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Axis Retirement Savings Fund - Conservative Plan

Axis Retirement Savings Fund - Conservative Plan

Regular PlanGrowth Option

Fund Performance

Lumpsum

SIP

6.45

as on 07 Dec 2023

3 Years

Investment of ₹ 10,000 in this fund 3 Years back would be ₹ 12,062 today.

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NAV Performance

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

Fund Information

  • ₹ 13.565

    as on 07 Dec 2023
  • Regular - Growth

  • -

  • ₹ 5,000

  • ₹ 80 Cr.

    as on 31 May 2023
  • 2.09%

  • 20 Dec 2019

  • Hybrid - Retirement Fund

  • Nifty 50

  • Axis Mutual Fund

    Show All Funds

Highlights of this fund

Axis Retirement Savings Fund - Conservative 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 ₹ 13.565 as on 07 Dec 2023.

This fund has 3 years of track record. Since 31 Mar 2023 expense ratio of this fund is 2.09%. 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 regular income through investments predominantly in debt and money market instruments and to generate long term capital appreciation by investing certain portion of the portfolio in equity and equity related securities.

List of Fund Managers of Axis Retirement Savings Fund - Conservative 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 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 10.83% 22.50% 29.22% 28.16% 18.44% 26.95% 20.20% 9.01% 46.13% 27.58% 25.12% 24.56% 7.73%
Category Average 4.39% 5.64% 11.62% 13.63% 8.05% 10.53% 10.33% 9.01% 21.72% 14.35% 11.66% 13.85% 7.73%
Axis Retirement Savings Fund - Conservative Plan 2.85%₹ 10,285 3.63%₹ 10,363 6.33%₹ 10,632 9.54%₹ 10,953 14.05%₹ 12,893 3.74%₹ 10,762 8.17%₹ 26,070 6.45%₹ 12,062 6.48%₹ 39,713 - - - -
HDFC Retirement Savings Fund - Equity Plan 6.95%₹ 10,695 5.45%₹ 10,544 16.59%₹ 11,658 26.28%₹ 12,628 34.67%₹ 14,145 18.44%₹ 14,027 26.21%₹ 30,855 26.95%₹ 20,458 23.41%₹ 50,608 20.20%₹ 25,107 24.56%₹ 1,10,195 - -
ICICI Prudential Retirement Fund (Pure Equity Plan) 10.83%₹ 11,083 8.70%₹ 10,869 22.65%₹ 12,265 28.16%₹ 12,815 46.13%₹ 14,816 17.42%₹ 13,786 27.58%₹ 31,233 26.88%₹ 20,424 25.12%₹ 51,808 - - - -
Nippon India Retirement Fund - Wealth Creation Scheme 7.89%₹ 10,788 6.86%₹ 10,685 20.11%₹ 12,010 22.33%₹ 12,232 38.15%₹ 14,350 13.80%₹ 12,950 24.28%₹ 30,329 20.99%₹ 17,713 19.80%₹ 48,138 12.90%₹ 18,351 18.14%₹ 94,323 - -
HDFC Retirement Savings Fund - Hybrid - Equity Plan 5.38%₹ 10,537 4.36%₹ 10,436 12.74%₹ 11,274 20.56%₹ 12,055 26.72%₹ 13,669 13.20%₹ 12,814 20.18%₹ 29,224 18.62%₹ 16,690 16.98%₹ 46,265 15.26%₹ 20,353 17.73%₹ 93,383 - -
ICICI Prudential Retirement Fund (Hybrid Aggressive Plan) 8.92%₹ 10,891 6.67%₹ 10,667 18.69%₹ 11,868 22.87%₹ 12,286 37.35%₹ 14,303 13.61%₹ 12,907 22.70%₹ 29,903 18.21%₹ 16,520 18.32%₹ 47,150 - - - -

Portfolio Holdings

Portfolio holdings pattern of Axis Retirement Savings Fund - Conservative Plan as on 08 Dec 2023 are listed below:

  • Equity Holdings:

    40.73%
  • Debt Holdings:

    48.17%
  • Others Holdings:

    11.10%

Top Sector Holdings of Axis Retirement Savings Fund - Conservative Plan

Name of SectorHolding PercentageHolding Values in Crore
Paints 7.98% ₹ 6.47 Cr.
Passenger/Utility vehicles 7.18% ₹ 5.81 Cr.
Computers - Software 6.27% ₹ 5.09 Cr.
Refineries/Marketing 6.10% ₹ 4.94 Cr.
Motor cycles/Scooters 4.47% ₹ 3.62 Cr.
Others 68.00% -

Top Stock Holdings of Axis Retirement Savings Fund - Conservative Plan

Name of StocksHolding PercentageHolding Values in Crore
Asian Paints (india) Ltd. 7.98% ₹ 6.47 Cr.
Maruti Suzuki India Ltd. 7.18% ₹ 5.81 Cr.
Reliance Industries Ltd. 6.10% ₹ 4.94 Cr.
Bajaj Auto Ltd. 2.84% ₹ 2.30 Cr.
Infosys Ltd. 2.08% ₹ 1.69 Cr.
Others 73.82% -

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

Instrument TypeHolding PercentageHolding Values in Crore
GOI 24.94% ₹ 20.19 Cr.
NCD & Bonds 23.23% ₹ 18.81 Cr.
Others 51.83% -

Top Debt Holdings of Axis Retirement Savings Fund - Conservative Plan

Name of Debt InstrumentHolding PercentageHolding Values in Crore
Bond - Govt of India 24.94% ₹ 20.19 Cr.
Bond - Bank Of Baroda 9.38% ₹ 7.60 Cr.
Bond - Rural Electrification Corporation Limited 8.57% ₹ 6.94 Cr.
Bond - Power Finance Corporation Ltd. 5.28% ₹ 4.28 Cr.
Others 51.83%

Other Holdings

Holding TypeHolding Percentage
TREPS 9.87%
Net Receivables 1.23%