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

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Retirement Fund NAV 15.23 0 08 December, 2023

Fund Details

Category
Fund Type Open Ended
Investment Plan Growth
Launch Date 20 December, 2019
Benchmark NIFTY 50 Hybrid Composite Debt 65:35
Asset Size(Cr) 294.28139999999996
ISIN No. INF846K01T51
Turn over 32.33%
Min Investment ₹ 5000
Min SIP Investment ₹ 1000
Min Addl Investment ₹ 1000
Exit Load Nil
Expense Ratio 2.39
Fund Manager R Sivakumar, Vinayak Jayanath, Nitin Arora
Fund House Axis Mutual Fund

Investment Returns (As on 08 Dec, 2023)

Duration Returns Benchmark Category
1 W -0.9% 0.33% 1.24%
1 M -0.21% 1.68% 2.86%
3 M 0.77% 2.58% 2.34%
6 M 11.31% 5.48% 1.39%
1 Y 7.4% 7.16% 6.08%
2 Y 4.78% 5.04% 7.76%
3 Y 13.03% 5.69% 12.84%
5 Y - 8.07% 7.75%

Risk Mesasures (As on 08 Dec, 2023)

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

Portfolio (As on 30 Oct, 2023)

Assets Allocation

Sector Holdings
Others 2.01%

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 - Dynamic Plan - Regular Plan - IDCW 7.4% 13.03% 0%
ICICI Prudential Child Care Fund (Gift Plan) - Cumulative 16.75% 17.83% 12.17%
Tata Retirement Savings Fund - Progressive Plan -Regular Plan-Growth Option 16.07% 15.33% 13.56%
SBI Magnum Childrens Benefit Fund - Savings Plan - REGULAR PLAN - GROWTH 13.45% 14.02% 10.22%
Franklin India Pension Plan-Growth 9.91% 9.31% 8.4%
SBI Gold Fund Regular Plan - Growth 20.17% 4.67% 12.71%
Nippon India Gold Savings Fund-Growth plan- Growth Option 20.33% 4.43% 12.12%

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