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Axis Retirement Savings Fund - Conservative Plan Direct Growth

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Axis Retirement Savings Fund - Conservative Plan Direct Growth

Axis Retirement Savings Fund - Conservative Plan Direct Growth

  • High Risk
  • Allocation
  • Retirement
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NAV as on Mar 31, 2025
i
Price per unit of the scheme.
₹ 16.8027 0.01% 1 Day Change
3.92%
Minimum Investment ₹5000
Expense Ratio 0.51%

FUND RATING

A holistic measure of the rank of a fund relative to its peers. Top funds receive a score of 5.
*Morningstar Rating Methodologyi

RISK-O-METER

Level of risk associated with a mutual fund to help investors make informed investment decisions
 

FUND PERFORMANCE

(As On --)
Compare fund’s performance against category average across different time periods
1M 3M 6M 1Y 3Y 5Y
-- Out of -- funds in the category
Category Avg Return
--
Fund Return
Returns <= 1 year are absolute and > 1 year are annualised (CAGR)
For calculating Category Return & Scheme Ranking, only Growth & Direct schemes are considered.

FUND COMPARISON

This Fund
Axis Retirement Savings Fund - Conservative Plan Direct Growth
VS
Allocation: Retirement Average NAV
Topper in Allocation: Retirement
All Fund
*For the other fund, rescaled NAVs are used
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RETURN CALCULATOR

Check the return on your investment in the fund
Axis Retirement Savings Fund - Conservative Plan Direct Growth
Investment Type
MONTHLY SIP ONE -TIME
Monthly Investment
Time Period (yrs)
Annual Return in %
  • Invested Amount
    ₹0
  • Return
    ₹0
  • Current Value
    ₹0

FUND SUMMARY

Benchmark
NIFTY 50 Hybrid Shrt Dur Dbt 25:75
Expense Ratio
0.51 %
Category Avg Expense Ratio
0.89%
Minimum Investment (Lumpsum/SIP)
₹5000/₹1000
Lock In (Years)
5
Fund Size
₹ 60.60 Cr(As on Feb, 2025)
Inception Date
Dec 20, 2019
Turnover
0.00 %
Exit Load
Nil

ABOUT THE FUND

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 Mar 31, 2025 is ₹16.80. Its expense ratio is 0.51 %. The fund has an AUM of ₹60.60 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.

