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Axis Retirement Savings Fund Dynamic Plan Direct Growth

Solution Oriented
Retirement
Moderately High Risk
5Y Lock Inlock
44.17%
1Y return
-0.41% 1D
1M
6M
1Y
All
NAV: 17 Sep 2021₹14.59
Min. SIP amount₹1,000
Rating3star
Fund size₹292.68 Cr

Returns and rankings

Category: Solution Oriented Retirement
Absolute returns
3M6M1YAll
Fund returns11.0%17.4%44.2%45.9%
Category averageNANA24.8%NA
Rank with in category123NA
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Holdings (21)

NameSectorInstrumentAssets
FinancialEquity10.3%
ServicesEquity10.1%
ChemicalsEquity9.8%
Consumer DurableEquity7.0%
FMCGEquity5.5%
ServicesEquity5.2%
EnergyEquity5.2%
TechnologyEquity4.7%
FinancialEquity4.6%
FinancialEquity4.3%
See All

Pros and cons

info
Category: Solution Oriented Retirement
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Pros

1Y Returns are higher than the category average returns
Exit load is zero
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Cons

Asset under management(AUM) is less than 500 Crs. Watch expense ratio when AUM is very low
Age is less than 3 years

Expense ratio, exit load and tax

Expense ratio: 0.54%

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 and 20% with indexation benefit post 3 years.

Understand termsinfo
Check past data

Minimum investment amounts

Min. for 1st investment₹5,000
Min. for 2nd investment onwards₹1,000
Min. for SIP₹1,000

Fund management

R Sivakumar
Nov 2019 - Present
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Jinesh Gopani
Nov 2019 - Present
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Hitesh Das
Nov 2019 - Present
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Fund house & investment objective

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Fund house contact details

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