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  • Axis Retirement Savings Fund Dynamic Plan (Growth)
Axis Mutual Fund

Axis Retirement Savings Fund Dynamic Plan (Growth)

OtherSolution Oriented

12.52

NAV (Jan 27)

7.5%
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

12.52

NAV (Jan 27)

Fund Returns

Last 1Y

-7.9%

Last 3Y

7.4%

Last 5Y

NA

Last 10Y

NA

Since Inception

7.5%

6 Month CAGR

-2.6%

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. 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

2.35

Launched (4y ago)

Dec 20, 2019

AUM in Crores

284.462

ISIN

INF846K01T44

Lock-in

5

Benchmark

NIFTY 50 Hybrid Composite Debt 65:35 INR

SIP Minimum

1000

Lumpsum Min.

5000

Standard Deviation (3yr)

14

Standard Deviation (5yr)

0

Beta (3yr)

0

Beta (5yr)

0

Sharpe Ratio (3yr)

0.412

Sharpe Ratio (5yr)

0

YTM

6.87

Fund Managers

Jinesh Gopani

Fund Manager

R Sivakumar

Fund Manager

Vinayak Jayanath

Fund Manager

Hitesh Das

Fund Manager

Returns Calculator Comparison

of

for

with step up of

AssetReturnsTotal CorpusGainsCAGR
Axis Retirement Savings Fund Dynamic Plan (Growth)70%NaN NaN%
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 2023-01-27

Top Stock Holdings

clearing corporation of india ltd

10%
10%

pidilite industries ltd

9.4%
9.4%

torrent power ltd

8%
8%

bajaj finance ltd

7.4%
7.4%

kotak mahindra bank ltd

7.3%
7.3%
See all holdings

Allocation by Sector

financial services

28.6%
28.6%

consumer defensive

11.2%
11.2%

basic materials

9.4%
9.4%

utilities

8%
8%

consumer cyclical

7.7%
7.7%
See all sectors

Compare Axis Retirement Savings Fund Dynamic Plan (Growth)

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

₹ 1 cr

₹ 147 cr

₹ 14 cr

₹ 4,345 cr

₹ 11 cr

About the AMC

Axis Asset Management Company Limited

Axis Asset Management Company Limited manages assets worth 248,323 crores and was set up on 13 January 2009. It's current offering of mutual fund schemes includes 30 equity,107 debt and 32 hybrid funds.

amc-img

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

    5.9%

    7.9%

    4.2%

    7%

    6.3%

    8%

    5.6%

    7.5%

    6%

    7%

    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 7.5% over a period of 3 years. The fund is managed by Axis Asset Management Company Limited. The fund managers are Hitesh Das, Jinesh Gopani, R Sivakumar, Vinayak Jayanath.

    Nav of Axis Retirement Savings Fund Dynamic Plan (G) as of 1/27/2023 is ₹12.52 with the total AUM as of 1/30/2023 is ₹284.462. 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)?

    Axis Retirement Savings Fund Dynamic 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 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 2.35% for regular plan.