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FUND MANAGER

R Sivakumar
i
Lead Fund Manager.
Dec 20, 2019- Present
  • Fund Manager Rank -- Out of 0
    i
    Rank measured on the basis of consistent alpha the fund manager delivered in the same category over a period of three years (factors only Direct plan, Growth option)
  • Schemes managed 11
  • Total AUM ₹ 10,541.49 Cr
  • Highest Return In 1 Yr 12.49 %
Other Funds
  • table
  • card
1M 3M 6M 1Y 3Y 5Y
Fund Name Morningstar Rating NAV Fund Return Category Return Risk Fund Size (Cr)
Axis Retirement Savings Fund - Conservative Plan Direct Growth Axis Retirement Savings Fund - Conservative Plan Direct Growth
--
₹16.80
3.92%
--
High Risk
₹60.60Cr
Axis Retirement Savings Fund - Aggressive Plan Direct Growth Axis Retirement Savings Fund - Aggressive Plan Direct Growth
--
₹19.01
6.38%
--
Very High Risk
₹763.62Cr
Axis Dynamic Bond Fund Direct Plan Growth Option Axis Dynamic Bond Fund Direct Plan Growth Option
₹31.88
2.33%
1.32%
Moderate Risk
₹1,360.23Cr
Fund Name Morningstar Rating NAV Fund Return Category Return Risk Fund Size (Cr)
Axis Retirement Savings Fund - Conservative Plan Direct Growth Axis Retirement Savings Fund - Conservative Plan Direct Growth
--
₹16.80
0.09%
--
High Risk
₹60.60Cr
Axis Retirement Savings Fund - Aggressive Plan Direct Growth Axis Retirement Savings Fund - Aggressive Plan Direct Growth
--
₹19.01
-2.26%
--
Very High Risk
₹763.62Cr
Axis Dynamic Bond Fund Direct Plan Growth Option Axis Dynamic Bond Fund Direct Plan Growth Option
₹31.88
2.77%
1.78%
Moderate Risk
₹1,360.23Cr
Fund Name Morningstar Rating NAV Fund Return Category Return Risk Fund Size (Cr)
Axis Retirement Savings Fund - Conservative Plan Direct Growth Axis Retirement Savings Fund - Conservative Plan Direct Growth
--
₹16.80
-2.54%
--
High Risk
₹60.60Cr
Axis Retirement Savings Fund - Aggressive Plan Direct Growth Axis Retirement Savings Fund - Aggressive Plan Direct Growth
--
₹19.01
-7.72%
--
Very High Risk
₹763.62Cr
Axis Dynamic Bond Fund Direct Plan Growth Option Axis Dynamic Bond Fund Direct Plan Growth Option
₹31.88
3.70%
2.53%
Moderate Risk
₹1,360.23Cr
Fund Name Morningstar Rating NAV Fund Return Category Return Risk Fund Size (Cr)
Axis Retirement Savings Fund - Conservative Plan Direct Growth Axis Retirement Savings Fund - Conservative Plan Direct Growth
₹16.80
7.03%
--
High Risk
₹60.60Cr
Axis Retirement Savings Fund - Aggressive Plan Direct Growth Axis Retirement Savings Fund - Aggressive Plan Direct Growth
₹19.01
10.33%
--
Very High Risk
₹763.62Cr
Axis Dynamic Bond Fund Direct Plan Growth Option Axis Dynamic Bond Fund Direct Plan Growth Option
₹31.88
9.10%
7.60%
Moderate Risk
₹1,360.23Cr
Fund Name Morningstar Rating NAV Fund Return Category Return Risk Fund Size (Cr)
Axis Retirement Savings Fund - Conservative Plan Direct Growth Axis Retirement Savings Fund - Conservative Plan Direct Growth
--
₹16.80
8.55%
--
High Risk
₹60.60Cr
Axis Retirement Savings Fund - Aggressive Plan Direct Growth Axis Retirement Savings Fund - Aggressive Plan Direct Growth
--
₹19.01
12.76%
--
Very High Risk
₹763.62Cr
Axis Dynamic Bond Fund Direct Plan Growth Option Axis Dynamic Bond Fund Direct Plan Growth Option
₹31.88
6.92%
6.72%
Moderate Risk
₹1,360.23Cr
Fund Name Morningstar Rating NAV Fund Return Category Return Risk Fund Size (Cr)
Axis Retirement Savings Fund - Conservative Plan Direct Growth Axis Retirement Savings Fund - Conservative Plan Direct Growth
--
₹16.80
11.85%
--
High Risk
₹60.60Cr
Axis Retirement Savings Fund - Aggressive Plan Direct Growth Axis Retirement Savings Fund - Aggressive Plan Direct Growth
--
₹19.01
17.47%
--
Very High Risk
₹763.62Cr
Axis Dynamic Bond Fund Direct Plan Growth Option Axis Dynamic Bond Fund Direct Plan Growth Option
₹31.88
6.79%
6.26%
Moderate Risk
₹1,360.23Cr
1M 3M 6M 1Y 3Y 5Y
Axis Retirement Savings Fund - Conservative Plan Direct Growth Axis Retirement Savings Fund - Conservative Plan Direct Growth
High Risk --
  • NAV ₹16.80
  • Fund Size ₹60.60Cr
Fund Return 3.92%
Category Return --
Axis Retirement Savings Fund - Aggressive Plan Direct Growth Axis Retirement Savings Fund - Aggressive Plan Direct Growth
Very High Risk --
  • NAV ₹19.01
  • Fund Size ₹763.62Cr
Fund Return 6.38%
Category Return --
Axis Dynamic Bond Fund Direct Plan Growth Option Axis Dynamic Bond Fund Direct Plan Growth Option
Moderate Risk
  • NAV ₹31.88
  • Fund Size ₹1,360.23Cr
Fund Return 2.33%
Category Return 1.32%
Axis Retirement Savings Fund - Conservative Plan Direct Growth Axis Retirement Savings Fund - Conservative Plan Direct Growth
High Risk --
  • NAV ₹16.80
  • Fund Size ₹60.60Cr
Fund Return -0.09%
Category Return --
Axis Retirement Savings Fund - Aggressive Plan Direct Growth Axis Retirement Savings Fund - Aggressive Plan Direct Growth
Very High Risk --
  • NAV ₹19.01
  • Fund Size ₹763.62Cr
Fund Return -2.26%
Category Return --
Axis Dynamic Bond Fund Direct Plan Growth Option Axis Dynamic Bond Fund Direct Plan Growth Option
Moderate Risk
  • NAV ₹31.88
  • Fund Size ₹1,360.23Cr
Fund Return 2.77%
Category Return 1.78%
Axis Retirement Savings Fund - Conservative Plan Direct Growth Axis Retirement Savings Fund - Conservative Plan Direct Growth
High Risk --
  • NAV ₹16.80
  • Fund Size ₹60.60Cr
Fund Return -2.54%
Category Return --
Axis Retirement Savings Fund - Aggressive Plan Direct Growth Axis Retirement Savings Fund - Aggressive Plan Direct Growth
Very High Risk --
  • NAV ₹19.01
  • Fund Size ₹763.62Cr
Fund Return -7.72%
Category Return --
Axis Dynamic Bond Fund Direct Plan Growth Option Axis Dynamic Bond Fund Direct Plan Growth Option
Moderate Risk
  • NAV ₹31.88
  • Fund Size ₹1,360.23Cr
Fund Return 3.70%
Category Return 2.53%
Axis Retirement Savings Fund - Conservative Plan Direct Growth Axis Retirement Savings Fund - Conservative Plan Direct Growth
High Risk --
  • NAV ₹16.80
