AXIS Retirement Savings Fund – CP – Dir Growth

Solution Oriented · Retirement
 · 
100
Min SIP
5,000
Min Lumpsum
0.77 %
Expense Ratio
Rating
76
Fund Size (in Cr)
4 Years
Fund Age
Mutual Fund SIP Calculator
Monthly Investment
Max: ₹1,00,000
Investment Period
Yrs
Max: 3 yrs
  • Invested Amount
    --
  • Wealth Gained
    --
  • Expected Amount
    --

Scheme Performance

Returns and Ranks ( as on 20 February 2024 )
1Y1Y 3Y3Y 5Y5Y MaxMax
Trailing Returns 19.9% 9.2% - 11.2%
Category Average 22% 15.1% 16.8% -

Scheme Allocation

By Holding
By Sector
By Asset
5.3%
TCS
3.19%
2.67%
Others
82.45%
View all Holdings
Holdings Sector Instrument Asset
Bajaj Auto Automobile Equity 5.3%
Reliance Industr Refineries Equity 3.81%
TCS IT - Software Equity 3.19%
Nestle India FMCG Equity 2.67%
Apollo Hospitals Healthcare Equity 2.58%
Sun Pharma.Inds. Pharmaceuticals Equity 2.54%
HCL Technologies IT - Software Equity 2.42%
J B Chem & Pharm Pharmaceuticals Equity 2.16%
Infosys IT - Software Equity 2.13%
Power Grid Corpn Power Generation & Distribution Equity 1.95%
Tech Mahindra IT - Software Equity 1.77%
Hero Motocorp Automobile Equity 1.74%
Maruti Suzuki Automobile Equity 1.73%
Sundaram Finance Finance Equity 1.66%
ITC Tobacco Products Equity 1.19%
Life Insurance Insurance Equity 0.94%
Asian Paints Paints/Varnish Equity 0.78%
Jio Financial Finance Equity 0.71%
Coromandel Inter Fertilizers Equity 0.3%
Avenue Super. Retail Equity 0.18%
Debt
57.21%
IT-Software
9.91%
Automobiles
8.34%
Pharmaceuticals & Biotech
4.61%
Petroleum Products
3.73%
Others
16.2%
View all Sectors
Sectors Asset
Debt 57.21%
IT-Software 9.91%
Automobiles 8.34%
Pharmaceuticals & Biotech 4.61%
Petroleum Products 3.73%
Food Products 3.28%
Cash & Others 2.84%
Healthcare Services 2.49%
Finance 2.36%
Power 1.81%
Consumer Durables 1.64%
Diversified FMCG 1.31%
Fertilisers & Agrochemica 0.28%
Retailing 0.19%
Equity
39.75%
Govt Securities / Sovereign
31.39%
Corporate Debentures
24.09%
Net Curr Ass/Net Receivables
3.01%
Reverse Repos
1.78%

Advance Ratio

-0.69
Alpha
1.59
SD
0.34
Beta
0.41
Sharpe

Exit Load

Exit Load Nil

Fund Objective

To generate regular income through investments predominantly in debt and money market instruments and to generate long term capital appreciation by investing certain portion of the portfolio in equity and equity related securities. The Investment Plan may also invest in units of Gold ETF or units of REITs & InvITs for income generation / wealth creation.

Fund Managers

Jinesh Gopani - Asset Under Management - Head of Equities, Axis Asset Management Ltd

With 20 years of work experience in fund management and content listing, Mr Jinesh Gopani is a prime part of Axis Mutual Fund. His current designation is Head of Equities, Axis Asset Management Ltd. He heads US$ 18 billion equity AUM (Asset Under Management) at Axis AMC. The AUM size of Axis Mutual Fund has increased at a CAGR (Compounded Annual Growth Rate) of 35% in the last three (3) years and 45% since its inception in 2009. His educational qualifications include a Master of Business Administration (MBA), MMS (Finance and Financial Management Services), and B.Com (Finance) from the University of Mumbai.

Mr Gopani joined Axis AMC in September 2009 as a Senior Fund Manager. He was promoted to his current role in September 2016. Before joining Axis AMC, he worked with Birla Sunlife as a Portfolio Manager and Voyager India Capital as Senior Research Analyst.

Under Mr Jinesh Gopani’s stewardship, Axis AMC has earned the coveted title of the No. 1 AMC in India. Incidentally, it was the 41st AMC in 2009. Mr Gopani manages fourteen (14) Axis Mutual Fund schemes, including Axis Long Term Equity Fund, Axis Focused 25 Fund, Axis Nifty Midcap 50 Index Fund, Axis NIFTY IT ETF, Axis Retirement Savings Fund, etc.

