Axis Asset Management Company Ltd.

Axis Retirement Savings Fund - Dynamic Plan - Regular Growth

HybridSolution Oriented - Retirement
  • Plan: Regular
  • |
  • Type: Open-Ended
  • |
  • Option: Growth
  • 1 yr return-9.4%
  • 3 yr return-
  • 5 yr return-
  • Expense Ratio2.35%
  • Lock-in Period--
  • Exit Load0%
  • Fund Size (Cr)Rupees284.4
  • NAVRupees12.5

Performance Graph

  • Show returns for: 1 yr 3 yrs 5 yrs
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Returns Calculator

  • Show returns for: SIP Lumpsum
  • Monthly SIP (Rupees)
  • Investment years: 1 3 5
  • Amount invested/month: Rupees-
  • Time Period: 1 years
  • Estimated Returns: Rupees0

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Investment Objective

The Investment Plan Has A Dual Objective Of Generating Capital Appreciation By Investing In Equity And Equity Related Securities As Well As Generating Income By Investing In Debt And Money Market Securities, While Attempting To Manage Risk From The Market Through Active Asset Allocation. The Investment Plan May Also Invest In Units Of Gold Etf Or Units Of Reits & Invits For Income Generation / Wealth Creation.

Tax Implications

Taxation on mutual fund explained : https://zfunds.in/article/taxes-on-mutual-funds

Riskometer

Top Holdings

  • Companies %
  • Clearing Corporation of India Limited 10
  • Pidilite Industries Limited 9.4
  • Torrent Power Limited 8
  • Bajaj Finance Limited 7.4
  • Kotak Mahindra Bank Limited 7.3
  • ICICI Bank Limited 5.8
  • Info Edge (India) Limited 5.7
  • Nestle India Limited 5.6
  • Avenue Supermarts Limited 5.5
  • TTK Prestige Limited 4.6
  • Tata Consultancy Services Limited 4
  • Sectors %
  • Banks20.7
  • Finance11.3
  • Retailing11.2
  • Cash/Deposits/Margins/Treps/Repo/Swaps10.7
  • Chemicals9.4

Fund House