Axis Retirement Savings-Aggressive Plan Reg-IDCW

Fund Category: Retirement

Fund Category Retirement

Very High Other IDCW

0 Morning Star

1 Value Research

NAV( 19 Jul 2024)

₹ 17.74
2.37%

Axis Retirement Savings-Aggressive Plan Reg-IDCW

Invest now
Performance

11.14%3y Returns

-1.18% 1D Returns

Investment details
  • Min SIP amount

    ₹ 1000
  • Min Lumpsum

    ₹ 5000
  • Lock In

    1825
  • Expense ratio

    2.22%
  • Exit load

    NIL
    L After 365 days
Fund details
View Fund Documents
  • Fund size

    ₹ 894 Cr
  • Plan

    REGULAR
  • Launch date

    29 Nov 2019
  • Fund type

    OPEN
  • Fund benchmark

    CRISIL Hybrid 25+75 Aggressive Index
  • ISIN

    INF846K01T10
Fund allocation
Asset allocation

Company holdings
Company Allocation %
Indian Railway Finance Corporation Ltd SR 175 NCD 7.57 18/04/2029 0.56%
GOI Sec 7.18 14/08/2033 1.13%
GOI Sec 7.32 13/11/2030 1.7%
GOI Sec 7.57 17/06/2033 1.04%
GOI Sec 7.30 19/06/2053 2.3%
GOI Sec 7.25 12/06/2063 4.27%
GOI Sec 7.18 24/07/2037 6.79%
Ajanta Pharma Ltd 0.89%
Apollo Hospitals Enterprise Ltd 0.89%
Linde India Ltd 0.77%
Bajaj Finance Ltd 2.52%
Bajaj Auto Ltd 0.64%
Bank Of Baroda 0.19%
Bharat Electronics Ltd 0.59%
Bharti Airtel Ltd 1.62%
Brigade Enterprises Ltd 0.82%
Can Fin Homes Ltd 0.72%
Cholamandalam Investment & Finance Company Ltd 1.61%
Coal India Ltd 0.43%
DLF Ltd 0.74%
eClerx Services Ltd 0.41%
Schaeffler India Ltd 0.99%
The Federal Bank Ltd 1.02%
Fortis Healthcare Ltd 0.85%
HDFC Bank Ltd 3.8%
Hindalco Industries Ltd 0.38%
Hindustan Unilever Ltd 0.55%
ICICI Bank Ltd 3.62%
Indian Bank 0.84%
Info Edge (India) Ltd 1.29%
Infosys Ltd 2.97%
Inox India Ltd 1.04%
Birlasoft Ltd 0.25%
Kotak Mahindra Bank Ltd 0.12%
Larsen & Toubro Ltd 1.72%
Mahindra & Mahindra Ltd 2.25%
UNO Minda Ltd 0.81%
Mphasis Ltd 0.7%
Coforge Ltd 0.89%
NTPC Ltd 0.85%
Nestle India Ltd 0.83%
Oil & Natural Gas Corporation Ltd 0.57%
PI Industries Ltd 2.03%
The Phoenix Mills Ltd 0.72%
Pidilite Industries Ltd 2.26%
PNB Housing Finance Ltd 0.72%
Power Grid Corporation of India Ltd 0.43%
Reliance Industries Ltd 5.04%
Solar Industries India Ltd 1.91%
State Bank of India 0.54%
Sun Pharmaceutical Industries Ltd 1.28%
Sundaram Finance Ltd 1.55%
Suzlon Energy Ltd 0.76%
TVS Motor Company Ltd 0.66%
Tata Consultancy Services Ltd 2.49%
Tata Motors Ltd 0.8%
Tata Power Company Ltd 0.9%
Tech Mahindra Ltd 1.6%
Titagarh Railsystems Ltd 0.93%
Torrent Power Ltd 2.08%
Union Bank of India 0.04%
United Spirits Ltd 0.52%
V-Guard Industries Ltd 1.64%
Voltas Ltd 0.58%
Jubilant FoodWorks Ltd 0.28%
RHI Magnesita India Ltd 0.13%
Minda Corporation Ltd 1.12%
Avenue Supermarts Ltd 1.4%
ICICI Prudential Life Insurance Company Ltd 0.86%
Central Depository Services (India) Ltd 0.64%
Bharat Dynamics Ltd 0.99%
Computer Age Management Services Ltd 0.78%
Zomato Ltd 1.33%
Mankind Pharma Ltd 0.91%
Jupiter Life Line Hospitals Ltd 1.07%
R R Kabel Ltd 0.99%
Honasa Consumer Ltd 0.09%
Net Receivables 1.77%
Others CBLO 0.78%
Bharat Highways InvIT InvITs 0.39%
Sectors
Company Allocation %
Others 2.55%
Automobile 7.21%
Construction 4.39%
Consumer Staples 1.99%
Materials 0.43%
Financial 18.49%
Capital Goods 3.46%
Consumer Discretionary 3.21%
Chemicals 6.97%
Services 5.49%
Sovereign 17.23%
Energy 9.87%
Technology 8.90%
Insurance 0.86%
Metals & Mining 1.42%
Healthcare 5.89%
Communication 1.62%
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

    ₹ 9,328 Cr
  • Highest Return

    13.43%
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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