Overview
Axis Retirement Fund Aggressive Plan Direct Growth
Axis Mutual Fund
The schemes seeks to generate capital appreciation by predominantly investing in equity and equity related instruments.
Investments in Axis Retirement Fund Aggressive Plan Direct Growth are subject to market risks. Please read the offer document carefully before investing to understand the potential market risks and rewards.
Latest NAV
₹ 19.48
Fund Size (AUM)
₹799.56 Cr
Risk
Moderately High (Risk rating: 4/10)
Minimum Investment
Lumpsum: ₹ 5000
SIP: ₹1000
Launch Date
20-Dec-2019
Expense Ratio
1.09%
Exit Load
Nil
Benchmark
CRISIL Hybrid 25+75 Aggressive Index
Standard Deviation
12.38
History
Performance & Ratios
1-Year SIP Return
1.87%
3-Year SIP Return
15.79%
5-Year SIP Return
13.92%
Mean Return
-
Alpha
0.58
Beta
0.95
Sharpe Ratio
0.54
Sortino Ratio
0.84
Information Ratio
0.07
Returns
| 1Y | 3Y | 5Y | All Time | |
|---|---|---|---|---|
| Fund Returns | 12.53% | 13.33% | 17.51% | 21.35% |
| Category Average | 9.84% | 13.22% | 20.09% | N/A |
| Rank Within Category | 15 | 29 | 36 | N/A |
Holdings (84)
| Company | Sector | Instrument | Assets |
|---|---|---|---|
| HDFC Bank Ltd. | Financial | Equity | 5.5% |
| GOI | Sovereign | GOI Sec | 5.27% |
| GOI | Sovereign | GOI Sec | 4.87% |
| ICICI Bank Ltd. | Financial | Equity | 4.8% |
| Reliance Industries Ltd. | Energy | Equity | 4.59% |
| Infosys Ltd. | Technology | Equity | 3.32% |
| Bajaj Finance Ltd. | Financial | Equity | 3.24% |
| GOI | Sovereign | GOI Sec | 3.19% |
| GOI | Sovereign | GOI Sec | 2.62% |
| GOI | Sovereign | GOI Sec | 2.6% |
Holdings Analysis
Peer Comparison
Peer Comparison
| Fund Name | AUM (₹ Cr) | 1Y Return (%) | 3Y Return (%) | Expense Ratio (%) | Rating |
|---|---|---|---|---|---|
| JM Aggressive Hybrid Fund Direct Growth | 767.72 | 9.93 | 22.04 | 0.68 | N/A |
| ICICI Prudential Equity & Debt Fund Direct Growth | 40961.7 | 12.82 | 18.71 | 1.0 | N/A |
| Edelweiss Aggressive Hybrid Fund Direct Growth | 2487.15 | 14.43 | 18.25 | 0.44 | N/A |
| UTI Aggressive Hybrid Fund Direct Fund Growth | 5910.13 | 13.76 | 17.16 | 1.21 | N/A |
| Franklin India Equity Hybrid Fund Direct Growth | 2054.78 | 11.81 | 15.72 | 0.95 | N/A |
SIP, STP & SWP Details
Systematic Investment Plan (SIP):
Frequency: Monthly
Min Amount: ₹ 1000
Multiplier: 1
Systematic Transfer Plan (STP):
Frequency: MONTHLY
Dates: 1, 7, 10, 15, 25
Min Amount: ₹ 1000
Min Installments: 6
Systematic Withdrawal Plan (SWP):
Frequency: MONTHLY
Dates: 1, 5, 10, 15, 25
Min Amount: ₹ 1000
Min Installments: 6
AMC Details
Asset Management Company
Axis Mutual Fund
Axis Mutual Fund started their mutual fund on 04/09/2009 and its managing total assets of ₹69,145 Cr. Its ranked at 10 as per total assets at end of 30th Sep 2017. Axis Mutual Fund employs robust strategies to manage market risks, but investments remain subject to market risks. Please read the fund’s documentation for detailed risk management policies.
Axis mutual fund was established in October 2009 and since then it has made a mark in the mutual fund industry. Axis mutual fund claims that the reason for it to reach the peak of success is because of the three principles they follow strictly, which is, long-term wealth creation, customer's view and long-term relationship.
Axis Mutual Fund houses more than 50 schemes, it has over 20 lac investors investing with them and is present in over 90 cities.Their main motto is to take any fund decision keeping a customer centric approach in mind. The AMC commits to keep investors at the heart of every decision.
They also believe in leveraging the equity of the brand 'Axis' and aim at building a relationship with stakeholders. Axis wants its investors to think long-term when it comes to mutual fund investing and they want their investors to optimize their money through mutual funds.
