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Axis Retirement Savings Fund - Aggressive Plan

Axis Retirement Savings Fund - Aggressive Plan

Regular PlanGrowth Option

Fund Performance

Lumpsum

SIP

3 Years

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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

  • ₹ 13.440

    as on 26 Nov 2021
  • Regular - Growth

  • -

  • ₹ 5,000

  • ₹ 611 Cr.

    as on 26 Nov 2021
  • 2.34%

    since 31 May 2021
  • 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 ₹ 13.440 as on 26 Nov 2021.

This fund has 1 years of track record. Since 31 May 2021 expense ratio of this fund is 2.34%. 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 7.48% 22.50% 32.21% 59.78% 29.10% 20.93% 17.44% 9.51% 63.36% 51.73% 31.84% 20.83% 9.16%
Category Average -0.37% 5.06% 10.29% 19.69% 12.39% 9.88% 9.72% 9.51% 18.39% 20.42% 17.58% 12.53% 9.16%
Axis Retirement Savings Fund - Aggressive Plan -3.24%₹ 9,676 1.20%₹ 10,120 10.07%₹ 11,007 23.42%₹ 12,341 17.39%₹ 13,103 - - - - - - - -
HDFC Retirement Savings Fund - Equity Plan -3.66%₹ 9,633 4.98%₹ 10,497 15.39%₹ 11,538 50.39%₹ 15,038 39.39%₹ 14,432 29.10%₹ 16,677 44.77%₹ 36,108 20.93%₹ 17,695 31.84%₹ 56,750 17.44%₹ 22,363 20.83%₹ 1,00,754 - -
HDFC Retirement Savings Fund - Hybrid - Equity Plan -1.73%₹ 9,826 2.90%₹ 10,290 10.53%₹ 11,052 33.72%₹ 13,371 25.08%₹ 13,576 21.34%₹ 14,732 30.99%₹ 32,188 16.85%₹ 15,962 23.29%₹ 50,553 14.75%₹ 19,909 16.64%₹ 90,957 - -
Nippon India Retirement Fund - Wealth Creation Scheme -4.66%₹ 9,533 4.98%₹ 10,497 16.16%₹ 11,616 40.56%₹ 14,055 32.82%₹ 14,042 14.54%₹ 13,124 34.55%₹ 33,184 11.56%₹ 13,889 21.68%₹ 49,441 11.96%₹ 17,599 13.09%₹ 83,339 - -
HDFC Retirement Savings Fund - Hybrid - Debt Plan 0.96%₹ 10,095 2.61%₹ 10,260 5.04%₹ 10,503 11.55%₹ 11,154 10.73%₹ 12,687 9.84%₹ 12,068 11.78%₹ 27,011 9.49%₹ 13,127 10.52%₹ 42,169 7.71%₹ 14,500 8.66%₹ 74,644 - -
Tata Retirement Saving Fund -1.28%₹ 9,871 1.05%₹ 10,104 4.35%₹ 10,435 9.16%₹ 10,916 7.94%₹ 12,510 9.20%₹ 11,927 10.41%₹ 26,654 9.35%₹ 13,078 9.82%₹ 41,736 8.04%₹ 14,729 8.41%₹ 74,174 9.51%₹ 24,825 9.16%₹ 1,92,766

Portfolio Holdings

Portfolio holdings pattern of Axis Retirement Savings Fund - Aggressive Plan as on 29 Nov 2021 are listed below:

  • Equity Holdings:

    78.98%
  • Debt Holdings:

    13.81%
  • Others Holdings:

    7.21%

Top Sector Holdings of Axis Retirement Savings Fund - Aggressive Plan

Name of SectorHolding PercentageHolding Values in Crore
NBFC 14.76% ₹ 98.78 Cr.
Banks 8.99% ₹ 60.19 Cr.
IT enabled services – software 8.64% ₹ 57.87 Cr.
Retailing 8.05% ₹ 53.91 Cr.
Chemicals - Speciality 7.62% ₹ 51.01 Cr.
Others 51.94% -

Top Stock Holdings of Axis Retirement Savings Fund - Aggressive Plan

Name of StocksHolding PercentageHolding Values in Crore
Info Edge (India) Ltd. 8.64% ₹ 57.87 Cr.
Avenue Supermarts Ltd. 8.05% ₹ 53.91 Cr.
Pidilite Industries Ltd. 7.62% ₹ 51.01 Cr.
Sundaram Finance Limited 7.41% ₹ 49.63 Cr.
Bajaj Finance Ltd. 6.45% ₹ 43.15 Cr.
Others 61.83% -

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

Instrument TypeHolding PercentageHolding Values in Crore
GOI 8.17% ₹ 54.72 Cr.
NCD & Bonds 5.64% ₹ 37.73 Cr.
Others 86.19% -

Top Debt Holdings of Axis Retirement Savings Fund - Aggressive Plan

Name of Debt InstrumentHolding PercentageHolding Values in Crore
Bond - Govt of India 8.17% ₹ 54.72 Cr.
Bond - Rural Electrification Corporation Limited 2.07% ₹ 13.86 Cr.
Bond - Bank Of Baroda 1.93% ₹ 12.91 Cr.
Bond - National Highways Authority of India 1.64% ₹ 10.96 Cr.
Others 86.19%

Other Holdings

Holding TypeHolding Percentage
TREPS 7.05%
Net Receivables 0.16%
Interest Rate Swaps 0.00%