• Mutual Funds
  • Axis Mutual Fund
  • Axis Retirement Savings Fund Conservative Plan (Growth)
Axis Mutual Fund

Axis Retirement Savings Fund Conservative Plan (Growth)

OtherSolution Oriented

12.4267

NAV (Dec 02)

7.8%
Till Date CAGR
Scripbox Opinion
Not Reviewed yet
Our analysis of this fundLearn how we rate funds ->

Fund Size

Outperformance Consistency

Scripbox Recommended Goals

Plans that will help you to achieve your life goals across multiple time frames.?

Learn more

Investment Calculator

Investment Duration5 years

0

Total Investment

0

Wealth Gained

0

Total Corpus Created (₹)

With CAGR of 11.25 % in 5 years

Historical NAV

12.4267

NAV (Dec 2)

Fund Returns

Last 1Y

-0.5%

Last 3Y

NA

Last 5Y

NA

Last 10Y

NA

Since Inception

7.8%

6 Month CAGR

3%

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 regular income through investments predominantly in debt and money market instruments and to generate long term capital appreciation by investing certain portion of the portfolio in equity and equity related securities. The Investment Plan may also invest in units of Gold ETF or units of REITs & InvITs for income generation / wealth creation.

Expense Ratio

2.08

Launched (3y ago)

Dec 20, 2019

AUM in Crores

90.248

ISIN

INF846K01T85

Lock-in

5

Benchmark

NIFTY 50 Hybrid Shrt Dur Dbt 25:75

SIP Minimum

1000

Lumpsum Min.

5000

Standard Deviation (3yr)

0

Standard Deviation (5yr)

0

Beta (3yr)

0

Beta (5yr)

0

Sharpe Ratio (3yr)

0

Sharpe Ratio (5yr)

0

YTM

7.18

Fund Managers

Jinesh Gopani

Fund Manager

R Sivakumar

Fund Manager

Hitesh Das

Fund Manager

Returns Calculator Comparison

of

for

with step up of

InstrumentReturnsTotal CorpusGainsAnnualised %
Mutual Fund70%965,796 233,18411.25%
EPF70% 900,761 168,1498.50%
Property70% 867,662 135,0507.00%
PPF70% 869,819 137,2077.10%
Bank FD70% 846,471 113,8596.00%
Gold70% 846,471 113,8596.00%
Savings Bank70% 825,950 93,3385.00%

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

Last updated on 2022-12-02

Top Stock Holdings

clearing corporation of india ltd

19.3%
19.3%

7.26% govt stock 2032

11.1%
11.1%

bank of baroda

8.4%
8.4%

rec limited

7.7%
7.7%

asian paints ltd

6.9%
6.9%
See all holdings

Allocation by Sector

consumer cyclical

9.8%
9.8%

basic materials

7.8%
7.8%

technology

7.7%
7.7%

energy

5.8%
5.8%

consumer defensive

3.9%
3.9%
See all sectors

Compare Axis Retirement Savings Fund Conservative Plan (Growth)

Fund NameFund Size
Principal Retirement Sav Conservative fund (G)
Principal Retirement Sav Conservative fund (G)

₹ 1 cr

₹ 148 cr

₹ 14 cr

₹ 5 cr

₹ 14 cr

About the AMC

Axis Asset Management Company Limited

Axis Asset Management Company Limited manages assets worth 255,604 crores and was set up on 13 January 2009. It's current offering of mutual fund schemes includes 30 equity,104 debt and 32 hybrid funds.

amc-img

  • 022-43255161
  • customerservice@axismf.com
  • Fund NameScripbox Opinion
    Till Date CAGR

    6%

    8%

    4.1%

    7%

    6.5%

    8.1%

    5.7%

    7.6%

    10.8%

    4.3%

    Axis Retirement Savings Fund Conservative Plan (G) Review

    Axis Retirement Savings Fund Conservative Plan (G) is a Solution Oriented Other fund and has delivered an annualised return of 7.8% 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.

    Nav of Axis Retirement Savings Fund Conservative Plan (G) as of 12/2/2022 is ₹12.43 with the total AUM as of 12/3/2022 is ₹90.248. With Scripbox you can compare and check the latest nav for all mutual funds in India. Axis Retirement Savings Fund Conservative Plan (G) was launched on Dec 20, 2019. The category risk of the fund is Moderately High risk.

    The minimum SIP amount for Axis Retirement Savings Fund Conservative 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.

    Frequently Asked Questions

    What is Axis Retirement Savings Fund Conservative Plan (G)?

    Axis Retirement Savings Fund Conservative Plan (G) is a Solution Oriented Other scheme predominantly investing across Other stocks with an investment objective to generate wealth over the long term.

    How to invest in Axis Retirement Savings Fund Conservative Plan (G)?

    You can invest in Axis Retirement Savings Fund Conservative 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 Conservative Plan (G)?

    The minimum sip amount for Axis Retirement Savings Fund Conservative Plan (G) is ₹1000. You can invest in multiples of ₹5000.

    Is Axis Retirement Savings Fund Conservative Plan (G) good to invest in?

    As per Scripbox experts, Axis Retirement Savings Fund Conservative Plan (G) is a Not Reviewed Yet fund. You can investAxis Retirement Savings Fund Conservative 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 Conservative Plan (G)?

    The expense ratio of the Axis Retirement Savings Fund Conservative Plan (G) is 2.08% for regular plan.