Axis Retirement Savings Fund - Conservative Plan

GrowthHybrid Retirement Fund

15.984

9.62%

not rated

  • 1M
  • 3M
  • 6M
  • 1YR
  • 3YR
  • 5YR
  • 10YR
  • Since Inception

Performance

Monthly SIP of      for

Total investment 36,000

Total Value Gain Return %
This Fund

41,756

5,756

9.88%

Bank FD

39,824

3,824

6.5%
Gold

40,770

4,770

8.00%

Fund Information

  • 60.56 Cr.

  • Growth

  • 2.17%

  • Hybrid- Retirement Fund

  • Nifty 50 Arbitrage Index

  • 05 Dec 2019

  • Axis Mutual Fund know more

Fund Managed By

Return Comparison

Fund Name 1 Month 3 Months 6 Months 1 Year 2 Years 3 Years 5 Years 10 Years
Category Best 2.32% 11.42% 15.15% 11.09% 27.91% 25.80% 28.37% 10.84%
Category Average 1.04% 4.10% 7.22% 5.14% 14.20% 13.86% 13.40% 8.55%
Axis Retirement Savings Fund - Conservative Plan 0.42% 0.53% 4.05% 4.43% 10.58% 9.62% 9.18% -
ICICI Prudential Retirement Fund Pure Equity Plan 2.32% 11.42% 15.15% 11.09% 27.91% - - -
ICICI Prudential Retirement Fund Hybrid Aggressive Plan 2.26% 9.46% 12.22% 8.02% 23.55% - - -
HDFC Retirement Savings Fund - Equity Plan 0.79% 4.08% 8.56% 2.58% 17.57% 20.86% 25.61% -
Nippon India Retirement Fund - Wealth Creation Scheme 2.14% 4.84% 8.32% 0.57% 18.94% 20.02% 21.43% 10.84%
Aditya Birla Sun Life Retirement Fund - The 30s Plan 1.78% 8.48% 12.13% 6.08% 16.34% 16.55% 15.46% -

Fund Portfolio Details

Equity 37.34%

Debt 58.19%

Others 4.50%

Portfolio Holdings shown is as of 28 Feb 2025

Riskometer

Investors understand that their principal
will be at High risk