| Risk | Moderately High |
|---|---|
| Min SIP Amount | ₹1000 |
| Expense Ratio | 2.35% |
| NAV | ₹10.01 (26 Oct 2020) |
|---|---|
| Fund Started | 20 Dec 2019 |
| Fund Size | ₹235 Cr |
| Name | Sector | Instrument | % Assets |
|---|---|---|---|
| Bajaj Finance Ltd. | Financial | Equity | 9.4% |
| GOI | Sovereign | CGL | 6.5% |
| Nestle India Ltd. | FMCG | Equity | 6.3% |
| Tata Consultancy Services Ltd. | Technology | Equity | 4.8% |
| Info Edge (India) Ltd. | Services | Equity | 4.8% |
| Torrent Power Ltd. | Energy | Equity | 4.5% |
| Avenue Supermarts Ltd. | Services | Equity | 4.1% |
| Pidilite Industries Ltd. | Chemicals | Equity | 4.1% |
| Hindustan Unilever Ltd. | FMCG | Equity | 3.9% |
| Kotak Mahindra Bank Ltd. | Financial | Equity | 3.9% |
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 ₹235 Cr and the Latest NAV as of 26 Oct 2020 is ₹10.01.
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.
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.
Returns are taxed as per your Income Tax slab, if sold before 3 years and 20% with indexation benefit post 3 years.