Axis Retirement Fund - Conservative Plan - Direct Plan does not yet have a 5-year performance history.
The average return for Retirement funds is 0.00% .
The largest portfolio holding is 718% GOVERNMENT OF INDIA 24 07 2037 with a portfolio weight of 33.38% .
The fund currently owns more than 35 stocks.
The top 10 holdings account for 77.82% of total assets.
Based on portfolio allocation, this fund appears highly concentrated compared with peers.
| Metric | Fund | Category Avg |
|---|---|---|
| 1 Year Return | 3.40% | N/A |
| 2 Year Return | 22.44% | N/A |
| 3 Year Return | 32.42% | N/A |
| 4 Year Return | 63.32% | N/A |
| 5 Year Return | N/A | N/A |
| 6 Year Return | N/A | N/A |
| 7 Year Return | N/A | N/A |
| Expense Ratio | 1.06% | - |
| # | Company | Sector | Weight |
|---|---|---|---|
| 1 |
33.38%
|
||
| 2 |
15.04%
|
||
| 3 |
10.72%
|
||
| 4 | Energy |
4.64%
|
|
| 5 | Financials |
2.83%
|
|
| 6 | Health Care |
2.68%
|
|
| 7 | Communication Services |
2.43%
|
|
| 8 | Information Technology |
2.34%
|
|
| 9 |
1.89%
|
||
| 10 | Finance - Banks - Private Sector |
1.87%
|
|
| 11 | Investment Trust |
1.84%
|
|
| 12 | Financials |
1.82%
|
AMC: AXIS
Category: Solution Oriented • Retirement
Launch Date: 29 Nov 2019
Fund Manager: Mr. Devang Shah
Minimum Purchase: ₹5,000
Exit Load:
Lock-in: 1
Risk: Low Risk
Axis Retirement Fund - Conservative Plan - Direct Plan is managed by AXIS and belongs to the Solution Oriented category.
Investors often evaluate this fund using metrics such as portfolio holdings, diversification, expense ratio, risk profile and long-term NAV performance.
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