Axis Retirement Fund Aggressive Plan Regular IDCW

Hybrid
Aggressive Hybrid
Moderately High Risk
Payout
5Y Lock In
9.67%
3Y annualised
-0.17% 1D
1M
6M
1Y
3Y
All
NAV: 31 Oct 2024₹18.14
Min. SIP amountNot Supported
Rating1
Fund size₹969.18Cr

Return calculator

Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of 0
Would have become (%)

Returns and rankings

Category: Hybrid Aggressive Hybrid
Annualised returns
Absolute returns
6M1Y3YAll
Fund returnsNA34.3%9.7%13.0%
Category averageNA30.3%13.5%NA
Rank with in categoryNA636NA
Understand terms

Holdings (85)

NameSectorInstrumentAssets
SovereignGOI Sec7.46%
EnergyEquity4.39%
FinancialEquity4.16%
SovereignGOI Sec4.03%
FinancialEquity3.54%
TechnologyEquity3.28%
FinancialEquity2.51%
AutomobileEquity2.24%
EnergyEquity2.20%
SovereignGOI Sec2.17%
See All

Expense ratio, exit load and tax

Expense ratio: 2.19%

Inclusive of GST

Exit load

Nil

Stamp duty

0.005% (from July 1st, 2020)

Tax implication

If you redeem within one year, returns are taxed at 20%. If you redeem after one year, returns exceeding Rs 1.25 lakh in a financial year are taxed at 12.5%.

Understand terms
Check past data

Minimum investment amounts

Min. for 1st investmentNot Supported
Min. for 2nd investment onwardsNot Supported
Min. for SIPNot Supported

Fund management

Devang Shah
Apr 2024 - Present
View details

Education
Mr. Shah is B.Com and ACA.
Experience
Prior to joining Axis AMC he has worked with ICICI Prudential AMC, Deutsche Asset Management (India) Pvt. Ltd. and Pricewaterhouse Coopers.
Also manages these schemes

Nitin Arora
May 2023 - Present
View details

Education
Mr. Arora has done M.Sc in Finance and Investments
Experience
Prior to joining Axis Mutual Fund, he has worked with Aviva Life Insurance Company India Ltd., Emkay Global Financial Services Ltd., Nirmal Bang Institutional Equities Ltd. and Bloomberg UTV Ltd..
Also manages these schemes

Fund house & investment objective

Fund house contact details

Address
23rd Floor, One Lodha Place,S. B. Road, Lower Parel. Mumbai 400013
Phone
022-24255161
Launch Date
04 Sep 2009
E-mail
NA
Axis Mutual Fund
Asset Management Company
Custodian
Deutsche Bank
Registrar & Transfer Agent
KFin Tech
Address
Karvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,

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