Axis Retirement Savings Fund Conservative Plan Direct Growth

Solution Oriented
Retirement
Moderately High Risk
5Y Lock In
8.44%
3Y annualised
+0.07% 1D
1M
6M
1Y
3Y
All
NAV: 01 Dec 2023₹14.40
Min. SIP amount₹1,000
Rating1
Fund size₹74.60Cr

Return calculator

Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of 0
Would have become (%)

Returns and rankings

Category: Solution Oriented Retirement
Annualised returns
Absolute returns
6M1Y3YAll
Fund returnsNA9.7%8.4%9.7%
Category averageNA8.1%7.7%NA
Rank with in categoryNA1214NA
Understand terms

Holdings (26)

NameSectorInstrumentAssets
SovereignGOI Sec13.3%
FinancialAdditional Tier 2 Bo10.0%
FinancialNCD9.1%
GOI
SovereignGOI FRB6.8%
GOI
SovereignGOI Sec6.7%
FinancialBonds/NCD5.6%
AutomobileEquity4.5%
TechnologyEquity3.6%
AutomobileEquity3.6%
Consumer StaplesEquity3.2%
See All

Pros and cons

Category: Solution Oriented Retirement

Pros

Cons

Exit load is zero
Lock-in period: 5Y
Lower expense ratio: 0.68%
Low rating: 1
Average credit rating of the fund's holdings: AAA This fund has holdings of the highest quality
Consistently higher annualised returns than category average for the past 1Y and 3Y

Expense ratio, exit load and tax

Expense ratio: 0.68%

Inclusive of GST

Exit load

Nil

Stamp duty

0.005% (from July 1st, 2020)

Tax implication

Returns are taxed as per your Income Tax slab.

Understand terms
Check past data

Minimum investment amounts

Min. for 1st investment₹5,000
Min. for 2nd investment onwards₹1,000
Min. for SIP₹1,000

Fund management

Nitin Arora
May 2023 - Present
View details

Education
Mr. Arora has done M.Sc in Finance and Investments
Experience
Prior to joining Axis Mutual Fund, he has worked with Aviva Life Insurance Company India Ltd., Emkay Global Financial Services Ltd., Nirmal Bang Institutional Equities Ltd. and Bloomberg UTV Ltd..
Also manages these schemes

Fund house & investment objective

Fund house contact details

Address
"Axis House" - 1st Floor,C-2 - Wadia International Centre,Pandurang Budhkar Marg , Worli, Mumbai 400025
Phone
022-24255161
Launch Date
04 Sep 2009
E-mail
NA
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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