Axis Retirement Fund - Conservative Plan - Regular Growth
Fund House: Axis Mutual Fund| Category: Retirement Fund |
| Launch Date: 05-12-2019 |
| Asset Class: Mixed Asset |
| Benchmark: CRISIL Hybrid 75+25 Conservative Index |
| TER: 2.15% As on (31-05-2025) |
| Status: Open Ended Schemes |
| Minimum Investment: 5000.0 |
| Minimum Topup: 1000.0 |
| Total Assets: 61.58 Cr As on 30-05-2025(Source:AMFI) |
| Turn over: - | Exit Load: Nil |
16.0346
0.03 (0.1971%)
8.94%
Benchmark: 9.79%
PERFORMANCE
Fund Multiplier
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
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.
Current Asset Allocation (%)
Indicators
| Standard Deviation | 6.19 |
| Sharpe Ratio | 0.58 |
| Alpha | -2.14 |
| Beta | 1.17 |
| Yield to Maturity | 7.19 |
| Average Maturity | 17.28 |
PEER COMPARISON
Scheme Characteristics
Investment in equity & equity related instruments - between 10% and 25% of total assets; Investment in Debt instruments - between 75% and 90% of total assets.
Riskometer
PORTFOLIO
Market Cap Distribution
Small Cap
0.65%
Others
61.41%
Large Cap
34.47%
Mid Cap
3.48%
