Axis Retirement Savings Fund - Conservative Plan - Regular Growth

Fund Returns

NAV Rs. 11.61 -0.70 %
(as on Jan. 15, 2021)
1 yr Return 16.48 %

Fund Returns

NAV 1 yr Return 3 yr. Return 5 yr. Return
Rs. 11.61 -0.70 %
(as on Jan. 15, 2021)
16.48 % N/A N/A

NAV Movement

1 Month 3 Months 6 Months 1 Year 3 Years 5 Years 10 Years

Calculate SIP Growth

SIP Start Date

SIP End Date

Scheme Details

Launch Date Dec. 20, 2019
Fund Size Rs. 106.17 cr.
Category Hybrid | Solution Oriented - Retirement
Fund Manager Jinesh Gopani
AMC Axis Asset Management Company Ltd.
Fund Benchmark Nifty50 Hybrid Short Duration Debt 25:75 Index
Risk Profile Balanced
Risk Rating 5 / 10

Investment Information

Min. Investment Rs. 5000.00
Min. Investment SIP Rs. 1000.00
Expense Ratio 2.06 %
Exit load Nil

Investment Objective

To generate regular income through investments predominantly in debt and money market instruments and to generate long term capital appreciation by investing certain portion of the portfolio in equity and equity related securities. The investment plan may also invest in units of gold etf or units of reits & invits for income generation / wealth creation

Performance

1M 3M 6M 1Y 3Y 5Y
Fund 3.48 11.58 13.71 16.48 - -
Rank Within Category None None None None None None

Fund Schemes Concentrations

# of Securities 60
Top 10 Securities 109.43 %
Top 5 Securities 63.72 %
Top 3 Securities 44.97 %
# of Sectors 18
Top 10 Sectors 89.4 %
Top 5 Sectors 68.48 %
Top 3 Sectors 53.86 %

AMC Contact Information

AMC Axis Asset Management Company Ltd.
Address Axis House, 1st Floor, C-2, Wadia International Centre, Pandurang Budhkar Marg, Worli,, Mumbai - 400 025
Email customerservice@axismf.com
Website https://www.axismf.com/

Scheme Details

Launch Date Dec. 20, 2019 Fund Size Rs. 106.17 cr.
Category Hybrid | Solution Oriented - Retirement Fund Manager Jinesh Gopani
AMC Axis Asset Management Company Ltd. Fund Benchmark Nifty50 Hybrid Short Duration Debt 25:75 Index
Risk Profile Balanced Risk Rating 5 / 10

Investment Information

Min. Investment Min. Investment SIP Expense Ratio Exit Load
Rs. 5000.00 Rs. 1000.00 2.06 % Nil

Investment Objective

To generate regular income through investments predominantly in debt and money market instruments and to generate long term capital appreciation by investing certain portion of the portfolio in equity and equity related securities. The investment plan may also invest in units of gold etf or units of reits & invits for income generation / wealth creation

Performance

1M 3M 6M 1Y 3Y 5Y
Fund 3.48 11.58 13.71 16.48 - -
Rank Within Category None None None None None None

Fund Schemes Concentrations

# of Securities 60
Top 10 Securities 109.43 %
Top 5 Securities 63.72 %
Top 3 Securities 44.97 %
# of Sectors 18
Top 10 Sectors 89.4 %
Top 5 Sectors 68.48 %
Top 3 Sectors 53.86 %

AMC Contact Information

AMC Axis Asset Management Company Ltd.
Address Axis House, 1st Floor, C-2, Wadia International Centre, Pandurang Budhkar Marg, Worli,, Mumbai - 400 025
Email customerservice@axismf.com
Website https://www.axismf.com/