- 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