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Axis Retirement Savings Fund - Aggressive Plan

Axis Retirement Savings Fund - Aggressive Plan

Regular PlanGrowth Option

Fund Performance

Lumpsum

SIP

12.57

as on 22 Sep 2023

3 Years

Investment of ₹ 10,000 in this fund 3 Years back would be ₹ 14,264 today.

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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

  • ₹ 13.680

    as on 22 Sep 2023
  • Regular - Growth

  • -

  • ₹ 5,000

  • ₹ 628 Cr.

    as on 31 May 2023
  • 2.26%

  • 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 ₹ 13.680 as on 22 Sep 2023.

This fund has 3 years of track record. Since 31 Mar 2023 expense ratio of this fund is 2.26%. 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 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.
  • About Vinayak Jayanath

    Picture of Vinayak Jayanath

Riskometer : Risk associated with this fund

Investors understand that their principal will be at Very 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% 22.75% 15.10% 31.20% 17.98% 8.91% 31.72% 22.11% 23.57% 23.48% 7.59%
Category Average 1.37% 6.21% 13.92% 10.83% 5.90% 12.12% 9.55% 8.91% 16.95% 10.88% 10.57% 13.13% 7.59%
Axis Retirement Savings Fund - Aggressive Plan 2.09%₹ 10,208 2.55%₹ 10,254 13.53%₹ 11,352 5.15%₹ 10,514 14.11%₹ 12,898 -1.22%₹ 9,757 6.65%₹ 25,681 12.57%₹ 14,264 6.79%₹ 39,899 - - - -
HDFC Retirement Savings Fund - Equity Plan 0.80%₹ 10,079 7.77%₹ 10,777 20.95%₹ 12,094 22.75%₹ 12,275 29.84%₹ 13,860 14.49%₹ 13,109 22.11%₹ 29,747 31.20%₹ 22,583 23.57%₹ 50,729 17.98%₹ 22,881 23.48%₹ 1,07,392 - -
ICICI Prudential Retirement Fund (Pure Equity Plan) 1.71%₹ 10,170 9.86%₹ 10,985 25.02%₹ 12,501 18.61%₹ 11,861 31.72%₹ 13,973 15.10%₹ 13,248 19.74%₹ 29,110 29.98%₹ 21,959 22.44%₹ 49,947 - - - -
Nippon India Retirement Fund - Wealth Creation Scheme 2.29%₹ 10,228 9.28%₹ 10,928 23.37%₹ 12,337 17.90%₹ 11,790 29.47%₹ 13,838 9.42%₹ 11,973 18.12%₹ 28,679 24.52%₹ 19,307 18.21%₹ 47,082 9.62%₹ 15,839 16.11%₹ 89,759 - -
HDFC Retirement Savings Fund - Hybrid - Equity Plan 0.63%₹ 10,062 5.93%₹ 10,593 16.36%₹ 11,635 18.36%₹ 11,836 23.23%₹ 13,460 10.08%₹ 12,118 16.76%₹ 28,316 21.66%₹ 18,005 16.49%₹ 45,951 13.78%₹ 19,078 16.85%₹ 91,420 - -
ICICI Prudential Retirement Fund (Hybrid Aggressive Plan) 1.49%₹ 10,149 8.87%₹ 10,886 21.43%₹ 12,142 15.93%₹ 11,593 27.14%₹ 13,697 9.00%₹ 11,881 16.26%₹ 28,183 20.28%₹ 17,401 15.90%₹ 45,565 - - - -

Portfolio Holdings

Portfolio holdings pattern of Axis Retirement Savings Fund - Aggressive Plan as on 24 Sep 2023 are listed below:

  • Equity Holdings:

    74.49%
  • Debt Holdings:

    17.17%
  • Others Holdings:

    8.34%

Top Sector Holdings of Axis Retirement Savings Fund - Aggressive Plan

Name of SectorHolding PercentageHolding Values in Crore
NBFC 16.15% ₹ 109.34 Cr.
Banks 8.91% ₹ 60.32 Cr.
Chemicals - Speciality 8.50% ₹ 57.49 Cr.
Retailing 5.97% ₹ 40.37 Cr.
IT enabled services – software 5.73% ₹ 38.80 Cr.
Others 54.74% -

Top Stock Holdings of Axis Retirement Savings Fund - Aggressive Plan

Name of StocksHolding PercentageHolding Values in Crore
Sundaram Finance Limited 8.62% ₹ 58.34 Cr.
Pidilite Industries Ltd. 8.50% ₹ 57.49 Cr.
Bajaj Finance Ltd. 6.02% ₹ 40.75 Cr.
Avenue Supermarts Ltd. 5.97% ₹ 40.37 Cr.
Info Edge (India) Ltd. 5.73% ₹ 38.80 Cr.
Others 65.16% -

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

Instrument TypeHolding PercentageHolding Values in Crore
GOI 12.24% ₹ 82.83 Cr.
NCD & Bonds 4.93% ₹ 33.35 Cr.
Others 82.83% -

Top Debt Holdings of Axis Retirement Savings Fund - Aggressive Plan

Name of Debt InstrumentHolding PercentageHolding Values in Crore
Bond - Govt of India 12.24% ₹ 82.83 Cr.
Bond - Bank Of Baroda 1.87% ₹ 12.65 Cr.
Bond - National Highways Authority of India 1.56% ₹ 10.56 Cr.
Bond - Rural Electrification Corporation Limited 1.50% ₹ 10.15 Cr.
Others 82.83%

Other Holdings

Holding TypeHolding Percentage
TREPS 7.30%
MF Units 0.71%
Net Receivables 0.33%