Axis Retirement Fund - Conservative Plan Regular-Growth
Hybrid
Conservative Hybrid
₹-0.78% 1D
NAV on
Overview
Chart
Returns
Asset Allocation
Fund Info
Risk & Return Ratio
Fund Overview
- Rating
1 - Minimum Investment₹5000
- NAV (Net Asset Value)₹N/A
- AUM (Fund size)₹45 Cr
- Created on5 Dec 2019
Fund Ranking
#22
/ 28 in Conservative Hybrid
Risk Level
High
High
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Returns
Trailing Return
Rolling Return
- 6 Month-2.2%
- 1 Year-3.7%
- 3 Year (CAGR)5.3%
- All Time (CAGR)6.5%
Category Return
- 6 Month0.9%
- 1 Year-0.1%
- 3 Year (CAGR)6.7%
- All Time (CAGR)9.5%
Asset Allocation
- Equity35.3%
- Debt61.5%
- Real Estate1.9%
- Other1.3%
Top 5 Holdings
Top 5 Sectors
- Apollo Hospitals Enterprise2.62%
- Bajaj Finance0.19%
- Britannia Industries0.69%
- Cipla0.57%
- HDFC Bank1.95%
Fund Information
- Expense Ratio2.16%
- Exit LoadNo Exit Load
- Lock-In Period5 Years
Managed By
Jayesh Sundar
Jan 2024 - Present
Krishnaa Narayan
March 2024 - Present
Nitin Arora
May 2023 - Present
Devang Shah
April 2024 - Present
Hardik Shah
April 2024 - Present
Risk & Return Ratio
- Sharpe Ratio
Sharpe Ratio evaluates a fund's return relative to its risk. Higher values signify better risk-adjusted performance. 0.01 - Standard Deviation
Standard deviation measures the volatility of a fund's returns. The higher the value, the riskier the investment. 7.07 - Alpha
Alpha in mutual funds measures excess return relative to a benchmark, indicating a manager's skill at generating returns beyond market performance. 0.00 - Beta
Beta in mutual funds indicates a fund's sensitivity to market changes. A beta over 1 means it's more volatile than the market, while below 1 implies less volatility. 0.00