AXIS Retirement Savings Fund
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Invested Amount--
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Wealth Gained--
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Expected Amount--
Scheme Performance
| 1Y | 1Y | 3Y | 3Y | 5Y | 5Y | Max | Max | |
|---|---|---|---|---|---|---|---|---|
| Trailing Returns | 9.9% | 15.1% | - | 11.2% | ||||
| Category Average | 14.1% | 24.8% | 13.5% | - |
Scheme Allocation
Advance Ratio
Exit Load
| Exit Load | Nil |
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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
- Fund Size
- 1Y
- 3Y
- 5Y
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- Solution Oriented .
- Retirement .
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- 162
-
8.5%Fund Size - 162
-
9.1%Fund Size - 162
-
7.6%Fund Size - 162
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- Solution Oriented .
- Retirement .
-
- 170
-
12.8%Fund Size - 170
-
8.2%Fund Size - 170
-
8.4%Fund Size - 170
-
- Solution Oriented .
- Retirement .
-
- 2,964
-
22.9%Fund Size - 2,964
-
34.9%Fund Size - 2,964
-
16.7%Fund Size - 2,964
-
- Solution Oriented .
- Retirement .
-
- 2,307
-
15.2%Fund Size - 2,307
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26.1%Fund Size - 2,307
-
8.1%Fund Size - 2,307
-
- Solution Oriented .
- Retirement .
-
- 992
-
18.8%Fund Size - 992
-
24.8%Fund Size - 992
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13.5%Fund Size - 992
AMC Contact Details
Frequently Asked Questions
How to invest in AXIS Retirement Savings Fund ?
- Login to your 5paisa account, Go to the Mutual Funds section.
- Search for AXIS Retirement Savings Fund 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 ?
How to redeem AXIS Retirement Savings Fund holding ?
What is the minimum sip amount of AXIS Retirement Savings Fund?
What are the top sectors AXIS Retirement Savings Fund has invested in??
- Torrent Power - 9.18%
- Pidilite Inds. - 9.11%
- Kotak Mah. Bank - 7.93%
- Bajaj Finance - 7.24%
- Nestle India - 6.42%
How much returns have AXIS Retirement Savings Fund generated ?
What is the expense ratio of AXIS Retirement Savings Fund ?
What is the AUM of AXIS Retirement Savings Fund?
What are the top stock holdings of AXIS Retirement Savings Fund?
- Torrent Power - 9.18%
- Pidilite Inds. - 9.11%
- Kotak Mah. Bank - 7.93%
- Bajaj Finance - 7.24%
- Nestle India - 6.42%