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Axis Retirement Fund - Conservative Plan - Regular Growth

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NAV
₹ 16.0534 ₹ 0.01 (0.03 %)
as on 29-05-2025
Asset Size (AUM)
62.52 Cr
Launch Date
Dec 05, 2019
Investment Objective
The investment objective of the Investment Plan(s) under the Scheme is to provide long-term capital appreciation / income by investing in a mix of equity, debt and other instruments to help investors meet their retirement goals. However, there can be no assurance that the investment objective of the Scheme will be achieved. 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. The Investment Plan may also invest in units of Gold ETF or units of REITs & InvITs for income generation / wealth creation.
Minimum Investment 5000.0
Minimum Top-up 1000.0
Investment Returns Since Launch in Dec 05, 2019
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9.1

%
3 M
6 M
1 Y
3 Y
10 Y
Inception
Sharp Ratio
0.39 %
Expense Ratio
2.17%
Volatility
5.39 %
Fund House
Axis Mutual Fund
Fund Manager
Mr. Jayesh Sundar, Mr. Devang Shah, Mr. Hardik Shah, Ms. Krishnaa N
Key Features
Scheme description
Minimum Purchase Application Amount
Rs. 5000.0 (plus in multiples of Rs. 1000.0)

Entry Load
Not applicable
Exit Load
Nil
Indicative Investment Horizon
5 Years and above
Asset Allocation
Fund's historical return comparison with other asset classes
Fund Performance
Fund's historical return comparison with other asset classes
Performance

Scheme Performance (%)

Data as on - 29-05-2025

Yearly Performance (%)

Investment Returns Calculator
Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.
Peer Comparison
Scheme Name Inception Date 1 Year Return % 2 Year Return % 3 Year Return % 5 Year Return % 10 Year Return %
Axis Retirement Fund - Conservative Plan - Regular Growth 05-12-2019 9.33 12.56 10.09 10.16 0.0
PGIM India Retirement Fund - Regular Plan - Growth Option 15-04-2024 14.81 0.0 0.0 0.0 0.0
Aditya Birla Sun Life Retirement Fund-The 40s Plan-Regular Plan-Growth 01-03-2019 11.61 18.67 15.14 14.95 0.0
UTI Retirement Fund - Regular Plan 26-12-1994 11.5 15.11 13.91 15.59 9.61
Axis Retirement Fund - Dynamic Plan - Regular Growth 10-12-2019 11.42 20.13 16.66 15.93 0.0
Axis Retirement Fund - Aggressive Plan - Regular Growth 01-12-2019 11.38 19.4 16.12 15.72 0.0
Aditya Birla Sun Life Retirement Fund-The 30s Plan-Regular Growth 10-03-2019 10.56 20.82 16.9 17.42 0.0
Tata Retirement Savings Fund- Moderate Plan-Regular Plan-Growth Option 01-11-2011 10.34 18.93 17.0 18.07 11.73
Nippon India Retirement Fund- Income Generation Scheme-Growth Plan - Growth Option 05-02-2015 10.17 10.48 10.77 8.27 7.41
SBI Retirement Benefit Fund - Conservative Plan - Regular Plan - Growth 05-02-2021 9.67 10.25 10.39 0.0 0.0
Portfolio Analysis
Portfolio as on
Sector Allocation
Sector Allocation (%)
Portfolio Holdings
Company Allocation (%)
Sector Allocation
Portfolio Holdings