  • Fund Size ₹60.60Cr
Fund Return 7.03%
Category Return --
Axis Retirement Savings Fund - Aggressive Plan Direct Growth Axis Retirement Savings Fund - Aggressive Plan Direct Growth
Very High Risk --
  • NAV ₹19.01
  • Fund Size ₹763.62Cr
Fund Return 10.33%
Category Return --
Axis Dynamic Bond Fund Direct Plan Growth Option Axis Dynamic Bond Fund Direct Plan Growth Option
Moderate Risk
  • NAV ₹31.88
  • Fund Size ₹1,360.23Cr
Fund Return 9.10%
Category Return 7.60%
Axis Retirement Savings Fund - Conservative Plan Direct Growth Axis Retirement Savings Fund - Conservative Plan Direct Growth
High Risk --
  • NAV ₹16.80
  • Fund Size ₹60.60Cr
Fund Return 8.55%
Category Return --
Axis Retirement Savings Fund - Aggressive Plan Direct Growth Axis Retirement Savings Fund - Aggressive Plan Direct Growth
Very High Risk --
  • NAV ₹19.01
  • Fund Size ₹763.62Cr
Fund Return 12.76%
Category Return --
Axis Dynamic Bond Fund Direct Plan Growth Option Axis Dynamic Bond Fund Direct Plan Growth Option
Moderate Risk
  • NAV ₹31.88
  • Fund Size ₹1,360.23Cr
Fund Return 6.92%
Category Return 6.72%
Axis Retirement Savings Fund - Conservative Plan Direct Growth Axis Retirement Savings Fund - Conservative Plan Direct Growth
High Risk --
  • NAV ₹16.80
  • Fund Size ₹60.60Cr
Fund Return 11.85%
Category Return --
Axis Retirement Savings Fund - Aggressive Plan Direct Growth Axis Retirement Savings Fund - Aggressive Plan Direct Growth
Very High Risk --
  • NAV ₹19.01
  • Fund Size ₹763.62Cr
Fund Return 17.47%
Category Return --
Axis Dynamic Bond Fund Direct Plan Growth Option Axis Dynamic Bond Fund Direct Plan Growth Option
Moderate Risk
  • NAV ₹31.88
  • Fund Size ₹1,360.23Cr
Fund Return 6.79%
Category Return 6.26%
Returns <= 1 year are absolute and > 1 year are annualised (CAGR)
Nitin Arora
May 26, 2023- Present
  • Schemes managed 6
  • Total AUM ₹ 34,311.15 Cr
  • Highest Return In 1 Yr 14.86 %
Other Funds
  • table
  • card
1M 3M 6M 1Y 3Y 5Y
Fund Name Morningstar Rating NAV Fund Return Category Return Risk Fund Size (Cr)
Axis Retirement Savings Fund - Conservative Plan Direct Growth Axis Retirement Savings Fund - Conservative Plan Direct Growth
--
₹16.80
3.92%
--
High Risk
₹60.60Cr
Axis Retirement Savings Fund - Aggressive Plan Direct Growth Axis Retirement Savings Fund - Aggressive Plan Direct Growth
--
₹19.01
6.38%
--
Very High Risk
₹763.62Cr
Axis Multicap Fund Direct Growth Axis Multicap Fund Direct Growth
--
₹17.00
6.92%
7.05%
Very High Risk
₹6,347.87Cr
Fund Name Morningstar Rating NAV Fund Return Category Return Risk Fund Size (Cr)
Axis Retirement Savings Fund - Conservative Plan Direct Growth Axis Retirement Savings Fund - Conservative Plan Direct Growth
--
₹16.80
0.09%
--
High Risk
₹60.60Cr
Axis Retirement Savings Fund - Aggressive Plan Direct Growth Axis Retirement Savings Fund - Aggressive Plan Direct Growth
--
₹19.01
-2.26%
--
Very High Risk
₹763.62Cr
Axis Multicap Fund Direct Growth Axis Multicap Fund Direct Growth
--
₹17.00
-8.60%
-8.37%
Very High Risk
₹6,347.87Cr
Fund Name Morningstar Rating NAV Fund Return Category Return Risk Fund Size (Cr)
Axis Retirement Savings Fund - Conservative Plan Direct Growth Axis Retirement Savings Fund - Conservative Plan Direct Growth
--
₹16.80
-2.54%
--
High Risk
₹60.60Cr
Axis Retirement Savings Fund - Aggressive Plan Direct Growth Axis Retirement Savings Fund - Aggressive Plan Direct Growth
--
₹19.01
-7.72%
--
Very High Risk
₹763.62Cr
Axis Multicap Fund Direct Growth Axis Multicap Fund Direct Growth
--
₹17.00
-11.55%
-12.66%
Very High Risk
₹6,347.87Cr
Fund Name Morningstar Rating NAV Fund Return Category Return Risk Fund Size (Cr)
Axis Retirement Savings Fund - Conservative Plan Direct Growth Axis Retirement Savings Fund - Conservative Plan Direct Growth
₹16.80
7.03%
--
High Risk
₹60.60Cr
Axis Retirement Savings Fund - Aggressive Plan Direct Growth Axis Retirement Savings Fund - Aggressive Plan Direct Growth
₹19.01
10.33%
--
Very High Risk
₹763.62Cr
Axis Multicap Fund Direct Growth Axis Multicap Fund Direct Growth
₹17.00
14.86%
7.87%
Very High Risk
₹6,347.87Cr
Fund Name Morningstar Rating NAV Fund Return Category Return Risk Fund Size (Cr)
Axis Retirement Savings Fund - Conservative Plan Direct Growth Axis Retirement Savings Fund - Conservative Plan Direct Growth
--
₹16.80
8.55%
--
High Risk
₹60.60Cr
Axis Retirement Savings Fund - Aggressive Plan Direct Growth Axis Retirement Savings Fund - Aggressive Plan Direct Growth
--
₹19.01
12.76%
--
Very High Risk
₹763.62Cr
Axis Multicap Fund Direct Growth Axis Multicap Fund Direct Growth
--
₹17.00
19.91%
16.90%
Very High Risk
₹6,347.87Cr
Fund Name Morningstar Rating NAV Fund Return Category Return Risk Fund Size (Cr)
Axis Retirement Savings Fund - Conservative Plan Direct Growth Axis Retirement Savings Fund - Conservative Plan Direct Growth
--
₹16.80
11.85%
--
High Risk
₹60.60Cr
Axis Retirement Savings Fund - Aggressive Plan Direct Growth Axis Retirement Savings Fund - Aggressive Plan Direct Growth
--
₹19.01
17.47%
--
Very High Risk
₹763.62Cr
Axis Multicap Fund Direct Growth Axis Multicap Fund Direct Growth
--
₹17.00
--
28.81%
Very High Risk
₹6,347.87Cr
1M 3M 6M 1Y 3Y 5Y
Axis Retirement Savings Fund - Conservative Plan Direct Growth Axis Retirement Savings Fund - Conservative Plan Direct Growth
High Risk --
  • NAV ₹16.80
  • Fund Size ₹60.60Cr
Fund Return 3.92%
Category Return --
Axis Retirement Savings Fund - Aggressive Plan Direct Growth Axis Retirement Savings Fund - Aggressive Plan Direct Growth
Very High Risk --
  • NAV ₹19.01
  • Fund Size ₹763.62Cr
Fund Return 6.38%
Category Return --
Axis Multicap Fund Direct Growth Axis Multicap Fund Direct Growth
Very High Risk --
  • NAV ₹17.00
  • Fund Size ₹6,347.87Cr
Fund Return 6.92%
Category Return 7.05%
Axis Retirement Savings Fund - Conservative Plan Direct Growth Axis Retirement Savings Fund - Conservative Plan Direct Growth
