Apr 18, 2024
To generate capital appreciation by predominantly investing in equity and equity related instruments. The Investment Plan may also invest in debt and money market instruments, units of Gold ETF or units of REITs & InvITs for income generation / wealth creation.
| Returns Type | 1 Month (%) | 6 Months (%) | 1 Year (%) | 3 Years (%) | 5 Years (%) | Since Inception (%) |
|---|---|---|---|---|
| Scheme - AXIS Retirement Savings Fund - AP - Reg (IDCW) | 3.33 | 16.39 | 30.84 | 10.74 |
| Benchmark - CRISIL Hybrid 25+75 - Aggressive Index | 0 | 0 | 0 | 0 |
| Category Average - BEST ETFS/INDEX | 1.99 | 11.37 | 25.14 | 12.74 |
| Category Rank | 4/5 | 5/5 | 4/5 | 5/5 |
| Fund Name | Nav () | Chg (%) | 1Y Return(%) | 3Y Return(%) | 5Y Return(%) | AUM ( in Crs) | Exp. Ratio (%) | Min.Invst() | Action |
|---|---|---|---|---|---|---|---|---|---|
| Aditya Birla SL Retirement-The 50s Plan-Reg (G) | 13.0904 | 0.09 | 11.55 | 5.21 | 5.44 | 28.41 | 1.93 | 1,000.00 | invest |
| Aditya Birla SL Retirement-The 50s Plan-Reg (IDCW) | 12.1754 | 0.09 | 11.56 | 5.21 | 5.44 | 28.41 | 1.93 | 1,000.00 | invest |
| Aditya Birla SL Retirement-The 40s Plan-Reg (G) | 16.0630 | 0.07 | 26.66 | 9.96 | 9.48 | 107.92 | 2.38 | 1,000.00 | invest |
| Aditya Birla SL Retirement-The 40s Plan-Reg (IDCW) | 14.9440 | 0.07 | 26.66 | 9.96 | 9.48 | 107.92 | 2.38 | 1,000.00 | invest |
| Tata Retirement Savings Fund - Progressive (G) | 56.0974 | -0.48 | 36.10 | 15.36 | 13.98 | 1,749.88 | 0.00 | 5,000.00 | invest |
| Company Name | As on Date | Invested Amt (Cr) | % Portfolio Weight | Change (%) (Invested Amt.) |
4 Months Trends |
|---|---|---|---|---|---|
| Equity-Bajaj Finance | Mar 31, 2024 | 22.92 | 2.78 | 5.57 |
|
| Equity-Pidilite Inds. | Mar 31, 2024 | 21.61 | 2.62 | 19.01 |
|
| Equity-Infosys | Mar 31, 2024 | 22.32 | 2.71 | -9.81 |
|
| Equity-Reliance Industr | Mar 31, 2024 | 42.79 | 5.20 | 4.15 |
|
| Equity-TCS | Mar 31, 2024 | 23.36 | 2.84 | 1.58 |
|
| Equity-ICICI Bank | Mar 31, 2024 | 29.49 | 3.58 | 6.34 |
|
| Equity-HDFC Bank | Mar 31, 2024 | 27.41 | 3.33 | -1.00 |
|
| Equity-Torrent Power | Mar 31, 2024 | 31.92 | 3.88 | 30.57 |
|
| Govt. Securities-GSEC2037 | Mar 31, 2024 | 98.74 | 12.00 | 45.84 |
|
| Reverse Repo-C C I | Mar 31, 2024 | 19.01 | 2.31 | 33.05 |
|
AXIS Mutual Fund has announced change in fund managers under the following ...
Axis Mutual Fund has announced change in the benchmark of Axis Floater Fund...
Axis Mutual Fund has announced change in exit load for investment under Axi...
Axis Mutual Fund has announced change in scheme name under the following sc...
AXIS Mutual Fund announced that the following changes made to the new addre...
Axis Mutual Fund has announced 20 March 2024 as the record date for declara...
| AMC Name | : | Axis Mutual Fund |
| Fund Name | : | AXIS Retirement Savings Fund - AP - Reg (IDCW) |
| Contact Persone | : | Jayesh Sundar |
| Registered Address | : | One Lodha Place. 22nd & 23rd Floor,Senapati Bapat Marg, Lower Parel, Maharashtra, Mumbai - 400013. |
| Telephone No | : | 022-43255161 |
| Fax No. | : | 022-43255199 |
| : | customerserivce:axismf.com | |
| Website | : | www.axismf.com |
Invest
