Our Opinion
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Clear AllValue Research Rating
Our Opinion
Riskometer
High
₹17.3661 0.26%
As on 18-Mar-2026
As per SEBI's Riskometer.
Split between different types of investments
Split between categories of Equity investments
We have shifted from our proprietary CapRank classification system to SEBI’s market cap classification system with effect from 14 Jan, 2026.
|
Fund name
|
Rating |
Our Opinion |
Risk
|
Return (%) |
|
Expense Ratio (%)
|
|---|---|---|---|---|---|---|
|
Axis Retirement Fund - Conservative Plan - Direct Plan
|
|
|
High
|
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1.24 |
|
 |
|
High
|
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1.04 |
||
 |
|
Moderately High
|
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0.34 |
||
|
|
High
|
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0.95 |
||
|
|
Moderately High
|
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1.20 |
₹50 Cr
--
5,000
--
1,000
6
About Axis Retirement Fund - Conservative Plan - Direct Plan
Axis Retirement Fund - Conservative Plan - Direct Plan is a hybrid mutual fund scheme of Axis Mutual Fund. Launched on December 20, 2019, it is currently managed by Devang Shah, Hardik Shah and Jayesh Sundar. The fund has an expense ratio of 1.24% with an overall AUM (Assets Under Management) of ₹50 Cr.
The schemes seeks 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 fund allows minimum lumpsum investment of ₹1,000 and minimum SIP of ₹1,000.
Investment Strategy
The schemes seeks 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.
Suitability
Conservative Hybrid funds are suitable for investors:
Note:
Capital Gains Taxation
The following tax treatment is based upon last 12-months asset allocation and may vary from other funds in the category.
Disclaimer: The tax information has been prepared on a best-effort basis using information available in the public domain and other sources that Value Research considers reliable. This is not meant as tax advice, and we advise you to consult your tax advisor before making any decision. Value Research takes no responsibility and assumes no liability for any loss or damage arising from any investment or redemption decision based on this information.
Dividend Taxation
1 min read•By News Desk
Subscribers of Value Research Fund Advisor can conveniently invest in the low-cost direct plan of Axis Retirement Fund - Conservative Plan - Direct Plan through the Value Research Fund Advisor website.
Alternatively, mutual funds can also be purchased directly from the respective fund house’s website. For example, Axis Retirement Fund - Conservative Plan - Direct Plan can be bought from the Axis Mutual Fund website. In such a case, if you are investing in multiple funds from different fund houses, you will need to transact separately on each fund house’s website.
The third option is to invest offline, by seeking assistance from a mutual fund distributor. Most banks also act as mutual fund distributors, and you can approach your bank for help in completing your investment.
The latest declared NAV of Axis Retirement Fund - Conservative Plan - Direct Plan, is ₹17.3661 as of 19-Mar-2026.
| Company | Percentage of Portfolio |
|---|---|
|
GOI Sec 7.18 24/07/2037 |
31.99
|
|
GOI Sec 7.34 22/04/2064 |
14.51
|
|
GOI Sec 7.10 08/04/2034 |
10.30
|
|
Indus Infra Trust |
1.65
|
Over the past five years, Axis Retirement Fund - Conservative Plan - Direct Plan has delivered an annualised return of 8.18% as of 19-Mar-2026.
The minimum investment required to start investing in Axis Retirement Fund - Conservative Plan - Direct Plan is ₹5,000 for the lump sum option and ₹1,000 for the SIP (Systematic Investment Plan) option.
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