Axis Retirement Fund - Aggressive Plan - Regular Plan - IDCW
Category: Retirement Fund
Launch Date: 20-12-2019
AUM:
₹ 706.75 Cr
Expense Ratio
2.48%
Benchmark
CRISIL Hybrid 25+75 Aggressive Index
ISIN
INF846K01T10
Minimum Investment
5000.0
Minimum Topup
1000.0
Minimum SIP Amount
1000
Fund Manager
Jayesh Sundar, Devang Shah, Hardik Shah, Krishnaa N
| Fund Performance | 1Y (%) | 3Y (%) | 5Y (%) |
|---|---|---|---|
| Axis Retirement Fund - Aggressive Plan - Regular Plan - IDCW | -11.53 | 5.67 | 2.95 |
| 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
16.26
Last change
0.05 (0.3075%)
Fund Size (AUM)
₹ 706.75 Cr
Performance
7.42% (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
Jayesh Sundar, Devang Shah, Hardik Shah, Krishnaa N
Riskometer
Very High
Top 10 Holdings
| Company | Holdings (%) |
|---|---|
| 7.1% Government of India | 6.1 |
| RELIANCE INDUSTRIES LIMITED EQ | 5.24 |
| ICICI BANK LIMITED EQ NEW FV RS. 2/- | 5.11 |
| 6.79% Government of India | 4.93 |
| HDFC BANK LIMITED EQ NEW FV RE. 1/- | 4.4 |
| Clearing Corporation of India Ltd | 3.71 |
| Government of India (12/06/2063) | 3.36 |
| 7.18% Government of India | 2.87 |
| BHARTI AIRTEL LIMITED EQ NEW FV RS 5/- | 2.66 |
| STATE BANK OF INDIA EQ NEW RE. 1/- | 2.57 |
Sector Allocation
| Sector | Holdings (%) |
|---|---|
| Financial Services | 22.2 |
| Automobile and Auto Components | 7.23 |
| Healthcare | 6.54 |
| Oil, Gas & Consumable Fuels | 5.24 |
| Capital Goods | 4.62 |
| Information Technology | 4.49 |
| Consumer Services | 4.17 |
| Fast Moving Consumer Goods | 3.36 |
| Chemicals | 3.24 |
| Telecommunication | 3.06 |
Peer Comparison
| Scheme Name | 5Y (%) |
|---|---|
| Axis Retirement Fund Aggressive Reg IDCW | 2.95 |