Axis Retirement Savings Fund - Conservative Plan - Regular Plan - IDCW

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Retirement Fund NAV 12.7570 0 07 June, 2023

Fund Details

Category Retirement Fund
Fund Type Open Ended
Investment Plan Dividend
Launch Date 20 December, 2019
Benchmark NIFTY 50 Hybrid Short Duration Debt 25:75 Index
Asset Size(Cr) 79.67 (As on 31-03-2023)
Turn over 32.33%
Min Investment ₹ 5000
Min SIP Investment ₹ 1000
Min Addl Investment ₹ 100
Exit Load Nil
Expense Ratio 2.09% (As on 31-03-2023)
Fund Manager R Sivakumar, Jinesh Gopani, Vinayak Jayanath

Investment Returns (As on 07 Jun, 2023)

Duration Returns Benchmark Category
1 W 1.02% 0.33% 1.24%
1 M 1.94% 1.68% 2.86%
3 M 1.36% 2.58% 2.34%
6 M 0.6% 5.48% 1.39%
1 Y 0.02% 7.16% 6.08%
2 Y 3.42% 5.04% 7.76%
3 Y 7.83% 5.69% 12.84%
5 Y - 8.07% 7.75%

Risk Mesasures (As on 07 Jun, 2023)

Std Dev Sharpe Beta Alpha
Fund
Benchmark 0 0 0 0
Returns Compare with Others
  • 1Y
  • 3Y
  • 5Y

Portfolio (As on 31 Dec, 2022)

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 - Conservative Plan - Regular Plan - IDCW 0.02% 7.83% 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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