Home>Mutual Funds>Axis Mutual Fund>Axis Retirement Savings Fund Dynamic Plan Direct Growth
shareSHARE

Axis Retirement Savings Fund Dynamic Plan Direct Growth-0.30%

36.58%
1 Year Return
Solution Oriented
Retirement
3.0star
6M
1Y
All

Fund Details

Axis Retirement Savings Fund Dynamic Plan Direct Growth

RiskModerately High
Min SIP Amount₹1000
Expense Ratio0.48%
NAV₹13.18 (22 Jun 2021)
Fund Started28 Nov 2019
Fund Size265 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Fund Returns
36.6%
-
-
21.4%
Category Average
26.3%
6.7%
8.4%
-
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 36.6% returns per annum

Comparison

Data not available
Pros
1. 1Y Returns are higher than the category average returns
2. Exit load is zero
3. Lower expense ratio - 0.48%
Cons
1. Asset under management(AUM) is less than 500 Crs. Watch expense ratio when AUM is very low
2. Age is less than 3 years

Top Holdings

NameSectorInstrument% Assets
Pidilite Industries Ltd.ChemicalsEquity10.6%
Bajaj Finance Ltd.FinancialEquity10.2%
TTK Prestige Ltd.Cons DurableEquity7.6%
Nestle India Ltd.FMCGEquity5.5%
Torrent Power Ltd.EnergyEquity5.1%
ICICI Bank Ltd.FinancialEquity4.7%
Sundaram Finance Ltd.FinancialEquity4.6%
Info Edge (India) Ltd.ServicesEquity4.6%
Avenue Supermarts Ltd.ServicesEquity4.5%
Kotak Mahindra Bank Ltd.FinancialEquity4.4%
See All

Fund Managers

R Sivakumar
keyboard_arrow_down
Jinesh Gopani
keyboard_arrow_down
Hitesh Das
keyboard_arrow_down

Axis Retirement Savings Fund Dynamic Plan Direct Growth Details

Axis Retirement Savings Fund Dynamic Plan Direct Growth is a Solution Oriented Mutual Fund Scheme launched by Axis Mutual Fund. This scheme was made available to investors on 28 Nov 2019. Jinesh Gopani is the Current Fund Manager of Axis Retirement Savings Fund Dynamic Plan Direct Growth fund.The fund currently has an Asset Under Management(AUM) of ₹265 Cr and the Latest NAV as of 22 Jun 2021 is ₹13.18.

The Axis Retirement Savings Fund Dynamic Plan Direct Growth is rated Moderately High risk. Minimum SIP Investment is set to 1000. Minimum Lumpsum Investment is 5000.

Investment Objective

The schemes seeks to generating capital appreciation by investing in equity and equity related securities as well as generating income by investing in debt and money market securities, while attempting to manage risk from the market through active asset allocation.

Tax Implications

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

Scheme Information Document(SID)

₹5000
Min for First Investment
₹1000
Min for Second Investment
Nil
Exit Load

Compare Funds

Axis Retirement Savings Fund Dynamic Plan Direct Growth
VS
search

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
Website
NA
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,
Loading...
ⓒ 2016-2021 Groww. All rights reserved, Built with in India