High Risk --
  • NAV ₹16.80
  • Fund Size ₹60.60Cr
Fund Return -0.09%
Category Return --
Axis Retirement Savings Fund - Aggressive Plan Direct Growth Axis Retirement Savings Fund - Aggressive Plan Direct Growth
Very High Risk --
  • NAV ₹19.01
  • Fund Size ₹763.62Cr
Fund Return -2.26%
Category Return --
Axis Multicap Fund Direct Growth Axis Multicap Fund Direct Growth
Very High Risk --
  • NAV ₹17.00
  • Fund Size ₹6,347.87Cr
Fund Return -8.60%
Category Return -8.37%
Axis Retirement Savings Fund - Conservative Plan Direct Growth Axis Retirement Savings Fund - Conservative Plan Direct Growth
High Risk --
  • NAV ₹16.80
  • Fund Size ₹60.60Cr
Fund Return -2.54%
Category Return --
Axis Retirement Savings Fund - Aggressive Plan Direct Growth Axis Retirement Savings Fund - Aggressive Plan Direct Growth
Very High Risk --
  • NAV ₹19.01
  • Fund Size ₹763.62Cr
Fund Return -7.72%
Category Return --
Axis Multicap Fund Direct Growth Axis Multicap Fund Direct Growth
Very High Risk --
  • NAV ₹17.00
  • Fund Size ₹6,347.87Cr
Fund Return -11.55%
Category Return -12.66%
Axis Retirement Savings Fund - Conservative Plan Direct Growth Axis Retirement Savings Fund - Conservative Plan Direct Growth
High Risk --
  • NAV ₹16.80
  • Fund Size ₹60.60Cr
Fund Return 7.03%
Category Return --
Axis Retirement Savings Fund - Aggressive Plan Direct Growth Axis Retirement Savings Fund - Aggressive Plan Direct Growth
Very High Risk --
  • NAV ₹19.01
  • Fund Size ₹763.62Cr
Fund Return 10.33%
Category Return --
Axis Multicap Fund Direct Growth Axis Multicap Fund Direct Growth
Very High Risk --
  • NAV ₹17.00
  • Fund Size ₹6,347.87Cr
Fund Return 14.86%
Category Return 7.87%
Axis Retirement Savings Fund - Conservative Plan Direct Growth Axis Retirement Savings Fund - Conservative Plan Direct Growth
High Risk --
  • NAV ₹16.80
  • Fund Size ₹60.60Cr
Fund Return 8.55%
Category Return --
Axis Retirement Savings Fund - Aggressive Plan Direct Growth Axis Retirement Savings Fund - Aggressive Plan Direct Growth
Very High Risk --
  • NAV ₹19.01
  • Fund Size ₹763.62Cr
Fund Return 12.76%
Category Return --
Axis Multicap Fund Direct Growth Axis Multicap Fund Direct Growth
Very High Risk --
  • NAV ₹17.00
  • Fund Size ₹6,347.87Cr
Fund Return 19.91%
Category Return 16.90%
Axis Retirement Savings Fund - Conservative Plan Direct Growth Axis Retirement Savings Fund - Conservative Plan Direct Growth
High Risk --
  • NAV ₹16.80
  • Fund Size ₹60.60Cr
Fund Return 11.85%
Category Return --
Axis Retirement Savings Fund - Aggressive Plan Direct Growth Axis Retirement Savings Fund - Aggressive Plan Direct Growth
Very High Risk --
  • NAV ₹19.01
  • Fund Size ₹763.62Cr
Fund Return 17.47%
Category Return --
Axis Multicap Fund Direct Growth Axis Multicap Fund Direct Growth
Very High Risk --
  • NAV ₹17.00
  • Fund Size ₹6,347.87Cr
Fund Return --
Category Return 28.81%
Returns <= 1 year are absolute and > 1 year are annualised (CAGR)
Vinayak Jayanath
Jan 17, 2023- Present
  • Schemes managed 19
  • Total AUM ₹ 1,21,916.08 Cr
  • Highest Return In 1 Yr 15.98 %
Other Funds
  • table
  • card
1M 3M 6M 1Y 3Y 5Y
Fund Name Morningstar Rating NAV Fund Return Category Return Risk Fund Size (Cr)
Axis Global Innovation Fund of Fund Direct Growth Axis Global Innovation Fund of Fund Direct Growth
--
₹13.03
-6.53%
--
Very High Risk
₹511.94Cr
Axis Business Cycles Fund Direct Growth Axis Business Cycles Fund Direct Growth
--
₹15.47
8.49%
--
Very High Risk
₹2,141.47Cr
Axis Growth Opportunities Fund Direct Growth Axis Growth Opportunities Fund Direct Growth
₹32.57
5.23%
5.98%
Very High Risk
₹12,595.75Cr
Fund Name Morningstar Rating NAV Fund Return Category Return Risk Fund Size (Cr)
Axis Global Innovation Fund of Fund Direct Growth Axis Global Innovation Fund of Fund Direct Growth
--
₹13.03
-7.59%
--
Very High Risk
₹511.94Cr
Axis Business Cycles Fund Direct Growth Axis Business Cycles Fund Direct Growth
--
₹15.47
-6.58%
--
Very High Risk
₹2,141.47Cr
Axis Growth Opportunities Fund Direct Growth Axis Growth Opportunities Fund Direct Growth
₹32.57
-7.29%
-8.85%
Very High Risk
₹12,595.75Cr
Fund Name Morningstar Rating NAV Fund Return Category Return Risk Fund Size (Cr)
Axis Global Innovation Fund of Fund Direct Growth Axis Global Innovation Fund of Fund Direct Growth
--
₹13.03
-3.55%
--
Very High Risk
₹511.94Cr
Axis Business Cycles Fund Direct Growth Axis Business Cycles Fund Direct Growth
--
₹15.47
-11.50%
--
Very High Risk
₹2,141.47Cr
Axis Growth Opportunities Fund Direct Growth Axis Growth Opportunities Fund Direct Growth
₹32.57
-11.90%
-13.42%
Very High Risk
₹12,595.75Cr
Fund Name Morningstar Rating NAV Fund Return Category Return Risk Fund Size (Cr)
Axis Global Innovation Fund of Fund Direct Growth Axis Global Innovation Fund of Fund Direct Growth
₹13.03
5.42%
--
Very High Risk
₹511.94Cr
Axis Business Cycles Fund Direct Growth Axis Business Cycles Fund Direct Growth
₹15.47
7.65%
--
Very High Risk
₹2,141.47Cr
Axis Growth Opportunities Fund Direct Growth Axis Growth Opportunities Fund Direct Growth
₹32.57
8.17%
7.30%
Very High Risk
₹12,595.75Cr
Fund Name Morningstar Rating NAV Fund Return Category Return Risk Fund Size (Cr)
Axis Global Innovation Fund of Fund Direct Growth Axis Global Innovation Fund of Fund Direct Growth
--
₹13.03
9.59%
--
Very High Risk
₹511.94Cr
Axis Business Cycles Fund Direct Growth Axis Business Cycles Fund Direct Growth
--
₹15.47
--
--
Very High Risk
₹2,141.47Cr
Axis Growth Opportunities Fund Direct Growth Axis Growth Opportunities Fund Direct Growth
₹32.57
14.78%
15.44%
Very High Risk
₹12,595.75Cr
Fund Name Morningstar Rating NAV Fund Return Category Return Risk Fund Size (Cr)
Axis Global Innovation Fund of Fund Direct Growth Axis Global Innovation Fund of Fund Direct Growth
--
₹13.03
--
--
Very High Risk
₹511.94Cr
Axis Business Cycles Fund Direct Growth Axis Business Cycles Fund Direct Growth
