Axis Retirement Savings Fund Aggressive Plan Regular Plan Growth

16.34
NAV (Apr 26,2024)

Introducing the Axis Retirement Savings Fund - Aggressive Plan - Regular Plan - Growth. With an expense ratio of 2.29%, this fund aims to help you build a substantial retirement corpus. The minimum investment required is ₹5000, and the lock-in period is 5 years. Established on December 20, 2019, this fund has accumulated assets worth ₹799.97 crores. Start planning for your retirement today with Axis Retirement Savings Fund.

Axis Retirement Savings Fund Aggressive Plan Regular Plan Growth Latest Trend

  • 1M
  • 2M
  • 3M

Axis Retirement Savings Fund Aggressive Plan Regular Plan Growth Latest Trend

Risk Ratios

  • P/E Ratio
    UM_URBAN_MONEY

    0
  • P/B Ratio
    UM_URBAN_MONEY

    0
  • Alpha
    UM_URBAN_MONEY

    0
  • Beta
    UM_URBAN_MONEY

    0
  • Sharpe
    UM_URBAN_MONEY

    0.19
  • Sortino
    UM_URBAN_MONEY

    0.32

Fund Overview

Expense ratio
UM_URBAN_MONEY

2.29%

Exit Load
UM_URBAN_MONEY

0%

Lock-in
UM_URBAN_MONEY

No Lock-in

AUM (Fund Size)
UM_URBAN_MONEY

823.14 Cr

Index
UM_URBAN_MONEY

Min. Investment
UM_URBAN_MONEY

SIP ₹5000.00

Scheme Riskometer

Investors understand that their principal will be at
Very High

Investment Return Calculator

as on Apr 28, 2024

Total Invested Amount

3 Months Absolute Return (In %)

6 Months Absolute Return (In %)

1 Year Absolute Return (In %)

3 Year Absolute Return (In %)

5 Year Absolute Return (In %)

10,878.83 (8.79%)12,212.26 (22.12%)13,273.76 (32.74%)13,835.73 (38.36%)-- (--)
32,636.49 (8.79%)36,636.78 (22.12%)39,821.28 (32.74%)41,507.19 (38.36%)-- (--)
54,394.15 (8.79%)61,061.3 (22.12%)66,368.8 (32.74%)69,178.65 (38.36%)-- (--)
87,030.64 (8.79%)97,698.08 (22.12%)1,06,190.08 (32.74%)1,10,685.84 (38.36%)-- (--)
1,08,788.3 (8.79%)1,22,122.6 (22.12%)1,32,737.6 (32.74%)1,38,357.3 (38.36%)-- (--)

Calculate Your Mutual Fund Returns

  • 500
  • 1 Lac
Years
  • 1
  • 30
%
  • 1
  • 30

Total investment

+

Profit

YearInvested Amount(₹)Wealth Gained(₹)Expected Amount(₹)

