Dec 06, 2023
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) | 6.4 | 11.59 | 13.41 | 9.77 |
| Benchmark - CRISIL Hybrid 25+75 - Aggressive Index | 0 | 0 | 0 | 0 |
| Category Average - BEST ETFS/INDEX | 4.82 | 11.35 | 14.61 | 12.05 |
| Category Rank | 4/4 | 4/4 | 5/4 | 5/4 |
| Fund Name | Nav () | Chg (%) | 1Y Return(%) | 3Y Return(%) | 5Y Return(%) | AUM ( in Crs) | Exp. Ratio (%) | Min.Invst() | Action |
|---|---|---|---|---|---|---|---|---|---|
| Tata Retirement Savings Fund - Progressive (G) | 52.8978 | 0.37 | 22.06 | 15.83 | 14.30 | 1,512.30 | 0.00 | 5,000.00 | invest |
| Tata Retirement Savings Fund - Moderate (G) | 52.4665 | 0.31 | 19.57 | 14.61 | 13.14 | 1,733.85 | 0.00 | 5,000.00 | invest |
| Nippon India Retirement Fund-IG (G) | 17.3661 | 0.30 | 7.36 | 5.51 | 7.08 | 163.09 | 2.10 | 500.00 | invest |
| Nippon India Retirement Fund-IG (B) | 17.3661 | 0.30 | 7.37 | 5.51 | 7.08 | 163.09 | 2.10 | 500.00 | invest |
| Franklin India Pension Plan - (IDCW) | 17.7664 | -89.92 | 10.26 | 8.38 | 8.70 | 462.90 | 0.00 | 500.00 | invest |
| Company Name | As on Date | Invested Amt (Cr) | % Portfolio Weight | Change (%) (Invested Amt.) |
4 Months Trends |
|---|---|---|---|---|---|
| Govt. Securities-GSEC2033 | Oct 31, 2023 | 35.51 | 5.08 | -0.50 |
|
| Equity-Bajaj Finance | Oct 31, 2023 | 31.94 | 4.57 | -15.34 |
|
| Equity-TCS | Oct 31, 2023 | 29.59 | 4.24 | -25.68 |
|
| Equity-Avenue Super. | Oct 31, 2023 | 26.64 | 3.81 | -18.64 |
|
| Equity-ICICI Bank | Oct 31, 2023 | 24.69 | 3.54 | 18.04 |
|
| Govt. Securities-GSEC2032 | Oct 31, 2023 | 24.75 | 3.54 | -0.98 |
|
| Equity-HDFC Bank | Oct 31, 2023 | 22.79 | 3.26 | -3.26 |
|
| Equity-Pidilite Inds. | Oct 31, 2023 | 22.53 | 3.23 | 0.76 |
|
| Equity-Torrent Power | Oct 31, 2023 | 22.53 | 3.23 | -1.57 |
|
| Equity-P I Industries | Oct 31, 2023 | 19.78 | 2.83 | -1.50 |
|
AXIS Mutual Fund has announced that Mr. Abhishek Arvind Gupta has been appo...
Axis Mutual Fund has announced 28 November 2023 as the record date for decl...
Axis Mutual Fund has announced change in scheme name under the following sc...
Axis Mutual Fund has announced 25 October 2023 as the record date for decla...
Axis Mutual Fund has announced change in the benchmark of Axis Floater Fund...
AXIS Mutual Fund has announced change in fund managers under the following ...
| AMC Name | : | Axis Mutual Fund |
| Fund Name | : | AXIS Retirement Savings Fund - AP - Reg (IDCW) |
| Contact Persone | : | R Sivakumar |
| Registered Address | : | international centre,Panduranginternational centre,PandurangBudhkar Marg, Worli, Mumbai - 400025 |
| Telephone No | : | 022-43255161 |
| Fax No. | : | 022-43255199 |
| : | customerserivce:axismf.com | |
| Website | : | www.axismf.com |
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