Axis Retirement Savings Fund Conservative Plan Regular Growth

Solution Oriented
Retirement
Moderately High Risk
5Y Lock In
9.63%
3Y annualised
-0.27% 1D
1M
6M
1Y
3Y
All
NAV: 24 Mar 2023₹12.01
Min. SIP amountNot Supported
Rating2
Fund size₹81.23Cr

Return calculator

Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of 0
Would have become (%)

Returns and rankings

Category: Solution Oriented Retirement
Annualised returns
Absolute returns
6M1Y3YAll
Fund returnsNA-5.0%9.6%5.8%
Category averageNA3.4%10.7%NA
Rank with in categoryNA3114NA
Understand terms

Holdings (22)

NameSectorInstrumentAssets
GOISovereignGOI Sec12.2%
Bank Of BarodaFinancialAdditional Tier 2 Bo9.3%
REC Ltd.FinancialNCD8.4%
Asian Paints Ltd.ChemicalsEquity7.0%
Maruti Suzuki India Ltd.AutomobileEquity6.6%
GOI
SovereignGOI FRB6.1%
GOI
SovereignGOI Sec6.1%
Reliance Industries Ltd.EnergyEquity5.7%
Power Finance Corporation Ltd.FinancialBonds/NCD5.2%
Infosys Ltd.TechnologyEquity2.3%
See All

Expense ratio, exit load and tax

Expense ratio: 2.09%

Inclusive of GST

Exit load

Nil

Stamp duty

0.005% (from July 1st, 2020)

Tax implication

Returns are taxed as per your Income Tax slab, if sold before 3 years. Negligible Tax (20% with indexation benefit) post 3 years.

Understand terms
Check past data

Minimum investment amounts

Min. for 1st investmentNot Supported
Min. for 2nd investment onwardsNot Supported
Min. for SIPNot Supported

Fund management

R Sivakumar
Nov 2019 - Present
View details

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.
Also manages these schemes

Jinesh Gopani
Nov 2019 - Present
View details

Education
Mr. Gopani is a B. Com (H) and MMS from Bharati Vidyapeeth Institute of Management Studies and Research.
Experience
Prior to joining Axis AMC he has worked with Birla Sun Life AMC, Voyager India Capital Pvt. Ltd., Emkay Shares & Stock Brokers Limited and Net worth Stock Broking Limited.
Also manages these schemes

Vinayak Jayanath
Jan 2023 - Present
View details

Also manages these schemes

Fund house & investment objective

Fund house contact details

Address
"Axis House" - 1st Floor,C-2 - Wadia International Centre,Pandurang Budhkar Marg , Worli, Mumbai 400025
Phone
022-24255161
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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