Not Reviewed yet
Track Record
2 Years.
Relative Size
522 Cr.
Category View
.
Consistency Of Performance
.
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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.
Low
Low to Moderate
Moderate
Moderately High
High
Very High
High Risk
2.33 %
Expense Ratio
Dec 20, 2019
Launched (2y ago)
₹ 522
AUM in Crores
INF846K01T02
ISIN
5
Lock-in
NIFTY 50 Hybrid Composite Debt 70:30 INR
Benchmark
₹ 1,000
SIP Minimum
₹ 5,000
Lumpsum Min.
Returns Calculator Comparison
of
for
with step up of
Instrument | Returns | Total Corpus | Gains | Annualised % |
---|---|---|---|---|
Mutual Fund | ₹ 965,796 | ₹ 233,184 | 11.25% | |
EPF | ₹ 900,761 | ₹ 168,149 | 8.50% | |
Property | ₹ 867,662 | ₹ 135,050 | 7.00% | |
PPF | ₹ 869,819 | ₹ 137,207 | 7.10% | |
Bank FD | ₹ 846,471 | ₹ 113,859 | 6.00% | |
Gold | ₹ 846,471 | ₹ 113,859 | 6.00% | |
Savings Bank | ₹ 825,950 | ₹ 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.
Invest in a scientifically curated set of equity mutual funds which are best aligned towards achieving any long term objectives you have.
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About the AMC
Axis Asset Management Company Limited
Axis Asset Management Company Limited manages assets worth 192,437 crores and was set up on 13 January 2009. It's current offering of mutual fund schemes includes 30 equity,93 debt and 35 hybrid funds.
Liquid
Recommended
Top Ranked
₹ 23,571 Cr
Fund Size
5.9%
3Y returns
Large Cap
Recommended
Top Ranked
₹ 21,867 Cr
Fund Size
17%
3Y returns
Liquid
Top Ranked
₹ 23,571 Cr
Fund Size
5.4%
3Y returns
Liquid
Top Ranked
₹ 23,571 Cr
Fund Size
4.6%
3Y returns
Liquid
Top Ranked
₹ 23,571 Cr
Fund Size
4.1%
3Y returns
Invest in a scientifically curated set of equity mutual funds which are best aligned towards achieving any long term objectives you have.
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Axis Retirement Savings Fund Aggressive Plan (G) is a Other Other fund and has delivered an annualised return of 19.5% over a period of 2 years ..The fund is managed by Axis Asset Management Company Limited.The fund managers are Hitesh Das, Jinesh Gopani, R Sivakumar
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.
The Axis Retirement Savings Fund Aggressive Plan (G) fund was launched on Dec 20, 2019. The NAV (Net Asset Value) of this Other Other as of 2021-03-05 is ₹ 12.34. The total AUM (Asset Under Management) of the fund as of 2021-03-05 is ₹ 521.812. The category risk of the Axis Retirement Savings Fund Aggressive Plan (G) fund is High Risk. The fund charges 2.33 % as expense ratio.
The fund’s highest allocation is towards equity and has invested 73.4% in this asset class. The top three holdings of the fund are national highways authority of india,rural electrification corporation limited and power finance corporation limited
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.
This fund 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 NIFTY 50 Hybrid Composite Debt 70:30 INR
Axis Retirement Savings Fund Aggressive Plan (G) has a score of 0 on a scale of 5. The fund scores 0 out of 5 based on historical performance. As compared to the other funds in its category, Axis Retirement Savings Fund Aggressive Plan (G) has a score of 0 out of 5. Scipbox has rated this fund 0 out of 5 based on consistency of performance over various years / tenures.