MyWealthGrowth.com logo
HomeMutual Funds

Axis Retirement Savings Fund - Aggressive Plan

Axis Retirement Savings Fund - Aggressive Plan

Regular PlanGrowth Option

Fund Performance

Lumpsum

SIP

-1.00

as on 18 May 2022

1 Year

Investment of ₹ 10,000 in this fund 1 Year back would be ₹ 9,899 today.

Invest Now

NAV Performance

Axis Retirement Savings Fund - Aggressive Plan performance graph for last 3 years
Performance of Axis Retirement Savings Fund - Aggressive Plan for last 3 Years

Fund Information

  • ₹ 11.860

    as on 18 May 2022
  • Regular - Growth

  • -

  • ₹ 5,000

  • ₹ 657 Cr.

    as on 31 Dec 2021
  • 2.29%

  • 20 Dec 2019

  • Hybrid - Retirement Fund

  • Nifty 50

  • Axis Mutual Fund

    Show All Funds

Highlights of this fund

Axis Retirement Savings Fund - Aggressive Plan is an Open-ended Hybrid Fund. The fund belongs to Retirement Fund category, where the investment is done in predominantly in stocks that are listed on Stock Exchanges like the Bombay Stock Exchange (BSE) or the National Stock Exchange (NSE) in India as well as Global stock exchanges like the Dow Jones, London Stock Exchange or LSE etc. This fund was started on 20 Dec 2019. This fund is offered by one of the top AMC (Assets Management Company) Axis Mutual Fund. You can also view here all other Hybrid funds offered by Axis Mutual Fund.

Latest NAV of the fund is ₹ 11.860 as on 18 May 2022.

This fund has 2 years of track record. Since 31 Oct 2021 expense ratio of this fund is 2.29%. Ideally you shoulds compare this fund with the benchmark Nifty 50.

You can invest in this fund in SIP with the minimum investment of ₹ 1,000. Lumpsum invest is offered with minimum investment of ₹ 5,000.

Fund Objective

To generate capital appreciation by predominantly investing in equity and equity related instruments.

List of Fund Managers of Axis Retirement Savings Fund - Aggressive Plan

  • About Hitesh Das

    Picture of Hitesh Das
  • About R. Sivakumar

    Picture of R. Sivakumar
  • About Jinesh Gopani

    Picture of Jinesh GopaniJinesh Gopani is the Head of Equity at Axis AMC. He joined Axis AMC in 2009 as an Equity Fund Manager and worked his way to Head of Equity in 2016. He currently manages the flagship Axis Long Term Equity Fund amongst other funds. Prior to Axis AMC, Jinesh was associated with Birla Sunlife AMC as a Portfolio Manager, where he was responsible for alternative assets across the growth, value and dividend basket. He was associated with this company from June 2008 to October 2009. He was also associated with Voyager India Capital as a Sr. Research Analyst responsible for the BFSI & Infrastructure sector and held a sectorial portfolio manager role for investments. He was with Voyager India Capital from February 2006 to May 2008.

