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Axis Retirement Savings Fund Dynamic Plan Direct Growth

Solution Oriented
Retirement
Moderately High Risk
5Y Lock In
1.56%
1M return
+0.20% 1D
1M
6M
1Y
All
NAV: 14 Jan 2022₹15.01
Min. SIP amount₹1,000
RatingNA
Fund size₹299.24Cr

Returns and rankings

Category: Solution Oriented Retirement
Absolute returns
3M6M1YAll
Fund returns-0.7%11.9%24.5%50.1%
Category averageNANA24.8%NA
Rank with in category2623NA
Understand terms

Holdings (21)

NameSectorInstrumentAssets
FinancialEquity9.4%
ChemicalsEquity9.2%
Consumer DurableEquity7.8%
ServicesEquity6.1%
EnergyEquity5.8%
FMCGEquity5.3%
ServicesEquity4.7%
FinancialEquity4.5%
TechnologyEquity4.3%
FinancialEquity4.2%
See All

Pros and cons

Category: Solution Oriented Retirement

Pros

Exit load is zero
Lower expense ratio: 0.53%
Average credit rating of the fund's holdings: AAA This fund has holdings of the highest quality

Cons

Lower AUM: 298Cr. Funds with lower AUM tend to have higher expense ratio
Lock-in period: 5Y
Low rating: 0

Expense ratio, exit load and tax

Expense ratio: 0.53%

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 terms
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
View details
Jinesh Gopani
Nov 2019 - Present
View details
Hitesh Das
Nov 2019 - Present
View details

Fund house & investment objective

Fund house contact details

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FAQs

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