Axis Retirement Fund - Aggressive Plan - Regular Growth
Category: Retirement Fund
Launch Date: 01-12-2019
AUM:
₹ 799.58 Cr
Expense Ratio
2.3%
Benchmark
CRISIL Hybrid 25+75 Aggressive Index
ISIN
INF846K01T02
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 Fund - Aggressive Plan - Regular Growth | 9.43 | 12.15 | 14.59 |
| 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
17.98
Last change
-0.06 (-0.3337%)
Fund Size (AUM)
₹ 799.58 Cr
Performance
11.58% (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 (%) |
|---|---|
| HDFC BANK LIMITED EQ NEW FV RE. 1/- | 5.5 |
| 7.34% Government of India (22/04/2064) | 5.27 |
| 7.25% Government of India (12/06/2063) | 4.87 |
| ICICI BANK LIMITED EQ NEW FV RS. 2/- | 4.8 |
| RELIANCE INDUSTRIES LIMITED EQ | 4.59 |
| Clearing Corporation of India Ltd | 3.53 |
| INFOSYS LIMITED EQ FV RS 5 | 3.32 |
| BAJAJ FINANCE LIMITED EQ NEW FV RS. 2/- | 3.24 |
| 7.09% Government of India (05/08/2054) | 3.19 |
| 7.3% Government of India (19/06/2053) | 2.62 |
Sector Allocation
| Sector | Holdings (%) |
|---|---|
| N/A | 25.78 |
| Financial Services | 22.58 |
| Healthcare | 6.84 |
| Information Technology | 6.22 |
| Oil, Gas & Consumable Fuels | 6.16 |
| Chemicals | 5.56 |
| Automobile and Auto Components | 4.48 |
| Capital Goods | 3.89 |
| Power | 3.24 |
| Consumer Services | 2.64 |
Peer Comparison
| Scheme Name | 5Y (%) |
|---|---|
| Axis Retirement Fund Aggr Reg Gr | 14.59 |
| PGIM India Retirement Fund Reg Gr | 0.0 |
| UTI Retirement Fund - Regular Plan | 15.36 |
| Nippon India Retrmnt Income Generation Sch Gr Gr | 8.37 |
| ABSL Retrmnt The 40s Reg Gr | 13.85 |
| SBI Retrmnt Benefit Cons Reg Gr | 0.0 |
| Axis Retirement Fund Dyn Reg Gr | 14.91 |
| Axis Retirement Fund Cons Reg Gr | 10.01 |
| ICICI Pru Retrmnt Pure Debt Gr | 6.15 |
| Franklin India Pension Gr | 10.89 |