Axis Retirement Savings Fund - Conservative Plan Direct Growth

Objective: The investment objective of the Investment Plan(s) under the Scheme is to provide long-term capital appreciation / income by investing in a mix of equity, debt and other instruments to help investors meet their retirement goals. However, there can be no assurance that the investment objective of the Scheme will be achieved. To generate regular income through investments predominantly in debt and money market instruments and to generate long term capital appreciation by investing certain portion of the portfolio in equity and equity related securities. The Investment Plan may also invest in units of Gold ETF or units of REITs & InvITs for income generation / wealth creation.

Axis Retirement Savings Fund - Conservative Plan Direct Growth is an Allocation - Retirement fund. The fund was launched in Dec 20, 2019. Its risk level is High. The NAV of the fund as on Feb 25, 2025 is ₹16.36. Its expense ratio is 0.51 %. The fund has an AUM of ₹64.51 Cr.The fund is managed by R Sivakumar, Nitin Arora, Vinayak Jayanath, Jayesh Sundar, Krishnaa N, Devang Shah, Hardik Shah. The minimum initial investment is ₹5000 in Lumpsum mode.