Axis Retirement Savings Fund - Dynamic Plan - Regular - Growth
9.60 %
( 3 Years Returns )
Past NAV Performance
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Fund Details
| Risk | High Risk | Minimum SIP Amount | ₹ 1000.0 |
| NAV | 19.09 ( 17-Jan-2025) | Minimum Investment | ₹ 5000.0 |
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Peer Performance
| Fund | 3 Yr Return | 5 Yr Return |
| Axis Retirement Savings Fund - Dynamic Plan - Regular - Growth |
9.60 % | 13.51 % |
 UTI Retirement Benefit Pension Fund (RBP) |
10.78 % | 12.73 % |
| Axis Retirement Savings Fund - Aggressive Plan - Regular - Growth |
7.91 % | 11.55 % |
| Axis Retirement Savings Fund - Conservative Plan - Regular - Growth |
5.93 % | 8.74 % |
 SBI Retirement Benefit Fund - Conservative Plan - Regular - Growth |
7.97 % | 0.00 % |
Additional Details
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.
Basic Details
| Fund House | Axis Mutual Fund |
| Inception Date | 20 Dec 2019 |
| Fund Category | Speciality |
| Fund Type | Open Ended |
| Investment Plan | Growth |
| Risk Category | High Risk | AUM | ₹254.9765Cr |
Investment Details
| Minimum Investment | ₹5000.0 |
| Minimum Addl Investment | ₹100.0 |
| SIP Allowed | Y |
| Min SIP amount | ₹1000.0 |
| Exit Load | None |
Contact Details
| Fund Manager | Hitesh Das,Jinesh Gopani,R Sivakumar |
