- Mutual Funds
- Axis Mutual Fund
- Axis Retirement Savings Fund Dynamic Plan (Growth)
Axis Retirement Savings Fund Dynamic Plan (Growth)
₹ 13.54
NAV (May 30)
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical NAV
₹ 13.54
NAV (May 30)
Fund Returns
Last 1Y | 10.1% |
Last 3Y | 13.2% |
Last 5Y | NA |
Last 10Y | NA |
Since Inception | 9.2% |
6 Month CAGR | 0.3% |
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. The Investment Plan has a dual objective of generating capital appreciation by investing in equity and equity related securities as well as generating income by investing in debt and money market securities,while attempting to manage risk from the market through active asset allocation. The Investment Plan may also invest in units of Gold ETF or units of REITs & InvITs for income generation / wealth creation.
Expense Ratio | 2.33 |
Launched (4y ago) | Dec 20, 2019 |
AUM in Crores | 279.207 |
ISIN | INF846K01T44 |
Lock-in | 5 |
Benchmark | NIFTY 50 Hybrid Composite Debt 65:35 INR |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | 13 |
Standard Deviation (5yr) | 0 |
Beta (3yr) | 0 |
Beta (5yr) | 0 |
Sharpe Ratio (3yr) | 0.572 |
Sharpe Ratio (5yr) | 0 |
YTM | 7.22 |
Returns Calculator Comparison
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| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| Axis Retirement Savings Fund Dynamic 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
torrent power ltd
9.2%pidilite industries ltd
9.1%kotak mahindra bank ltd
7.9%bajaj finance ltd
7.2%nestle india ltd
6.4%Allocation by Sector
financial services
29.7%consumer defensive
11.3%utilities
9.2%basic materials
9.1%consumer cyclical
7.5%Comparison with Other Funds
| Fund Name | Fund Size | |
|---|---|---|
₹ 136 cr | ||
₹ 1 cr | ||
₹ 14 cr | ||
₹ 3,196 cr | ||
₹ 6 cr |
About the AMC
Axis Asset Management Company Limited
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
5.2% | 8% | ||
4.3% | 7% | ||
6.4% | 7% | ||
6.5% | 8.1% | ||
5.3% | 7.6% |
Axis Retirement Savings Fund Dynamic Plan (G) Review
Axis Retirement Savings Fund Dynamic Plan (G) is a Solution Oriented Other fund and has delivered an annualised return of 9.2% 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 Dynamic Plan (G) as of 5/30/2023 is ₹13.54 with the total AUM as of 5/31/2023 is ₹279.207. With Scripbox you can compare and check the latest nav for all mutual funds in India. Axis Retirement Savings Fund Dynamic Plan (G) was launched on Dec 20, 2019. The category risk of the fund is Very High Risk.
The minimum SIP amount for Axis Retirement Savings Fund Dynamic 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 Dynamic Plan (G)?
How to invest in Axis Retirement Savings Fund Dynamic Plan (G)?
You can invest in Axis Retirement Savings Fund Dynamic 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 Dynamic Plan (G)?
The minimum sip amount for Axis Retirement Savings Fund Dynamic Plan (G) is ₹1000. You can invest in multiples of ₹5000.
Is Axis Retirement Savings Fund Dynamic Plan (G) good to invest in?
As per Scripbox experts, Axis Retirement Savings Fund Dynamic Plan (G) is a Not Reviewed Yet fund. You can investAxis Retirement Savings Fund Dynamic 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 Dynamic Plan (G)?
The expense ratio of the Axis Retirement Savings Fund Dynamic Plan (G) is 2.33% for regular plan.