Axis Retirement Savings Fund - Dynamic Plan - Regular Growth

Category: Retirement Fund
Launch Date: 20-12-2019
Asset Class: Mixed Asset
Benchmark: CRISIL Hybrid 35+65 Aggressive Index
Expense Ratio: 2.41% As on ( 30-11-2024)
Status: Open Ended Schemes
Minimum Investment: 5000.0
Minimum Topup: 1000.0
Total Assets: 387.54 Cr As on ( 29-11-2024)
Turn over:
NAV as on 23-12-2024

19.64

0.08 ( 0.4073% )

CAGR Since Inception

14.45%

CRISIL Hybrid 35+65 Aggressive Index 12.55%

PERFORMANCE of Axis Retirement Savings Fund - Dynamic Plan - Regular Growth

Scheme Performance (%) Data as on - 23-12-2024

1-Year Ret (%) 3-Yrs Ret (%) 5-Yrs Ret (%) 10-Yrs Ret (%) Since Launch Ret (%)
Axis Retirement Savings Fund - Dynamic Plan - Regular Growth 26.22 12.27 - - 14.45
Benchmark - - - - -
Retirement Fund 15.5 11.58 12.28 10.01 12.43

Yearly Performance (%)

Fund Managers

Devang Shah, Hardik Shah, Nitin Arora, Jayesh Sundar, Krishnaa N

Investment Objective

The schemes seeks to 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.

RETURNS CALCULATOR for Axis Retirement Savings Fund - Dynamic Plan - Regular Growth

Growth of 10000 In SIP (Fund vs Benchmark)

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Growth of 10000 In LUMPSUM (Fund vs Benchmark)

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Rolling Returns

Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.

Riskometer

Key Performance and Risk Statistics of Axis Retirement Savings Fund - Dynamic Plan - Regular Growth

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
Axis Retirement Savings Fund - Dynamic Plan - Regular Growth 11.27 0.4 7.3 1.81 7.09 23.88
Retirement Fund - - - - - -

PEER COMPARISION of Axis Retirement Savings Fund - Dynamic Plan - Regular Growth

Period
Data as on - 23-12-2024
Scheme Name Launch
Date
1-Year
Ret (%)
2-Yrs
Ret (%)
3-Yrs
Ret (%)
5-Yrs
Ret (%)
10-Yrs
Ret (%)
Axis Retirement Savings Fund - Dynamic Plan - Regular Growth 20-12-2019 26.22 23.15 12.27 0.0 0.0
ICICI Prudential Retirement Fund - Pure Equity - Growth Option 01-02-2019 26.95 32.64 21.41 23.3 0.0
ICICI Prudential Retirement Fund - Hybrid Aggressive - Growth Option 02-02-2019 24.11 27.7 17.71 18.1 0.0
Tata Retirement Savings Fund - Progressive Plan -Regular Plan-Growth Option 01-11-2011 23.3 26.83 15.37 16.13 14.05
Nippon India Retirement Fund- Wealth Creation Scheme- Growth Plan - Growth Option 05-02-2015 22.51 27.75 17.85 16.57 0.0
Axis Retirement Savings Fund - Aggressive Plan - Regular Growth 01-12-2019 20.87 20.47 10.45 0.0 0.0
Tata Retirement Savings Fund- Moderate Plan-Regular Plan-Growth Option 01-11-2011 20.7 23.69 14.26 15.15 13.15
Aditya Birla Sun Life Retirement Fund-The 30s Plan-Regular Growth 10-03-2019 20.17 21.04 13.3 13.1 0.0
HDFC Retirement Savings Fund - Equity Plan - Growth Option 07-02-2016 19.82 26.92 19.64 23.48 0.0
Union Retirement Fund - Regular Plan - Growth Option 22-09-2022 19.12 24.69 0.0 0.0 0.0

PORTFOLIO ANALYSIS of Axis Retirement Savings Fund - Dynamic Plan - Regular Growth

Asset Allocation (%)