3 Year return
8.98%Investment Details
Calculate Returns
Based on past performance of this fund
Risk Involved
Your principal will be at
High Risk
Asset Under Management
₹73.73 Cr.
Expense Ratio
0.72% (inclusive of GST)
Exit Load
Nil
Tax Implications
Tax on gains as per your income tax bracket
Fund Holdings
Axis Mutual Fund Managers
JG
Jinesh Gopani
Fund Manager since Jan 2020
Fund House Details
Axis Mutual Fund Asset management company
Peer Comparison
Comparison with other similar funds
Funds
|
3 Y Returns
|
ARQ Rating
|
---|---|---|
HDFC Retirement Savings Fund Equity |
22.38% |
5 |
TATA Retirement Savings Fund Progressive |
18.55% |
4 |
HDFC Retirement Savings Fund Hybrid Equity |
16.86% |
5 |
Schemes by Axis Mutual Fund
List of mutual fund schemes by AMC
Hybrid . Aggressive Hybrid Fund
Axis Aggressive Hybrid Fund Direct Plan Monthly IDCW Payout
Hybrid . Aggressive Hybrid Fund
Axis Aggressive Hybrid Fund Direct Plan Monthly IDCW Reinvestment
Hybrid . Aggressive Hybrid Fund
Axis Aggressive Hybrid Fund Direct Plan Growth
Hybrid . Aggressive Hybrid Fund
Axis Aggressive Hybrid Fund Direct Plan Quarterly IDCW Payout
Hybrid . Aggressive Hybrid Fund
Axis Aggressive Hybrid Fund Direct Plan Quarterly IDCW Reinvestment
About Axis Retirement Savings Fund Conservative Plan Direct Growth
Axis Retirement Savings Fund Conservative Plan Direct Growth is a retirement fund managed by Axis Mutual Fund. It is an equity fund, which means that it invests in the stocks of companies. Axis Retirement Savings Fund Conservative Plan Direct Growth is an open-ended fund. This means that investors can buy and sell units of the fund in the secondary market at any time. The expense ratio of the fund is lower than the category average.
Investment Objectives of the Scheme
The investment objective of Axis Retirement Savings Fund Conservative Plan Direct Growth is to provide investors with capital appreciation and regular income over the long term.
Key Features of The Fund
5-year return | 10.92% |
Expense Ratio | 0.72% |
Fund Manager | Jinesh Gopani |
Fund Size | ₹73.73 Cr |
Risk Profile | High |
Is This Scheme Right for Me?
This fund is suitable for investors who are looking for capital appreciation and regular income and who are comfortable with the volatility of equity investments. This fund is a good option for investors who are willing to invest for at least 15 years and who are looking for a fund that can help them to achieve their retirement goals. However, talk to your financial advisor before making a decision.
AMC Contact Details
Name | Axis Mutual Fund |
Launch Date | January 2009 |
Addresss | Axis House, First Floor, C-2, Wadia International Centre, Pandurang Budhkar Marg, Worli, Mumbai - 400025 |
Contact | 8108622211 |
customerservice@axismf.com | |
Website | https://www.axismf.com/ |
Disclaimer: Mutual funds are subject to market risk. Read all scheme-related documents carefully to make informed-decision.
Combat Inflation With SIP Investments
FAQs
What is today's NAV of Axis Retirement Savings Fund Conservative Plan?
What is the AUM of Axis Retirement Savings Fund Conservative Plan?
What is the expense ratio of Axis Retirement Savings Fund Conservative Plan?
What are the returns of Axis Retirement Savings Fund Conservative Plan since inception?
What is the minimum SIP amount to invest in Axis Retirement Savings Fund Conservative Plan?
How do I invest in Axis Retirement Savings Fund Conservative Plan?
- Make sure you are logged in to Angel One.
- Select the type of investment: SIP or one-time.
- In case of an SIP, select the amount and date and click ‘Start SIP’. In case of a one-time investment, enter just the amount.
- Proceed by clicking the pay button and choosing your mode of payment.
- Your portfolio will be updated with this investment in 3-5 working days.
How to start an SIP in Axis Retirement Savings Fund Conservative Plan?
- Click on the ‘Invest’ button.
- Enter your desired SIP amount and the SIP date.
- You can uncheck the ‘Make first payment now’ box if you don’t want to make the payment right away.
- Choose your payment method between UPI and Net Banking.
- Make your payment.
- Your SIP is created.
How do I automate an SIP in Axis Retirement Savings Fund Conservative Plan?
- Once you create an SIP, click on ‘Set up autopay’
- Select your desired verification method - debit card, net banking or Aadhar method credentials - and click on submit.
- Once you verify the OTP, your mandate request will be created.
How can I withdraw/redeem my investment in Axis Retirement Savings Fund Conservative Plan?
- Go to the ‘Investments’ section and click on the mutual fund scheme you want to withdraw.
- Enter the amount you want to withdraw and tap the ‘Withdraw’ button.
- Verify the details on the ‘Confirm withdraw’ screen.
- Select the bank account in which you want to receive the funds.
- You will receive your funds within three working days of placing the order.
- You can track your order in the ‘Orders’ section.