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Axis Retirement Savings Fund - Aggressive Plan Regular Growth

Equity | Solution Oriented - Retirement

(NAV as of 16/04/2024)
16.15 (-0.49)

3Y Returns

10.99%

Min SIP

100

Min Lumpsum

5000

Expense Ratio

2.28%

Fund Size

774 Cr

Inception Date

20-Dec-19

Fund Manager

R. Sivakumar

Exit Load

Nil.

Wealthzi View

Overall Fund Zi Tag

Asset Allocation

Equity

78.38%

Debt & Others

21.62%

Market Cap Allocation

Large Cap

49.86%

Mid Cap

17.84%

Small Cap

10.69%

Other Cap

21.62%

Sector Allocation

Govt-Sec

13.35%

Internet and Technology

10.75%

Banks

10.36%

Finance

8.44%

Automobiles

7.15%

Top Ten Holdings

7.18% Government of India (24/07/2037)

8.69%

Reliance Industries Ltd

5.27%

ICICI Bank Ltd

3.56%

HDFC Bank Ltd

3.55%

Infosys Ltd

3.18%

Investment Objective

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.

Fund House Detail

AMC Name

Axis Asset Management Company Ltd.

Address

Axis House, 1st Floor, C-2, Wadia International Centre,Pandurang Budhkar Marg, Worli,Mumbai - 400 025

BUILD WEALTH WITH CONFIDENCE

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BSE Member code: 58371

Mutual Fund investments are subject to market risks, read all scheme related documents carefully.
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Wealthzi Investment Advisers (A division of Lime Internet Private Limited)

[CIN: U74999DL2017PTC310507] [PAN: AADCL2103M] [GSTIN: 07AADCL2103M1ZP]

[SEBI Registered Name: Lime Internet Private Limited] [SEBI RIA Registration No: INA000018133] [BASL Member ID: 2014] [Type of Registration: Non-Individual] [Validity of Registration: Perpetual] [Registered Address: Flat No. 603, 6th Floor, Kanchenjunga Building, 18 Barakhamba Road, New Delhi - 110001] [Principal Officer: Jyoti Prakash Nayak, Email: [email protected]] [Compliance Officer: Harshit Singh, Email: [email protected]] [Grievance Officer: Sahad PV, Email: [email protected]]

[SEBI Regional Office Address: Securities and Exchange Board of India, NBCC Complex, Office Tower-1, 8th Floor, Plate B, East Kidwai Nagar, New Delhi - 110023, Ph: 011-69012998, Email: [email protected]]

Disclaimers:

Investment in securities market are subject to market risks. Read all the related documents carefully before investing.

Registration granted by SEBI, membership of BASL and certification from National Institute of Securities Markets (NISM) in no way guarantee performance of the intermediary or provide any assurance of returns to investors.

The information is only for consumption by the client and such material should not be redistributed.