Home Axis Mutual FundAxis Retirement Savings Fund - Dynamic Plan Regular Growth
Other Create Wealth
Solution Oriented - Retirement Fund
Category Rank
Axis Retirement Savings Fund - Dynamic Plan Regular Growth
Rating
  • The volatility of constituents of the fund is much higher in relation to other funds in the category which often results in sub optimal returns
  • The funds expense ratio is much higher as compared to most of funds in the category
  • The funds ability to generate higher returns for each unit of risk undertaken is lower than average funds in the category
Fund
Since this is low rated scheme, RANK MF research recommends that Investors should look for alternative schemes
Time to Invest
Axis Retirement Savings Fund - Dynamic Plan Regular Growth
NAV
14.34
 (03/10/2023)
L 52Wk H
12.46
14.50
Login using to know what your Friends are Investing !

Axis Retirement Savings Fund - Dynamic Plan Regular Growth

Other
Solution Oriented - Retirement Fund
Create Wealth
Rank Axis Retirement Savings Fund - Dynamic Plan Regular Growth
Fund
Since this is low rated scheme, RANK MF research recommends that Investors should look for alternative schemes
NAV
14.34
 (03/10/2023)
Time to Invest
Axis Retirement Savings Fund - Dynamic Plan Regular Growth
Rating
  • The volatility of constituents of the fund is much higher in relation to other funds in the category which often results in sub optimal returns
  • The funds expense ratio is much higher as compared to most of funds in the category
  • The funds ability to generate higher returns for each unit of risk undertaken is lower than average funds in the category
L 52Wk H
12.46
14.50
Connect to Facebook
Investment Objective

The Investment Plan has a dual objective of 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. The Investment Plan may also invest in units of Gold ETF or units of REITs & InvITs for income generation / wealth creation. .

Category
  • Solution Oriented - Retirement Fund
Benchmark
  • CRISIL Hybrid 35+65 - Aggressive Index
Returns
Absolute
1M
1.13%
3M
2.36%
6M
12.74%
Annualised
1Y
7.50%
3Y
12.97%
5Y
-
Historical NAV
NAV for scheme Axis Retirement Savings Fund - Dynamic Plan - Regular Growth is
Growth of 10,000
An investment of 10000 for in this scheme would have grown to Rs.

Risk of the fund

Axis Retirement Savings Fund - Dynamic Plan Regular Growth

AUM

292.84 Cr
Axis Retirement Savings Fund - Dynamic Plan Regular Growth AUM is 63% lower than other schemes in the category

Load

Entry Load - NIL
Exit Load - Nil
Lock In Period - 5 Years

Expense Ratio

2.39%

Turnover Ratio

NA

Top Ranked Funds

Top Axis Mutual Funds

Mutual Funds

360 ONE Mutual Fund
Aditya Birla Sun Life Mutual Fund
Axis Mutual Fund
Bajaj Finserv Mutual Fund
Bandhan Mutual Fund
Bank of India Mutual Fund
Baroda BNP Paribas Mutual Fund
Canara Robeco Mutual Fund
DSP Mutual Fund
Edelweiss Mutual Fund
Franklin Templeton Mutual Fund
Groww Mutual Fund
HDFC Mutual Fund
HSBC Mutual Fund
ICICI Prudential Mutual Fund
Invesco Mutual Fund
ITI Mutual Fund
JM Financial Mutual Fund
Kotak Mahindra Mutual Fund
LIC Mutual Fund
Mahindra Manulife Mutual Fund
Mirae Asset Mutual Fund
Motilal Oswal Mutual Fund
Navi Mutual Fund
Nippon India Mutual Fund
NJ Mutual Fund
PGIM India Mutual Fund
PPFAS Mutual Fund
Quant Mutual Fund
Quantum Mutual Fund
Samco Mutual Fund
SBI Mutual Fund
Shriram Mutual Fund
Sundaram Mutual Fund
Tata Mutual Fund
Taurus Mutual Fund
Trust Mutual Fund
Union Mutual Fund
UTI Mutual Fund
WhiteOak Capital Mutual Fund
NO DATA FOUND
Close