Axis Retirement Savings Fund - Aggressive Plan - Regular Plan - IDCW
Fund House: Axis Mutual Fund| Category: Retirement Fund |
| Launch Date: 20-12-2019 |
| Asset Class: Mixed Asset |
| Benchmark: NIFTY 50 Hybrid Composite Debt 70:30 Index |
| TER: 2.19% As on (31-10-2024) |
| Status: Open Ended Schemes |
| Minimum Investment: 5000.0 |
| Minimum Topup: 1000.0 |
| Total Assets: 922.55 Cr As on 31-10-2024(Source:AMFI) |
| Turn over: - | Exit Load: Nil |
17.79
0.09 (0.5059%)
12.45%
Benchmark: 12.55%
PERFORMANCE
Returns Type:
of :
Start :
End :
Period:
This Scheme
-
vs
AK Hybrid Aggressive TRI
-
Gold
-
PPF
-
Returns Type:
of :
Period:
Start :
Period:
Fund Multiplier
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
Time Taken To Multiply
2x
4x
5x
10x
FUND
There is no value for 2x
There is no value for 4x
There is no value for 5x
There is no value for 10x
FD
11 years 10 Months
GOLD
8 years 9 Months
NIFTY
5 years 5 Months
Investment Objective
The schemes seeks to generate capital appreciation by predominantly investing in equity and equity related instruments.
Current Asset Allocation (%)
Indicators
| Standard Deviation | 11.29 |
| Sharpe Ratio | 0.46 |
| Alpha | -1.59 |
| Beta | 0.87 |
| Yield to Maturity | 7.14 |
| Average Maturity | 19.12 |
PEER COMPARISON
Scheme Characteristics
Equity & Equity related instruments - between 65% and 80% of total assets; Debt instruments - between 20% and 35% of total assets.
Riskometer
PORTFOLIO
Market Cap Distribution
Small Cap
10.24%
Others
23.18%
Large Cap
48.13%
Mid Cap
18.44%
