Axis Retirement Savings Fund - Aggressive Plan - Regular Plan - IDCW
Category: Retirement Fund
Launch Date: 20-12-2019
AUM:
₹ 839.31 Cr
Expense Ratio
2.26%
Benchmark
NIFTY 50 Hybrid Composite Debt 70:30 Index
ISIN
INF846K01T10
Minimum Investment
5000.0
Minimum Topup
1000.0
Minimum SIP Amount
1000
Fund Manager
Devang Shah, Hardik Shah, Nitin Arora, Jayesh Sundar, Krishnaa N
| Fund Performance | 1Y (%) | 3Y (%) | 5Y (%) |
|---|---|---|---|
| Axis Retirement Savings Fund - Aggressive Plan - Regular Plan - IDCW | 27.19 | 11.49 | - |
| Benchmark | - | - | - |
If you invested in this fund:
In the past (time duration):
Total value today:
0
Returns:
0%
If you invested in this fund:
In the past (time duration):
Total value today:
0
Returns:
0%
Overview
NAV
16.23
Last change
0.08 (0.4929%)
Fund Size (AUM)
₹ 839.31 Cr
Performance
11.66% (Inception)
Asset Allocation
Equity
Debt
Others
Nav Movement
Investment Objective
The schemes seeks to generate capital appreciation by predominantly investing in equity and equity related instruments.
Fund Manager
Devang Shah, Hardik Shah, Nitin Arora, Jayesh Sundar, Krishnaa N
Riskometer
Very High
Top 10 Holdings
| Company | Holdings (%) |
|---|---|
| 7.18% GOI 24/07/2037 | 11.62 |
| Reliance Industries Ltd. | 5.03 |
| ICICI Bank Ltd. | 3.7 |
| HDFC Bank Ltd. | 3.43 |
| Torrent Power Ltd. | 3.23 |
| Tata Consultancy Services Ltd. | 2.74 |
| Bajaj Finance Ltd. | 2.61 |
| Pidilite Industries Ltd. | 2.6 |
| Infosys Ltd. | 2.52 |
| Sundaram Finance Ltd. | 2.34 |
Sector Allocation
| Sector | Holdings (%) |
|---|---|
| Financial | 18.23 |
| Sovereign | 16.84 |
| Energy | 11.08 |
| Technology | 8.42 |
| Chemicals | 8.1 |
| Healthcare | 6.17 |
| Automobile | 6.02 |
| Services | 5.78 |
| Construction | 5.05 |
| Consumer Discretionary | 3.2 |