Fund Portfolio Allocation

  • Holdings
  • Sectors

Name

Assets

  • Government of India15.23%
  • Reliance Industries Limited5.20%
  • Torrent Power Limited3.88%
  • ICICI Bank Limited3.58%
  • HDFC Bank Limited3.33%
  • Tata Consultancy Services Limited2.84%
  • Bajaj Finance Limited2.78%
  • Infosys Limited2.71%
  • Pidilite Industries Limited2.62%
  • Clearing Corporation of India Ltd2.31%
  • PI Industries Limited2.25%
  • Solar Industries India Limited2.13%
  • Larsen & Toubro Limited2.12%
  • Sundaram Finance Limited2.08%
  • Avenue Supermarts Limited1.78%
  • V Guard Industries Limited1.57%
  • Cholamandalam Investment and Finance Company Ltd1.55%
  • Tech Mahindra Limited1.52%
  • Bank of Baroda1.52%
  • Bharti Airtel Limited1.49%
  • Sun Pharmaceutical Industries Limited1.48%
  • Birlasoft Limited1.44%
  • Mahindra & Mahindra Limited1.32%
  • Zomato Limited1.31%
  • Nestle India Limited1.21%
  • Tata Power Company Limited1.18%
  • Info Edge India Limited1.16%
  • TVS Motor Company Limited1.11%
  • Jupiter Life Line Hospitals Limited1.07%
  • Mankind Pharma Limited1.07%
  • Minda Corporation Limited1.05%
  • Inox India Limited1.05%
  • The Phoenix Mills Limited1.01%
  • Linde India Limited1.01%
  • Tata Motors Limited1.00%
  • Apollo Hospitals Enterprise Limited1.00%
  • Coforge Limited0.97%
  • Ajanta Pharma Limited0.95%
  • R R Kabel Limited0.95%
  • ICICI Prudential Life Insurance Company Limited0.94%
  • The Federal Bank Limited0.94%
  • DLF Limited0.88%
  • Indian Bank0.87%
  • Bharat Electronics Limited0.82%
  • Fortis Healthcare Limited0.82%
  • NTPC Limited0.82%
  • Bharat Dynamics Limited0.71%
  • Schaeffler India Limited0.68%
  • Bajaj Auto Limited0.67%
  • Can Fin Homes Limited0.64%
  • Brigade Enterprises Limited0.62%
  • Axis Long Duration Fund Direct Plan Growth Option0.62%
  • Mahanagar Telephone Nigam Limited0.61%
  • Indian Railway Finance Corporation Limited0.61%
  • Oil & Natural Gas Corporation Limited0.61%
  • Computer Age Management Services Limited0.58%
  • UNO Minda Limited0.55%
  • State Bank of India0.52%
  • United Spirits Limited0.51%
  • Voltas Limited0.47%
  • Bharat Highways Invit0.44%
  • Coal India Limited0.43%
  • eClerx Services Limited0.43%
  • Maruti Suzuki India Limited0.26%
  • Jubilant Foodworks Limited0.24%
  • Kotak Mahindra Bank Limited0.13%
  • RHI Magnesita India Limited0.12%
  • Jio Financial Services Limited0.11%
  • Honasa Consumer Limited0.09%
  • Union Bank of India0.05%
  • Net Receivables Payables-0.62%

Holdings Analysis

Peer Comparison

Pick your choice with our quick comparitive analysis

  • 6M
  • 1Y
  • 3Y
  • 5Y
Mutual Fund SchemesCategoryRiskAbsolute Return (6M)

ICICI Prudential Retirement Fund - Pure Equity Plan - GrowthICICI Prudential Retirement Fund - Pure Equity Plan - Growth

OTHER

Very High

45.97%

Nippon India Retirement Fund - Wealth Creation Scheme - GrowthNippon India Retirement Fund - Wealth Creation Scheme - Growth

OTHER

Very High

38.13%

Bandhan Retirement Fund - Regular Plan - IDCWBandhan Retirement Fund - Regular Plan - IDCW

OTHER

Very High

31.84%

Union Retirement Fund - Regular Plan - GrowthUnion Retirement Fund - Regular Plan - Growth

OTHER

Very High

30.65%

HDFC Retirement Savings Fund - Equity Plan - Regular Plan - GrowthHDFC Retirement Savings Fund - Equity Plan - Regular Plan - Growth

OTHER

Very High

29.32%

Tata Retirement Savings Fund Moderate Plan - GrowthTata Retirement Savings Fund Moderate Plan - Growth

OTHER

Very High

25.84%

Franklin India Pension Plan - GrowthFranklin India Pension Plan - Growth

OTHER

Moderately High

24.47%

SBI Retirement Benefit Fund - Aggressive Plan - Regular Plan - GrowthSBI Retirement Benefit Fund - Aggressive Plan - Regular Plan - Growth

OTHER

Very High

21.43%

LIC MF Unit Linked Insurance SchemeLIC MF Unit Linked Insurance Scheme

OTHER

Very High

17.94%

Aditya Birla Sun Life Retirement Fund - The 30s Plan - Regular Plan - GrowthAditya Birla Sun Life Retirement Fund - The 30s Plan - Regular Plan - Growth

OTHER

Very High

17.92%

Mutual Fund SchemesCategoryRiskAbsolute Return (6Y)

ICICI Prudential Retirement Fund - Pure Equity Plan - GrowthICICI Prudential Retirement Fund - Pure Equity Plan - Growth

OTHER

Very High

47.95%

Nippon India Retirement Fund - Wealth Creation Scheme - GrowthNippon India Retirement Fund - Wealth Creation Scheme - Growth

