Axis Retirement Fund - Conservative Plan
Current Fund Size :
₹ 7.54 Lakh
₹17.31
NAV
9.96% p.a.
Overall Return
-0.38%
1-Day Change
1.05%
Expense Ratio
₹ 55 Cr
AUM (Fund Size)
5+ yrs
Fund Age
Investment Policy
Benchmark
CRISIL Hybrid 75+25 Conservative Index
Risk Level
High Risk
Min. Investment
SIP: ₹1000 & Lumpsum: ₹5000
Exit Load
0%
Lock-in Period
5 Years
Capital Gains Tax Rules (Equity)
STCG (Before 1 Year)
LTCG (After 1 Year)
Age of Fund
5 yrs 10 m since Nov 29, 2019
Current Value (Example)
₹ 7.54 Lakh
Returns Ratio
N/A
Peer Comparison: Returns & Risk Ratios
| # | Fund Name | Annualized Returns | Risk Ratios | Other Details | |||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 Year | 3 Year | 5 Year | Std. Deviation | Beta | Sharpe Ratio | Sortino Ratio | AUM | Fund Age | Expense Ratio | ||
| 1 | Axis Retirement Fund - Conservative Plan | 0.4% | 10.69% | 10.52% | 6.11 | 1.49 | 0.50 | 0.85 | 55 Cr | 5 yrs 10 m | 1.05% |
| 2 | UTI Retirement Fund | 1.34% | 13.17% | 14.31% | 5.81 | 0.62 | 0.92 | 1.58 | 4,632 Cr | 12 yrs 8 m | 1.09% |
| 3 | HDFC Retirement Savings Fund - Hybrid Equity Plan | -1.06% | 16.93% | 19.02% | 8.80 | 0.77 | 0.96 | 1.58 | 1,660 Cr | 9 yrs 7 m | 0.94% |
| 4 | HDFC Retirement Savings Fund - Hybrid Debt Plan | 3.65% | 10.31% | 9.91% | 3.60 | 0.88 | 0.83 | 1.47 | 160 Cr | 9 yrs 7 m | 1.06% |
| 5 | ICICI Prudential Retirement Fund - Hybrid Conservative Plan | 6.03% | 12.06% | 10.46% | 4.29 | 1.01 | 1.05 | 1.63 | 82 Cr | 6 yrs 7 m | 0.94% |
| 6 | ICICI Prudential Retirement Fund - Hybrid Aggressive Plan | 2.15% | 22.08% | 22.38% | 12.70 | 1.09 | 1.02 | 1.63 | 916 Cr | 6 yrs 7 m | 0.77% |
Trailing Returns vs. Category Average
| # | Period | Fund Return | Category Average |
|---|---|---|---|
| 1 | 1 Month | 1.18% | 0.98% |
| 2 | 3 Months | -1.03% | -1.36% |
| 3 | 6 Months | 3.02% | 5.27% |
| 4 | 1 Year | 0.4% | 0.94% |
| 5 | 2 Years | 11.01% | 12.54% |
| 6 | 3 Years | 10.69% | 13.05% |
| 7 | 4 Years | 7.38% | 9.7% |
| 8 | 5 Years | 10.52% | 13.13% |
Related Funds
| # | Fund Name | AUM | Return 1y | Return 5y | url |
|---|---|---|---|---|---|
| 1 | Axis Retirement Fund - Dynamic Plan | 309 Cr | -4.58% | 16.41% | View Detail |
| 2 | Axis Multi Asset Allocation Fund | 1,528 Cr | 4.47% | 15.45% | View Detail |
| 3 | Axis Retirement Fund - Aggressive Plan | 757 Cr | -3.59% | 15.03% | View Detail |
| 4 | Axis Aggressive Hybrid Fund | 1,527 Cr | -1.98% | 14.8% | View Detail |
| 5 | Axis Balanced Advantage Fund | 3,489 Cr | 0.87% | 14.56% | View Detail |
| 6 | Axis Equity Savings Fund | 939 Cr | 2.45% | 12.1% | View Detail |
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