Question 1

How to invest in Axis Retirement Conservative Growth Direct Plan?

Accepted Answer

Kuvera makes mutual fund investments simpler and faster. To invest in Axis Retirement Conservative Growth Direct Plan, login to Kuvera and search for Axis Retirement Conservative Growth Direct Plan. You can also go to "Invest", select "All Mutual Funds" and scroll to Axis Retirement Conservative Growth Direct Plan. Click on this to check details on the fund's performance and fundamentals. Depending on your risk appetite and investment objective, select either the Monthly SIP or One time (Lump sum investment) option and complete the investment process.

Question 2

What kind of returns has Axis Retirement Conservative Growth Direct Plan provided?

Accepted Answer

Axis Retirement Conservative Growth Direct Plan has given 5.9% over the last 1 year , 8.3% over the last 3 years, 9.7% over the last 5 years and 10.2% since its inception.

Question 3

What is the minimum SIP amount of Axis Retirement Conservative Growth Direct Plan?

Accepted Answer

Minimum SIP amount required for Axis Retirement Conservative Growth Direct Plan is INR 1000.

Question 4

What is the minimum lump sum amount required to invest in Axis Retirement Conservative Growth Direct Plan?

Accepted Answer

Minimum lump sum amount required for Axis Retirement Conservative Growth Direct Plan is INR 5000.

Question 5

How to start Axis Retirement Conservative Growth Direct Plan SIP online?

Accepted Answer

Create an account on Kuvera to invest in over 5000 direct mutual funds from the leading AMCs in India. To start an SIP for Axis Retirement Conservative Growth Direct Plan online, follow the steps given below:

Step 1: Login to Kuvera and click on Invest and then select Mutual Funds.

Step 2: Search by name, or scroll to Axis Retirement Conservative Growth Direct Plan and click on it.

Step 3: Choose Monthly SIP and enter the SIP amount and date for every month.

Step 4: Complete the fund transfer and you are done!

You can explore SIP, STP and SWP tabs in your cart to see all the funds that have existing SIPs.

Question 6

How to redeem Axis Retirement Conservative Growth Direct Plan?

Accepted Answer

Redeeming mutual funds on Kuvera is fast and hassle-free. To redeem Axis Retirement Conservative Growth Direct Plan, just go to your portfolio on the Kuvera app or website, click on the "Redeem" option under Axis Retirement Conservative Growth Direct Plan, enter your desired amount, or check the "Yes" next to Redeem all units if you want to redeem your entire holding.

Question 7

Can I invest in SIP and Lump sum of Axis Retirement Conservative Growth Direct Plan IDCW?

Accepted Answer

Yes, you can invest in Axis Retirement Conservative Growth Direct Plan IDCW on Kuvera through SIP and Lump sum options. Follow these steps to get started :

On Kuvera app :

Step 1: Login and click on Invest and All Mutual Funds.

Step 2: Click on Filter, select "Plan" type as "Dividend". You will see the IDCW plans.

Step 3: Select Axis Retirement Conservative Growth Direct Plan and choose Monthly SIP or One Time investment options.

On Kuvera website

Step 1: Login and click on Invest on the home screen, select Mutual Funds.

Step 2:Turn the toggle from "Growth" to "Dividend" and you will see the results of all the IDCW plans.

Step 3: Select Axis Retirement Conservative Growth Direct Plan and choose Monthly SIP or One Time (Lump sum) investment options.

Question 8

How to start Axis Retirement Conservative Growth Direct Plan SIP online?

Accepted Answer

Create an account on Kuvera to invest in over 5000 direct mutual funds from the leading AMCs in India. To start an SIP for Axis Retirement Conservative Growth Direct Plan online, follow the steps given below:

Step 1: Login to Kuvera and click on Invest and then select Mutual Funds.

Step 2: Search by name, or scroll to Axis Retirement Conservative Growth Direct Plan and click on it.

Step 3: Choose Monthly SIP and enter the SIP amount and date for every month.

Step 4: Complete the fund transfer and you are done!

You can explore SIP, STP and SWP tabs in your cart to see all the funds that have existing SIPs.

Question 9

What is the expense ratio of Axis Retirement Conservative Growth Direct Plan?

Accepted Answer

Expense ratio is the amount (in percentage) which is charged by the mutual fund as a fee for managing your investment. Expense ratio of Axis Retirement Conservative Growth Direct Plan is 0.83% as on 22/02/2025.

Question 10

What is the NAV of Axis Retirement Conservative Growth Direct Plan?

Accepted Answer

NAV is the market value of the securities/assets held by the mutual fund divided by the total number of units issued by it. In simple terms, it is the price of a unit of the mutual fund. NAV of Axis Retirement Conservative Growth Direct Plan is INR 16.50 as on 21/02/2025.

Question 11

What is the total asset under management of Axis Retirement Conservative Growth Direct Plan?

Accepted Answer

Axis Retirement Conservative Growth Direct Plan has assets under management worth INR 65 Cr.

Question 12

What is risk category of the Axis Retirement Conservative Growth Direct Plan?

Accepted Answer

As per SEBI regulations, all mutual funds should indicate the level of risk involved with investing in the mutual fund. There are five levels of risk (a) Low: Principal at low risk, (b) Moderately Low: Principal at moderately low risk, (c) Moderate: Principal at moderate risk, (d) Moderately High: Principal at moderately high risk, (e) High: Principal at high risk. Risk category of Axis Retirement Conservative Growth Direct Plan is High Risk.

Question 13

What are the top holdings of Axis Retirement Conservative Growth Direct Plan?

Accepted Answer

The top 10 holdings of the Axis Retirement Conservative Growth Direct Plan as on 22/02/2025 are 7.18% Govt Stock 2037 at 28.69%, 7.25% Govt Stock 2063 at 10.33%, 7.34% Govt Stock 2064 at 8.05%, 7.3% Govt Stock 2053 at 8.01%, Net Receivables / (Payables) at 3.45%, Reliance Industries Ltd at 3.32%, Infosys Ltd at 2.86%, Mahindra & Mahindra Ltd at 2.72%, Power Grid Corp Of India Ltd at 2.24%, Sun Pharmaceuticals Industries Ltd at 2.17% .

Question 14

How will the gains from the Axis Retirement Conservative Growth Direct Plan be taxed?

Accepted Answer

Axis Retirement Conservative Growth Direct Plan is a debt mutual fund and the capital gains made from it are taxed at the rate of 20% for long term gains (if you hold your units for 3 years or more), along with indexation benefits and for short terms gains (if you hold your units for less than 3 year) as per your income tax slab.

Question 15

What is the investment objective of Axis Retirement Conservative Growth Direct Plan?

Accepted Answer

Investment objective of the Axis Retirement Conservative Growth Direct Plan:

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.

Question 16

What is the category of the Axis Retirement Conservative Growth Direct Plan?

Accepted Answer

The category of the Axis Retirement Conservative Growth Direct Plan is Retirement Fund.

Question 17

Who is the fund manager of Axis Retirement Conservative Growth Direct Plan?

Accepted Answer

Axis Retirement Conservative Growth Direct Plan is managed by Devang Shah , Hardik Shah and Jayesh Sundar as on 22/02/2025.

Question 18

What is the exit load for Axis Retirement Conservative Growth Direct Plan?

Accepted Answer

Exit load is the fee/penalty which some of the mutual funds charge in case an investor decides to sell his/her mutual fund units within the exit load window. Exit load for Axis Retirement Conservative Growth Direct Plan is

No exit load.

Axis Retirement Conservative Growth Direct Plan

Axis Retirement Conservative Growth Direct Plan

FAQs