Axis Retirement Savings Fund - Aggressive Plan Direct Growth
Axis Retirement Savings Fund - Aggressive Plan Direct Growth

Axis Retirement Savings Fund - Aggressive Plan Direct Growth

Hybrid
Direct
Very High Risk
Retirement

NAV: ₹ 14.4 as on 22-10-2021

Fund Overview

Expense ratio
Expense ratio
0.59%
Benchmark
Benchmark
NIFTY 50 Hybrid Composite Debt 70:30 INR
AUM
AUM
₹674 Cr
Inception Date
Inception Date
20 December, 2019
Min Lumpsum/SIP
Min Lumpsum/SIP
₹5000/₹1000
Exit Load
Exit Load
0%
Lock In
Lock In
5 Years
TurnOver
TurnOver
45.8%

Fund Distribution

  • Equity 79.5%
  • Debt & Cash 20.5%
Size breakup
Large cap
77.29%
Mid cap
22.71%
Sector Allocation
Financial Services
30.1%
Basic Materials
14.1%
Defensive
11.5%
Communication
11.4%
Cyclical
10.3%
Tech
8.2%
Industrial
6.7%
Health
4.5%
Utilities
3.2%

Top Holdings

  • All
  • Equity
  • Debt & Cash
Total Holdings28
Equity Holdings18
Debt Holdings10

Fund Highlights

Fund Manager
Fund Manager
Fund Manager

Fund Manager

Hitesh Das,R Sivakumar,Jinesh Gopani
About the fund

About the fund

This fund has delivered an average annual returns of 21.92% since inception which is more than its category average return of 12.32%
Fund Allocations

Fund Allocations

This fund has an allocation of 79.5% in Equity, 14.6% in Debt and 5.9% in Cash related instruments
AUM size ₹674 Cr

AUM size ₹674 Cr

This fund has AUM of ₹674 Cr which is more than its category average of ₹ 527 Cr
Expense Ratio 0.59%

Expense Ratio 0.59%

This fund has an expense ratio of 0.59% which is less than its category average expense ratio of 1.56%

AMC details

Fund House
Axis Asset Management Company Limited
Email
customerservice@axismf.com
Phone
+912243255161
Address
Axis Asset Management Company Ltd.,Axis House, 1st Floor, C-2, Wadia International Centre,,Pandurang Budhkar Marg, Worli,
We are a SEBI registered investement advisor