Axis Retirement Fund - Dynamic 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 TREPS with a portfolio weight of 7.91% .
The fund currently owns more than 98 stocks.
The top 10 holdings account for 42.23% of total assets.
Based on portfolio allocation, this fund appears moderately concentrated compared with peers.
| Metric | Fund | Category Avg |
|---|---|---|
| 1 Year Return | 6.22% | N/A |
| 2 Year Return | 37.24% | N/A |
| 3 Year Return | 55.81% | N/A |
| 4 Year Return | 107.95% | 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 | 1.11% | - |
| # | Company | Sector | Weight |
|---|---|---|---|
| 1 |
7.91%
|
||
| 2 | Financials |
5.52%
|
|
| 3 | Energy |
5.35%
|
|
| 4 |
5.15%
|
||
| 5 | Finance - Banks - Private Sector |
5.03%
|
|
| 6 | Communication Services |
3.03%
|
|
| 7 |
2.70%
|
||
| 8 | Materials |
2.55%
|
|
| 9 | Information Technology |
2.50%
|
|
| 10 | Financials |
2.49%
|
|
| 11 | Consumer Discretionary |
2.32%
|
|
| 12 | Non-Banking Financial Company (NBFC) |
2.18%
|
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: Moderate Risk
Axis Retirement Fund - Dynamic 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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