Axis Retirement Fund - Conservative Plan Regular Pyt of Inc Dis cum Cap Wdrl
AllocationRetirement
16.33
0.04(0.25%)
NAV as on 02 Jan, 2026
CAGR
10.06%
- AUM (Crs.)54.38
- Expense Ratio2.15 %
- Sharpe Ratio / Category Average0.57
- Standard Deviation / Category Average5.80
- Beta / Category Average-
- Portfolio Turnover / Category Average53.15 / 47.08
- Top 5 Stocks Wt.62.68
- Top 10 Stocks Wt.75.82
- Top 3 Sectors Wt.23.93
- Investment StyleLarge Blend
- Morningstar Rating
Portfolio
Asset Allocation
Weightage by Market Cap
Concentration
- No. of Stocks--
- Avg. Market Cap--
- Top 10 Stocks--
- Top 5 Stocks--
- Top 3 Sectors--
View Holdings
Fundamentals
| Measures | Fund | Category Average |
|---|
Risk Metrics
Peers
1Y3Y5Y10Y
| Mutual Fund | AUM (cr.) | 3YReturns |
|---|
Holdings
Stocks
Sector
About
- Fund Manager(s)Check HistoryJayesh Sundar, Devang Shah, Hardik Shah, Krishnaa N
- Launch Date20 Dec, 2019
- BenchmarkS&P BSE 500
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.
Riskometer
More Funds From
| Fund Name | Morningstar Rating | AUM (cr.) | 1Y Returns | 3Y Returns | 5Y Returns |
|---|