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Axis Mutual Fund

Axis Retirement Savings Fund Conservative Plan (Growth)

OtherSolution Oriented

14.7359

NAV (May 22)

NA
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

14.7359

NAV (May 22)

Fund Returns

Last 1Y
17.3%
Last 3Y
7.9%
Last 5Y
NA
Last 10Y
NA
Since Inception
9.2%
6 Month CAGR
10%

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
2.14
Launched (5y ago)
Dec 20, 2019
AUM in Crores
75.828
ISIN
INF846K01T85
Lock-in
5
Benchmark
CRISIL Hybrid 75+25 - ConservativeTR INR
SIP Minimum
1000
Lumpsum Min.
5000
Standard Deviation (3yr)
5.6
Standard Deviation (5yr)
0
Beta (3yr)
0
Beta (5yr)
0
Sharpe Ratio (3yr)
0.453
Sharpe Ratio (5yr)
0
YTM
7.32
Fund Managers

Hardik Shah

Fund Manager

Jayesh Sundar

Fund Manager

Krishnaa N

Fund Manager

Nitin Arora

Fund Manager

Devang Shah

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 (Growth)70%8,87,328 1,54,7167.9%
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 2024-05-22

Top Stock Holdings

7.18% govt stock 2037

30.5%
30.5%

7.32% govt stock 2030

10%
10%

7.3% govt stock 2053

6.7%
6.7%

power finance corporation limited

5.5%
5.5%

clearing corporation of india ltd

4.4%
4.4%
See all holdings

Allocation by Sector

healthcare

8.1%
8.1%

technology

7.5%
7.5%

financial services

6.8%
6.8%

consumer cyclical

5.7%
5.7%

energy

3.7%
3.7%
See all sectors

Comparison with Other Funds

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

₹ 1 cr

₹ 133 cr

₹ 18 cr

₹ 6 cr

₹ 13 cr

amc-img

About the AMC

Axis Asset Management Company Limited

Axis Asset Management Company Limited manages assets worth 297,862 crores and was set up on 13 January 2009. It's current offering of mutual fund schemes includes 62 equity,113 debt and 32 hybrid funds.amc-img
phone-img022-43255161
Fund NameScripbox Opinion
Till Date CAGR

4.9%

7.9%

5.7%

7%

5.8%

7%

5.9%

8%

-

5.1%

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 9.2% over a period of 4 years. The fund is managed by Axis Asset Management Company Limited. The fund managers are Devang Shah, Hardik Shah, Jayesh Sundar, Krishnaa N, Nitin Arora.

Nav of Axis Retirement Savings Fund Conservative Plan (G) as of 5/22/2024 is ₹14.74 with the total AUM as of 5/24/2024 is ₹75.828. 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)?

Axis Retirement Savings Fund Conservative Plan (G) is a Solution Oriented Other scheme predominantly investing across Other 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 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 2.14% for regular plan.