Axis Retirement Savings Fund - Aggressive Plan Regular Growth
Medium
Risk
Solution Oriented
Retirement Fund
+
8.63
%
8.63
%
3Y annualised
+
0.38
%
0.38
%
1D
1M
6M
1Y
3Y
All
Fund size
779
NAV:
Mar 7, 2024
15.82
Sector
Tech
Type
Solution_oriented
Launched
Dec 2019
Min Investment
5000
Expense Ratio
2
Risk
Medium
Portfolio allocation
Top 10 Holdings
% Value
7.18% Govt Stock 2037
8.69
%
Reliance Industries Ltd
5.27
%
ICICI Bank Ltd
3.56
%
HDFC Bank Ltd
3.55
%
Infosys Ltd
3.18
%
Torrent Power Ltd
3.14
%
Tata Consultancy Services Ltd
2.95
%
Bajaj Finance Ltd
2.79
%
Pidilite Industries Ltd
2.33
%
PI Industries Ltd
2.07
%
Expense ratio, exit load and tax
Expense Ratio:
2
%
Inclusive of GST
Exit load
No exit loads
Tax implication
Returns are taxed at 15%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 10% on returns of Rs 1 lakh+ in a financial year.
Fund house & investment objective
Axis Retirement Savings Fund - Aggressive Plan Regular Growth
More details
Investment objective
The investment objective of the Investment Plan(s) under the Scheme is to provide long-term capital appreciation / income by investing in a mix of equity, debt and other instruments to help investors meet their retirement goals. However, there can be no assurance that the investment objective of the Scheme will be achieved. To generate capital appreciation by predominantly investing in equity and equity related instruments. The Investment Plan may also invest in debt and money market instruments, units of Gold ETF or units of REITs & InvITs for income generation / wealth creation.
Scheme Information Document
Mutual Fund investments are subject to market risks. Read all scheme-related documents carefully. Past performance is not an indicator of future returns.
Calculate returns
One-time
Monthly SIP
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* Returns are calculated as per lifetime average per annum returns of the fund.
Calculate returns
Monthly SIP
One-time
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