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Axis Retirement Savings Fund - Aggressive Plan - Regular Growth

  • Retirement Funds
  • Very High
  • Current NAV

    ₹16.28 0.04%

    23-04-2024
  • Annual Returns

    31.79%

  • Min. SIP ₹1000

    Min. Investment ₹5000

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  • Equity 79.28%
  • Debt 18.85%
  • Others 1.29%

Market Cap

Allocation
Large Cap 48.14
Mid Cap 18.99
Small Cap 10.91
Others 1.24

Sector Allocation

Financial

Energy

Technology

Chemicals

Automobile

Healthcare

Services

Construction

Consumer Discretionary

Capital Goods

Consumer Staples

Communication

Metals & Mining

Insurance

Materials

Current Holdings

Stocks Market Cap Sectors (PE Ratio)
23-Apr-2024
Holdings PE Ratio
23-Apr-2024
1Y Return
Reliance Industries Ltd. Large Cap Energy (40.15) 5.26% 28.23 24.29%
ICICI Bank Ltd. Large Cap Financial (24.8) 3.55% 18.03 23.2%
HDFC Bank Ltd. Large Cap Financial (24.8) 3.32% 19.39 -9.97%
Torrent Power Ltd. Mid Cap Energy (26.55) 3.17% 39 177.96%
Infosys Ltd. Large Cap Technology (31.53) 3.12% 22.78 17.32%
Tata Consultancy Services Ltd. Large Cap Technology (31.53) 3.08% 30.54 22.56%
Bajaj Finance Ltd. Large Cap Financial (32.53) 2.57% 32.55 22.07%
Pidilite Industries Ltd. Large Cap Chemicals (61.09) 2.45% 86.78 19.71%
PI Industries Ltd. Mid Cap Chemicals (36.2) 2.2% 35.1 15.52%
Sundaram Finance Ltd. Mid Cap Financial (32.53) 2.16% 31.99 97.67%
Larsen & Toubro Ltd. Large Cap Construction (47.19) 2.01% 40.14 63.07%
Solar Industries India Ltd. Mid Cap Chemicals (26.29) 1.68% 0 14.53%
Tata Motors Ltd. Large Cap Automobile (95.46) 1.62% 40.82 136.49%
Tech Mahindra Ltd. Large Cap Technology (31.53) 1.59% 41.65 20.2%
Avenue Supermarts Ltd. Large Cap Services (26.29) 1.58% 8.72 63.23%
V-Guard Industries Ltd. Small Cap Consumer Discretionary (82.47) 1.58% 63.75 33.18%
Birlasoft Ltd. Small Cap Technology (36.96) 1.55% 83.08 166.81%
Cholamandalam Investment and Finance Company Ltd. Large Cap Financial (26.13) 1.5% 28.3 41.05%
Sun Pharmaceutical Industries Ltd. Large Cap Healthcare (54.69) 1.48% 40.03 50.23%
Bharti Airtel Ltd. Large Cap Communication (73.8) 1.4% 92.59 76.31%
Mahindra & Mahindra Ltd. Large Cap Automobile (45.37) 1.37% 23.08 70.68%
Jupiter Life Line Hospitals Ltd. Small Cap Healthcare 1.27% 0%
Nestle India Ltd. Consumer Staples (66.28) 1.24% 0 22.19%
Zomato Ltd. Large Cap Services (36.51) 1.23% -10.49 85.47%
Coforge Ltd. Mid Cap Technology (31.53) 1.19% 45.55 35.85%
Tata Power Company Ltd. Large Cap Energy (26.55) 1.15% 38.33 119.39%
TVS Motor Company Ltd. Large Cap Automobile (37.8) 1.14% 56.84 79.18%
Info Edge (India) Ltd. Mid Cap Services (92.56) 1.12% 311.96 60.92%
Minda Corporation Ltd. Small Cap Automobile (46.01) 1.09% 0 0%
Inox India Ltd. Small Cap Metals & Mining (57.88) 1.06% 71.28 0%
The Phoenix Mills Ltd. Mid Cap Construction (117.78) 1.04% 55.26 134.86%
Mankind Pharma Ltd. Large Cap Healthcare (54.69) 1.02% 55.12 0%
Apollo Hospitals Enterprise Ltd. Large Cap Healthcare (89.89) 0.98% 112.59 41.74%
Ajanta Pharma Ltd. Mid Cap Healthcare (54.69) 0.97% 36.51 64.59%
The Federal Bank Ltd. Mid Cap Financial (24.8) 0.97% 9.69 17.33%
R R Kabel Ltd. Small Cap Consumer Discretionary (60.61) 0.91% 64.91 0%
DLF Ltd. Large Cap Construction (117.78) 0.91% 92.5 118.8%
Linde India Ltd. Mid Cap Chemicals (98) 0.87% 153.65 97.54%
Bharat Electronics Ltd. Large Cap Capital Goods (52.55) 0.86% 48.01 127.9%
ICICI Prudential Life Insurance Company Ltd. Large Cap Insurance (25.04) 0.85% 94.36 34.5%
NTPC Ltd. Large Cap Energy (26.55) 0.84% 17.26 104.78%
Fortis Healthcare Ltd. Mid Cap Healthcare (89.89) 0.82% 60.72 67.36%
Indian Bank Mid Cap Financial (16.11) 0.77% 8.97 68.78%
Bharat Dynamics Ltd. Small Cap Capital Goods (52.55) 0.76% 0 95.35%
Schaeffler India Ltd. Mid Cap Capital Goods (50.75) 0.72% 0 20.3%
Can Fin Homes Ltd. Small Cap Financial (9.84) 0.68% 0 32.73%
Brigade Enterprises Ltd. Small Cap Construction (117.78) 0.68% 73.49 104.18%
Computer Age Management Services Ltd. Small Cap Services (32.53) 0.63% 49.41 58.03%
Oil & Natural Gas Corporation Ltd. Large Cap Energy (9.19) 0.62% 8.46 73.3%
Bajaj Auto Ltd. Large Cap Automobile (37.8) 0.61% 31.8 103.75%
UNO Minda Ltd. Mid Cap Automobile (95.28) 0.56% 73.31 30.06%
State Bank of India Large Cap Financial (16.11) 0.53% 10.64 42.51%
United Spirits Ltd. Large Cap Consumer Staples (30.79) 0.53% 0 0%
Voltas Ltd. Mid Cap Consumer Discretionary (59.74) 0.49% 165.4 63.09%
eClerx Services Ltd. Small Cap Services (44.88) 0.47% 22.4 77.81%
Coal India Ltd. Large Cap Materials (10.61) 0.45% 9.26 91.91%
Jubilant FoodWorks Ltd. Mid Cap Services (67.99) 0.26% 132.29 -0.14%
Maruti Suzuki India Ltd. Large Cap Automobile (45.37) 0.24% 33.53 51.61%
Kotak Mahindra Bank Ltd. Large Cap Financial (24.43) 0.13% 26.45 -0.13%
RHI Magnesita India Ltd. Small Cap Capital Goods (38.21) 0.13% -25.73 0.96%
JIO Financial Services Ltd. Large Cap Financial (20.08) 0.1% 153.28 0%
Honasa Consumer Ltd. Small Cap Consumer Staples 0.1% 0%
Union Bank of India Large Cap Financial (16.11) 0.05% 8.46 106.63%