Risk-O-Meter

Peer Comparison

Fund Name

AMC Contact Details

Axis Mutual Fund
AUM:
2,63,225 Cr
Address:
Axis House, 1st Floor,C-2, Wadia international centre,Pandurang Budhkar Marg, Worli, Mumbai - 400025
Contact:
022-43255161
Email ID:
customerserivce@axismf.com

More Funds from Axis Mutual Fund

Fund Name

Mutual Funds By Category

Equity

Debt

Hybrid

equity
Large Cap Mutual Funds Large Cap Mutual Funds
Large Cap
Fund Name
Mid Cap Mutual Funds Mid Cap Mutual Funds
Mid Cap
Fund Name
Small Cap Mutual Funds Small Cap Mutual Funds
Small Cap
Fund Name
Multi Cap Funds Multi Cap Funds
Multi Cap
Fund Name
ELSS Mutual Funds ELSS Mutual Funds
ELSS
Fund Name
Dividend Yield Funds Dividend Yield Funds
Dividend Yield
Fund Name
Sectoral / Thematic Mutual Funds Sectoral / Thematic Mutual Funds
Sectoral / Thematic
Fund Name
Focused Funds Focused Funds
Focused
Fund Name
debt
Ultra Short Duration Funds Ultra Short Duration Funds
Ultra Short Duration
Fund Name
Liquid Mutual Funds Liquid Mutual Funds
Liquid
Fund Name
Gilt Mutual Funds Gilt Mutual Funds
Gilt
Fund Name
Long Duration Funds Long Duration Funds
Long Duration
Fund Name
Overnight Mutual Funds Overnight Mutual Funds
Overnight
Fund Name
Floater Mutual Funds Floater Mutual Funds
Floater
Fund Name
hybrid
Arbitrage Mutual Funds Arbitrage Mutual Funds
Arbitrage
Fund Name
Equity Savings Mutual Funds Equity Savings Mutual Funds
Equity Savings
Fund Name
Aggressive Hybrid Mutual Funds Aggressive Hybrid Mutual Funds
Aggressive Hybrid
Fund Name

Frequently Asked Questions

How to invest in AXIS Retirement Savings Fund – CP – Dir Growth ?

You can invest in AXIS Retirement Savings Fund – CP – Dir Growth in a quick and simple process. Follow the below steps;
  • Login to your 5paisa account, Go to the Mutual Funds section.
  • Search for AXIS Retirement Savings Fund – CP – Dir Growth in the search box.
  • Click on "Start SIP" if you wish to do a SIP or click on “One-time” if you wish to invest a lumpsum amount then click on "Invest Now"

What is the NAV of AXIS Retirement Savings Fund – CP – Dir Growth ?

The NAV of AXIS Retirement Savings Fund – CP – Dir Growth is ₹15.5 as of 20 February 2024.

How to redeem AXIS Retirement Savings Fund – CP – Dir Growth holding ?

You can go to your holding on the app and click on the fund name you will get two options Invest More and Redeem; click on redeem and enter the amount or units you desire to redeem or you can tick on “Redeem all units”.

What is the minimum sip amount of AXIS Retirement Savings Fund – CP – Dir Growth?

The minimum SIP amount of AXIS Retirement Savings Fund – CP – Dir Growth is ₹100

What are the top sectors AXIS Retirement Savings Fund – CP – Dir Growth has invested in?

The top sectors AXIS Retirement Savings Fund – CP – Dir Growth has invested in are
  1. Debt - 57.21%
  2. IT-Software - 9.91%
  3. Automobiles - 8.34%
  4. Pharmaceuticals & Biotech - 4.61%
  5. Petroleum Products - 3.73%

Can I make investments in both the SIP and Lump Sum schemes of AXIS Retirement Savings Fund – CP – Dir Growth?

Yes, You can select both SIP or Lumpsum investment of AXIS Retirement Savings Fund – CP – Dir Growth based on your investment objective and risk tolerance.

How much returns have AXIS Retirement Savings Fund – CP – Dir Growth generated ?

The AXIS Retirement Savings Fund – CP – Dir Growth has delivered 11.2% since inception

What is the expense ratio of AXIS Retirement Savings Fund – CP – Dir Growth ?

The expense ratio of AXIS Retirement Savings Fund – CP – Dir Growth is 0.77 % as of 20 February 2024.

What is the AUM of AXIS Retirement Savings Fund – CP – Dir Growth?

The AUM of AXIS Retirement Savings Fund – CP – Dir Growth is ₹2,63,225 Cr as of 20 February 2024

What are the top stock holdings of AXIS Retirement Savings Fund – CP – Dir Growth?

The top stock holdings of AXIS Retirement Savings Fund – CP – Dir Growth are
  1. Bajaj Auto - 5.3%
  2. Reliance Industr - 3.81%
  3. TCS - 3.19%
  4. Nestle India - 2.67%
  5. Apollo Hospitals - 2.58%

How can I redeem my investments in AXIS Retirement Savings Fund – CP – Dir Growth?

Step 1: Visit the fund house's website
Step 2: Log in to your account by adding Folio No. and M-Pin
Step 3: Click on Widhrawal > Redemption
Step 4: Select AXIS Retirement Savings Fund – CP – Dir Growth in Scheme, enter the redemption amount, and click on submit button.
Invest Now