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Axis Retirement Savings Fund - Aggressive Plan - Regular Growth

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NAV
₹ 12.86 ₹ -0.15 (-1.17 %)
as on 23-09-2022
Asset Size (AUM)
673.79 Cr
Launch Date
Dec 01, 2019
Investment Objective
The schemes seeks to generate capital appreciation by predominantly investing in equity and equity related instruments.
Minimum Investment 5000.0
Minimum Top-up 100.0
Investment Returns Since Launch in Dec 01, 2019
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9.57

%
3 M
6 M
1 Y
3 Y
10 Y
Inception
Sharp Ratio
N/A
Expense Ratio
2.28%
Volatility
N/A
Fund House
Axis Mutual Fund
Fund Manager
R Sivakumar, Jinesh Gopani, Hitesh Das
Key Features
Scheme description
Minimum Purchase Application Amount
Rs. 5000.0 (plus in multiples of Rs. 100.0)

Entry Load
Not applicable
Exit Load
Nil
Indicative Investment Horizon
5 Years and above
Asset Allocation
Fund's historical return comparison with other asset classes
Fund Performance
Fund's historical return comparison with other asset classes
Performance

Scheme Performance (%)

Data as on - 23-09-2022

Yearly Performance (%)

Investment Returns Calculator
Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.
Peer Comparison
Scheme Name Inception Date 1 Year Return % 2 Year Return % 3 Year Return % 5 Year Return % 10 Year Return %
Axis Retirement Savings Fund - Aggressive Plan - Regular Growth 01-12-2019 -8.73 15.86 0.0 0.0 0.0
ICICI Prudential Retirement Fund - Pure Equity - Growth Option 01-02-2019 8.94 35.59 19.18 0.0 0.0
SBI Retirement Benefit Fund - Aggressive Plan - Regular Plan - Growth 10-02-2021 7.06 0.0 0.0 0.0 0.0
SBI Retirement Benefit Fund - Aggressive Hybrid Plan - Regular Plan - Growth 10-02-2021 6.12 0.0 0.0 0.0 0.0
SBI Retirement Benefit Fund - Conservative Hybrid Plan - Regular Plan - Growth 10-02-2021 4.19 0.0 0.0 0.0 0.0
HDFC Retirement Savings Fund - Equity Plan - Growth Option 01-02-2016 4.0 34.57 21.12 13.68 0.0
SBI Retirement Benefit Fund - Conservative Plan - Regular Plan - Growth 10-02-2021 3.93 0.0 0.0 0.0 0.0
UTI - Retirement Benefit Pension Fund - Regular Plan 26-12-1994 2.84 16.07 11.4 6.89 9.41
HDFC Retirement Savings Fund - Hybrid-Debt Plan - Growth Option 05-02-2016 2.27 8.39 7.53 6.3 0.0
ICICI Prudential Retirement Fund - Pure Debt - Growth Option 05-02-2019 1.6 3.43 5.61 0.0 0.0
Portfolio Analysis
Portfolio as on
Sector Allocation
Sector Allocation (%)
Portfolio Holdings
Company Allocation (%)
Sector Allocation
Portfolio Holdings