Axis Retirement Fund Conservative Plan Growth

Hybrid
Conservative Hybrid
Moderately High Risk
5Y Lock In
8.50%
3Y annualised
+0.10% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 05 Sep 2025
₹15.82
Rating
1
Min. SIP amount
Not Supported
Fund size
₹56.24Cr

Return calculator

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

Holdings (36)

NameSectorInstrumentAssets
SovereignGOI Sec33.42%
GOI
SovereignGOI Sec14.65%
GOI
SovereignGOI Sec9.27%
EnergyEquity4.18%
TechnologyEquity2.63%
FinancialEquity2.60%
FinancialEquity2.21%
CommunicationEquity1.99%
HealthcareEquity1.91%
AutomobileEquity1.66%
Consumer StaplesEquity1.66%
FinancialEquity1.58%
InsuranceEquity1.57%
ConstructionInvITs1.35%
AutomobileEquity1.32%
TechnologyEquity1.30%
ConstructionEquity1.18%
FinancialEquity1.08%
HealthcareEquity0.95%
Consumer StaplesEquity0.91%
EnergyEquity0.82%
HealthcareEquity0.78%
HealthcareEquity0.77%
HealthcareEquity0.75%
TechnologyEquity0.72%
FinancialEquity0.70%
Consumer StaplesEquity0.62%
EnergyEquity0.62%
TechnologyEquity0.57%
FinancialEquity0.56%
InsuranceEquity0.52%
FinancialEquity0.48%
EnergyEquity0.34%
Consumer StaplesEquity0.22%
ServicesEquity0.09%
Consumer StaplesEquity0.05%
See All

Minimum investment amounts

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

Returns and rankings

Category: Hybrid Conservative Hybrid
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns0.9%8.5%8.6%8.4%
Category average4.2%8.9%8.9%NA
Rank with in category281814NA
Understand terms

Peer Comparison

Hybrid, Conservative Hybrid fundsRating1Y3YFund Size(Cr)
5
6.1%10.9%2,954.69
4
3.0%10.0%3,387.60
5
4.6%9.9%9,786.61
4
7.0%8.9%1,524.07
5
5.1%8.8%130.58

Expense ratio, exit load and tax

Expense ratio: 2.15%

Inclusive of GST

Exit load

Nil

Stamp duty

0.005% (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 exceeding Rs 1.25 lakh in a financial year are taxed at 12.5%.

Understand terms
Check past data

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

Jayesh Sundar
Jan 2024 - Present
View details

Education
Mr. Sundar is a Chartered Accountant
Experience
Prior to joining Axis MF, he has worked with Aviva Life Insurance Company, Tata Securities Ltd., Collins Stewart India Pvt. Ltd., IL&FS Investsmart and CRISIL
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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