Axis Retirement Savings Fund Conservative Plan Direct Growth-0.66%

3Groww
0.00%
1 Year Return
Hybrid
Conservative Hybrid
3.0star
All

Fund Details

Axis Retirement Savings Fund Conservative Plan Direct Growth

RiskModerately High
Min SIP Amount₹1000
Expense Ratio0.33%
NAV9.48 (08 Apr 2020)
Fund Started28 Nov 2019
Fund Size107 Cr

Comparison

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Pros
Found nothing so far.
Cons
Found nothing so far.

Top Holdings

NameSectorInstrument% Assets
Power Finance Corpn. Ltd.FinancialBonds/NCD10.2%
REC Ltd.FinancialNCD10.1%
GOISovereignGOI Sec10.0%
National Highways Authority of India Ltd.ServicesNCD9.7%
Bank Of BarodaFinancialDebenture9.5%
Indian Railway Finance Corpn. Ltd.FinancialNCD9.5%
National Bank For Agriculture & Rural DevelopmentFinancialDebenture4.8%
Kotak Mahindra Bank Ltd.FinancialEquity2.7%
Tata Consultancy Services Ltd.TechnologyEquity2.5%
Avenue Supermarts Ltd.ServicesEquity2.4%
See All

Fund Managers

addR Sivakumar
Education
Mr. Sivakumar is a B.Tech from IIT Madras and MBA from IIM Ahmedabad.
Experience
Prior to joining Axis AMC he has worked with BNP Paribas Mutual Fund, Sundaram Mutual Fund (2001-2004), HDFC Mutual Fund and ITC Threadneedle.
Funds Managed

Axis Retirement Savings Fund Conservative Plan Direct Growth Details

Axis Retirement Savings Fund Conservative Plan Direct Growth is a Hybrid Mutual Fund Scheme launched by Axis Mutual Fund. This scheme was made available to investors on 28 Nov 2019. R Sivakumar is the Current Fund Manager of Axis Retirement Savings Fund Conservative Plan Direct Growth fund.The fund currently has an Asset Under Management(AUM) of ₹107 Cr and the Latest NAV as of 08 Apr 2020 is ₹9.48.

The Axis Retirement Savings Fund Conservative Plan Direct Growth is rated Moderately High risk. Minimum SIP Investment is set to 1000. Minimum Lumpsum Investment is 5000.

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.

Scheme Information Document(SID)

₹5000
Min for First Investment
₹1000
Min for Second Investment
Nil
Exit Load

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About Axis Mutual Fund

Address
Axis House, 1st Floor, C-2, Wadia International Centre, Pandurang Budhkar Marg, Worli, Mumbai 400025
Phone
022-43255161
Launch Date
04 Sep 2009
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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