AXIS Retirement Savings Fund – DP – Dir Growth

Solution Oriented · Retirement
 · 
100
Min SIP
5,000
Min Lumpsum
1.05 %
Expense Ratio
Rating
321
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 29 February 2024 )
1Y1Y 3Y3Y 5Y5Y MaxMax
Trailing Returns 32.4% 13.1% - 14.7%
Category Average 24.6% 14.7% 16.5% -

Scheme Allocation

By Holding
By Sector
By Asset
5.97%
3.74%
TCS
3.22%
Others
78.37%
View all Holdings
Holdings Sector Instrument Asset
ICICI Bank Banks Equity 5.97%
Reliance Industr Refineries Equity 5.14%
HDFC Bank Banks Equity 3.74%
Torrent Power Power Generation & Distribution Equity 3.56%
TCS IT - Software Equity 3.22%
Infosys IT - Software Equity 3.15%
Bajaj Finance Finance Equity 2.83%
Pidilite Inds. Chemicals Equity 2.77%
Larsen & Toubro Infrastructure Developers & Operators Equity 2.42%
Avenue Super. Retail Equity 1.99%
DLF Realty Equity 1.87%
Sundaram Finance Finance Equity 1.72%
Bajaj Auto Automobile Equity 1.67%
Info Edg.(India) E-Commerce/App based Aggregator Equity 1.59%
Minda Corp Auto Ancillaries Equity 1.59%
Nestle India FMCG Equity 1.55%
Vijaya Diagnost. Healthcare Equity 1.51%
Jyothy Labs FMCG Equity 1.44%
Tata Motors Automobile Equity 1.43%
V-Guard Industri Capital Goods - Electrical Equipment Equity 1.42%
Mankind Pharma Pharmaceuticals Equity 1.41%
Bharti Airtel Telecomm-Service Equity 1.38%
Can Fin Homes Finance Equity 1.38%
Cholaman.Inv.&Fn Finance Equity 1.36%
SBFC Finance Finance Equity 1.34%
Tata Power Co. Power Generation & Distribution Equity 1.33%
Sun Pharma.Inds. Pharmaceuticals Equity 1.32%
Sansera Enginee. Auto Ancillaries Equity 1.27%
Phoenix Mills Realty Equity 1.21%
Indian Bank Banks Equity 1.19%
Coforge IT - Software Equity 1.17%
Bharat Electron Aerospace & Defence Equity 1.16%
Apollo Hospitals Healthcare Equity 1.13%
Apar Inds. Capital Goods - Electrical Equipment Equity 1.12%
Dixon Technolog. Consumer Durables Equity 1.12%
ICICI Pru Life Insurance Equity 1.11%
Jio Financial Finance Equity 1.08%
Fortis Health. Healthcare Equity 1.07%
Kaynes Tech Consumer Durables Equity 1.06%
Zomato Ltd E-Commerce/App based Aggregator Equity 1.04%
M & M Automobile Equity 1.03%
Ajanta Pharma Pharmaceuticals Equity 1.01%
Bharat Dynamics Aerospace & Defence Equity 1.01%
Uno Minda Auto Ancillaries Equity 0.96%
Sona BLW Precis. Auto Ancillaries Equity 0.96%
SBI Life Insuran Insurance Equity 0.93%
Jupiter Life Lin Healthcare Equity 0.86%
Brigade Enterpr. Realty Equity 0.85%
Abbott India Pharmaceuticals Equity 0.83%
J K Cements Cement Equity 0.77%
eClerx Services IT - Software Equity 0.68%
Vardhman Textile Textiles Equity 0.57%
Jubilant Food. Quick Service Restaurant Equity 0.55%
Voltas Consumer Durables Equity 0.41%
St Bk of India Banks Equity 0.4%
RHI Magnesita Refractories Equity 0.33%
P I Industries Agro Chemicals Equity 0.31%
KEI Industries Cables Equity 0.3%
United Spirits Alcoholic Beverages Equity 0.24%
Maruti Suzuki Automobile Equity 0.16%
Mphasis IT - Software Equity 0.04%
Kotak Mah. Bank Banks Equity 0.01%
Rites Infrastructure Developers & Operators Equity 0%
Banks
11.31%
Finance
9.71%
Debt
9%
IT-Software
7.58%
Petroleum Products
5.14%
Others
57.26%
View all Sectors
Sectors Asset
Banks 11.31%
Finance 9.71%
Debt 9%
IT-Software 7.58%
Petroleum Products 5.14%
Power 4.89%
Auto Components 4.78%
Retailing 4.62%
Pharmaceuticals & Biotech 4.57%
Healthcare Services 4.57%
Automobiles 4.29%
Realty 3.93%
Consumer Durables 2.95%
Chemicals & Petrochemical 2.77%
Construction 2.42%
Aerospace & Defense 2.17%
Insurance 2.04%
Cash & Others 1.67%
Food Products 1.55%
Household Products 1.44%
Telecom-Services 1.38%
Others 1.29%
Electrical Equipments 1.12%
Industrial Manufacturing 1.06%
Cement & Cement Products 0.77%
Commercial Services & Sup 0.68%
Industrial Products 0.63%
Textiles & Apparels 0.57%
Leisure Services 0.55%
Fertilisers & Agrochemica 0.31%
Beverages 0.24%
Equity
88.05%
Govt Securities / Sovereign
4.34%
Corporate Debentures
3.12%
Net Curr Ass/Net Receivables
1.67%
Reverse Repos
1.54%
Others
1.28%
View all Assets
Assets Asset
Equity 88.05%
Govt Securities / Sovereign 4.34%
Corporate Debentures 3.12%
Net Curr Ass/Net Receivables 1.67%
Reverse Repos 1.54%
Mutual Funds Units 1.19%
Derivatives 0.1%