Launch Date
2009-09-04T00:00:00.005Z
Total AUM
₹ 305435.43 Cr
Address
23rd Floor, One Lodha Place,S. B. Road, Lower Parel. Mumbai 400013
Phone
022-24255161
Website
Sub Type
Contra
Sub Type Info
Contra funds follow Contrarian strategy which means investing in stocks in contrast to the prevailing sentiment. Minimum investment in equity is 65%.
Tax Impact
Returns are taxed at 20%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 12.5% on returns of Rs 1.25 lakh+ in a financial year.
Stamp Duty
0.005% (from July 1st, 2020)
Fund Manager Details
Compare with Another Fund
Axis Retirement Fund Aggressive Plan Direct Growth
Axis Mutual Fund
You May Be Interested In
LIC MF Aggressive Hybrid Fund Direct Growth
Aggressive Hybrid
Shriram Balanced Advantage Fund Direct Growth
Dynamic Asset Allocation
Franklin India Multi Asset Solution Fund of Funds Direct Growth
Multi Asset Allocation
Bank of India Balanced Advantage Fund Direct Growth
Dynamic Asset Allocation
Axis Equity Savings Fund Direct Growth
Equity Savings
Bandhan Balanced Advantage Fund Direct Growth
Dynamic Asset Allocation
Axis Retirement Fund Dynamic Plan Direct Growth
Dynamic Asset Allocation
Sundaram Arbitrage Fund Direct Growth
Arbitrage
Tata Retirement Savings Fund Conservative Plan Direct Growth
Conservative Hybrid
HSBC Multi Asset Active FoF Direct Growth
Multi Asset Allocation
Explore More Mutual Funds
Equity Mutual Funds - Top Equity Fund Picks
Explore top equity mutual funds to diversify your portfolio. Filter by NAV, fund size, and more to find the best equity funds.
Debt Mutual Funds - Best Debt Fund Options
Discover top debt mutual funds for stable returns. Filter by NAV, fund size, and AMC to find the best debt funds for you.
Commodities Mutual Funds
Explore commodities mutual funds for diversification. Filter by NAV and fund size to find the best commodity funds.
ELSS Mutual Funds - Top Tax-Saving Funds
Discover top ELSS mutual funds for tax savings and growth. Filter by NAV, fund size, and AMC to find the best ELSS funds.
Large Cap Equity Funds
Find top large cap equity funds. Filter by AMC, NAV, and fund size to choose the best funds.
Mid Cap Equity Funds
Find top mid cap equity funds. Filter by AMC, NAV, and fund size to choose the best funds.
Frequently Asked Questions
How is the overall rating calculated?
The overall rating for Axis Retirement Fund Aggressive Plan Direct Growth is an aggregate score based on performance metrics (returns over 1, 3, and 5 years), risk-adjusted returns (Sharpe and Sortino ratios), and consistency relative to its category. Ratings are on a scale of 1 to 5, with 5 being the highest.
What are the top stocks of Axis Retirement Fund Aggressive Plan Direct Growth?
The top stocks held by Axis Retirement Fund Aggressive Plan Direct Growth include HDFC Bank Ltd., GOI, GOI.
Which industries does Axis Retirement Fund Aggressive Plan Direct Growth invest in?
Axis Retirement Fund Aggressive Plan Direct Growth primarily invests in the following industries: Financial, Sovereign, Energy.
Who are the fund managers of Axis Retirement Fund Aggressive Plan Direct Growth?
The fund managers of Axis Retirement Fund Aggressive Plan Direct Growth are Devang Shah and Hardik Shah and Jayesh Sundar and Krishnaa Narayan.
How many years has the fund manager been managing Axis Retirement Fund Aggressive Plan Direct Growth?
Devang Shah:
Calculating...
Hardik Shah:
Calculating...
Jayesh Sundar:
Calculating...
Krishnaa Narayan:
Calculating...
What is the minimum investment for Axis Retirement Fund Aggressive Plan Direct Growth?
The minimum investment for Axis Retirement Fund Aggressive Plan Direct Growth is ₹5000 for lumpsum investments and ₹1000 for SIPs.
What are the average 1-year returns for Axis Retirement Fund Aggressive Plan Direct Growth?
Calculating...
What are the average 3-year returns for Axis Retirement Fund Aggressive Plan Direct Growth?
Calculating...
What is the expense ratio of Axis Retirement Fund Aggressive Plan Direct Growth, and how does it compare to its category?
The expense ratio of Axis Retirement Fund Aggressive Plan Direct Growth is 1.09%. The average expense ratio for similar funds in the Hybrid is Calculating....