Axis Retirement Savings Fund - Aggressive Plan Reg-IDCW

Fund Category: Retirement

Fund Category Retirement

Very High Other IDCW

0 Morning Star

1 Value Research

NAV( 25 Jan 2023)

₹ 12.16
4.33%

Axis Retirement Savings Fund - Aggressive Plan Reg-IDCW

Invest now
Performance

-%3y Returns

-0.9% 1D Returns

Investment details
  • Min SIP amount

    ₹ 1000
  • Min Lumpsum

    ₹ 5000
  • Lock In

    1825
  • Expense ratio

    2.29%
  • Exit load

    0.0% NIL
    L After 365 days
Fund details
View Fund Documents
  • Fund size

    ₹ 654 Cr
  • Plan

    REGULAR
  • Launch date

    29 Nov 2019
  • Fund type

    OPEN
  • Fund benchmark

    NIFTY 50 Hybrid Composite Debt 70:30 Index
  • ISIN

    INF846K01T10
Fund allocation
Asset allocation

Company holdings
Company Allocation %
Net Receivables 0.39%
Others CBLO 7.78%
Cholamandalam Investment & Finance Company Ltd 1.08%
Torrent Power Ltd 2.52%
Nestle India Ltd 1.89%
PI Industries Ltd 3.82%
GOI Sec 7.17 08/01/2028 1.52%
GOI Sec 7.36 12/09/2052 0.45%
GOI Sec 7.26 22/08/2032 3.8%
GOI Sec 7.57 17/06/2033 1.4%
Avenue Supermarts Ltd 7.23%
Axis Long Duration Fund Direct-G 0.69%
Bank Of Baroda SERIES XXIV Additional Tier 2 Bo 7.84 1.16%
Bank Of Baroda SR 3 OPT-2 SR Additional Tier 2 Bo 7.75 0.77%
GOI GOI FRB 22/09/2033 5.33%
Zomato Ltd 0.09%
Endurance Technologies Ltd 1.93%
Symphony Ltd 3.58%
Sundaram Finance Ltd 8.07%
Bajaj Finance Ltd 5.86%
REC Ltd SR 176 NCD 8.85 16/04/2029 1.54%
National Highways Authority of India Ltd SERIES V NCD 8.49 05/02/2029 1.6%
Tata Consultancy Services Ltd 5.61%
HDFC Bank Ltd 3.84%
Kotak Mahindra Bank Ltd 4.92%
Maruti Suzuki India Ltd 2.29%
Gland Pharma Ltd 1.34%
Astral Ltd 3.39%
V-Guard Industries Ltd 1.8%
Pidilite Industries Ltd 8.59%
Info Edge (India) Ltd 5.72%
Sectors
Company Allocation %
Others 8.17%
Services 14.64%
Automobile 4.22%
Sovereign 12.50%
Energy 2.52%
Consumer Staples 1.89%
Technology 5.61%
Materials 3.39%
Financial 27.93%
Healthcare 1.34%
Consumer Discretionary 5.38%
Chemicals 12.41%
Risk Associated
Very High
  • Investors be aware that principal under this fund will be at Very High risk.
  • Wealth will be Multiplied In Short time!

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

    10
  • AUM

    ₹ 10,369 Cr
  • Highest Return

    9.47%
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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