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Historical NAV
₹ 14.09
NAV (Sep 23)
Fund Returns
Last 1Y
47.1%
Last 3Y
NA
Last 5Y
NA
Last 10Y
NA
Since Inception
21.5%
6 Month CAGR
16.2%
Scheme Information
Investment Objective
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.
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.
Axis Asset Management Company Limited manages assets worth 247,959 crores and was set up on 13 January 2009. It's current offering of mutual fund schemes includes 33 equity,93 debt and 35 hybrid funds.
We use a proprietary system to rate mutual funds and based on that make a recommendation or rate the fund as top ranked.
What Scripbox recommendations mean?
Recommended
Scripbox algorithm recommends 2-4 funds for investment for an investment asset class such as large cap, diversified, liquid etc. When you invest for an objective, the algorithm suggests the appropriate asset class and funds.
Top Ranked
Neutral
Not Recommended
Track Record
We look at consistent and long historical performance for our analysis.
Fund Size
We look at the size of the fund with respect to other funds in the category. Larger funds are preferred.
Sub-asset Class View
We check if the sub-category of the fund is recommended by us.
Fund Performance
Consistency of performance over various tenures is analysed for a relative performance stack.
Track Record
We look at consistent and long historical performance for our analysis.
Fund Size
We look at the size of the fund with respect to other funds in the category. Larger funds are preferred.
Impact of Interest Rates
We check the relative interest rate risk of the sub-category of the fund. Lower the better.
Credit Attractiveness
We check the credit quality of the underlying instruments present in the fund. Higher the better.
Equity Funds
Debt Funds
About Axis Retirement Savings Fund Aggressive Plan (G)
About Axis Retirement Savings Fund Aggressive Plan (G)
Axis Retirement Savings Fund Aggressive Plan (G) is a Other Other fund and has delivered an annualised return of 21.5% over a period of 1 years. . The fund is managed by Axis Asset Management Company Limited. The fund managers are Hitesh Das, Jinesh Gopani, R Sivakumar
Axis Retirement Savings Fund Aggressive Plan (G) Investment Objective
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. . However, there is no assurance that the objective of the scheme will be realized.
Axis Retirement Savings Fund Aggressive Plan (G) NAV,AUM,Risk
The Axis Retirement Savings Fund Aggressive Plan (G) fund was launched on Dec 20, 2019. The NAV (Net Asset Value) of this Other Other fund as of 2021-09-23 is ₹14.09. The total AUM (Asset Under Management) of the fund as of 24/09/2021 is ₹654.55. The category risk of the Axis Retirement Savings Fund Aggressive Plan (G) fund is Very High Risk. The fund charges 2.27 % as expense ratio.
Axis Retirement Savings Fund Aggressive Plan (G) Holdings
The fund’s highest allocation is towards Equity and has invested 80.7% in this asset class. The top three holdings of the fund are , info edge (india) ltd , sundaram finance ltd , pidilite industries ltd , avenue supermarts ltd , tata consultancy services ltd , bajaj finance ltd , govt stock , clearing corporation of india ltd , kotak mahindra bank ltd , gland pharma ltd , pi industries ltd , symphony ltd , hdfc bank ltd , astral ltd , maruti suzuki india ltd , torrent power ltd , endurance technologies ltd , rural electrification corporation limited , nestle india ltd , v-guard industries ltd , national highways authority of india , 6.76% govt stock 2061 , 7.57% govt stock 2033 , bank of baroda , net receivables / (payables) , bank of baroda , cholamandalam investment and finance co ltd , national bank for agriculture and rural development
Axis Retirement Savings Fund Aggressive Plan (G) Sip
The minimum SIP (Systematic Investment Plan) amount for this 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.
