Axis Retirement Savings Fund Conservative Plan Direct IDCW

Solution Oriented
Retirement
Moderately High Risk
Payout
5Y Lock In
9.96%
3Y annualised
-0.03% 1D
1M
6M
1Y
3Y
All
NAV: 23 Feb 2024₹15.50
Min. SIP amount₹1,000
Rating1
Fund size₹76.47Cr

Return calculator

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

Returns and rankings

Category: Solution Oriented Retirement
Annualised returns
Absolute returns
6M1Y3YAll
Fund returnsNA21.8%10.0%11.3%
Category averageNA14.1%8.5%NA
Rank with in categoryNA19NA
Understand terms

Holdings (26)

NameSectorInstrumentAssets
SovereignGOI Sec16.93%
FinancialAdditional Tier 2 Bo9.85%
FinancialNCD8.90%
GOI
SovereignGOI FRB6.61%
SovereignGOI Sec6.56%
FinancialBonds/NCD5.49%
AutomobileEquity5.05%
EnergyEquity3.73%
Consumer StaplesEquity3.28%
TechnologyEquity2.99%
See All

Expense ratio, exit load and tax

Expense ratio: 0.77%

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

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
"Axis House" - 1st Floor,C-2 - Wadia International Centre,Pandurang Budhkar Marg , Worli, Mumbai 400025
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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