Axis Retirement Savings Fund Dynamic Plan Regular IDCW

Solution Oriented
Retirement
Moderately High Risk
5Y Lock In
13.32%
3Y annualised
-0.21% 1D
1M
6M
1Y
3Y
All
NAV: 29 Sep 2023₹14.33
Min. SIP amountNot Supported
Rating1
Fund size₹292.84Cr

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
Annualised returns
Absolute returns
6M1Y3YAll
Fund returnsNA6.9%13.3%10.0%
Category averageNA13.2%13.9%NA
Rank with in categoryNA3010NA
Understand terms

Holdings (45)

NameSectorInstrumentAssets
FinancialEquity7.9%
FinancialEquity6.1%
ServicesEquity4.9%
EnergyEquity4.5%
TechnologyEquity4.1%
Consumer StaplesEquity3.9%
ChemicalsEquity3.9%
FinancialEquity3.8%
FinancialEquity3.4%
Consumer DiscretionaryEquity2.9%
See All

Expense ratio, exit load and tax

Expense ratio: 2.39%

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

Vinayak Jayanath
Jan 2023 - Present
View details

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
E-mail
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,

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