Fund Details
Axis Retirement Savings Fund Conservative Plan Regular Growth
| Risk | Moderately High |
|---|---|
| Min SIP Amount | ₹1000 |
| Expense Ratio | 2.06% |
| NAV | ₹11.59 (19 Jan 2021) |
|---|---|
| Fund Started | 20 Dec 2019 |
| Fund Size | ₹102 Cr |
Returns
Comparison
Found nothing so far.
Found nothing so far.
Top Holdings
| Name | Sector | Instrument | % Assets |
|---|---|---|---|
| GOI | Sovereign | GOI Sec | 9.7% |
| National Highways Authority of India Ltd. | Services | NCD | 9.1% |
| Power Finance Corpn. Ltd. | Financial | Bonds/NCD | 9.0% |
| REC Ltd. | Financial | NCD | 9.0% |
| GOI | Sovereign | GOI Sec | 8.9% |
| Bank Of Baroda | Financial | Debenture | 7.6% |
| Indian Railway Finance Corpn. Ltd. | Financial | NCD | 2.0% |
| GOI | Sovereign | CGL | 2.0% |
| Amara Raja Batteries Ltd. | Engineering | Equity | 1.9% |
| Exide Industries Ltd. | Engineering | Equity | 1.9% |
Fund Managers
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.
