Axis Retirement Savings Fund - Aggressive Plan - Regular Growth

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Retirement Fund NAV 13.77 0 29 September, 2023

Fund Details

Category Retirement Fund
Fund Type Open Ended
Investment Plan Growth
Launch Date 01 December, 2019
Benchmark NIFTY 50 Hybrid Composite Debt 70:30 Index
Asset Size(Cr) 676.6238999999999
Turn over 32.33%
Min Investment ₹ 5000
Min SIP Investment ₹ 1000
Min Addl Investment ₹ 1000
Exit Load Nil
Expense Ratio 2.27
Fund Manager R Sivakumar, Jinesh Gopani, Vinayak Jayanath
Fund House Axis Mutual Fund

Investment Returns (As on 29 Sep, 2023)

Duration Returns Benchmark Category
1 W 1.87% 0.33% 1.24%
1 M 3.12% 1.68% 2.86%
3 M 2.37% 2.58% 2.34%
6 M -1.8% 5.48% 1.39%
1 Y -1.26% 7.16% 6.08%
2 Y 2.61% 5.04% 7.76%
3 Y 11.28% 5.69% 12.84%
5 Y - 8.07% 7.75%

Risk Mesasures (As on 29 Sep, 2023)

Std Dev Sharpe Beta Alpha
Fund 12.89 0.58 -6.35 0.89
Benchmark 0 0 0 0
Returns Compare with Others
  • 1Y
  • 3Y
  • 5Y

Portfolio (As on 30 Jun, 2023)

Assets Allocation

Sector Holdings

Return Calculator

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Disclaimer: Above returns are calculated on the basis of historical NAV movement for the selected period. However, historical performance does not guarantee future returns. Investors must take investment decisions based on his/her own requirements.

Peer Comparison

Fund Name 1 Yr Rtn. 3 Yr Rtn. 5 Yr Rtn.
Axis Retirement Savings Fund - Aggressive Plan - Regular Growth -1.26% 11.28% 0%
Tata Retirement Savings Fund - Progressive Plan -Regular Plan-Growth Option 3.84% 16.2% 7.29%
Franklin India Pension Plan-Growth 5.67% 9.27% 6.66%

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