Fund Details
Axis Retirement Savings Fund Dynamic Plan Regular Growth
| Risk | Moderately High |
|---|---|
| Min SIP Amount | ₹1000 |
| Expense Ratio | 2.33% |
| NAV | ₹11.72 (19 Jan 2021) |
|---|---|
| Fund Started | 20 Dec 2019 |
| Fund Size | ₹256 Cr |
Returns
Comparison
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Top Holdings
| Name | Sector | Instrument | % Assets |
|---|---|---|---|
| Bajaj Finance Ltd. | Financial | Equity | 13.0% |
| Nestle India Ltd. | FMCG | Equity | 6.5% |
| GOI | Sovereign | CGL | 6.1% |
| Kotak Mahindra Bank Ltd. | Financial | Equity | 5.4% |
| Info Edge (India) Ltd. | Services | Equity | 5.3% |
| Tata Consultancy Services Ltd. | Technology | Equity | 4.8% |
| HDFC Bank Ltd. | Financial | Equity | 4.5% |
| Torrent Power Ltd. | Energy | Equity | 4.1% |
| Pidilite Industries Ltd. | Chemicals | Equity | 4.0% |
| Avenue Supermarts Ltd. | Services | Equity | 3.9% |
Fund Managers
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.