--
₹15.47
--
--
Very High Risk
₹2,141.47Cr
Axis Growth Opportunities Fund Direct Growth Axis Growth Opportunities Fund Direct Growth
₹32.57
27.20%
27.04%
Very High Risk
₹12,595.75Cr
1M 3M 6M 1Y 3Y 5Y
Axis Global Innovation Fund of Fund Direct Growth Axis Global Innovation Fund of Fund Direct Growth
Very High Risk --
  • NAV ₹13.03
  • Fund Size ₹511.94Cr
Fund Return -6.53%
Category Return --
Axis Business Cycles Fund Direct Growth Axis Business Cycles Fund Direct Growth
Very High Risk --
  • NAV ₹15.47
  • Fund Size ₹2,141.47Cr
Fund Return 8.49%
Category Return --
Axis Growth Opportunities Fund Direct Growth Axis Growth Opportunities Fund Direct Growth
Very High Risk
  • NAV ₹32.57
  • Fund Size ₹12,595.75Cr
Fund Return 5.23%
Category Return 5.98%
Axis Global Innovation Fund of Fund Direct Growth Axis Global Innovation Fund of Fund Direct Growth
Very High Risk --
  • NAV ₹13.03
  • Fund Size ₹511.94Cr
Fund Return -7.59%
Category Return --
Axis Business Cycles Fund Direct Growth Axis Business Cycles Fund Direct Growth
Very High Risk --
  • NAV ₹15.47
  • Fund Size ₹2,141.47Cr
Fund Return -6.58%
Category Return --
Axis Growth Opportunities Fund Direct Growth Axis Growth Opportunities Fund Direct Growth
Very High Risk
  • NAV ₹32.57
  • Fund Size ₹12,595.75Cr
Fund Return -7.29%
Category Return -8.85%
Axis Global Innovation Fund of Fund Direct Growth Axis Global Innovation Fund of Fund Direct Growth
Very High Risk --
  • NAV ₹13.03
  • Fund Size ₹511.94Cr
Fund Return -3.55%
Category Return --
Axis Business Cycles Fund Direct Growth Axis Business Cycles Fund Direct Growth
Very High Risk --
  • NAV ₹15.47
  • Fund Size ₹2,141.47Cr
Fund Return -11.50%
Category Return --
Axis Growth Opportunities Fund Direct Growth Axis Growth Opportunities Fund Direct Growth
Very High Risk
  • NAV ₹32.57
  • Fund Size ₹12,595.75Cr
Fund Return -11.90%
Category Return -13.42%
Axis Global Innovation Fund of Fund Direct Growth Axis Global Innovation Fund of Fund Direct Growth
Very High Risk --
  • NAV ₹13.03
  • Fund Size ₹511.94Cr
Fund Return 5.42%
Category Return --
Axis Business Cycles Fund Direct Growth Axis Business Cycles Fund Direct Growth
Very High Risk --
  • NAV ₹15.47
  • Fund Size ₹2,141.47Cr
Fund Return 7.65%
Category Return --
Axis Growth Opportunities Fund Direct Growth Axis Growth Opportunities Fund Direct Growth
Very High Risk
  • NAV ₹32.57
  • Fund Size ₹12,595.75Cr
Fund Return 8.17%
Category Return 7.30%
Axis Global Innovation Fund of Fund Direct Growth Axis Global Innovation Fund of Fund Direct Growth
Very High Risk --
  • NAV ₹13.03
  • Fund Size ₹511.94Cr
Fund Return 9.59%
Category Return --
Axis Business Cycles Fund Direct Growth Axis Business Cycles Fund Direct Growth
Very High Risk --
  • NAV ₹15.47
  • Fund Size ₹2,141.47Cr
Fund Return --
Category Return --
Axis Growth Opportunities Fund Direct Growth Axis Growth Opportunities Fund Direct Growth
Very High Risk
  • NAV ₹32.57
  • Fund Size ₹12,595.75Cr
Fund Return 14.78%
Category Return 15.44%
Axis Global Innovation Fund of Fund Direct Growth Axis Global Innovation Fund of Fund Direct Growth
Very High Risk --
  • NAV ₹13.03
  • Fund Size ₹511.94Cr
Fund Return --
Category Return --
Axis Business Cycles Fund Direct Growth Axis Business Cycles Fund Direct Growth
Very High Risk --
  • NAV ₹15.47
  • Fund Size ₹2,141.47Cr
Fund Return --
Category Return --
Axis Growth Opportunities Fund Direct Growth Axis Growth Opportunities Fund Direct Growth
Very High Risk
  • NAV ₹32.57
  • Fund Size ₹12,595.75Cr
Fund Return 27.20%
Category Return 27.04%
Returns <= 1 year are absolute and > 1 year are annualised (CAGR)
Jayesh Sundar
Jan 24, 2024- Present
  • Schemes managed 11
  • Total AUM ₹ 39,822.85 Cr
  • Highest Return In 1 Yr 12.49 %
Other Funds
  • table
  • card
1M 3M 6M 1Y 3Y 5Y
Fund Name Morningstar Rating NAV Fund Return Category Return Risk Fund Size (Cr)
Axis Balanced Advantage Fund Direct Growth Axis Balanced Advantage Fund Direct Growth
₹22.33
4.30%
3.41%
Moderately High risk
₹2,625.19Cr
Axis Children's Gift Direct Lock in Growth Axis Children's Gift Direct Lock in Growth
--
₹27.83
5.70%
--
Very High Risk
₹820.08Cr
Axis Equity Hybrid Fund Direct Growth Axis Equity Hybrid Fund Direct Growth
₹21.14
6.07%
4.91%
Very High Risk
₹1,440.65Cr
Fund Name Morningstar Rating NAV Fund Return Category Return Risk Fund Size (Cr)
Axis Balanced Advantage Fund Direct Growth Axis Balanced Advantage Fund Direct Growth
₹22.33
0.45%
-3.28%
Moderately High risk
₹2,625.19Cr
Axis Children's Gift Direct Lock in Growth Axis Children's Gift Direct Lock in Growth
--
₹27.83
-2.39%
--
Very High Risk
₹820.08Cr
Axis Equity Hybrid Fund Direct Growth Axis Equity Hybrid Fund Direct Growth
₹21.14
-1.86%
-4.44%
Very High Risk
₹1,440.65Cr
Fund Name Morningstar Rating NAV Fund Return Category Return Risk Fund Size (Cr)
Axis Balanced Advantage Fund Direct Growth Axis Balanced Advantage Fund Direct Growth
₹22.33
-2.91%
-6.35%
Moderately High risk
₹2,625.19Cr
Axis Children's Gift Direct Lock in Growth Axis Children's Gift Direct Lock in Growth
--
₹27.83
-6.43%
--
Very High Risk
₹820.08Cr
Axis Equity Hybrid Fund Direct Growth Axis Equity Hybrid Fund Direct Growth
₹21.14
-6.87%
-8.58%
Very High Risk
₹1,440.65Cr
Fund Name Morningstar Rating NAV Fund Return Category Return Risk Fund Size (Cr)
Axis Balanced Advantage Fund Direct Growth Axis Balanced Advantage Fund Direct Growth
₹22.33
12.49%
5.20%
Moderately High risk
₹2,625.19Cr
Axis Children's Gift Direct Lock in Growth Axis Children's Gift Direct Lock in Growth
₹27.83
12.03%
--
Very High Risk
₹820.08Cr
Axis Equity Hybrid Fund Direct Growth Axis Equity Hybrid Fund Direct Growth
₹21.14
11.50%
7.28%
Very High Risk
₹1,440.65Cr
Fund Name Morningstar Rating NAV Fund Return Category Return Risk Fund Size (Cr)
Axis Balanced Advantage Fund Direct Growth Axis Balanced Advantage Fund Direct Growth
