no icon
no icon
amc icon

Axis Retirement Savings Fund - Dynamic Plan Regular Idcw Payout

Hybrid | Solution Oriented - Retirement

(NAV as of 15/04/2024)
17.14 (-1.27)

3Y Returns

13.09%

Min SIP

100

Min Lumpsum

5000

Expense Ratio

2.36%

Fund Size

303 Cr

Inception Date

20-Dec-19

Fund Manager

R. Sivakumar

Exit Load

Nil.

Wealthzi View

Overall Fund Zi Tag

Asset Allocation

Equity

75.50%

Debt & Others

24.50%

Market Cap Allocation

Large Cap

48.63%

Mid Cap

18.57%

Small Cap

8.38%

Other Cap

24.42%

Sector Allocation

Banks

14.43%

Finance

9.71%

Automobiles

9.07%

Internet and Technology

7.58%

Petroleum Products

5.14%

Top Ten Holdings

ICICI Bank Ltd

5.97%

Reliance Industries Ltd

5.14%

HDFC Bank Ltd

3.74%

Torrent Power Ltd

3.56%

Tata Consultancy Services Ltd

3.22%

Investment Objective

The Investment Plan Has A Dual Objective Of Generating Capital Appreciation By Investing In Equity And Equity Related Securities As Well As Generating Income By Investing In Debt And Money Market Securities, While Attempting To Manage Risk From The Market Through Active Asset Allocation. The Investment Plan May Also Invest In 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

Similar Funds
amc icon

Icici Prudential Retirement Fund Hybrid Aggressive Plan Direct Plan Growth

1Y

49.4%

3Y

21.86%

5Y

17.99%

amc icon

Sbi Retirement Benefit Fund Aggressive Hybrid Plan - Direct Plan Growth

1Y

26.67%

3Y

19.55%

5Y

NA

amc icon

Hdfc Retirement Savings Fund - Hybrid - Equity Plan - Direct Plan- Growth Option

1Y

29.69%

3Y

18.45%

5Y

16.64%

amc icon

Tata Retirement Savings Fund - Progressive Direct Plan - Growth

1Y

37.73%

3Y

17.11%

5Y

15.74%

amc icon

Tata Retirement Savings Fund - Moderate Direct Plan - Growth

1Y

32.16%

3Y

15.84%

5Y

14.44%

amc icon

Axis Retirement Savings Fund - Dynamic Plan Direct Growth

1Y

35.21%

3Y

15.01%

5Y

NA

amc icon

Uti Retirement Benefit Pension Fund-Direct Growth

1Y

20.73%

3Y

13.79%

5Y

11.23%

amc icon

Sbi Retirement Benefit Fund Conservative Hybrid Plan - Direct Plan Growth

1Y

16.46%

3Y

11.93%

5Y

NA

amc icon

Aditya Birla Sun Life Retirement Fund - The 40S Plan Direct Growth

1Y

28.56%

3Y

11.61%

5Y

11.18%

amc icon

Franklin Pension Plan - Direct Plan - Growth

1Y

19.45%

3Y

10.31%

5Y

9.82%

amc icon

Icici Prudential Retirement Fund Hybrid Conservative Plan Direct Plan Growth

1Y

20.05%

3Y

9.89%

5Y

10.31%

amc icon

Axis Retirement Savings Fund - Conservative Plan Direct Growth

1Y

21.1%

3Y

9.85%

5Y

NA

amc icon

Hdfc Retirement Savings Fund - Hybrid - Debt Plan - Direct Plan - Growth Option

1Y

13.96%

3Y

9.56%

5Y

9.7%

amc icon

Sbi Retirement Benefit Fund Conservative Plan - Direct Plan Growth

1Y

11.78%

3Y

8.73%

5Y

NA

amc icon

Tata Retirement Savings Fund - Conservative Direct Plan - Growth

1Y

14.79%

3Y

8.25%

5Y

8.91%

amc icon

Nippon India Retirement Fund-Income Generation Scheme Direct Plan-Growth Option

1Y

13.68%

3Y

8.02%

5Y

8.78%

amc icon

Aditya Birla Sun Life Retirement Fund - The 50S Plan Direct Growth

1Y

13.22%

3Y

6.68%

5Y

6.94%

amc icon

Bandhan Retirement Fund Direct Plan-Growth

1Y

NA

3Y

NA

5Y

NA

BUILD WEALTH WITH CONFIDENCE

no iconno iconno iconno icon
no icon

BSE Member code: 58371

Mutual Fund investments are subject to market risks, read all scheme related documents carefully.
get on play storeget on app store

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.