OTHER

Very High

44.65%

HDFC Retirement Savings Fund - Equity Plan - Regular Plan - GrowthHDFC Retirement Savings Fund - Equity Plan - Regular Plan - Growth

OTHER

Very High

37.48%

Union Retirement Fund - Regular Plan - GrowthUnion Retirement Fund - Regular Plan - Growth

OTHER

Very High

35.99%

Tata Retirement Savings Fund Moderate Plan - GrowthTata Retirement Savings Fund Moderate Plan - Growth

OTHER

Very High

31.87%

SBI Retirement Benefit Fund - Aggressive Plan - Regular Plan - GrowthSBI Retirement Benefit Fund - Aggressive Plan - Regular Plan - Growth

OTHER

Very High

27.85%

Aditya Birla Sun Life Retirement Fund - The 30s Plan - Regular Plan - GrowthAditya Birla Sun Life Retirement Fund - The 30s Plan - Regular Plan - Growth

OTHER

Very High

26.68%

LIC MF Unit Linked Insurance SchemeLIC MF Unit Linked Insurance Scheme

OTHER

Very High

20.23%

UTI Retirement FundUTI Retirement Fund

OTHER

High

19.86%

Franklin India Pension Plan - GrowthFranklin India Pension Plan - Growth

OTHER

Moderately High

19.18%

Mutual Fund SchemesCategoryRiskAbsolute Return (6Y)

ICICI Prudential Retirement Fund - Pure Equity Plan - GrowthICICI Prudential Retirement Fund - Pure Equity Plan - Growth

OTHER

Very High

27.04%

HDFC Retirement Savings Fund - Equity Plan - Regular Plan - GrowthHDFC Retirement Savings Fund - Equity Plan - Regular Plan - Growth

OTHER

Very High

26.80%

Nippon India Retirement Fund - Wealth Creation Scheme - GrowthNippon India Retirement Fund - Wealth Creation Scheme - Growth

OTHER

Very High

21.27%

Tata Retirement Savings Fund Moderate Plan - GrowthTata Retirement Savings Fund Moderate Plan - Growth

OTHER

Very High

14.72%

UTI Retirement FundUTI Retirement Fund

OTHER

High

13.29%

LIC MF Unit Linked Insurance SchemeLIC MF Unit Linked Insurance Scheme

OTHER

Very High

13.04%

Aditya Birla Sun Life Retirement Fund - The 30s Plan - Regular Plan - GrowthAditya Birla Sun Life Retirement Fund - The 30s Plan - Regular Plan - Growth

OTHER

Very High

11.19%

Franklin India Pension Plan - GrowthFranklin India Pension Plan - Growth

OTHER

Moderately High

9.57%

SBI Retirement Benefit Fund - Conservative Plan - Regular Plan - GrowthSBI Retirement Benefit Fund - Conservative Plan - Regular Plan - Growth

OTHER

Moderate

8.19%

Mutual Fund SchemesCategoryRiskAbsolute Return (6Y)

HDFC Retirement Savings Fund - Equity Plan - Regular Plan - GrowthHDFC Retirement Savings Fund - Equity Plan - Regular Plan - Growth

OTHER

Very High

21.41%

Nippon India Retirement Fund - Wealth Creation Scheme - GrowthNippon India Retirement Fund - Wealth Creation Scheme - Growth

OTHER

Very High

13.44%

Tata Retirement Savings Fund Moderate Plan - GrowthTata Retirement Savings Fund Moderate Plan - Growth

OTHER

Very High

13.21%

LIC MF Unit Linked Insurance SchemeLIC MF Unit Linked Insurance Scheme

OTHER

Very High

12.55%

UTI Retirement FundUTI Retirement Fund

OTHER

High

10.74%

Franklin India Pension Plan - GrowthFranklin India Pension Plan - Growth

OTHER

Moderately High

9.15%

Fund Managers

JS

Mr. Jayesh SundarFund Manager

NA

Mr. Nitin AroraFund Manager

DS

Mr. Devang ShahFund Manager - Fixed Income

Mr. Devang Shah has 9 years total experience. He is with Axis Asset Management Co. Ltd. from October 16, 2012 till date. His previous experience includes Pricewaterhouse Coopers, Deutsche AMC & ICICI Prudential AMC.

HS

Mr. Hardik ShahFund Manager - Fixed Income

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