Axis Retirement Savings Fund - Conservative Plan - Regular Growth

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Retirement Fund NAV 12.2082 0.01 06 October, 2022
Axis Retirement Savings Fund - Conservative Plan - Regular Growth was previously known as

Fund Details

Category Retirement Fund
Fund Type Open Ended
Investment Plan Growth
Launch Date 05 December, 2019
Benchmark NIFTY 50 Hybrid Short Duration Debt 25:75 Index
Asset Size(Cr) 91.07 (As on 30-06-2022)
Min Investment ₹ 5000
Min SIP Investment ₹ 1000
Min Addl Investment ₹ 100
Exit Load Nil
Expense Ratio 2.09% (As on 31-05-2022)
Fund Manager Hitesh Das,Jinesh Gopani,R Sivakumar

Investment Returns (As on 06 Oct, 2022)

Duration Returns Benchmark Category
1 W 0.39% 0.05% -0.3%
1 M -1.37% 1.41% 2.49%
3 M 1.5% 0.19% -3.56%
6 M -3.9% -0.4% -6.61%
1 Y -2.8% 2.18% 0.87%
2 Y 7.96% 3.12% 12.54%
3 Y - 5.78% 8.05%
5 Y - 6.74% 6.83%

Risk Mesasures (As on 06 Oct, 2022)

Std Dev Sharpe Beta Alpha YTM AVG Maturity
Fund 6.02 5.24
Benchmark 0 0 0 0 0 0
Returns Compare with Others
  • 1Y
  • 3Y
  • 5Y

Portfolio (As on 28 Feb, 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 Growth -2.8% 0% 0%
Tata Retirement Savings Fund - Progressive Plan -Regular Plan-Growth Option -3.92% 13.63% 8.83%
Franklin India Pension Plan-Growth -0.65% 6.28% 5.58%

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