Fund Overview

NAV (13 Dec 24)

₹ 18.61

AUM (in Cr)

₹ 921.99

5 Years CAGR

% 0.00

Risk Level 

Very High

Fund Performance

Name
1 Month%
3 Month%
6 Month%
1 Year%
3 Year%
5 Year%
Axis Retirement Fund - Aggressive Plan
5.02
-1.06
8.01
27.47
11.18
0.00
Nifty 50 Hybrid Composite Debt 15:85 Index
1.67
2.73
5.58
10.43
7.43
8.84
Retirement
1.87
6.95
13.34
26.47
13.72
15.58

Note:  Benchmark Performance not available due to periodic changes in underlying Benchmark composition.

Scheme Information

Investment Objective

The investment objective of the Investment Plan(s) under the Scheme is to provide long-term capital appreciation / income by investing in a mix of equity, debt and other instruments to help investors meet their retirement goals. However, there can be no assurance that the investment objective of the Scheme will be achieved.

Expense Ratio
% 2.20
Benchmark
Nifty 50 Hybrid Composite Debt 15:85 Index
AUM
₹ 921.99
Inception Date
29 Nov 2019
Turnover Ratio
-
Exit Load
Nil
Asset Class
Others

Total AUM

₹ 313387.24

No. of Schemes under this AMC

80

Phone

43255161

Email

customerservice@axismf.com

Incorporation Date

9/4/2009

Address

Axis House, 1st Floor,, C-2, Wadia International Centre,, Pandurang Budhkar Marg,

Mumbai - 400025

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