Riskometer : Risk associated with this fund

Investors understand that their principal will be at Moderately High Risk

Fund Return Comparison

Fund Name 1 Month 3 Months 6 Months 1 Year 2 Years 3 Years 5 Years 10 Years 1 Year 2 Years 3 Years 5 Years 10 Years
Category Best 4.10% 22.50% 29.22% 25.61% 44.93% 18.92% 13.26% 8.83% 6.44% 26.76% 23.59% 16.75% 7.68%
Category Average -2.89% -1.29% -3.30% 5.09% 16.36% 7.82% 7.68% 8.83% -5.87% 6.93% 8.98% 8.76% 7.68%
Axis Retirement Savings Fund - Aggressive Plan -7.56%₹ 9,243 -7.20%₹ 9,280 -15.29%₹ 8,471 -1.00%₹ 9,899 -17.83%₹ 10,815 17.85%₹ 13,887 2.12%₹ 24,531 - - - - - -
HDFC Retirement Savings Fund - Equity Plan -5.58%₹ 9,442 -2.10%₹ 9,790 -6.55%₹ 9,345 14.87%₹ 11,487 -1.83%₹ 11,882 44.93%₹ 21,005 24.01%₹ 30,238 18.92%₹ 16,833 23.59%₹ 50,715 13.26%₹ 18,641 16.75%₹ 91,148 - -
ICICI Prudential Retirement Fund (Pure Equity Plan) -5.35%₹ 9,464 -5.85%₹ 9,414 -6.56%₹ 9,343 25.61%₹ 12,560 6.44%₹ 12,412 44.37%₹ 20,841 26.76%₹ 30,985 16.64%₹ 15,883 23.46%₹ 50,619 - - - -
HDFC Retirement Savings Fund - Hybrid - Equity Plan -5.19%₹ 9,481 -3.80%₹ 9,619 -8.79%₹ 9,121 5.00%₹ 10,499 -7.92%₹ 11,483 29.26%₹ 16,708 11.87%₹ 27,020 12.56%₹ 14,271 13.84%₹ 44,224 10.32%₹ 16,348 11.49%₹ 80,073 - -
ICICI Prudential Retirement Fund (Hybrid Aggressive Plan) -3.62%₹ 9,637 -4.98%₹ 9,501 -7.17%₹ 9,282 8.96%₹ 10,895 -3.94%₹ 11,744 28.54%₹ 16,522 13.03%₹ 27,321 11.40%₹ 13,833 13.69%₹ 44,128 - - - -
Nippon India Retirement Fund - Wealth Creation Scheme -7.07%₹ 9,292 -5.90%₹ 9,409 -12.12%₹ 8,788 8.90%₹ 10,890 -9.39%₹ 11,386 35.86%₹ 18,458 14.00%₹ 27,574 7.44%₹ 12,406 12.51%₹ 43,384 6.48%₹ 13,692 7.81%₹ 73,056 - -

Portfolio Holdings

Portfolio holdings pattern of Axis Retirement Savings Fund - Aggressive Plan as on 20 May 2022 are listed below:

  • Equity Holdings:

    78.33%
  • Debt Holdings:

    13.83%
  • Others Holdings:

    7.84%

Top Sector Holdings of Axis Retirement Savings Fund - Aggressive Plan

Name of SectorHolding PercentageHolding Values in Crore
NBFC 14.01% ₹ 93.26 Cr.
Banks 8.18% ₹ 54.45 Cr.
Retailing 8.16% ₹ 54.33 Cr.
Chemicals - Speciality 8.16% ₹ 54.30 Cr.
IT enabled services – software 7.98% ₹ 53.12 Cr.
Others 53.51% -

Top Stock Holdings of Axis Retirement Savings Fund - Aggressive Plan

Name of StocksHolding PercentageHolding Values in Crore
Avenue Supermarts Ltd. 8.16% ₹ 54.33 Cr.
Pidilite Industries Ltd. 8.16% ₹ 54.30 Cr.
Info Edge (India) Ltd. 7.98% ₹ 53.12 Cr.
Sundaram Finance Limited 7.14% ₹ 47.50 Cr.
Tata Consultancy Services Ltd. 6.50% ₹ 43.24 Cr.
Others 62.06% -

Top Debt Instrument Type holdings of Axis Retirement Savings Fund - Aggressive Plan

Instrument TypeHolding PercentageHolding Values in Crore
GOI 8.16% ₹ 54.26 Cr.
NCD & Bonds 5.67% ₹ 37.73 Cr.
Others 86.17% -

Top Debt Holdings of Axis Retirement Savings Fund - Aggressive Plan

Name of Debt InstrumentHolding PercentageHolding Values in Crore
Bond - Govt of India 8.16% ₹ 54.26 Cr.
Bond - Rural Electrification Corporation Limited 2.08% ₹ 13.83 Cr.
Bond - Bank Of Baroda 1.95% ₹ 12.96 Cr.
Bond - National Highways Authority of India 1.64% ₹ 10.94 Cr.
Others 86.17%

Other Holdings

Holding TypeHolding Percentage
TREPS 7.63%
Net Receivables 0.21%
Interest Rate Swaps 0.00%