Axis Mutual Fund

Axis Retirement Fund - Aggressive Plan Direct Plan Growth

₹ 19.28

NAV (Apr 17)

16.762%
5 Year CAGR
Scripbox Opinion
Not Reviewed yet
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Scheme Information

Investment Objective

The schemes seeks to generate capital appreciation by predominantly investing in equity and equity related instruments.

Expense Ratio
1.11 %
Launched 5Y ago
2019-12-20
AUM in Crores
799.6
ISIN
INF846K01S86
Lock-in (days)
1825
Benchmark
CRISIL Hybrid 25+75 Aggressive Index
SIP Minimum
1000
Lumpsum Min.
5000
Standard Deviation
12
Beta
0.9
Sharpe Ratio
0.4
asset-allocation

Asset allocation and Holdings

Last updated on 2025-03-12

Top Stock Holdings

GOI

7.65%
7.649%

Reliance Industries Ltd.

4.66%
4.66%

GOI

4.1%
4.103%

ICICI Bank Ltd.

3.52%
3.522%

HDFC Bank Ltd.

3.51%
3.508%
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Allocation by Sector

Financial

20.76%
20.755457%

Energy

8.79%
8.791322%

Healthcare

6.84%
6.835772%

Technology

6.66%
6.65627%

Automobile

5.24%
5.244241%
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Frequently Asked Questions

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