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Axis Retirement Savings Fund - Dynamic Plan - Regular Growth

NAV
₹ 12.28 ₹ 0.08 (0.65 %)
as on 27-05-2022
Asset Size (AUM)
285.29 Cr
Launch Date
Dec 20, 2019
Investment Objective
The schemes seeks to 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.
Minimum Investment 5000.0
Minimum Top-up 100.0
Investment Returns Since Launch in Dec 20, 2019

8.83

%
3 M
6 M
1 Y
3 Y
10 Y
Inception
Sharp Ratio
N/A
Expense Ratio
2.38%
Volatility
N/A
Fund House
Axis Mutual Fund
Fund Manager
Hitesh Das,Jinesh Gopani,R Sivakumar
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 - 27-05-2022

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 - Dynamic Plan - Regular Growth 20-12-2019 -1.6 15.85 0.0 0.0 0.0
ICICI Prudential Retirement Fund - Pure Equity - Growth Option 01-02-2019 24.06 41.07 15.17 0.0 0.0
SBI Retirement Benefit Fund - Aggressive Plan - Regular Plan - Growth 10-02-2021 11.16 0.0 0.0 0.0 0.0
SBI Retirement Benefit Fund - Aggressive Hybrid Plan - Regular Plan - Growth 10-02-2021 10.86 0.0 0.0 0.0 0.0
HDFC Retirement Savings Fund - Equity Plan - Growth Option 25-02-2016 10.85 41.93 16.52 13.0 0.0
ICICI Prudential Retirement Fund - Hybrid Aggressive - Growth Option 02-02-2019 7.06 25.91 10.11 0.0 0.0
UTI - Retirement Benefit Pension Fund - Regular Plan 26-12-1994 6.7 18.86 8.09 6.78 9.59
Nippon India Retirement Fund- Wealth Creation Scheme- Growth Plan - Growth Option 05-02-2015 6.17 32.65 5.02 6.21 0.0
SBI Retirement Benefit Fund - Conservative Hybrid Plan - Regular Plan - Growth 10-02-2021 5.04 0.0 0.0 0.0 0.0
HDFC Retirement Savings Fund - Hybrid-Equity Plan - Growth Option 05-02-2016 3.7 27.73 11.29 10.37 0.0
Portfolio Analysis
Portfolio as on
Sector Allocation
Sector Allocation (%)
Portfolio Holdings
Company Allocation (%)
Sector Allocation
Portfolio Holdings