Axis Retirement Savings Fund - Dynamic Plan - Regular Plan - Growth has delivered CAGR and average rolling returns as follows :
1 Year | 3 Year | 5 Year | 9 Year | |
CAGR(%) | 34.13 | 12.02 | N/A | N/A |
Average Rolling Returns(%) | 14.47 | 11.93 | N/A | N/A |
The Current NAV of Axis Retirement Savings Fund - Dynamic Plan - Regular Plan - Growth is ₹17.23.
It is better to invest in a fund with a longer track record as Axis Retirement Savings Fund - Dynamic Plan - Regular Plan - Growth cannot be assessed for consistency of out-performance. Funds returns are more likely to be different than its benchmark CRISIL Hybrid 35+65 - Aggressive Index returns, as Funds portfolio is significantly different.
Axis Retirement Savings Fund - Dynamic Plan - Regular Plan - Growth fund’s expense ratio is 2.42%
The process for redemption is
The AUM of Axis Retirement Savings Fund - Dynamic Plan - Regular Plan - Growth is currently ₹338 Crores.
The Top three stocks are ICICI Bank, Reliance Industries and Torrent Power and account for 16% of its portfolio. Top 5 and 10 stocks of fund account for 22% and 36% of fund’s portfolio respectively.
Top three sectors of Axis Retirement Savings Fund - Dynamic Plan - Regular Plan - Growth fund are BFSI, Construction & Infrastructure and IT accounting for 45% of the total portfolio.
Since this is a Solution Oriented - Retirement Fund it is comparatively safer to invest in this fund. However, since it has not consistently outperformed its benchmark index on an average 3-year rolling returns basis it is not the most suitable fund for SIP.
The category of Axis Retirement Savings Fund - Dynamic Plan - Regular Plan - Growth Fund is Solution Oriented - Retirement Fund.
Jayesh Sundar and Nitin Arora manage the Axis Retirement Savings Fund - Dynamic Plan - Regular Plan - Growth Fund.
Axis Retirement Savings Fund - Dynamic Plan - Regular Plan - Growth current PE ratio is 0.00 and PB ratio is 0.00
The asset allocation of Axis Retirement Savings Fund - Dynamic Plan - Regular Plan - Growth is Stocks : 89.96%, Debt : 8.74% and Gold : 1.28%
The minimum SIP amount for Axis Retirement Savings Fund - Dynamic Plan - Regular Plan - Growth is ₹1000.00 and minimum lumpsum is ₹5000.00
The exit load for Axis Retirement Savings Fund - Dynamic Plan - Regular Plan - Growth is Nil