- Mutual Funds
- Axis Mutual Fund
- Axis Retirement Savings Fund Aggressive Plan (Growth)
Axis Retirement Savings Fund Aggressive Plan (Growth)
₹ 16.21
NAV (Apr 22)
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical NAV
₹ 16.21
NAV (Apr 22)
Fund Returns
Last 1Y | 31.8% |
Last 3Y | 11.4% |
Last 5Y | NA |
Last 10Y | NA |
Since Inception | 11.8% |
6 Month CAGR | 17.7% |
Scheme Information
The investment objective of the Investment Plan(s) under the Scheme is to provide long-term capital appreciation / income by investing in a mix of equity,debt and other instruments to help investors meet their retirement goals. However,there can be no assurance that the investment objective of the Scheme will be achieved. To generate capital appreciation by predominantly investing in equity and equity related instruments. The Investment Plan may also invest in debt and money market instruments,units of Gold ETF or units of REITs & InvITs for income generation / wealth creation.
Expense Ratio | 2.29 |
Launched (5y ago) | Dec 20, 2019 |
AUM in Crores | 823.141 |
ISIN | INF846K01T02 |
Lock-in | 5 |
Benchmark | CRISIL Hybrid 25+75-Aggressive TR INR |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | 11.4 |
Standard Deviation (5yr) | 0 |
Beta (3yr) | 0 |
Beta (5yr) | 0 |
Sharpe Ratio (3yr) | 0.458 |
Sharpe Ratio (5yr) | 0 |
YTM | 7.34 |
Returns Calculator Comparison
of
for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| Axis Retirement Savings Fund Aggressive Plan (Growth) | 9,69,514 | 2,36,902 | 11.4% | |
| EPF | 9,00,761 | 1,68,149 | 8.50% | |
| Property | 8,67,662 | 1,35,050 | 7.00% | |
| PPF | 8,69,819 | 1,37,207 | 7.10% | |
| Bank FD | 8,46,471 | 1,13,859 | 6.00% | |
| Gold | 8,46,471 | 1,13,859 | 6.00% | |
| Savings Bank | 8,25,950 | 93,338 | 5.00% |
Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.
Asset allocation and Holdings
Top Stock Holdings
7.18% govt stock 2037
12%reliance industries ltd
5.2%torrent power ltd
3.9%icici bank ltd
3.6%hdfc bank ltd
3.3%Allocation by Sector
financial services
18%technology
10.5%consumer cyclical
8.2%basic materials
8%industrials
7.8%Comparison with Equity Funds
| Fund Name | Fund Size | Outperformance Consistency |
|---|---|---|
₹ 17,313 cr | ||
₹ 14,075 cr | ||
₹ 21,475 cr | ||
₹ 53,505 cr | ||
₹ 41,281 cr |
About the AMC
Axis Asset Management Company Limited
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
4.9% | 7.8% | ||
5.5% | 7% | ||
5.8% | 8% | ||
5.8% | 7% | ||
- | 4.9% |
Axis Retirement Savings Fund Aggressive Plan (G) Review
Axis Retirement Savings Fund Aggressive Plan (G) is a Solution Oriented Equity fund and has delivered an annualised return of 11.8% over a period of 4 years. The fund is managed by Axis Asset Management Company Limited. The fund managers are Devang Shah, Hardik Shah, Jayesh Sundar, Krishnaa N, Nitin Arora.
Nav of Axis Retirement Savings Fund Aggressive Plan (G) as of 4/22/2024 is ₹16.21 with the total AUM as of 4/23/2024 is ₹823.141. With Scripbox you can compare and check the latest nav for all mutual funds in India. Axis Retirement Savings Fund Aggressive Plan (G) was launched on Dec 20, 2019. The category risk of the fund is Very High Risk.
The minimum SIP amount for Axis Retirement Savings Fund Aggressive Plan (G) is ₹1000 and you can increase this in multiples of ₹100. In case you want to invest a lump sum, the minimum amount to be invested is ₹5000. Check your estimated returns on mutual funds by using sip calculator.
Axis Retirement Savings Fund Aggressive Plan (G) is meant for investors with a minimum investment horizon of 5-7 years. Due to the asset class nature, expect volatility in your investments over the short term. The fund is benchmarked to CRISIL Hybrid 25+75-Aggressive TR INR.
Axis Retirement Savings Fund Aggressive Plan (G) is rated as a 0 fund in Equity and delivered 31.8% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with Axis Retirement Savings Fund Aggressive Plan (G).
Frequently Asked Questions
What is Axis Retirement Savings Fund Aggressive Plan (G)?
How to invest in Axis Retirement Savings Fund Aggressive Plan (G)?
You can invest in Axis Retirement Savings Fund Aggressive Plan (G) through AMC, intermediaries, brokers or platforms like Scripbox. To learn step by step process visit how to invest in mutual funds?
What is the minimum sip amount of Axis Retirement Savings Fund Aggressive Plan (G)?
The minimum sip amount for Axis Retirement Savings Fund Aggressive Plan (G) is ₹1000. You can invest in multiples of ₹5000.
Is Axis Retirement Savings Fund Aggressive Plan (G) good to invest in?
As per Scripbox experts, Axis Retirement Savings Fund Aggressive Plan (G) is a Not Reviewed Yet fund. You can investAxis Retirement Savings Fund Aggressive Plan (G) fund if its investment objective and risk-o-meter matches your investment goals and risk preferences.
What is the expense ratio of the Axis Retirement Savings Fund Aggressive Plan (G)?
The expense ratio of the Axis Retirement Savings Fund Aggressive Plan (G) is 2.29% for regular plan.