Overview (as on 04 Aug 2021)

NAV

₹13.5

1y returns

36.778%

Fund AUM

₹274 Cr

Expense Ratio

0.54%

Min SIP

₹1,000

Min Lumpsum

₹5,000

Fund Performance

Calculator

Monthly SIP
Lumpsum

I would like to invest

 
For Time Period
5 years
Total investment
₹0
Pre-Tax
Post-Tax

Asset Allocation

Sector Allocation
Financial Services
31.23%
Consumer
16.17%
Defensive
14.43%
Basic Materials
11.21%
Communication
9.12%
Industrials
5.63%
Utilities
5.62%
Tech
4.72%
Health
1.88%
Size Breakup
Large Cap
71.72%
Mid Cap
26.37%
Small Cap
1.90%

Key Metrics

Yield to Maturity 

6.2%

Modified Duration 

2.83 yr

Sharpe Ratio 

0.0

Std deviation 

0.0%

Holdings

Fund Details

Investment Objectives
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. The Investment Plan has a dual objective of 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. The Investment Plan may also invest in units of Gold ETF or units of REITs & InvITs for income generation / wealth creation.
Scheme Name
Axis Retirement Savings Fund - Dynamic Plan Direct Growth
Scheme Document
Exit Load

After 0 Years : 0%

Plan Started
20 December, 2019
Fund Manager
Jinesh Gopani
Fund House Details
Fund House
Axis Asset Management Company Limited
Email
customerservice@axismf.com
Phone
+912243255199
Address
Axis Asset Management Company Ltd.,Axis House, 1st Floor, C-2, Wadia International Centre,,Pandurang Budhkar Marg, Worli,

Other Related Plans

Peer Funds

Axis Retirement Savings Fund - Dynamic Plan Dir...

NAV

₹13.5

INDmoney Analysis

    warning

    Fund is in Top 50 percent in its Category

    Return score is based upon:

    Benchmark out performance
    Consistency of returns
    Indicative yields
    success

    Fund is in Top 20 percent in its Category

    Risk score is based upon:

    Market sensitivity
    Credit risk
    Underlying maturity
    success

    Fund has high quality bonds and commercial papers

    Credit Quality is based upon:

    Long term credit rating
    Credit rating outlook
    Probability of default

    Based on credit rating and modified duration of underlying instruments

Fund Managers

Jinesh Gopani
Jinesh Gopani

leader

Qualifications
B.Com, Master of Management Studies, (Bharati Vidyapeeth Institute of Management Studies and research)
Work Experience
"Assistant Fund Manager- Equity, Axis Asset Management Co. Ltd. (Oct 21, 2009 till date), Portfolio Manager, Birla Sunlife Asset Management Co. Ltd. (June 2008- Oct 2009). Research Analyst and Portfolio Manager, Voyager India Capital Pvt. Ltd. (Feb 2006- May 2008). Research Analyst, Emkay Share and Stock Brokers Ltd. (June 2002- Feb 2006). Research Analyst, Net worth Stock Broking Ltd. (May 2001- May 2002)"
R Sivakumar
R Sivakumar

manager

Work Experience
"null"
Hitesh Das
Hitesh Das

manager

Work Experience
"null"

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