₹22.33
14.01%
10.57%
Moderately High risk
₹2,625.19Cr
Axis Children's Gift Direct Lock in Growth Axis Children's Gift Direct Lock in Growth
--
₹27.83
7.84%
--
Very High Risk
₹820.08Cr
Axis Equity Hybrid Fund Direct Growth Axis Equity Hybrid Fund Direct Growth
₹21.14
9.25%
12.53%
Very High Risk
₹1,440.65Cr
Fund Name Morningstar Rating NAV Fund Return Category Return Risk Fund Size (Cr)
Axis Balanced Advantage Fund Direct Growth Axis Balanced Advantage Fund Direct Growth
₹22.33
15.89%
15.71%
Moderately High risk
₹2,625.19Cr
Axis Children's Gift Direct Lock in Growth Axis Children's Gift Direct Lock in Growth
--
₹27.83
17.64%
--
Very High Risk
₹820.08Cr
Axis Equity Hybrid Fund Direct Growth Axis Equity Hybrid Fund Direct Growth
₹21.14
18.10%
21.08%
Very High Risk
₹1,440.65Cr
1M 3M 6M 1Y 3Y 5Y
Axis Balanced Advantage Fund Direct Growth Axis Balanced Advantage Fund Direct Growth
Moderately High risk
  • NAV ₹22.33
  • Fund Size ₹2,625.19Cr
Fund Return 4.30%
Category Return 3.41%
Axis Children's Gift Direct Lock in Growth Axis Children's Gift Direct Lock in Growth
Very High Risk --
  • NAV ₹27.83
  • Fund Size ₹820.08Cr
Fund Return 5.70%
Category Return --
Axis Equity Hybrid Fund Direct Growth Axis Equity Hybrid Fund Direct Growth
Very High Risk
  • NAV ₹21.14
  • Fund Size ₹1,440.65Cr
Fund Return 6.07%
Category Return 4.91%
Axis Balanced Advantage Fund Direct Growth Axis Balanced Advantage Fund Direct Growth
Moderately High risk
  • NAV ₹22.33
  • Fund Size ₹2,625.19Cr
Fund Return -0.45%
Category Return -3.28%
Axis Children's Gift Direct Lock in Growth Axis Children's Gift Direct Lock in Growth
Very High Risk --
  • NAV ₹27.83
  • Fund Size ₹820.08Cr
Fund Return -2.39%
Category Return --
Axis Equity Hybrid Fund Direct Growth Axis Equity Hybrid Fund Direct Growth
Very High Risk
  • NAV ₹21.14
  • Fund Size ₹1,440.65Cr
Fund Return -1.86%
Category Return -4.44%
Axis Balanced Advantage Fund Direct Growth Axis Balanced Advantage Fund Direct Growth
Moderately High risk
  • NAV ₹22.33
  • Fund Size ₹2,625.19Cr
Fund Return -2.91%
Category Return -6.35%
Axis Children's Gift Direct Lock in Growth Axis Children's Gift Direct Lock in Growth
Very High Risk --
  • NAV ₹27.83
  • Fund Size ₹820.08Cr
Fund Return -6.43%
Category Return --
Axis Equity Hybrid Fund Direct Growth Axis Equity Hybrid Fund Direct Growth
Very High Risk
  • NAV ₹21.14
  • Fund Size ₹1,440.65Cr
Fund Return -6.87%
Category Return -8.58%
Axis Balanced Advantage Fund Direct Growth Axis Balanced Advantage Fund Direct Growth
Moderately High risk
  • NAV ₹22.33
  • Fund Size ₹2,625.19Cr
Fund Return 12.49%
Category Return 5.20%
Axis Children's Gift Direct Lock in Growth Axis Children's Gift Direct Lock in Growth
Very High Risk --
  • NAV ₹27.83
  • Fund Size ₹820.08Cr
Fund Return 12.03%
Category Return --
Axis Equity Hybrid Fund Direct Growth Axis Equity Hybrid Fund Direct Growth
Very High Risk
  • NAV ₹21.14
  • Fund Size ₹1,440.65Cr
Fund Return 11.50%
Category Return 7.28%
Axis Balanced Advantage Fund Direct Growth Axis Balanced Advantage Fund Direct Growth
Moderately High risk
  • NAV ₹22.33
  • Fund Size ₹2,625.19Cr
Fund Return 14.01%
Category Return 10.57%
Axis Children's Gift Direct Lock in Growth Axis Children's Gift Direct Lock in Growth
Very High Risk --
  • NAV ₹27.83
  • Fund Size ₹820.08Cr
Fund Return 7.84%
Category Return --
Axis Equity Hybrid Fund Direct Growth Axis Equity Hybrid Fund Direct Growth
Very High Risk
  • NAV ₹21.14
  • Fund Size ₹1,440.65Cr
Fund Return 9.25%
Category Return 12.53%
Axis Balanced Advantage Fund Direct Growth Axis Balanced Advantage Fund Direct Growth
Moderately High risk
  • NAV ₹22.33
  • Fund Size ₹2,625.19Cr
Fund Return 15.89%
Category Return 15.71%
Axis Children's Gift Direct Lock in Growth Axis Children's Gift Direct Lock in Growth
Very High Risk --
  • NAV ₹27.83
  • Fund Size ₹820.08Cr
Fund Return 17.64%
Category Return --
Axis Equity Hybrid Fund Direct Growth Axis Equity Hybrid Fund Direct Growth
Very High Risk
  • NAV ₹21.14
  • Fund Size ₹1,440.65Cr
Fund Return 18.10%
Category Return 21.08%
Returns <= 1 year are absolute and > 1 year are annualised (CAGR)
Krishnaa N
Mar 1, 2024- Present
  • Schemes managed 22
  • Total AUM ₹ 1,25,055.17 Cr
  • Highest Return In 1 Yr 15.98 %
Other Funds
  • table
  • card
1M 3M 6M 1Y 3Y 5Y
Fund Name Morningstar Rating NAV Fund Return Category Return Risk Fund Size (Cr)
Axis Growth Opportunities Fund Direct Growth Axis Growth Opportunities Fund Direct Growth
₹32.57
5.23%
5.98%
Very High Risk
₹12,595.75Cr
Axis ESG Equity Fund Direct Growth Axis ESG Equity Fund Direct Growth
--
₹21.53
4.72%
4.64%
Very High Risk
₹1,163.13Cr
Axis Midcap Fund Direct Plan Growth Axis Midcap Fund Direct Plan Growth
₹117.35
7.46%
6.93%
Very High Risk
₹26,087.92Cr
Fund Name Morningstar Rating NAV Fund Return Category Return Risk Fund Size (Cr)
Axis Growth Opportunities Fund Direct Growth Axis Growth Opportunities Fund Direct Growth
₹32.57
-7.29%
-8.85%
Very High Risk
₹12,595.75Cr
Axis ESG Equity Fund Direct Growth Axis ESG Equity Fund Direct Growth
--
₹21.53
-5.65%
-6.04%
Very High Risk
₹1,163.13Cr
Axis Midcap Fund Direct Plan Growth Axis Midcap Fund Direct Plan Growth
₹117.35
-9.33%
-11.06%
Very High Risk
₹26,087.92Cr
Fund Name Morningstar Rating NAV Fund Return Category Return Risk Fund Size (Cr)
Axis Growth Opportunities Fund Direct Growth Axis Growth Opportunities Fund Direct Growth
₹32.57
-11.90%
-13.42%
Very High Risk
₹12,595.75Cr
Axis ESG Equity Fund Direct Growth Axis ESG Equity Fund Direct Growth
--
₹21.53
-12.90%
-13.63%
Very High Risk
₹1,163.13Cr
Axis Midcap Fund Direct Plan Growth Axis Midcap Fund Direct Plan Growth
₹117.35
-12.81%
-14.85%
Very High Risk
₹26,087.92Cr
Fund Name Morningstar Rating NAV Fund Return Category Return Risk Fund Size (Cr)
Axis Growth Opportunities Fund Direct Growth Axis Growth Opportunities Fund Direct Growth