Market Cap

Allocation
Others 18.85

Sector Allocation

Sovereign

Financial

Services

Others

Communication

Current Holdings

Stocks Market Cap Sectors (PE Ratio)
01-Jan-1970
Holdings PE Ratio
01-Jan-1970
1Y Return
7.18% GOI 24/07/2037 Sovereign 8.54% 0%
7.3% GOI 19/06/2053 Sovereign 1.91% 0%
8.49% National Highways Authority of India Ltd. 05/02/2029 Services 1.3% 0%
GOI% 22/09/2033 Sovereign 1.27% 0%
8.85% REC Ltd. 16/04/2029 Financial 1.25% 0%
7.57% GOI 17/06/2033 Sovereign 1.16% 0%
Others Others 0.98% 0%
7.84% Bank Of Baroda 15/01/2035 Financial 0.95% 0%
7.8% Mahanagar Telephone Nigam Ltd. 07/11/2033 Communication 0.63% 0%
7.75% Bank Of Baroda 11/09/2034 Financial 0.62% 0%
7.25% GOI 12/06/2063 Sovereign 0.24% 0%

Market Cap

Allocation
Others 1.29

Sector Allocation

Others

Current Holdings

Stocks Market Cap Sectors (PE Ratio)
01-Jan-1970
Holdings PE Ratio
01-Jan-1970
1Y Return
Others Others 1.29% 0%

Frequently Asked Questions’s

What is Market cap allocation in the portfolio?

In mutual funds, "market cap allocation" means how assets of the fund are divided among various market capitalizations, which are based on the total market value of the outstanding shares of stock of a company. Market capitalization falls into three major categories: Large-cap, Mid-cap, Small-cap funds.

What is sector allocation in the portfolio?

The distribution of assets among various economic sectors is referred to as sector allocation in a portfolio. These sectors include technology, healthcare, financial, energy, and many others.

Top 5 holdings for Axis Retirement Savings Fund?

The top holdings of this fund are Reliance Industries Ltd., ICICI Bank Ltd., HDFC Bank Ltd., Torrent Power Ltd., Infosys Ltd.

Top 5 Sector for Axis Retirement Savings Fund?

The major sectors of this fund are Financial, Energy, Technology, Chemicals, Automobile.

How do I create a good mutual fund portfolio?

Building a good portfolio requires proper research and knowing about goals that need to be achieved. Set a boundary for your risk capacity, study about different funds and look at its past performance. Balance portfolio according to set goals and stay informed.

What is the ideal number of funds to have in a portfolio?

There is no ideal number, but it is always advisable to keep 4-5 funds in the portfolio as it can be easy to manage them and correct decisions can be taken according to it. Diversification is the key to manage and balance your portfolio for smooth growth.

How to maintain a good portfolio?

Timely monitoring of the portfolio keeps us aware of the changes in the ongoing market trends. It helps in making plans for any policy change.

How does risk tolerance play a role in determining portfolio allocation?

Risk tolerance is an important factor in maintaining portfolio allocation. With the correct mix of assets, the value of investments can improve significantly.

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