| NAV: 29 Jun 2022 | ₹12.46 |
| Min. SIP amount | ₹1,000 |
| Rating | NA |
| Fund size | ₹94.12Cr |
Returns and rankings
| 3M | 6M | 1Y | All | |
|---|---|---|---|---|
| Fund returns | -4.8% | -5.5% | 0.9% | 24.6% |
| Category average | NA | NA | 14.2% | NA |
| Rank with in category | 35 | 34 | 31 | NA |
Holdings (32)
| Name | Sector | Instrument | Assets |
|---|---|---|---|
| Bank Of Baroda | Financial | Additional Tier 2 Bo | 8.1% |
| REC Ltd. | Financial | NCD | 7.3% |
GOI | Sovereign | GOI Sec | 5.2% |
GOI | Sovereign | GOI FRB | 5.2% |
| Power Finance Corporation Ltd. | Financial | Bonds/NCD | 4.5% |
| TTK Prestige Ltd. | Consumer Discretionary | Equity | 2.6% |
| Cummins India Ltd. | Capital Goods | Equity | 2.6% |
| Colgate-Palmolive (India) Ltd. | Consumer Staples | Equity | 2.5% |
| Infosys Ltd. | Technology | Equity | 2.1% |
| Emami Ltd. | Consumer Staples | Equity | 2.0% |
Pros and cons
Pros
Cons
Expense ratio, exit load and tax
Expense ratio: 0.39%
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, if sold before 3 years. Negligible Tax (20% with indexation benefit) post 3 years.
Minimum investment amounts
| Min. for 1st investment | ₹5,000 |
| Min. for 2nd investment onwards | ₹1,000 |
| Min. for SIP | ₹1,000 |
Fund management
R SivakumarNov 2019 - PresentView details
Jinesh GopaniNov 2019 - PresentView details
Hitesh DasNov 2019 - PresentView details
Fund house & investment objective
Fund house contact details
Compare funds
FAQs
How to Invest in Axis Retirement Savings Fund Conservative Plan Direct Growth?
You can easily invest in Axis Retirement Savings Fund Conservative Plan Direct Growth in a hassle-free manner on Groww. The process is extremely simple, quick and completely paperless. Invest in a few minutes with the following steps:
- Log on to your Groww account
- Search for Axis Retirement Savings Fund Conservative Plan Direct Growth from the search box
- In order to invest, you will have to complete all the KYC formalities which are completely online and paperless and take a few minutes to complete
- Once you are done with that, you can start investing in Axis Retirement Savings Fund Conservative Plan Direct Growth as SIP or lumpsum as per your investment objective and risk tolerance
What kind of returns does Axis Retirement Savings Fund Conservative Plan Direct Growth provide?
The Axis Retirement Savings Fund Conservative Plan Direct Growth has been there from 20 Dec 2019 and the average annual returns provided by this fund is 0.91% since its inception.
How much expense ratio is charged by Axis Retirement Savings Fund Conservative Plan Direct Growth?
The term
Expense Ratio used for Axis Retirement Savings Fund Conservative Plan Direct Growth or any other mutual fund is the annual
charges one needs to pay to the Mutual Fund company for managing your investments in that fund.
The Expense Ratio of Axis Retirement Savings Fund Conservative Plan Direct Growth is 0.39% as of 30 Jun 2022...
What is the AUM of Axis Retirement Savings Fund Conservative Plan Direct Growth?
The AUM, short for Assets Under Management of Axis Retirement Savings Fund Conservative Plan Direct Growth is ₹94.12Cr as of 30 Jun 2022.
How to Redeem Axis Retirement Savings Fund Conservative Plan Direct Growth?
If you want to sell your Axis Retirement Savings Fund Conservative Plan Direct Growth holdings, go to your holding on the app or web and simply click on it. You will get two options - redeem & invest more; click on redeem and enter your desired amount or if you wish to redeem the entire holding amount then select the 'redeem all' checkbox.
Can I invest in SIP and Lump Sum of Axis Retirement Savings Fund Conservative Plan Direct Growth?
What is the NAV of Axis Retirement Savings Fund Conservative Plan Direct Growth?
The NAV of Axis Retirement Savings Fund Conservative Plan Direct Growth is ₹12.46 as of 29 Jun 2022.
