Axis Retirement Savings Fund Dynamic Plan Direct IDCW

Solution Oriented
Retirement
Moderately High Risk
5Y Lock In
-2.20%
1M return
+1.35% 1D
1M
6M
1Y
All
NAV: 04 Oct 2022₹14.09
Min. SIP amountNot Supported
RatingNA
Fund size₹303.28Cr

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
Absolute returns
3M6M1YAll
Fund returns10.5%2.7%-3.1%42.3%
Category averageNANA1.7%NA
Rank with in category2626NA
Understand terms

Holdings (20)

NameSectorInstrumentAssets
Pidilite Industries Ltd.ChemicalsEquity9.5%
Torrent Power Ltd.EnergyEquity8.9%
Bajaj Finance Ltd.FinancialEquity7.8%
Avenue Supermarts Ltd.ServicesEquity5.8%
ICICI Bank Ltd.FinancialEquity5.5%
Nestle India Ltd.Consumer StaplesEquity5.4%
TTK Prestige Ltd.Consumer DiscretionaryEquity5.2%
Kotak Mahindra Bank Ltd.FinancialEquity4.1%
Tata Consultancy Services Ltd.TechnologyEquity3.8%
Info Edge (India) Ltd.ServicesEquity3.5%
See All

Expense ratio, exit load and tax

Expense ratio: 0.56%

Inclusive of GST

Exit load

Nil

Stamp duty

0.005% (from July 1st, 2020)

Tax implication

Returns are taxed at 15%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 10% on returns of Rs 1 lakh+ in a financial year.

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

Hitesh Das
Nov 2019 - Present
View details

Education
Mr. Das is a PGDM, M.Tech, B.Tech
Experience
Prior to joining Axis Mutual Fund, he has worked with Barclays Securities India Pvt. Ltd., Credit Suisse Securities (India) Pvt. Ltd., Ebusinessware (India) Pvt. Ltd., Yes Bank.
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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