Axis Retirement Aggressive IDCW Payout Direct Plan
SIP amount
Min. ₹1,000
Lumpsum amount
Min. ₹5,000

Axis Retirement Aggressive IDCW Payout Direct Plan

NAV
₹19.4000
-1.62%
(20 Dec)
AUM
922 Cr
TER
0.9%
Risk
Very High Risk
Insights
Net Asset Value (NAV) is above its 200 days moving average
Asset Under Management (AUM) is in the top 25% of comparable funds
In beta. Send feedback here.
Compare with other fund
1Y
+32.2%
+28.8%
+25.6%
+24.0%
+17.1%
3Y
+24.7%
+20.7%
+19.8%
+12.5%
+18.1%
5Y
+25.9%
+20.5%
+17.8%
NA
NA
ALL
+23.4%
+18.9%
+12.7%
+14.6%
+21.1%
VOL
17.9%
13.9%
15.3%
13.2%
12.7%
TER
0.7%
0.9%
1.0%
0.9%
0.8%
AUM
₹1,017 Cr
₹691 Cr
₹3,336 Cr
₹922 Cr
₹2,774 Cr
INFO
1.30
1.36
0.83
1.10
1.66
Past performance
Past performance is no guarantee of future returns.
Had you invested
Over the last
1Y
3Y
ALL
Your returns would have been
Axis Retirement Aggressive IDCW Payout (DP)
₹1,00,00,00,000
14.0%
Fixed deposit
₹40,00,00,000
6.0%
Bank savings
₹40,00,00,000
3.0%
See fund holdings as of 31st Oct
Top holdings
7.34% Govt Stock 2064
4.5%
HDFC Bank Ltd
4.5%
7.25% Govt Stock 2063
4.2%
Reliance Industries Ltd
4.2%
ICICI Bank Ltd
4.0%
Infosys Ltd
3.2%
Clearing Corporation Of India Ltd
3.2%
7.09% Govt Stock 2054
2.7%
Bajaj Finance Ltd
2.4%
7.3% Govt Stock 2053
2.3%
Top industry exposure
Financial Services
21.9%
Consumer Cyclical
8.0%
Technology
7.8%
Healthcare
7.5%
Industrials
7.3%
Other information
Minimum SIP
₹1,000
Minimum lumpsum
₹5,000
Additional lumpsum
₹1,000
Portfolio turnover
-
Lock-in period
5Y
Exit load
No exit load
Fund 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(s)
Devang Shah
Hardik Shah
Jayesh Sundar
Krishnaa N

FAQs