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Axis Retirement Savings Fund - Aggressive Plan - Regular Growth

Fund House: Axis Mutual Fund
Invest in this Scheme
Category: Retirement Fund
Launch Date: 01-12-2019
Asset Class: Mixed Asset
Benchmark: NIFTY 50 Hybrid Composite Debt 70:30 Index
TER: 2.29% As on (31-03-2024)
Status: Open Ended Schemes
Minimum Investment: 5000.0
Minimum Topup: 1000.0
Total Assets: 823.14 Cr As on (31-03-2024)
Turn over: - | Exit Load: Nil
NAV as on 16-04-2024

16.15

-0.08 (-0.4954%)

CAGR Since Inception

11.75%

Benchmark: 9.83%

PERFORMANCE

Returns Type:
of  : 
Start :  
End : 
Period:  
This Scheme
-
vs
S&P BSE India Bond Index
-
Gold
-
PPF
-
Returns Type:
of  : 
  Period:  

Start :  
Period:  

RETURNS ANALYSIS

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Fund Multiplier

Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)

Time Taken To Multiply
2x
4x
5x
10x
FUND
There is no value for 2x
There is no value for 4x
There is no value for 5x
There is no value for 10x
FD
11 years 10 Months
GOLD
8 years 9 Months
NIFTY
5 years 5 Months

 

Investment Objective

The schemes seeks to generate capital appreciation by predominantly investing in equity and equity related instruments.

Current Asset Allocation (%)

Indicators

Standard Deviation 11.4
Sharpe Ratio 0.47
Alpha -2.73
Beta 0.85
Yield to Maturity 7.28
Average Maturity 13.1

PEER COMPARISON

Scheme Name Inception
Date		 1 Year
Return(%)		 2 Year
Return(%)		 3 Year
Return(%)		 5 Year
Return(%)		 10 Year
Return(%)
Axis Retirement Savings Fund - Aggressive Plan - Regular Growth 01-12-2019 31.19 11.67 10.81 - -
ICICI Prudential Retirement Fund - Pure Equity - Growth Option 01-02-2019 57.31 24.91 29.11 20.82 -
ICICI Prudential Retirement Fund - Hybrid Aggressive - Growth Option 02-02-2019 47.35 21.59 20.08 16.04 -
Nippon India Retirement Fund- Wealth Creation Scheme- Growth Plan - Growth Option 05-02-2015 42.25 19.42 20.49 12.83 -
Union Retirement Fund - Regular Plan - Growth Option 22-09-2022 37.68 - - - -
HDFC Retirement Savings Fund - Equity Plan - Growth Option 07-02-2016 37.27 22.39 25.39 20.61 -
Tata Retirement Savings Fund - Progressive Plan -Regular Plan-Growth Option 01-11-2011 36.55 16.03 15.55 13.99 15.98
Axis Retirement Savings Fund - Dynamic Plan - Regular Growth 20-12-2019 32.61 13.67 12.96 - -
Aditya Birla Sun Life Retirement Fund-The 30s Plan-Regular Growth 10-03-2019 30.92 13.92 11.63 10.3 -
Tata Retirement Savings Fund- Moderate Plan-Regular Plan-Growth Option 01-11-2011 30.91 14.53 14.34 12.79 15.58

Scheme Characteristics

Equity & Equity related instruments - between 65% and 80% of total assets; Debt instruments - between 20% and 35% of total assets.

Riskometer

riskometer

PORTFOLIO

Market Cap Distribution

Small Cap

10.32%

Others

21.93%

Large Cap

47.74%

Mid Cap

20.01%

Scheme Documents

February 2024

Monthly Portfolio Disclosure - February 2024

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