What is the NAV of Axis Retirement Fund-Conservative Plan?
The Current NAV of Axis Retirement Fund-Conservative Plan is ₹17.28, as of 13th June 2025What are the returns of Axis Retirement Fund-Conservative Plan?
The Axis Retirement Fund-Conservative Plan has been there since 20th December 2019- 1 Year Returns: 6.86
- 3 Year Returns: 11.61
- 5 Year Returns: 11.36
What are the top 5 sectors holdings of Axis Retirement Fund-Conservative Plan?
The top sectors Axis Retirement Fund-Conservative Plan has invested in are as for 20th 12 2019 are as follows -- Private Banks | 12.63%
- Others | 9.80%
- IT Services & Consulting | 8.17%
- Specialized Finance | 5.72%
- Pharmaceuticals | 5.29%
What are the top 5 holdings Axis Retirement Fund-Conservative Plan?
The top 5 holdings for Axis Retirement Fund-Conservative Plan are- ICICI Bank Ltd | 6.41%
- HDFC Bank Ltd | 5.82%
- 7.3% Government of India (19/06/2053) | 4.83%
- Reliance Industries Ltd | 4.54%
- Clearing Corporation of India Ltd | 4.04%
What is the asset allocation of Axis Retirement Fund-Conservative Plan?
The Axis Retirement Fund-Conservative Plan is a plan that invests- Equity | 84.55%
- Government Securities | 10.92%
- Cash & Equivalents | 4.38%
- Futures & Options | 0.15%
How to invest in Axis Retirement Fund-Conservative Plan?
If you wish to invest in Axis Retirement Fund-Conservative Plan Plan via smallcase, you can follow these quick and easy steps -- Log in to smallcase
- Search and select the Axis Retirement Fund-Conservative Plan
- Complete filling your details and KYC
- Enter the Amount and type of investment (SIP or Lumpsum)
- And Voila! your SIP or Lumpsump investment in Axis Retirement Fund-Conservative Plan is completed
You can also calculate the returns on your investment based on our smallcase Lumpsum & SIP Calculator.
What is the AUM of Axis Retirement Fund-Conservative Plan?
The AUM of Axis Retirement Fund-Conservative Plan is 332.28 Cr as of 13th June 2025What is the expense ratio of Axis Retirement Fund-Conservative Plan Plan?
The expense ratio of Axis Retirement Fund-Conservative Plan Plan is 0.91How to exit Axis Retirement Fund-Conservative Plan?
If you have invested in Axis Retirement Fund-Conservative Plan, then simply visit your investment and you will find an option to exit the funds or invest more. Please click on 'exit' and add the amount or units. In case you want to exit from all units, you can simply click on the checkbox option shown.Is there any lock-in period for Axis Retirement Fund-Conservative Plan Plan?
There is a lock in period of 5 for Axis Retirement Fund-Conservative PlanWhat is the alpha of Axis Retirement Fund-Conservative Plan?
The alpha ratio for the Axis Retirement Fund-Conservative Plan is N/A
Alpha is the excess return of a fund compared to its expected return based on its beta and the risk-free rate. Positive alpha indicates that the fund has outperformed its expected return, while negative alpha suggests underperformance.
What is the Volatility or Standard Deviation of Axis Retirement Fund-Conservative Plan?
The volatility or standard deviation for the Axis Retirement Fund-Conservative Plan is 5.59
Standard Deviation measures the volatility or risk associated with the returns of a mutual fund. A higher standard deviation indicates higher volatility, suggesting that the returns of the mutual fund are more spread out from the average. On the other hand, a lower standard deviation implies lower volatility and a more stable performance.
What is the sharpe ratio of Axis Retirement Fund-Conservative Plan?
The sharpe ratio for the Axis Retirement Fund-Conservative Plan is 0.48
The Sharpe Ratio is a measure of risk-adjusted return that evaluates the performance of an investment, such as a mutual fund, by adjusting for its risk. Higher Sharpe Ratio, indicates a better risk-adjusted performance. A positive Sharpe Ratio indicates that the MF has provided a return in excess of the risk-free rate for the amount of risk taken. Conversely, a negative Sharpe Ratio suggests that the MF did not adequately compensate for the risk.
What is the Sortino ratio of Axis Retirement Fund-Conservative Plan?
The Sortino ratio for the Axis Retirement Fund-Conservative Plan is 0.05
The Sortino ratio is a measure of risk-adjusted return for an investment, such as a mutual fund.
What is the Price to Earnings (PE) of Axis Retirement Fund-Conservative Plan?
The PE ratio (price-to-earnings) of the Axis Retirement Fund-Conservative Plan is N/A while category PE ratio is N/A1. Test MF FAQ for Mutual Fund Axis Retirement Fund-Conservative Plan Shares?
The Current NAV of Axis Retirement Fund-Conservative Plan is ₹17.28, as of 13th June 20255. Test MF FAQ Is there any lock-in period for Axis Retirement Fund-Conservative Plan Plan?
