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Blog
Axis Retirement Fund Conservative Plan Growth

Axis Retirement Fund Conservative Plan Growth

ELSS • 5Y Lock-in
Hybrid
Conservative Hybrid
Moderately High Risk
+9.77%
3Y annualised
-0.24% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 09 Jan '26
₹16.14
Min. SIP amount
Not Supported
Fund size
₹53.22 Cr
Expense ratio
2.15%

Holdings (36)

NameSectorInstrumentsAssets
GOISovereignGOI Sec30.81%
GOISovereignGOI Sec14.99%
GOISovereignGOI Sec9.66%
Reliance Industries Ltd.EnergyEquity4.99%
State Bank of IndiaFinancialEquity3.39%
Infosys Ltd.TechnologyEquity2.90%
Bharti Airtel Ltd.CommunicationEquity2.31%
HDFC Bank Ltd.FinancialEquity2.29%
Apollo Hospitals Enterprise Ltd.HealthcareEquity1.90%
ITC Ltd.Consumer StaplesEquity1.72%
Larsen & Toubro Ltd.ConstructionEquity1.68%
Life Insurance Corporation of IndiaInsuranceEquity1.58%
HCL Technologies Ltd.TechnologyEquity1.52%
ICICI Bank Ltd.FinancialEquity1.51%
Indus Infra TrustConstructionInvITs1.45%
Mahindra & Mahindra Ltd.AutomobileEquity1.40%
Hero Motocorp Ltd.AutomobileEquity1.39%
Bank Of BarodaFinancialEquity1.06%
NTPC Ltd.EnergyEquity0.91%
Varun Beverages Ltd.Consumer StaplesEquity0.90%
Sun Pharmaceutical Industries Ltd.HealthcareEquity0.84%
Kotak Mahindra Bank Ltd.FinancialEquity0.83%
JB Chemicals & Pharmaceuticals Ltd.HealthcareEquity0.81%
Cipla Ltd.HealthcareEquity0.81%
Mankind Pharma Ltd.HealthcareEquity0.70%
Britannia Industries Ltd.Consumer StaplesEquity0.69%
Tech Mahindra Ltd.TechnologyEquity0.65%
HDFC Life Insurance Co Ltd.InsuranceEquity0.59%
Tata Consultancy Services Ltd.TechnologyEquity0.58%
Bharat Petroleum Corporation Ltd.EnergyEquity0.49%
Sundaram Finance Ltd.FinancialEquity0.39%
Hindustan Unilever Ltd.Consumer StaplesEquity0.21%
Bajaj Finance Ltd.FinancialEquity0.17%
ITC Hotels Ltd.ServicesEquity0.08%
Nestle India Ltd.Consumer StaplesEquity0.06%
Kwality Walls India Ltd.Consumer StaplesEquity0.00%
See All

Minimum investments

Min. for 1st investment
Not Supported
Min. for 2nd investment
Not Supported
Min. for SIP
Not Supported

Returns and rankings

Annualised returns
Absolute returns
Name1Y3Y5YAll
Fund returns+4.2%+9.8%+6.7%+8.2%
Category average (Hybrid Conservative Hybrid)+5.5%+9.1%+8.0%--
Rank (Hybrid Conservative Hybrid)22618--

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

NA
Check past data

Compare similar funds

Name1Y3YFund Size(Cr)
Parag Parikh Conservative Hybrid Fund Growth
Parag Parikh Conservative Hybrid Fund Growth
+7.12%+11.02%3,212.39
SBI Conservative Hybrid Fund Growth
SBI Conservative Hybrid Fund Growth
+6.77%+9.77%9,851.37
Nippon India Conservative Hybrid Fund Growth
Nippon India Conservative Hybrid Fund Growth
+9.44%+9.11%932.60
Aditya Birla Sun Life Savings Fund Growth
Aditya Birla Sun Life Savings Fund Growth
+7.48%+9.03%1,541.39
ICICI Prudential Child Care Plan Study
ICICI Prudential Child Care Plan Study
+5.12%+8.75%130.58
Compare

