Axis Retirement Fund Conservative Plan Direct Growth

Hybrid
Conservative Hybrid
Moderately High Risk
5Y Lock In
8.84%
3Y annualised
+0.37% 1D
1M
6M
1Y
3Y
All
NAV: 13 Dec 2024₹17.05
Min. SIP amount₹1,000
Rating1
Fund size₹76.79Cr

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 Conservative Hybrid
Annualised returns
Absolute returns
6M1Y3YAll
Fund returnsNA17.4%8.8%11.3%
Category averageNA12.7%8.6%NA
Rank with in categoryNA321NA
Understand terms

Peer Comparison

Hybrid, Conservative Hybrid fundsRating1Y3YFund Size(Cr)
4
15.4%11.4%2,885.62
5
14.3%11.3%2,250.10
4
13.3%10.8%3,342.03
4
14.0%10.0%10,030.40
4
13.7%9.1%978.94

Holdings (37)

NameSectorInstrumentAssets
SovereignGOI Sec27.82%
SovereignGOI Sec9.04%
GOI
SovereignGOI Sec7.05%
SovereignGOI Sec7.02%
FinancialBonds/NCD5.71%
EnergyEquity2.97%
TechnologyEquity2.47%
EnergyEquity2.38%
AutomobileEquity2.36%
HealthcareEquity2.23%
HealthcareEquity1.94%
AutomobileEquity1.80%
CommunicationEquity1.64%
FinancialEquity1.50%
Consumer StaplesEquity1.47%
FinancialEquity1.34%
FinancialEquity1.33%
InsuranceEquity1.32%
HealthcareEquity1.31%
TechnologyEquity1.25%
FinancialEquity1.17%
TechnologyEquity1.11%
ConstructionInvITs1.03%
FinancialEquity1.02%
FinancialEquity0.89%
Consumer StaplesEquity0.82%
TechnologyEquity0.72%
AutomobileEquity0.61%
HealthcareEquity0.59%
ChemicalsEquity0.50%
Consumer StaplesEquity0.48%
Consumer StaplesEquity0.41%
FinancialEquity0.40%
ConstructionEquity0.39%
InsuranceEquity0.34%
Consumer StaplesEquity0.33%
EnergyEquity0.24%
See All

Pros and cons

Category: Hybrid Conservative Hybrid

Pros

Exit load is zero
Lower expense ratio: 0.72%
Average credit rating of the fund's holdings: AAA This fund has holdings of the highest quality
Consistently higher annualised returns than category average for the past 1Y and 3Y
1Y category rank: 3

Cons

Lock-in period: 5Y
Low rating: 1

Expense ratio, exit load and tax

Expense ratio: 0.72%

Inclusive of GST

Exit load

Nil

Stamp duty

0.005% (from July 1st, 2020)

Tax implication

Returns are taxed as per your Income Tax slab.

Understand terms
Check past data

Minimum investment amounts

Min. for 1st investment₹5,000
Min. for 2nd investment onwards₹1,000
Min. for SIP₹1,000

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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