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

  • Retirement Funds
  • High
  • Current NAV

    ₹14.55 0.0452%

    15-04-2024
  • Annual Returns

    19.22%

  • Min. SIP ₹1000

    Min. Investment ₹5000

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  • Equity 39.64%
  • Debt 57.58%
  • Others 2.8%

Market Cap

Allocation
Large Cap 31.22
Mid Cap 3.8
Others 2.56
Small Cap 2.06

Sector Allocation

Technology

Automobile

Healthcare

Energy

Consumer Staples

Financial

Insurance

Chemicals

Services

Materials

Current Holdings

Stocks Market Cap Sectors (PE Ratio)
15-Apr-2024
Holdings PE Ratio
15-Apr-2024
1Y Return
Bajaj Auto Ltd. Large Cap Automobile (44.45) 4.78% 34.43 109.84%
Reliance Industries Ltd. Large Cap Energy (39.82) 3.86% 28.33 24.38%
Tata Consultancy Services Ltd. Large Cap Technology (33.95) 3.25% 31.08 23.56%
Sun Pharmaceutical Industries Ltd. Large Cap Healthcare (54.75) 2.71% 41.32 52.79%
Nestle India Ltd. Consumer Staples (67.58) 2.56% 0 31.82%
HCL Technologies Ltd. Large Cap Technology (33.95) 2.47% 26.1 40.88%
Apollo Hospitals Enterprise Ltd. Large Cap Healthcare (92.93) 2.42% 114.76 43.3%
Infosys Ltd. Large Cap Technology (33.95) 2.17% 24.96 5.62%
JB Chemicals & Pharmaceuticals Ltd. Small Cap Healthcare (55.16) 2.06% 48.39 61.86%
Power Grid Corporation Of India Ltd. Large Cap Energy (26.43) 1.99% 16.25 58.49%
Sundaram Finance Ltd. Mid Cap Financial (33.14) 1.88% 31.85 96.95%
Maruti Suzuki India Ltd. Large Cap Automobile (44.1) 1.79% 32.08 43.15%
Tech Mahindra Ltd. Large Cap Technology (33.95) 1.76% 42.35 12.31%
Hero Motocorp Ltd. Mid Cap Automobile (44.45) 1.63% 24.22 78.91%
ITC Ltd. Large Cap Consumer Staples (28.44) 1.22% 25.9 7.6%
Life Insurance Corporation of India Large Cap Insurance (25.39) 0.93% 15.1 74.83%
JIO Financial Services Ltd. Large Cap Financial (20.22) 0.82% 0 0%
Mankind Pharma Ltd. Large Cap Healthcare (54.75) 0.78% 52.4 0%
Coromandel International Ltd. Mid Cap Chemicals (15.82) 0.29% 18.4 18.6%
Avenue Supermarts Ltd. Large Cap Services (26.29) 0.2% 8.72 63.23%
Asian Paints Ltd. Large Cap Materials 0.07% 0%

Market Cap

Allocation
Others 57.58

Sector Allocation

Sovereign

Financial

Others

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 23.88% 0%
7.84% Bank Of Baroda 15/01/2035 Financial 10.02% 0%
8.85% REC Ltd. 16/04/2029 Financial 9.02% 0%
7.3% GOI 19/06/2053 Sovereign 6.72% 0%
8.85% Power Finance Corporation Ltd. 25/05/2029 Financial 5.56% 0%
7.25% GOI 12/06/2063 Sovereign 1.34% 0%
Others Others 1.04% 0%

Market Cap

Allocation
Others 2.8

Sector Allocation

Others

Current Holdings

Stocks Market Cap Sectors (PE Ratio)
01-Jan-1970
Holdings PE Ratio
01-Jan-1970
1Y Return
Others Others 2.8% 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 Bajaj Auto Ltd., Reliance Industries Ltd., Tata Consultancy Services Ltd., Sun Pharmaceutical Industries Ltd., Nestle India Ltd.

Top 5 Sector for Axis Retirement Savings Fund?

The major sectors of this fund are Technology, Automobile, Healthcare, Energy, Consumer Staples.

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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