Fund management

DS
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
Axis Short Duration Fund Retail Growth
Axis Retirement Fund Aggressive Plan Growth
Axis Strategic Bond Fund Growth
Axis Liquid Fund Growth
Axis Retirement Fund Dynamic Plan Growth
Axis Liquid Fund Retail Growth
Axis Treasury Advantage Fund Retail Growth
Axis Retirement Fund Conservative Plan Growth
Axis Gilt Fund Growth
Axis Money Market Fund Growth
Axis Multi Asset Active FoF Growth
Axis Children's Fund Regula Compulsory Lock In Growth
Axis Corporate Bond Fund Growth
Axis Equity Savings Fund Growth
Axis Children's Fund No Lock In Growth
Axis Conservative Hybrid Fund Growth
Axis Balanced Advantage Fund Growth
Axis Multi Asset Allocation Fund Growth
Axis Short Duration Fund Growth
Axis Long Duration Fund Growth
Axis Arbitrage Fund Growth
Axis Income Plus Arbitrage Active FoF Growth
Axis Dynamic Bond Fund Growth
Axis Treasury Advantage Fund Growth
Axis Credit Risk Fund Growth
Axis Aggressive Hybrid Fund Growth
Axis Income Plus Arbitrage Passive FoF Growth

HS
Hardik Shah
Apr 2024 - Present
View details

Education
Mr. Shah has done B.E. Information Technology and MBA Finance.
Experience
Prior to joining Axis Mutual Fund, he has worked with Nippon India Mutual Fund, Quantum Asset Management Company and ICAP India (P) Ltd.

JS
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

KN
Krishnaa Narayan
Mar 2024 - Present
View details

Education
She is a Chartered Accountant
Experience
Prior to joining Axis Mutual Fund, she has worked with Price Waterhouse Coopers
Also manages these schemes
Axis Global Equity Alpha FoF Growth
Axis Retirement Fund Aggressive Plan Growth
Axis Retirement Fund Dynamic Plan Growth
Axis Large Cap Fund Growth
Axis Small Cap Fund Growth
Axis Retirement Fund Conservative Plan Growth
Axis Focused Fund Growth
Axis US Specific Treasury Dynamic Debt Passive FoF Growth
Axis Multi Asset Active FoF Growth
Axis Children's Fund Regula Compulsory Lock In Growth
Axis Consumption Fund Growth
Axis Midcap Fund Growth
Axis Greater China Equity FoF Growth
Axis Equity Savings Fund Growth
Axis Children's Fund No Lock In Growth
Axis Flexi Cap Fund Growth
Axis Global Innovation FoF Growth
Axis US Specific Equity Passive FoF Growth
Axis Multi Asset Allocation Fund Growth
Axis Services Opportunities Fund Growth
Axis ESG Integration Strategy Fund Growth
Axis Value Fund Growth
Axis Innovation Fund Growth
Axis Aggressive Hybrid Fund Growth
Axis Large & Mid Cap Fund Growth

About Axis Retirement Fund Conservative Plan Growth

Axis Retirement Fund Conservative Plan Growth is a Hybrid Mutual Fund Scheme launched by Axis Mutual Fund. This scheme was made available to investors on 04 Sep 2009. Devang Shah is the Current Fund Manager of Axis Retirement Fund Conservative Plan Growth fund. The fund currently has an Asset Under Management(AUM) of ₹3,62,655 Cr and the Latest NAV as of 09 Jan 2026 is ₹16.14. The Axis Retirement Fund Conservative Plan Growth is rated Moderately High risk. Minimum SIP Investment is set to ₹1,000. ;

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
Scheme Information Document(SID)

Fund house

AMC Image
Axis Mutual Fund
Rank (total assets)#7 in India
Total AUM₹3,62,655.43 Cr
Date of Incorporation04 Sep 2009
Phone022-24255161
E-mailNA
Websitehttp://www.axismf.com
Launch Date04 Sep 2009
Address23rd Floor, One Lodha Place,S. B. Road, Lower Parel. Mumbai 400013
CustodianDeutsche Bank
Registrar & Transfer AgentKFin Tech
Email[email protected]
Websitewww.karvymfs.com
AddressKarvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,
Vaishnavi Tech Park, South Tower, 3rd FloorSarjapur Main Road, Bellandur, Bengaluru – 560103Karnataka
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