Axis Retirement Fund - Aggressive Plan - Regular Growth
AUM:
₹ 816.27 Cr
Expense Ratio
2.29%
Benchmark
CRISIL Hybrid 25+75 Aggressive Index
ISIN
INF846K01T02
Minimum Investment
5000.0
Minimum Topup
1000.0
Minimum SIP Amount
1000
Fund Manager
Mr. Jayesh Sundar, Mr. Devang Shah, Mr. Hardik Shah, Ms. Krishnaa N
| Fund Performance | 1Y (%) | 3Y (%) | 5Y (%) |
|---|---|---|---|
| Axis Retirement Fund - Aggressive Plan - Regular Growth | 4.67 | 15.04 | 14.31 |
| Benchmark | - | - | - |
If you invested in this fund:
In the past (time duration):
Total value today:
0
Returns:
0%
If you invested in this fund:
In the past (time duration):
Total value today:
0
Returns:
0%
Overview
NAV
18.61
Last change
-0.03 (-0.1612%)
Fund Size (AUM)
₹ 816.27 Cr
Performance
11.77% (Inception)
Asset Allocation
Equity
Debt
Others
Nav Movement
Investment Objective
The investment objective of the Investment Plan(s) under the Scheme is to provide long-term capital appreciation / income by investing in a mix of equity, debt, and other instruments to help investors meet their retirement goals. However, there can be no assurance that the investment objective of the Scheme will be achieved. To generate capital appreciation by predominantly investing in equity and equity related instruments. The Investment Plan may also invest in debt and money market instruments, units of Gold ETF or units of REITs & InvITs for income generation / wealth creation.
Fund Manager
Mr. Jayesh Sundar, Mr. Devang Shah, Mr. Hardik Shah, Ms. Krishnaa N
Riskometer
Very High
Top 10 Holdings
| Company | Holdings (%) |
|---|---|
| HDFC BANK LIMITED EQ NEW FV RE. 1/- | 5.9 |
| 7.1% Government of India (08/04/2034) | 5.77 |
| RELIANCE INDUSTRIES LIMITED EQ | 5.3 |
| ICICI BANK LIMITED EQ NEW FV RS. 2/- | 4.89 |
| 7.25% Government of India (12/06/2063) | 4.35 |
| INFOSYS LIMITED EQ FV RS 5 | 3.7 |
| 7.34% Government of India (22/04/2064) | 3.16 |
| Bajaj Finance Limited | 3.12 |
| BHARTI AIRTEL LIMITED EQ NEW FV RS 5/- | 2.6 |
| 7.18% Government of India (24/07/2037) | 2.56 |
Sector Allocation
| Sector | Holdings (%) |
|---|---|
| Financial Services | 22.73 |
| Healthcare | 6.66 |
| Chemicals | 6.46 |
| Information Technology | 6.39 |
| Oil, Gas & Consumable Fuels | 6.19 |
| Automobile and Auto Components | 5.98 |
| Capital Goods | 5.86 |
| Consumer Services | 3.0 |
| Power | 2.9 |
| Telecommunication | 2.6 |
Peer Comparison
| Scheme Name | 5Y (%) |
|---|---|
| Axis Retirement Fund Aggr Reg Gr | 14.31 |
| ICICI Pru Retrmnt Pure Equity Gr | 28.41 |
| PGIM India Retirement Fund Reg Gr | 0.0 |
| ICICI Pru Retrmnt Hybrid Ag Gr | 21.12 |
| ICICI Pru Retrmnt Hybrid Cons Gr | 9.29 |
| ICICI Pru Retrmnt Pure Debt Gr | 5.3 |
| ABSL Retrmnt The 40s Reg Gr | 13.39 |
| SBI Retrmnt Benefit Cons Reg Gr | 0.0 |
| ABSL Retrmnt The 50s Reg Gr | 5.53 |
| UTI Retirement Fund - Regular Plan | 14.13 |