₹32.57
8.17%
7.30%
Very High Risk
₹12,595.75Cr
Axis ESG Equity Fund Direct Growth Axis ESG Equity Fund Direct Growth
₹21.53
5.64%
5.30%
Very High Risk
₹1,163.13Cr
Axis Midcap Fund Direct Plan Growth Axis Midcap Fund Direct Plan Growth
₹117.35
12.56%
8.89%
Very High Risk
₹26,087.92Cr
Fund Name Morningstar Rating NAV Fund Return Category Return Risk Fund Size (Cr)
Axis Growth Opportunities Fund Direct Growth Axis Growth Opportunities Fund Direct Growth
₹32.57
14.78%
15.44%
Very High Risk
₹12,595.75Cr
Axis ESG Equity Fund Direct Growth Axis ESG Equity Fund Direct Growth
--
₹21.53
11.17%
10.69%
Very High Risk
₹1,163.13Cr
Axis Midcap Fund Direct Plan Growth Axis Midcap Fund Direct Plan Growth
₹117.35
15.82%
18.53%
Very High Risk
₹26,087.92Cr
Fund Name Morningstar Rating NAV Fund Return Category Return Risk Fund Size (Cr)
Axis Growth Opportunities Fund Direct Growth Axis Growth Opportunities Fund Direct Growth
₹32.57
27.20%
27.04%
Very High Risk
₹12,595.75Cr
Axis ESG Equity Fund Direct Growth Axis ESG Equity Fund Direct Growth
--
₹21.53
18.72%
23.36%
Very High Risk
₹1,163.13Cr
Axis Midcap Fund Direct Plan Growth Axis Midcap Fund Direct Plan Growth
₹117.35
26.99%
31.21%
Very High Risk
₹26,087.92Cr
1M 3M 6M 1Y 3Y 5Y
Axis Growth Opportunities Fund Direct Growth Axis Growth Opportunities Fund Direct Growth
Very High Risk
  • NAV ₹32.57
  • Fund Size ₹12,595.75Cr
Fund Return 5.23%
Category Return 5.98%
Axis ESG Equity Fund Direct Growth Axis ESG Equity Fund Direct Growth
Very High Risk --
  • NAV ₹21.53
  • Fund Size ₹1,163.13Cr
Fund Return 4.72%
Category Return 4.64%
Axis Midcap Fund Direct Plan Growth Axis Midcap Fund Direct Plan Growth
Very High Risk
  • NAV ₹117.35
  • Fund Size ₹26,087.92Cr
Fund Return 7.46%
Category Return 6.93%
Axis Growth Opportunities Fund Direct Growth Axis Growth Opportunities Fund Direct Growth
Very High Risk
  • NAV ₹32.57
  • Fund Size ₹12,595.75Cr
Fund Return -7.29%
Category Return -8.85%
Axis ESG Equity Fund Direct Growth Axis ESG Equity Fund Direct Growth
Very High Risk --
  • NAV ₹21.53
  • Fund Size ₹1,163.13Cr
Fund Return -5.65%
Category Return -6.04%
Axis Midcap Fund Direct Plan Growth Axis Midcap Fund Direct Plan Growth
Very High Risk
  • NAV ₹117.35
  • Fund Size ₹26,087.92Cr
Fund Return -9.33%
Category Return -11.06%
Axis Growth Opportunities Fund Direct Growth Axis Growth Opportunities Fund Direct Growth
Very High Risk
  • NAV ₹32.57
  • Fund Size ₹12,595.75Cr
Fund Return -11.90%
Category Return -13.42%
Axis ESG Equity Fund Direct Growth Axis ESG Equity Fund Direct Growth
Very High Risk --
  • NAV ₹21.53
  • Fund Size ₹1,163.13Cr
Fund Return -12.90%
Category Return -13.63%
Axis Midcap Fund Direct Plan Growth Axis Midcap Fund Direct Plan Growth
Very High Risk
  • NAV ₹117.35
  • Fund Size ₹26,087.92Cr
Fund Return -12.81%
Category Return -14.85%
Axis Growth Opportunities Fund Direct Growth Axis Growth Opportunities Fund Direct Growth
Very High Risk
  • NAV ₹32.57
  • Fund Size ₹12,595.75Cr
Fund Return 8.17%
Category Return 7.30%
Axis ESG Equity Fund Direct Growth Axis ESG Equity Fund Direct Growth
Very High Risk --
  • NAV ₹21.53
  • Fund Size ₹1,163.13Cr
Fund Return 5.64%
Category Return 5.30%
Axis Midcap Fund Direct Plan Growth Axis Midcap Fund Direct Plan Growth
Very High Risk
  • NAV ₹117.35
  • Fund Size ₹26,087.92Cr
Fund Return 12.56%
Category Return 8.89%
Axis Growth Opportunities Fund Direct Growth Axis Growth Opportunities Fund Direct Growth
Very High Risk
  • NAV ₹32.57
  • Fund Size ₹12,595.75Cr
Fund Return 14.78%
Category Return 15.44%
Axis ESG Equity Fund Direct Growth Axis ESG Equity Fund Direct Growth
Very High Risk --
  • NAV ₹21.53
  • Fund Size ₹1,163.13Cr
Fund Return 11.17%
Category Return 10.69%
Axis Midcap Fund Direct Plan Growth Axis Midcap Fund Direct Plan Growth
Very High Risk
  • NAV ₹117.35
  • Fund Size ₹26,087.92Cr
Fund Return 15.82%
Category Return 18.53%
Axis Growth Opportunities Fund Direct Growth Axis Growth Opportunities Fund Direct Growth
Very High Risk
  • NAV ₹32.57
  • Fund Size ₹12,595.75Cr
Fund Return 27.20%
Category Return 27.04%
Axis ESG Equity Fund Direct Growth Axis ESG Equity Fund Direct Growth
Very High Risk --
  • NAV ₹21.53
  • Fund Size ₹1,163.13Cr
Fund Return 18.72%
Category Return 23.36%
Axis Midcap Fund Direct Plan Growth Axis Midcap Fund Direct Plan Growth
Very High Risk
  • NAV ₹117.35
  • Fund Size ₹26,087.92Cr
Fund Return 26.99%
Category Return 31.21%
Returns <= 1 year are absolute and > 1 year are annualised (CAGR)
Devang Shah
Apr 5, 2024- Present
  • Schemes managed 23
  • Total AUM ₹ 1,01,853.77 Cr
  • Highest Return In 1 Yr 12.49 %
Other Funds
  • table
  • card
1M 3M 6M 1Y 3Y 5Y
Fund Name Morningstar Rating NAV Fund Return Category Return Risk Fund Size (Cr)
Axis Long Duration Fund Direct Growth Axis Long Duration Fund Direct Growth
--
₹1,238.03
3.06%
2.32%
Moderate Risk
₹474.13Cr
Axis Regular Saver Fund Direct Plan Growth Option Axis Regular Saver Fund Direct Plan Growth Option
₹34.08
2.97%
1.92%
Moderately High risk
₹267.14Cr
Axis Dynamic Bond Fund Direct Plan Growth Option Axis Dynamic Bond Fund Direct Plan Growth Option
₹31.88
2.33%
1.32%
Moderate Risk
₹1,360.23Cr
Fund Name Morningstar Rating NAV Fund Return Category Return Risk Fund Size (Cr)
Axis Long Duration Fund Direct Growth Axis Long Duration Fund Direct Growth
--
₹1,238.03
2.81%
2.05%
Moderate Risk
₹474.13Cr
Axis Regular Saver Fund Direct Plan Growth Option Axis Regular Saver Fund Direct Plan Growth Option
₹34.08
2.30%
0.05%
Moderately High risk
₹267.14Cr
Axis Dynamic Bond Fund Direct Plan Growth Option Axis Dynamic Bond Fund Direct Plan Growth Option
₹31.88
2.77%
1.78%
Moderate Risk
₹1,360.23Cr
Fund Name Morningstar Rating NAV Fund Return Category Return Risk Fund Size (Cr)
Axis Long Duration Fund Direct Growth Axis Long Duration Fund Direct Growth
--
₹1,238.03
3.08%
2.19%
