Axis Retirement Savings Fund Dynamic Plan Direct Growth+0.22%

3Groww
0.00%
1 Year Return
Hybrid
Multi Asset Allocation
3.0star
All

Fund Details

Axis Retirement Savings Fund Dynamic Plan Direct Growth

RiskModerately High
Min SIP Amount₹1000
Expense Ratio0.57%
NAV9.14 (08 Apr 2020)
Fund Started28 Nov 2019
Fund Size253 Cr

Comparison

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Pros
Found nothing so far.
Cons
Found nothing so far.

Top Holdings

NameSectorInstrument% Assets
Nestle India Ltd.FMCGEquity5.8%
Kotak Mahindra Bank Ltd.FinancialEquity4.6%
GOISovereignGOI Sec4.2%
Bajaj Finance Ltd.FinancialEquity4.2%
HDFC Bank Ltd.FinancialFixed Deposits4.1%
Torrent Power Ltd.EnergyEquity4.0%
Avenue Supermarts Ltd.ServicesEquity4.0%
Pidilite Industries Ltd.ChemicalsEquity4.0%
Hindustan Unilever Ltd.FMCGEquity3.8%
HDFC Bank Ltd.FinancialEquity3.7%
See All

Fund Managers

addR Sivakumar
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.
Funds Managed

Axis Retirement Savings Fund Dynamic Plan Direct Growth Details

Axis Retirement Savings Fund Dynamic Plan Direct Growth is a Hybrid 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 ₹253 Cr and the Latest NAV as of 08 Apr 2020 is ₹9.14.

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

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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
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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