Axis Retirement-Aggressive Plan Reg-G

Fund Category: Retirement

Fund Category Retirement

Very High Other G

0 Morning Star

1 Value Research

NAV( 14 Nov 2024)

₹ 17.75

-5.33%

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Axis Retirement-Aggressive Plan Reg-G

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Performance

8.13%3y Returns

0.17% 1D Returns

Investment details

Min SIP amount

₹ 1000
Min Lumpsum

₹ 5000
Lock In

1825
Expense ratio

2.2%
Exit load

NIL

L After 365 days

Fund details

View Fund Documents

Fund size

₹ 922 Cr
Plan

REGULAR
Launch date

29 Nov 2019
Fund type

OPEN
Fund benchmark

CRISIL Hybrid 25+75 Aggressive Index
ISIN

INF846K01T02

Fund allocation

Asset allocation

Company holdings

Company	Allocation %
Net Receivables	1.38%
GOI Sec 7.57 17/06/2033	1.02%
GOI Sec 7.30 19/06/2053	2.26%
GOI Sec 7.25 12/06/2063	4.19%
GOI Sec 7.18 24/07/2037	2.22%
Bharat Highways InvIT InvITs	0.41%
GOI Sec 7.10 08/04/2034	1.1%
GOI Sec 7.34 22/04/2064	4.53%
GOI Sec 7.09 05/08/2054	2.74%
Others CBLO	3.19%
The Phoenix Mills Ltd	0.59%
Pidilite Industries Ltd	1.85%
PNB Housing Finance Ltd	0.96%
Power Grid Corporation of India Ltd	0.54%
Reliance Industries Ltd	4.16%
REC Ltd	0.47%
Solar Industries India Ltd	1.52%
State Bank of India	1.71%
Sun Pharmaceutical Industries Ltd	1.5%
Sundaram Finance Ltd	1.42%
Suzlon Energy Ltd	0.62%
TVS Motor Company Ltd	0.2%
Tata Consultancy Services Ltd	2.02%
Tata Motors Ltd	0.58%
Tata Power Company Ltd	0.88%
Tech Mahindra Ltd	0.57%
Titagarh Railsystems Ltd	0.36%
Torrent Power Ltd	2.24%
Union Bank of India	0.03%
United Spirits Ltd	0.58%
V-Guard Industries Ltd	1.41%
Voltas Ltd	0.42%
Jubilant FoodWorks Ltd	0.16%
RHI Magnesita India Ltd	0.12%
Minda Corporation Ltd	1.16%
Avenue Supermarts Ltd	0.53%
Varun Beverages Ltd	0.19%
ICICI Prudential Life Insurance Company Ltd	0.82%
Central Depository Services (India) Ltd	0.47%
HDFC Life Insurance Co Ltd	1.0%
Bharat Dynamics Ltd	0.39%
Arvind Fashions Ltd	0.52%
Computer Age Management Services Ltd	0.1%
Zomato Ltd	1.55%
Mankind Pharma Ltd	0.77%
Jupiter Life Line Hospitals Ltd	1.07%
R R Kabel Ltd	0.02%
Jyoti CNC Automation Ltd	0.63%
Hyundai Motor India Ltd	0.25%
Indian Railway Finance Corporation Ltd SR 175 NCD 7.57 18/04/2029	0.55%
Ajanta Pharma Ltd	1.04%
Apollo Hospitals Enterprise Ltd	0.98%
GE Vernova T&D India Ltd	0.54%
Linde India Ltd	0.69%
Bajaj Finance Ltd	2.36%
Bajaj Auto Ltd	0.39%
Bank Of Baroda	0.4%
Bharat Electronics Ltd	0.44%
Bharat Petroleum Corporation Ltd	0.58%
Bharti Airtel Ltd	1.75%
Brigade Enterprises Ltd	0.69%
Britannia Industries Ltd	0.23%
Zydus Lifesciences Ltd	0.43%
Can Fin Homes Ltd	0.45%
Cholamandalam Investment & Finance Company Ltd	0.88%
Cipla Ltd	0.6%
Coal India Ltd	0.67%
DLF Ltd	0.71%
eClerx Services Ltd	0.46%
Schaeffler India Ltd	0.66%
The Federal Bank Ltd	1.14%
Fortis Healthcare Ltd	1.09%
HDFC Bank Ltd	4.53%
Hindalco Industries Ltd	0.37%
Hindustan Unilever Ltd	0.46%
ICICI Bank Ltd	3.99%
Indian Bank	0.78%
Info Edge (India) Ltd	1.37%
Infosys Ltd	3.22%
Inox India Ltd	0.87%
Kotak Mahindra Bank Ltd	0.11%
Larsen & Toubro Ltd	1.5%
Mahindra & Mahindra Ltd	2.08%
UNO Minda Ltd	0.31%
Samvardhana Motherson International Ltd	0.19%
Mphasis Ltd	0.6%
Coforge Ltd	0.8%
NTPC Ltd	0.89%
Nestle India Ltd	0.28%
Oil And Natural Gas Corporation Ltd	0.71%
PI Industries Ltd	1.78%

Sectors

Company	Allocation %
Others	4.57%
Construction	3.90%
Automobile	5.52%
Consumer Staples	1.74%
Materials	0.67%
Financial	20.25%
Capital Goods	3.40%
Consumer Discretionary	1.85%
Chemicals	5.84%
Textiles	0.52%
Services	4.17%
Sovereign	18.06%
Energy	10.00%
Technology	7.21%
Insurance	1.82%
Metals & Mining	1.24%
Healthcare	7.48%
Communication	1.75%

Risk Associated

Very High

Investors be aware that principal under this fund will be at Very High risk.
This product is suitable for investors who are seeking capital appreciation over long term

About AMC

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Axis Mutual Fund >

Contact Information

Address:

Axis House,1st FLOOR,Bombay Dyeing Mill Compound Pandurang Budhkar Marg, Worli

Email:

customerservice@axismf.com
Website

http://www.axismf.com
Phone:

2243255161

Funds Offered

72
AUM

₹ 3,19,742 Cr
Website

http://www.axismf.com

About

Axis Mutual Fund launched its first scheme in October 2009. Since then Axis Mutual fund has grown strongly. They attribute their success thus far to three founding principles - Long term wealth creation, Outside in (Customer) view and Long term relationship.

Fund Manager

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R Sivakumar

Funds Offered

9
AUM

₹ 9,600 Cr
Highest Return

11.04%

About

R Sivakumar Fund Manager - Role of a fund manager includes buying and selling of securities based on their research and analysis. Check out the mutual fund managers across all the categories for best guidance now