Axis Retirement Fund - Aggressive Plan - Regular Growth
Category: Retirement Fund
Launch Date: 01-12-2019
AUM:
₹ 666.46 Cr
Expense Ratio
2.5%
Benchmark
CRISIL Hybrid 25+75 Aggressive Index
ISIN
INF846K01T02
Minimum Investment
5000.0
Minimum Topup
1000.0
Minimum SIP Amount
1000
Fund Manager
Jayesh Sundar, Devang Shah, Hardik Shah, Krishnaa N
| Fund Performance | 1Y (%) | 3Y (%) | 5Y (%) |
|---|---|---|---|
| Axis Retirement Fund - Aggressive Plan - Regular Growth | -7.24 | 9.14 | 4.74 |
| 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
17.54
Last change
0.1 (0.5701%)
Fund Size (AUM)
₹ 666.46 Cr
Performance
8.55% (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
Jayesh Sundar, Devang Shah, Hardik Shah, Krishnaa N
Riskometer
Very High
Top 10 Holdings
| Company | Holdings (%) |
|---|---|
| 7.1% Government of India | 6.36 |
| RELIANCE INDUSTRIES LIMITED EQ | 5.16 |
| 6.79% Government of India | 5.14 |
| ICICI BANK LIMITED EQ NEW FV RS. 2/- | 4.93 |
| HDFC BANK LIMITED EQ NEW FV RE. 1/- | 4.66 |
| Clearing Corporation of India Ltd | 3.96 |
| Government of India (12/06/2063) | 3.52 |
| 7.18% Government of India | 2.99 |
| BHARTI AIRTEL LIMITED EQ NEW FV RS 5/- | 2.73 |
| Kotak Mahindra Bank Limited | 2.27 |
Sector Allocation
| Sector | Holdings (%) |
|---|---|
| Financial Services | 21.76 |
| Automobile and Auto Components | 7.09 |
| Healthcare | 6.58 |
| Oil, Gas & Consumable Fuels | 5.16 |
| Capital Goods | 4.86 |
| Consumer Services | 4.16 |
| Information Technology | 3.8 |
| Fast Moving Consumer Goods | 3.45 |
| Telecommunication | 3.17 |
| Chemicals | 3.09 |
Peer Comparison
| Scheme Name | 5Y (%) |
|---|---|
| Axis Retirement Fund Aggressive Reg Gr | 4.74 |