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Axis Retirement Savings Fund Dynamic Plan Regular Growth+1.38%

15.56%
1 Year Return
Hybrid
Multi Asset Allocation
6M
1Y
All

Fund Details

Axis Retirement Savings Fund Dynamic Plan Regular Growth

RiskModerately High
Min SIP Amount₹1000
Expense Ratio2.33%
NAV₹11.72 (19 Jan 2021)
Fund Started20 Dec 2019
Fund Size256 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Fund Returns
15.6%
-
-
16.1%
Category Average
11.9%
5.5%
8.9%
-
Rank Within Category
7
-
-
-
*All returns are annualized.
SIP
ONE TIME
Minimum SIP amount1,000
Amount Per Month₹5,000
Would have become
0
with 15.6% returns per annum

Comparison

Data not available
Pros
Found nothing so far.
Cons
Found nothing so far.

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Fund Managers

R Sivakumar
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Jinesh Gopani
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Hitesh Das
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Axis Retirement Savings Fund Dynamic Plan Regular Growth Details

Axis Retirement Savings Fund Dynamic Plan Regular Growth is a Hybrid Mutual Fund Scheme launched by Axis Mutual Fund. This scheme was made available to investors on 20 Dec 2019. R Sivakumar is the Current Fund Manager of Axis Retirement Savings Fund Dynamic Plan Regular Growth fund.The fund currently has an Asset Under Management(AUM) of ₹256 Cr and the Latest NAV as of 19 Jan 2021 is ₹11.72.

The Axis Retirement Savings Fund Dynamic Plan Regular 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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