- Mutual Funds
- Axis Mutual Fund
- Axis Retirement Fund - Conservative Plan Regular Growth
Axis Retirement Fund - Conservative Plan Regular Plan Growth
₹ 15.8023
NAV (Oct 15)
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical NAV
₹ 15.8023
NAV (Oct 15)
Fund Returns
Last 1Y | 19.9% |
Last 3Y | 7.4% |
Last 5Y | NA |
Last 10Y | NA |
Since Inception | 10% |
6 Month CAGR | 8.4% |
Scheme Information
The schemes seeks to generate regular income through investments predominantly in debt and money market instruments and to generate long term capital appreciation by investing certain portion of the portfolio in equity and equity related securities.
Expense Ratio | 2.13 |
Launched (0y ago) | 2.13 |
AUM in Crores | 76.8 |
ISIN | INF846K01T85 |
Lock-in | 1825 |
Benchmark | CRISIL Hybrid 75+25 Conservative Index |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | - |
Standard Deviation | 5.7 |
Beta | 0.9 |
Sharpe Ratio | 0.5 |
YTM | - |
Fund Managers
Returns Calculator Comparison
of
for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| Axis Retirement Fund - Conservative Plan (G) | 8,75,308 | 1,42,696 | 7.4% | |
| EPF | 9,00,761 | 1,68,149 | 8.50% | |
| Property | 8,67,662 | 1,35,050 | 7.00% | |
| PPF | 8,69,819 | 1,37,207 | 7.10% | |
| Bank FD | 8,46,471 | 1,13,859 | 6.00% | |
| Gold | 8,46,471 | 1,13,859 | 6.00% | |
| Savings Bank | 8,25,950 | 93,338 | 5.00% |
Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.
Asset allocation and Holdings
Top Stock Holdings
GOI
26.2%GOI
8.6%GOI
6.7%GOI
6.6%Power Finance Corporation Ltd.
5.4%Allocation by Sector
Technology
8.1%Healthcare
7.8%Energy
5.9%Automobile
5.5%Financial
5.4%Comparison with Others Funds
| Fund Name | Fund Size | |
|---|---|---|
₹ 3,200 cr | ||
₹ 2,123 cr | ||
₹ 26,417 cr | ||
₹ 4,523 cr | ||
₹ 8,029 cr |
About the AMC
Axis Mutual Fund
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
6.2% | 7% | ||
- | 5.8% | ||
5.8% | 4.9% | ||
6.3% | 8% | ||
6.1% | 7.1% |
Axis Retirement Fund - Conservative Plan Regular Plan Growth Review
Axis Retirement Fund - Conservative Plan Regular Plan Growth is a Retirement Fund Others fund and has delivered an annualised return of 9.964% over a period of 4 years. The fund is managed by Axis Mutual Fund. The fund managers are Devang Shah, Hardik Shah, Jayesh Sundar, Krishnaa Narayan, Nitin Arora, R Sivakumar.
Nav of Axis Retirement Fund - Conservative Plan as of 10/15/2024 is ₹15.80 with the total AUM as of 10/16/2024 is ₹76.787399. With Scripbox you can compare and check the latest nav for all mutual funds in India. Axis Retirement Fund - Conservative Plan was launched on 2019-12-20. The category risk of the fund is High.
The minimum SIP amount for Axis Retirement Fund - Conservative Plan Regular Plan Growth is ₹1000 and you can increase this in multiples of ₹100. In case you want to invest a lump sum, the minimum amount to be invested is ₹5000. Check your estimated returns on mutual funds by using sip calculator.
Frequently Asked Questions
What is Axis Retirement Fund - Conservative Plan?
How to invest in Axis Retirement Fund - Conservative Plan?
You can invest in Axis Retirement Fund - Conservative Plan Regular Plan through AMC, intermediaries, brokers or platforms like Scripbox. To learn step by step process visit how to invest in mutual funds?
What is the minimum sip amount of Axis Retirement Fund - Conservative Plan?
The minimum sip amount for Axis Retirement Fund - Conservative Plan Regular Plan is ₹1000. You can invest in multiples of ₹5000.
Is Axis Retirement Fund - Conservative Plan Regular Plan good to invest in?
As per Scripbox experts, it is a fund. You can invest in it if its investment objective and risk-o-meter matches your investment goals and risk preferences.
What is the expense ratio of the Axis Retirement Fund - Conservative Plan Regular Plan Growth?
The expense ratio of the Axis Retirement Fund - Conservative Plan Regular Growth is 2.13% for regular plan.
What is the NAV of Axis Retirement Fund - Conservative Plan?
Today's Axis Retirement Fund - Conservative Plan Regular Growth NAV is ₹15.80.