- Mutual Funds
- Axis Mutual Fund
- Axis Retirement Fund - Dynamic Plan Direct Growth
Axis Retirement Fund - Dynamic Plan Direct Plan Growth
₹ 20.9
NAV (Apr 23)
17.418%
5 Year CAGR
Scripbox Opinion
Not Reviewed yet
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Scheme Information
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.
Expense Ratio | 1.3 % |
Launched 5Y ago | 2019-12-20 |
AUM in Crores | 325.5 |
ISIN | INF846K01T28 |
Lock-in (days) | 1825 |
Benchmark | CRISIL Hybrid 35+65 Aggressive Index |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation | 12.6 |
Beta | 0.9 |
Sharpe Ratio | 0.4 |
Fund Managers
Asset allocation and Holdings
Top Stock Holdings
ICICI Bank Ltd.
5.56%Reliance Industries Ltd.
4.55%GOI
4.02%HDFC Bank Ltd.
3.69%Infosys Ltd.
3.59%See all holdings
Allocation by Sector
Financial
24.29%Healthcare
9.75%Energy
8.72%Technology
6.8%Automobile
6.13%See all sectors
Comparison with Others Funds
| Fund Name | Fund Size | |
|---|---|---|
₹ 49,131 cr | ||
₹ 4,772 cr | ||
₹ 93,440 cr | ||
₹ 4,484 cr | ||
₹ 14,724 cr |
Frequently Asked Questions
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