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Axis Retirement Savings Fund Conservative Plan Regular Growth+0.77%

14.77%
1 Year Return
Hybrid
Conservative Hybrid
6M
1Y
All

Fund Details

Axis Retirement Savings Fund Conservative Plan Regular Growth

RiskModerately High
Min SIP Amount₹1000
Expense Ratio2.06%
NAV₹11.59 (19 Jan 2021)
Fund Started20 Dec 2019
Fund Size102 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Fund Returns
14.8%
-
-
15.1%
Category Average
9.3%
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 14.8% returns per annum

Comparison

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

Top Holdings

NameSectorInstrument% Assets
GOISovereignGOI Sec9.7%
National Highways Authority of India Ltd.ServicesNCD9.1%
Power Finance Corpn. Ltd.FinancialBonds/NCD9.0%
REC Ltd.FinancialNCD9.0%
GOISovereignGOI Sec8.9%
Bank Of BarodaFinancialDebenture7.6%
Indian Railway Finance Corpn. Ltd.FinancialNCD2.0%
GOISovereignCGL2.0%
Amara Raja Batteries Ltd.EngineeringEquity1.9%
Exide Industries Ltd.EngineeringEquity1.9%
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 Regular Growth Details

Axis Retirement Savings Fund Conservative Plan Regular Growth is a Hybrid Mutual Fund Scheme launched by Axis Mutual Fund. This scheme was made available to investors on 20 Dec 2019. R Sivakumar is the Current Fund Manager of Axis Retirement Savings Fund Conservative Plan Regular Growth fund.The fund currently has an Asset Under Management(AUM) of ₹102 Cr and the Latest NAV as of 19 Jan 2021 is ₹11.59.

The Axis Retirement Savings Fund Conservative Plan Regular 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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