Axis Retirement Conservative Growth Direct Plan
SIP amount
Min. ₹1,000
Lumpsum amount
Min. ₹5,000

Axis Retirement Conservative Growth Direct Plan

NAV
₹16.6316
-0.16%
(21 Nov)
AUM
74 Cr
TER
0.72%
Risk
High Risk
Insights
Total Expense Ratio (TER) is in the bottom 25% of comparable funds
Net Asset Value (NAV) is above its 200 days moving average
In beta. Send feedback here.
Compare with other fund
1Y
+39.1%
+34.6%
+30.9%
+27.8%
+16.6%
3Y
+21.3%
+18.0%
+16.3%
+19.4%
+8.2%
5Y
+24.8%
+19.5%
+17.2%
+24.8%
NA
ALL
+22.6%
+18.3%
+12.4%
+21.4%
+10.9%
VOL
18.0%
14.0%
16.8%
14.3%
6.6%
TER
0.7%
0.8%
1.0%
0.7%
0.7%
AUM
₹1,017 Cr
₹691 Cr
₹3,288 Cr
₹5,970 Cr
₹74 Cr
INFO
1.26
1.31
0.74
1.50
1.65
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 Conservative (G)
₹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 15th Sep
Top holdings
7.18% Govt Stock 2037
27.0%
7.25% Govt Stock 2063
8.8%
7.34% Govt Stock 2064
6.9%
7.3% Govt Stock 2053
6.9%
Power Finance Corporation Limited - NCD & Bonds - NCD & Bonds
5.5%
Reliance Industries Ltd
3.3%
Infosys Ltd
2.5%
Sun Pharmaceuticals Industries Ltd
2.4%
Power Grid Corp Of India Ltd
2.4%
Net Receivables / (Payables)
2.4%
Top industry exposure
Technology
8.1%
Financial Services
7.7%
Healthcare
6.9%
Consumer Cyclical
5.7%
Consumer Defensive
4.3%
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 regular income through investments predominantly in debt and money market instruments and to generate long term capital appreciation by investing certain portion of the portfolio in equity and equity related securities. The Investment Plan may also invest in units of Gold ETF or units of REITs & InvITs for income generation / wealth creation.
Fund manager(s)
Devang Shah
Nitin Arora
Hardik Shah
Jayesh Sundar
Krishnaa N

FAQs