There is a lock in period of 5 for Axis Retirement Fund-Conservative Plan
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Axis Retirement Fund-Conservative Plan Direct Growth
Growth
17.280.41% (-0.07)
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Returns
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Axis Retirement Fund-Conservative Plan Performance & Key Metrics
Axis Retirement Fund-Conservative Plan Performance & Key Metrics
| Expense RatioExpense Ratio | No LabelNo Label | No LabelNo Label |
|---|---|---|
| 0.91 | 6.71 | 0.48 |
| No LabelNo Label | No LabelNo Label | No LabelNo Label |
|---|---|---|
| 1.60 | 6.58 | 0.60 |
Axis Retirement Fund-Conservative Plan Scheme InfoAxis Retirement Fund-Conservative Plan Scheme Info
| PlanPlan | Lock inLock in | Exit LoadExit Load |
|---|---|---|
| Growth | 5 yrs | 0.00% |
| SIP Inv.SIP Inv. | Min. LumpsumMin. Lumpsum |
|---|---|
| Allowed | ₹ 5,000 |
| BenchmarkBenchmark |
|---|
| CRISIL Hybrid 75+25 - Conservative Index |
About Solution Oriented - Retirement Fund
About Solution Oriented - Retirement Fund
Solution Oriented,Retirement Fund invest in high-risk stocks since the objective of the fund is to create a corpus for retirement. However, the lock-n-period is relatively higher than other funds as these funds are long term in nature.
Axis Retirement Fund-Conservative Plan Peers
What are peers and why compare against them?
What are peers and why compare against them?
A mutual fund’s peers are schemes which belong to the same category. Comparing various metrics against peers can give valuable insights on how the scheme is performing as compared to the scheme category as a whole.
Axis Retirement Fund-Conservative Plan Peers & Comparison
Comparing 3 mutual funds from
OtherSolution Oriented - Retirement Fund
OtherSolution Oriented - Retirement Fund
Returns
Scheme
Ratios
| Mutual Fund | 1Y Returns1Y Returns | 3Y CAGR3Y CAGR | Life CAGRLife CAGR |
|---|---|---|---|
| Axis Retirement Fund-Conservative Plan | 6.86% | 11.61% | 10.49% |
| UTI Retirement Fund | — | — | — |
| Nippon India Retirement Fund-Wealth Creation | 3.85% | 22.81% | 11.79% |
| SBI Retirement Benefit Fund-Aggressive Plan | 1.28% | 20.11% | 18.62% |
Axis Retirement Fund-Conservative Plan Returns Comparison
Compare Axis Retirement Fund-Conservative Plan with any MF, ETF, stock or indexCompare Axis Retirement Fund-Conservative Plan with any MF, ETF, stock or index
Axis Retirement Fund-Conservative Plan
Hmm, looks like data is unavailable here. Please come back after some timeAxis Retirement Fund-Conservative Plan Portfolio
What are constituents?
What are constituents?
Mutual fund constituents are the various stocks, bonds, and other securities held within a fund. The size and mix of holdings depend on the category or type of fund. The holding analysis can give valuable understanding regarding the diversification of the fund.
Axis Retirement Fund-Conservative Plan Asset Allocation
Axis Retirement Fund-Conservative Plan Asset Allocation
Actual
Target
May 2024
Sep 2024
Nov 2024
Mar 2025
May 2024
Sep 2024
Nov 2024
Mar 2025
Axis Retirement Fund-Conservative Plan Sector Distribution
Axis Retirement Fund-Conservative Plan Sector Distribution
May 2024
Sep 2024
Nov 2024
Mar 2025
Axis Retirement Fund-Conservative Plan Sector Weightage
Axis Retirement Fund-Conservative Plan Sector Weightage
Private Banks
Private Banks as a % of total holdings for last six quarters
Axis Retirement Fund-Conservative Plan Current Holdings
Axis Retirement Fund-Conservative Plan Current Holdings
Equity
Debt
Others
- ConstituentHolding Weight3M Change
Holdings
6.41 %
6.41 %Holdings
5.82 %
5.82 %Holdings
4.54 %
4.54 %
AMC Profile of Axis Retirement Fund-Conservative Plan
AMC Profile of Axis Retirement Fund-Conservative Plan
Axis Asset Management Company Ltd. is the mutual fund investment wing of Axis Bank, the 3rd largest private bank in India. 74.99% share of the AMC is held by Axis Bank while the rest 24% is held by Schroder Singapore Holdings Private Limited.
Axis Asset Management Company Ltd. is the mutual fund investment wing of Axis Bank, the 3rd largest private bank in India. 74.99% share of the AMC is held by Axis Bank while the rest 24% is held by Schroder Singapore Holdings Private Limited.
No.of Schemes
68
Total AUM
₹ 3,19,930.92 Cr.
Axis Retirement Fund-Conservative Plan Manager Details
Axis Retirement Fund-Conservative Plan Manager Details
Axis Retirement Fund-Conservative Plan Manager Profile
Axis Retirement Fund-Conservative Plan Manager Profile
Hmm, looks like data is unavailable here. Please come back after some timeAxis Retirement Fund-Conservative Plan Tax Implications
Axis Retirement Fund-Conservative Plan Tax Implications
Let’s calculate your returns after tax
Investment frequency
Monthly
One Time
Monthly Investment Amt. (₹)
Investment period (years)
CAGR (%)
This CAGR is calculated based on the actual past return given by the fund during the selected investment period. This is the annualised growth rate assuming monthly compounding.
Historical
Income
As per the tax implications, in some cases, tax on MF returns depends on your annual income slab
₹10 Lakh - ₹12 Lakh
+
-
Returns can't be withdrawn/realised during the lock-in period. Tax is only applicable on realised gains.
You make
(unrealised)
Axis Retirement Fund-Conservative Plan Review & Opinions
Axis Retirement Fund-Conservative Plan Review & Opinions
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Gains are added to taxable income and taxed according to the individual’s income tax slab
Gains are treated as long-term capital gains and taxed at 12.5%
Gains are added to taxable income and taxed according to the individual’s income tax slab
Gains are treated as long-term capital gains and taxed at 12.5%