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Axis Retirement Fund Conservative Plan Direct Growth
+8.70%
3Y annualised
+0.19% 1D
NAV: 28 Aug '26
₹17.71
Min. for SIP
₹1,000
Fund size (AUM)
₹47.77 Cr
Expense ratio
1.25%
Rating
1
Return calculator
Monthly investment
₹5,000
| Over the past | Total investment | Would've become | Historic returns | Returns |
|---|---|---|---|---|
| 6 months | ₹30,000 | ₹30,414 | +1.38% | |
| 1 year | ₹60,000 | ₹60,684 | +1.14% | |
| 3 years | ₹1,80,000 | ₹1,92,873 | +7.15% | |
| 5 years | ₹3,00,000 | ₹3,55,216 | +18.41% |
Holdings (35)
| Name | Sector | Instruments | Assets |
|---|---|---|---|
| GOI Sec 7.18 24/07/2037 | Entities | GOI Securities | 33.26% |
| GOVERNMENT OF INDIA 34238 GOI 22AP64 7.34 FV RS 100 | Entities | GOI Securities | 14.81% |
| GOVERNMENT OF INDIA 34208 GOI 08AP34 7.1 FV RS 100 | Entities | GOI Securities | 10.68% |
| Reliance Industries Ltd | Energy & Utilities | Equity | 4.63% |
| State Bank of India | Financial | Equity | 2.72% |
| Apollo Hospitals Enterprise Ltd | Healthcare | Equity | 2.69% |
| Bharti Airtel Ltd | Technology | Equity | 2.41% |
| Infosys Ltd | Technology | Equity | 2.26% |
| Others CBLO | Unspecified | CBLO | 1.97% |
| HDFC Bank Ltd | Financial | Equity | 1.93% |
| ICICI Bank Ltd | Financial | Equity | 1.85% |
| Bharat Highways InvIT | Industrials | Infrastructure Investment Trust | 1.82% |
| Life Insurance Corporation of India | Financial | Equity | 1.75% |
| Hero Motocorp Ltd | Consumer Discretionary | Equity | 1.45% |
| HCL Technologies Ltd | Technology | Equity | 1.41% |
| ITC Ltd | Consumer Staples | Equity | 1.33% |
| Mahindra & Mahindra Ltd | Consumer Discretionary | Equity | 1.27% |
| Torrent Pharmaceuticals Ltd | Healthcare | Equity | 1.11% |
| Larsen & Toubro Ltd | Industrials | Equity | 1.10% |
| Kotak Mahindra Bank Ltd | Financial | Equity | 1.09% |
| NTPC Ltd | Energy & Utilities | Equity | 1.07% |
| Sun Pharmaceutical Industries Ltd | Healthcare | Equity | 1.02% |
| Varun Beverages Ltd | Consumer Staples | Equity | 0.90% |
| Net Receivables | Unspecified | Net Receivables | 0.76% |
| Britannia Industries Ltd | Consumer Staples | Equity | 0.72% |
| Tech Mahindra Ltd | Technology | Equity | 0.66% |
| Mankind Pharma Ltd. | Healthcare | Equity | 0.63% |
| Cipla Ltd | Healthcare | Equity | 0.58% |
| HDFC Life Insurance Co Ltd | Financial | Equity | 0.48% |
| Info Edge (India) Ltd | Technology | Equity | 0.47% |
| Tata Consultancy Services Ltd | Technology | Equity | 0.39% |
| Sundaram Finance Ltd | Financial | Equity | 0.28% |
| Bajaj Finance Ltd | Financial | Equity | 0.21% |
| Hindustan Unilever Ltd | Consumer Staples | Equity | 0.21% |
| ITC Hotels Ltd | Consumer Discretionary | Equity | 0.08% |
See All
Minimum investments
Min. for 1st investment
₹5,000
Min. for 2nd investment
₹1,000
Min. for SIP
₹1,000
Returns and rankings
Annualised returns
Absolute returns
| Name | 1Y | 3Y | 5Y | All |
|---|---|---|---|---|
| Fund returns | +3.0% | +8.7% | +7.0% | +8.9% |
| Category average (Hybrid Conservative Hybrid) | +5.5% | +9.1% | +8.0% | -- |
| Rank (Hybrid Conservative Hybrid) | 25 | 13 | 22 | -- |
Exit load, stamp duty and tax
Exit load
Nil
Stamp duty on investment: 0.005% (from July 1st, 2020)
from July 1st 2020
Tax implication
If you redeem within two years, returns are taxed as per your Income Tax slab. If you redeem after two years, returns are taxed at 12.5%.
Check past data
Compare similar funds
| Name | 1Y | 3Y | Fund Size(Cr) | |
|---|---|---|---|---|
 | +6.18% | +10.46% | 3,473.41 | |
 | +4.85% | +9.35% | 3,355.90 | |
 | +5.02% | +9.09% | 179.80 | |
 | +7.73% | +8.92% | 976.82 | |
 | +6.41% | +8.82% | 10,209.90 | |
| Compare | ||||
Fund management
HSHardik ShahApr 2024 - PresentView details
HS
Hardik Shah
Apr 2024 - Present
View details
KNKrishnaa NarayanMar 2024 - PresentView details
KN
Krishnaa Narayan
Mar 2024 - Present
View details
DSDevang ShahApr 2024 - PresentView details
DS
Devang Shah
Apr 2024 - Present
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JSJayesh SundarJan 2024 - PresentView details
JS
Jayesh Sundar
Jan 2024 - Present
View details
About Axis Retirement Fund Conservative Plan Direct Growth
Axis Retirement Fund Conservative Plan Direct Growth is a Hybrid Mutual Fund Scheme launched by Axis Mutual Fund. This scheme was made available to investors on 04 Sep 2009. Hardik Shah is the Current Fund Manager of Axis Retirement Fund Conservative Plan Direct Growth fund. The fund currently has an Asset Under Management(AUM) of ₹3,77,427 Cr and the Latest NAV as of 28 Aug 2026 is ₹17.71.
The Axis Retirement Fund Conservative Plan Direct Growth is rated High risk. Minimum SIP Investment is set to ₹1,000. Minimum Lumpsum Investment is ₹5,000.
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Investment Objective
The schemes seeks to generate regular income through investments predominantly in debt and money market instruments and to generate long term capital appreciation by investing certain portion of the portfolio in equity and equity related securities.
Fund benchmarkCRISIL Hybrid 75+25 Conservative Index
Fund house
Rank (total assets)#7 in India
Total AUM₹3,77,427.21 Cr
Date of Incorporation04 Sep 2009
Launch Date04 Sep 2009
Address23rd Floor, One Lodha Place,S. B. Road, Lower Parel. Mumbai 400013
Websitewww.karvymfs.com
AddressKarvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,