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Axis Retirement Savings Fund Conservative Plan Direct Growth-0.05%

17.23%
1 Year Return
Hybrid
Conservative Hybrid
3.0star
6M
1Y
All

Fund Details

Axis Retirement Savings Fund Conservative Plan Direct Growth

RiskModerately High
Min SIP Amount₹1000
Expense Ratio0.30%
NAV₹11.80 (22 Jan 2021)
Fund Started28 Nov 2019
Fund Size102 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Fund Returns
17.2%
-
-
17.1%
Category Average
10.0%
5.9%
8.2%
-
Rank Within Category
3
-
-
-
*All returns are annualized.
SIP
ONE TIME
Minimum SIP amount1,000
Amount Per Month₹5,000
Would have become
0
with 17.2% returns per annum

Comparison

Data not available
Pros
Found nothing so far.
Cons
Found nothing so far.

Top Holdings

NameSectorInstrument% Assets
GOISovereignGOI Sec10.2%
Power Finance Corpn. Ltd.FinancialBonds/NCD9.4%
REC Ltd.FinancialNCD9.4%
GOISovereignGOI Sec9.3%
Bank Of BarodaFinancialDebenture7.8%
National Highways Authority of India Ltd.ServicesNCD4.2%
Adani Ports and Special Economic Zone Ltd.ServicesEquity2.3%
Zee Entertainment Enterprises Ltd.ServicesEquity2.2%
Mphasis Ltd.TechnologyEquity2.2%
Larsen & Toubro Ltd.ConstructionEquity2.1%
See All

Fund Managers

R Sivakumar
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Jinesh Gopani
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Hitesh Das
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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.

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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