Axis Retirement Fund - Aggressive Plan - Regular Plan - IDCW
AUM:
₹ 759.09 Cr
Expense Ratio
2.31%
Benchmark
CRISIL Hybrid 25+75 Aggressive Index
ISIN
INF846K01T10
Minimum Investment
5000.0
Minimum Topup
1000.0
Minimum SIP Amount
1000
Fund Manager
Mr. Jayesh Sundar, Mr. Devang Shah, Mr. Hardik Shah, Ms. Krishnaa N
| Fund Performance | 1Y (%) | 3Y (%) | 5Y (%) |
|---|---|---|---|
| Axis Retirement Fund - Aggressive Plan - Regular Plan - IDCW | 3.64 | 13.81 | 13.28 |
| 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
18.8
Last change
-0.09 (-0.4787%)
Fund Size (AUM)
₹ 759.09 Cr
Performance
11.38% (Inception)
Asset Allocation
Equity
Debt
Others
Nav Movement
Investment Objective
The investment objective of the Investment Plan(s) under the Scheme is to provide long-term capital appreciation / income by investing in a mix of equity, debt, and other instruments to help investors meet their retirement goals. However, there can be no assurance that the investment objective of the Scheme will be achieved. To generate capital appreciation by predominantly investing in equity and equity related instruments. The Investment Plan may also invest in debt and money market instruments, units of Gold ETF or units of REITs & InvITs for income generation / wealth creation.
Fund Manager
Mr. Jayesh Sundar, Mr. Devang Shah, Mr. Hardik Shah, Ms. Krishnaa N
Riskometer
Very High
Top 10 Holdings
| Company | Holdings (%) |
|---|---|
| HDFC BANK LIMITED EQ NEW FV RE. 1/- | 5.83 |
| 7.1% Government of India (08/04/2034) | 5.77 |
| RELIANCE INDUSTRIES LIMITED EQ | 5.18 |
| ICICI BANK LIMITED EQ NEW FV RS. 2/- | 4.5 |
| INFOSYS LIMITED EQ FV RS 5 | 3.69 |
| 7.34% Government of India (22/04/2064) | 3.32 |
| 7.25% Government of India (12/06/2063) | 3.27 |
| Clearing Corporation of India Ltd | 2.79 |
| 7.18% Government of India (24/07/2037) | 2.71 |
| BHARTI AIRTEL LIMITED EQ NEW FV RS 5/- | 2.61 |
Sector Allocation
| Sector | Holdings (%) |
|---|---|
| Financial Services | 22.01 |
| Healthcare | 7.9 |
| Capital Goods | 6.09 |
| Information Technology | 5.8 |
| Oil, Gas & Consumable Fuels | 5.78 |
| Automobile and Auto Components | 5.53 |
| Chemicals | 5.49 |
| Fast Moving Consumer Goods | 3.21 |
| Power | 2.67 |
| Telecommunication | 2.61 |
Peer Comparison
| Scheme Name | 5Y (%) |
|---|---|
| Axis Retirement Fund Aggr Reg IDCW | 13.28 |
| ICICI Pru Retrmnt Pure Equity Gr | 28.43 |
| ICICI Pru Retrmnt Hybrid Ag Gr | 21.08 |
| ICICI Pru Retrmnt Hybrid Cons Gr | 9.05 |
| ABSL Retrmnt The 40s Reg Gr | 13.23 |
| ICICI Pru Retrmnt Pure Debt Gr | 5.04 |
| ABSL Retrmnt The 50s Reg Gr | 5.7 |
| ABSL Retrmnt The 30s Reg Gr | 15.19 |
| Baroda BNP Paribas Retirement Fund Reg Gr | 0.0 |
| Bandhan Retirement Fund Reg Gr | 0.0 |