Fund Details
Axis Retirement Savings Fund Conservative Plan Regular Growth
| Risk | Moderately High |
|---|---|
| Min SIP Amount | ₹1000 |
| Expense Ratio | 2.09% |
| NAV | ₹12.00 (24 Jun 2021) |
|---|---|
| Fund Started | 20 Dec 2019 |
| Fund Size | ₹103 Cr |
Returns
Comparison
Found nothing so far.
Found nothing so far.
Top Holdings
| Name | Sector | Instrument | % Assets |
|---|---|---|---|
| Reserve Bank of India | Financial | T-Bills | 14.4% |
| REC Ltd. | Financial | NCD | 9.2% |
| Bank Of Baroda | Financial | 7.6% | |
| Power Finance Corpn. Ltd. | Financial | Bonds/NCD | 4.3% |
| National Highways Authority of India Ltd. | Services | NCD | 4.1% |
| TTK Prestige Ltd. | Cons Durable | Equity | 2.5% |
| ICICI Securities Ltd. | Financial | Equity | 2.4% |
| Colgate-Palmolive (India) Ltd. | FMCG | Equity | 2.2% |
| Larsen & Toubro Ltd. | Construction | Equity | 2.1% |
| Hindustan Zinc Ltd. | Metals | Equity | 2.1% |
Fund Managers
Axis Retirement Savings Fund Conservative Plan Regular Growth Details
Axis Retirement Savings Fund Conservative Plan Regular Growth is a Solution Oriented 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 ₹103 Cr and the Latest NAV as of 24 Jun 2021 is ₹12.00.
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.
