Axis Retirement Savings Fund - Conservative Plan Regular Growth
Medium
Risk
Solution Oriented
Retirement Fund
+
7.83
%
7.83
%
3Y annualised
+
0.25
%
0.25
%
1D
1M
6M
1Y
3Y
All
Fund size
77
NAV:
Mar 7, 2024
14.5896
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
23.45
%
Bank Of Baroda
9.79
%
Rec Limited
8.85
%
7.3% Govt Stock 2053
6.62
%
Power Finance Corporation Ltd.
5.45
%
Bajaj Auto Ltd
5.30
%
Reliance Industries Ltd
3.81
%
Tata Consultancy Services Ltd
3.19
%
Nestle India Ltd
2.67
%
Apollo Hospitals Enterprise Ltd
2.58
%
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 - Conservative 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 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. The Investment Plan may also invest in 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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