Advance Ratio

0.58
Alpha
3.43
SD
0.77
Beta
0.61
Sharpe

Exit Load

Exit Load Nil

Fund 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.

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

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Debt

Hybrid

equity
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Sectoral / Thematic Mutual Funds Sectoral / Thematic Mutual Funds
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debt
Ultra Short Duration Funds Ultra Short Duration Funds
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Fund Name
Liquid Mutual Funds Liquid Mutual Funds
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Fund Name
Gilt Mutual Funds Gilt Mutual Funds
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Fund Name
Long Duration Funds Long Duration Funds
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Overnight Mutual Funds Overnight Mutual Funds
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Floater Mutual Funds Floater Mutual Funds
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Arbitrage Mutual Funds Arbitrage Mutual Funds
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Fund Name
Equity Savings Mutual Funds Equity Savings Mutual Funds
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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 – DP – Dir Growth ?

You can invest in AXIS Retirement Savings Fund – DP – 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 – DP – 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 – DP – Dir Growth ?

The NAV of AXIS Retirement Savings Fund – DP – Dir Growth is ₹17.7 as of 29 February 2024.

How to redeem AXIS Retirement Savings Fund – DP – 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 – DP – Dir Growth?

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

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

The top sectors AXIS Retirement Savings Fund – DP – Dir Growth has invested in are
  1. Banks - 11.31%
  2. Finance - 9.71%
  3. Debt - 9%
  4. IT-Software - 7.58%
  5. Petroleum Products - 5.14%

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

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

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

The AXIS Retirement Savings Fund – DP – Dir Growth has delivered 14.7% since inception

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

The expense ratio of AXIS Retirement Savings Fund – DP – Dir Growth is 1.05 % as of 29 February 2024.

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

The AUM of AXIS Retirement Savings Fund – DP – Dir Growth is ₹2,63,225 Cr as of 29 February 2024

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

The top stock holdings of AXIS Retirement Savings Fund – DP – Dir Growth are
  1. ICICI Bank - 5.97%
  2. Reliance Industr - 5.14%
  3. HDFC Bank - 3.74%
  4. Torrent Power - 3.56%
  5. TCS - 3.22%

How can I redeem my investments in AXIS Retirement Savings Fund – DP – 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 – DP – Dir Growth in Scheme, enter the redemption amount, and click on submit button.
Invest Now