- Mutual Funds
- Axis Mutual Fund
- Axis Retirement Savings Fund Conservative Plan (Growth)
Axis Retirement Savings Fund Conservative Plan (Growth)
₹ 12.7293
NAV (Jun 02)
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical NAV
₹ 12.7293
NAV (Jun 2)
Fund Returns
Last 1Y | 5% |
Last 3Y | 8.5% |
Last 5Y | NA |
Last 10Y | NA |
Since Inception | 7.2% |
6 Month CAGR | 2.4% |
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 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 | 2.09 |
Launched (4y ago) | Dec 20, 2019 |
AUM in Crores | 80.040 |
ISIN | INF846K01T85 |
Lock-in | 5 |
Benchmark | NIFTY 50 Hybrid Shrt Dur Dbt 25:75 |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | 5.7 |
Standard Deviation (5yr) | 0 |
Beta (3yr) | 0 |
Beta (5yr) | 0 |
Sharpe Ratio (3yr) | 0.702 |
Sharpe Ratio (5yr) | 0 |
YTM | 7.54 |
Returns Calculator Comparison
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with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| Axis Retirement Savings Fund Conservative Plan (Growth) | NaN | NaN | % | |
| 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
7.26% govt stock 2032
12.5%clearing corporation of india ltd
10.1%bank of baroda
9.4%rec limited
8.6%asian paints ltd
7.8%Allocation by Sector
consumer cyclical
11.5%basic materials
8.9%technology
7.9%energy
6.1%consumer defensive
4.5%Comparison with Other Funds
| Fund Name | Fund Size | |
|---|---|---|
₹ 1 cr | ||
₹ 136 cr | ||
₹ 14 cr | ||
₹ 6 cr | ||
₹ 13 cr |
About the AMC
Axis Asset Management Company Limited
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
5.3% | 8% | ||
4.3% | 7% | ||
6.4% | 7% | ||
6.5% | 8.1% | ||
5.4% | 7.6% |
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 7.2% over a period of 3 years. The fund is managed by Axis Asset Management Company Limited. The fund managers are Jinesh Gopani, R Sivakumar, Vinayak Jayanath.
Nav of Axis Retirement Savings Fund Conservative Plan (G) as of 6/2/2023 is ₹12.73 with the total AUM as of 6/4/2023 is ₹80.04. 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 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)?
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 2.09% for regular plan.