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  • Axis Retirement Savings Fund - Conservative Plan (G)
Axis Mutual Fund

Axis Retirement Savings Fund - Conservative Plan (G)

OthersRetirement Fund

15.8178

NAV (Sep 17)

NA
Scripbox Opinion
Not Reviewed yet
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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

15.8178

NAV (Sep 17)

Fund Returns

Last 1Y
19.4%
Last 3Y
7.9%
Last 5Y
NA
Last 10Y
NA
Since Inception
10.1%
6 Month CAGR
9.4%

Scheme Information

Investment Objective

The schemes seeks 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.

Expense Ratio
2.12
Launched (0y ago)
2.12
AUM in Crores
76.3
ISIN
INF846K01T85
Lock-in
1825
Benchmark
CRISIL Hybrid 75+25 Conservative Index
SIP Minimum
1000
Lumpsum Min.
5000
Standard Deviation (3yr)
Standard Deviation
5.6
Beta
0.9
Sharpe Ratio
0.5
YTM
Fund Managers

Devang Shah

Fund Manager

Hardik Shah

Fund Manager

Jayesh Sundar

Fund Manager

Krishnaa Narayan

Fund Manager

Nitin Arora

Fund Manager

R Sivakumar

Fund Manager

Important Links

Scheme Information Document

Statement of Additional Information

Portfolio Disclosure

Returns Calculator Comparison

of

for

with step up of

AssetReturnsTotal CorpusGainsCAGR
Axis Retirement Savings Fund - Conservative Plan (G)70%8,86,907 1,54,2957.9%
EPF70% 9,00,761 1,68,1498.50%
Property70% 8,67,662 1,35,0507.00%
PPF70% 8,69,819 1,37,2077.10%
Bank FD70% 8,46,471 1,13,8596.00%
Gold70% 8,46,471 1,13,8596.00%
Savings Bank70% 8,25,950 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 2024-05-29

Top Stock Holdings

GOI

26.2%
26.24%

GOI

8.6%
8.56%

GOI

6.7%
6.65%

GOI

6.6%
6.59%

Power Finance Corporation Ltd.

5.4%
5.44%
See all holdings

Allocation by Sector

Technology

7.6%
7.6%

Healthcare

7.18%
7.18%

Energy

5.89%
5.89%

Automobile

5.39%
5.39%

Financial

5.09%
5.09%
See all sectors

Comparison with Others Funds

Fund NameFund Size
kotak-mahindra
Kotak Nasdaq 100 FOF (G)

₹ 3,124 cr

₹ 1,977 cr

₹ 26,041 cr

₹ 8,093 cr

₹ 15,209 cr

amc-img

About the AMC

Axis Mutual Fund

Axis Asset Management Company Ltd. is the mutual fund investment division of Axis Bank. Axis bank holds a 74.99% share in the AMC, and Schroder Singapore Holdings Private Limited owns the remaining 24%. Axis Mutual Fund (Axis MF) launched its first scheme in 2009. amc-img
phone-img022-24255161
Fund NameScripbox Opinion
Till Date CAGR

6.054%

7.007%

-

5.662%

5.685%

4.892%

6.169%

8.016%

5.974%

7.071%

Axis Retirement Savings Fund - Conservative Plan (G) Review

Axis Retirement Savings Fund - Conservative Plan (G) is a Others Others fund and has delivered an annualised return of 10.14% over a period of 4 years. The fund is managed by Axis Mutual Fund. The fund manager’s name is [object Object],[object Object],[object Object],[object Object],[object Object],[object Object].

Nav of Axis Retirement Savings Fund - Conservative Plan (G) as of 9/17/2024 is ₹15.82 with the total AUM as of 9/19/2024 is ₹76.276901. 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 2019-12-20. The category risk of the fund is High.

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 Others Others scheme predominantly investing across Others instruments 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 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 2.12% for regular plan.