7.10 08/04/2034 1.29%
GOI Sec 7.34 22/04/2064 5.27%
GOI Sec 7.09 05/08/2054 3.19%
GOI Sec 7.57 17/06/2033 1.19%
GOI Sec 7.30 19/06/2053 2.62%
UNO Minda Ltd 0.32%
Samvardhana Motherson International Ltd 0.15%
Mphasis Ltd 0.27%
Coforge Ltd 0.5%
NTPC Ltd 1.05%
Nestle India Ltd 0.04%
Oil And Natural Gas Corporation Ltd 0.56%
PI Industries Ltd 1.31%
The Phoenix Mills Ltd 0.74%
Pidilite Industries Ltd 1.93%
PNB Housing Finance Ltd 1.01%
Power Grid Corporation of India Ltd 0.45%
Reliance Industries Ltd 4.59%
REC Ltd 0.49%
Solar Industries India Ltd 1.67%
State Bank of India 1.91%
Sun Pharmaceutical Industries Ltd 1.52%
Sundaram Finance Ltd 0.94%
Suzlon Energy Ltd 0.61%
TVS Motor Company Ltd 0.23%
Tata Consultancy Services Ltd 1.72%
Tata Motors Ltd 0.54%
Tech Mahindra Ltd 0.41%
Titagarh Railsystems Ltd 0.1%
Torrent Power Ltd 1.74%
Union Bank of India 0.04%
United Spirits Ltd 0.64%
V-Guard Industries Ltd 0.6%
PG Electroplast Ltd 0.82%
RHI Magnesita India Ltd 0.11%
Minda Corporation Ltd 0.9%
Avenue Supermarts Ltd 0.48%
Varun Beverages Ltd 0.75%
ICICI Prudential Life Insurance Company Ltd 0.57%
Dixon Technologies (India) Ltd 0.31%
HDFC Life Insurance Co Ltd 1.1%
Arvind Fashions Ltd 0.44%
Eternal Ltd 0.58%
Mankind Pharma Ltd 0.81%
Jupiter Life Line Hospitals Ltd 0.45%
DOMS Industries Ltd 0.5%
Jyoti CNC Automation Ltd 0.73%
Awfis Space Solutions Ltd 0.58%
Premier Energies Ltd 0.47%
Hyundai Motor India Ltd 0.22%
Indus Infra Trust InvITs 0.44%
Ajanta Pharma Ltd 0.65%
Apollo Hospitals Enterprise Ltd 0.72%
GE Vernova T&D India Ltd 0.56%
Linde India Ltd 0.65%
Bajaj Finance Ltd 3.24%
Bank Of Baroda 0.35%
Bharat Electronics Ltd 0.6%
Bharat Petroleum Corporation Ltd 0.6%
Bharti Airtel Ltd 2.28%
Brigade Enterprises Ltd 0.66%
Britannia Industries Ltd 0.23%
Zydus Lifesciences Ltd 0.44%
Cholamandalam Investment & Finance Company Ltd 0.96%
Cipla Ltd 0.94%
Coal India Ltd 0.41%
DLF Ltd 0.68%
eClerx Services Ltd 0.51%
The Federal Bank Ltd 0.38%
Fortis Healthcare Ltd 1.31%
HDFC Bank Ltd 5.5%
Hindalco Industries Ltd 0.46%
Hindustan Unilever Ltd 0.47%
ICICI Bank Ltd 4.8%
Indian Bank 0.83%
Info Edge (India) Ltd 1.14%
Infosys Ltd 3.32%
Inox India Ltd 0.71%
Kotak Mahindra Bank Ltd 0.46%
Larsen & Toubro Ltd 1.9%
Mahindra & Mahindra Ltd 2.12%
Net Receivables 0.57%
Others CBLO 3.53%
Muthoot Finance Ltd Debenture 9.02 14/07/2027 0.63%
Sectors
Company Allocation %
Others 4.10%
Automobile 4.58%
Construction 4.42%
Consumer Staples 2.63%
Materials 0.41%
Financial 21.54%
Capital Goods 3.74%
Consumer Discretionary 0.60%
Chemicals 5.56%
Textiles 0.44%
Services 3.29%
Sovereign 21.03%
Energy 9.46%
Technology 6.22%
Insurance 1.67%
Metals & Mining 1.17%
Healthcare 6.84%
Communication 2.28%

Risk Associated

Very High
  • Investors be aware that principal under this fund will be at Very High risk.
  • This product is suitable for investors who are seeking capital appreciation over long term

Contact Information

Address:

Axis House,1st FLOOR,Bombay Dyeing Mill Compound Pandurang Budhkar Marg, Worli

About

Axis Mutual Fund launched its first scheme in October 2009. Since then Axis Mutual fund has grown strongly. They attribute their success thus far to three founding principles - Long term wealth creation, Outside in (Customer) view and Long term relationship.

  • Funds Offered

    9
  • AUM

    ₹ 9,311 Cr
  • Highest Return

    14.19%
About

R Sivakumar Fund Manager - Role of a fund manager includes buying and selling of securities based on their research and analysis. Check out the mutual fund managers across all the categories for best guidance now

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