Fund Details
Axis Retirement Savings Fund Conservative Plan Direct Growth
| Risk | Moderately High |
|---|---|
| Min SIP Amount | ₹1000 |
| Expense Ratio | 0.30% |
| NAV | ₹11.80 (22 Jan 2021) |
|---|---|
| Fund Started | 28 Nov 2019 |
| Fund Size | ₹102 Cr |
Returns
Comparison
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Top Holdings
| Name | Sector | Instrument | % Assets |
|---|---|---|---|
| GOI | Sovereign | GOI Sec | 10.2% |
| Power Finance Corpn. Ltd. | Financial | Bonds/NCD | 9.4% |
| REC Ltd. | Financial | NCD | 9.4% |
| GOI | Sovereign | GOI Sec | 9.3% |
| Bank Of Baroda | Financial | Debenture | 7.8% |
| National Highways Authority of India Ltd. | Services | NCD | 4.2% |
| Adani Ports and Special Economic Zone Ltd. | Services | Equity | 2.3% |
| Zee Entertainment Enterprises Ltd. | Services | Equity | 2.2% |
| Mphasis Ltd. | Technology | Equity | 2.2% |
| Larsen & Toubro Ltd. | Construction | Equity | 2.1% |
Fund Managers
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 ₹102 Cr and the Latest NAV as of 22 Jan 2021 is ₹11.80.
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.
