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Value Research Rating
As on 22-Sep-2023
This fund’s holdings are mostly in Large Cap stocks and in debt instruments, which means it’s following
a conservative investment strategy. Last updated 2 days ago. Learn More
As per SEBI's Riskometer.
This fund’s holdings are mostly in Large Cap stocks and in debt instruments, which means it’s following a
conservative investment strategy. Last updated 2 days ago.Learn More
Split between different types of investments
Split between categories of Equity investments
Rating |
VR Opinion |
Risk
|
Return (%) |
|
Expense Ratio (%)
|
|
|---|---|---|---|---|---|---|
|
Axis Retirement Savings Fund - Aggressive Plan - Direct Plan
|
|
|
Very High
|
Please wait... |
0.94 |
|
 |
|
Very High
|
Please wait... |
1.12 |
||
 |
|
Very High
|
Please wait... |
1.08 |
||
|
|
Very High
|
Please wait... |
0.61 |
||
|
|
Very High
|
Please wait... |
0.41 |
The schemes seeks to generate capital appreciation by predominantly investing in equity and equity related instruments.
Mutual funds can be bought directly from the website of the fund house. For instance, Axis Retirement Savings Fund - Aggressive Plan - Direct Plan fund can be purchased from the website of Axis Mutual Fund. You can also buy mutual funds through platforms like MF Central, MF Utility, among others. However, if you are not comfortable buying mutual funds online, you can seek help of a mutual fund distributor. Most banks also act as mutual fund distributors. So you can connect with your bank for assistance.
The NAV of Axis Retirement Savings Fund - Aggressive Plan - Direct Plan is ₹14.5700 as of 23-Sep-2023.
The AUM of Axis Retirement Savings Fund - Aggressive Plan - Direct Plan Fund is ₹700 Cr as of 31-Aug-2023
The riskometer level of Axis Retirement Savings Fund - Aggressive Plan - Direct Plan is Very High. See More
| Company | Percentage of Portfolio |
|---|---|
|
5.41
|
|
|
4.94
|
|
|
4.73
|
|
|
3.52
|
|
|
3.46
|
As of 31-Aug-2023, Axis Retirement Savings Fund - Aggressive Plan - Direct Plan had invested 77.83% in Equity, 20.76% in Debt and 1.42% in Cash & Cash Eq. See More
Axis Retirement Savings Fund - Aggressive Plan - Direct Plan is 3 years 9 months old. It has delivered 10.53% returns since inception. See More
|
1Y
|
3Y
|
5Y
|
7Y
|
10Y
|
Since Inception
|
|---|---|---|---|---|---|
|
6.82%
|
14.48%
|
--
|
--
|
--
|
10.53%
|
The minimum SIP amount of Axis Retirement Savings Fund - Aggressive Plan - Direct Plan is ₹1,000.
Yes, There is lock in period in Axis Retirement Savings Fund - Aggressive Plan - Direct Plan.
The expense ratio of Axis Retirement Savings Fund - Aggressive Plan - Direct Plan is 0.94%.
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