Moderate Risk
₹474.13Cr
Axis Regular Saver Fund Direct Plan Growth Option Axis Regular Saver Fund Direct Plan Growth Option
₹34.08
0.94%
0.56%
Moderately High risk
₹267.14Cr
Axis Dynamic Bond Fund Direct Plan Growth Option Axis Dynamic Bond Fund Direct Plan Growth Option
₹31.88
3.70%
2.53%
Moderate Risk
₹1,360.23Cr
Fund Name Morningstar Rating NAV Fund Return Category Return Risk Fund Size (Cr)
Axis Long Duration Fund Direct Growth Axis Long Duration Fund Direct Growth
₹1,238.03
9.68%
7.65%
Moderate Risk
₹474.13Cr
Axis Regular Saver Fund Direct Plan Growth Option Axis Regular Saver Fund Direct Plan Growth Option
₹34.08
9.30%
7.54%
Moderately High risk
₹267.14Cr
Axis Dynamic Bond Fund Direct Plan Growth Option Axis Dynamic Bond Fund Direct Plan Growth Option
₹31.88
9.10%
7.60%
Moderate Risk
₹1,360.23Cr
Fund Name Morningstar Rating NAV Fund Return Category Return Risk Fund Size (Cr)
Axis Long Duration Fund Direct Growth Axis Long Duration Fund Direct Growth
--
₹1,238.03
--
7.10%
Moderate Risk
₹474.13Cr
Axis Regular Saver Fund Direct Plan Growth Option Axis Regular Saver Fund Direct Plan Growth Option
₹34.08
7.61%
8.15%
Moderately High risk
₹267.14Cr
Axis Dynamic Bond Fund Direct Plan Growth Option Axis Dynamic Bond Fund Direct Plan Growth Option
₹31.88
6.92%
6.72%
Moderate Risk
₹1,360.23Cr
Fund Name Morningstar Rating NAV Fund Return Category Return Risk Fund Size (Cr)
Axis Long Duration Fund Direct Growth Axis Long Duration Fund Direct Growth
--
₹1,238.03
--
5.75%
Moderate Risk
₹474.13Cr
Axis Regular Saver Fund Direct Plan Growth Option Axis Regular Saver Fund Direct Plan Growth Option
₹34.08
10.67%
10.40%
Moderately High risk
₹267.14Cr
Axis Dynamic Bond Fund Direct Plan Growth Option Axis Dynamic Bond Fund Direct Plan Growth Option
₹31.88
6.79%
6.26%
Moderate Risk
₹1,360.23Cr
1M 3M 6M 1Y 3Y 5Y
Axis Long Duration Fund Direct Growth Axis Long Duration Fund Direct Growth
Moderate Risk --
  • NAV ₹1,238.03
  • Fund Size ₹474.13Cr
Fund Return 3.06%
Category Return 2.32%
Axis Regular Saver Fund Direct Plan Growth Option Axis Regular Saver Fund Direct Plan Growth Option
Moderately High risk
  • NAV ₹34.08
  • Fund Size ₹267.14Cr
Fund Return 2.97%
Category Return 1.92%
Axis Dynamic Bond Fund Direct Plan Growth Option Axis Dynamic Bond Fund Direct Plan Growth Option
Moderate Risk
  • NAV ₹31.88
  • Fund Size ₹1,360.23Cr
Fund Return 2.33%
Category Return 1.32%
Axis Long Duration Fund Direct Growth Axis Long Duration Fund Direct Growth
Moderate Risk --
  • NAV ₹1,238.03
  • Fund Size ₹474.13Cr
Fund Return 2.81%
Category Return 2.05%
Axis Regular Saver Fund Direct Plan Growth Option Axis Regular Saver Fund Direct Plan Growth Option
Moderately High risk
  • NAV ₹34.08
  • Fund Size ₹267.14Cr
Fund Return 2.30%
Category Return 0.05%
Axis Dynamic Bond Fund Direct Plan Growth Option Axis Dynamic Bond Fund Direct Plan Growth Option
Moderate Risk
  • NAV ₹31.88
  • Fund Size ₹1,360.23Cr
Fund Return 2.77%
Category Return 1.78%
Axis Long Duration Fund Direct Growth Axis Long Duration Fund Direct Growth
Moderate Risk --
  • NAV ₹1,238.03
  • Fund Size ₹474.13Cr
Fund Return 3.08%
Category Return 2.19%
Axis Regular Saver Fund Direct Plan Growth Option Axis Regular Saver Fund Direct Plan Growth Option
Moderately High risk
  • NAV ₹34.08
  • Fund Size ₹267.14Cr
Fund Return 0.94%
Category Return 0.56%
Axis Dynamic Bond Fund Direct Plan Growth Option Axis Dynamic Bond Fund Direct Plan Growth Option
Moderate Risk
  • NAV ₹31.88
  • Fund Size ₹1,360.23Cr
Fund Return 3.70%
Category Return 2.53%
Axis Long Duration Fund Direct Growth Axis Long Duration Fund Direct Growth
Moderate Risk --
  • NAV ₹1,238.03
  • Fund Size ₹474.13Cr
Fund Return 9.68%
Category Return 7.65%
Axis Regular Saver Fund Direct Plan Growth Option Axis Regular Saver Fund Direct Plan Growth Option
Moderately High risk
  • NAV ₹34.08
  • Fund Size ₹267.14Cr
Fund Return 9.30%
Category Return 7.54%
Axis Dynamic Bond Fund Direct Plan Growth Option Axis Dynamic Bond Fund Direct Plan Growth Option
Moderate Risk
  • NAV ₹31.88
  • Fund Size ₹1,360.23Cr
Fund Return 9.10%
Category Return 7.60%
Axis Long Duration Fund Direct Growth Axis Long Duration Fund Direct Growth
Moderate Risk --
  • NAV ₹1,238.03
  • Fund Size ₹474.13Cr
Fund Return --
Category Return 7.10%
Axis Regular Saver Fund Direct Plan Growth Option Axis Regular Saver Fund Direct Plan Growth Option
Moderately High risk
  • NAV ₹34.08
  • Fund Size ₹267.14Cr
Fund Return 7.61%
Category Return 8.15%
Axis Dynamic Bond Fund Direct Plan Growth Option Axis Dynamic Bond Fund Direct Plan Growth Option
Moderate Risk
  • NAV ₹31.88
  • Fund Size ₹1,360.23Cr
Fund Return 6.92%
Category Return 6.72%
Axis Long Duration Fund Direct Growth Axis Long Duration Fund Direct Growth
Moderate Risk --
  • NAV ₹1,238.03
  • Fund Size ₹474.13Cr
Fund Return --
Category Return 5.75%
Axis Regular Saver Fund Direct Plan Growth Option Axis Regular Saver Fund Direct Plan Growth Option
Moderately High risk
  • NAV ₹34.08
  • Fund Size ₹267.14Cr
Fund Return 10.67%
Category Return 10.40%
Axis Dynamic Bond Fund Direct Plan Growth Option Axis Dynamic Bond Fund Direct Plan Growth Option
Moderate Risk
  • NAV ₹31.88
  • Fund Size ₹1,360.23Cr
Fund Return 6.79%
Category Return 6.26%
Returns <= 1 year are absolute and > 1 year are annualised (CAGR)
Hardik Shah
Apr 5, 2024- Present
  • Schemes managed 20
  • Total AUM ₹ 37,056.68 Cr
  • Highest Return In 1 Yr 12.49 %
Other Funds
  • table
  • card
1M 3M 6M 1Y 3Y 5Y
Fund Name Morningstar Rating NAV Fund Return Category Return Risk Fund Size (Cr)
Taurus Discovery (Midcap) Fund - Direct Plan-Growth Option Taurus Discovery (Midcap) Fund - Direct Plan-Growth Option
₹113.53
7.74%
6.93%
Very High Risk
₹105.98Cr
Taurus Infrastructure Fund-Direct Plan-Growth Option Taurus Infrastructure Fund-Direct Plan-Growth Option
₹64.87
8.01%
9.97%
Very High Risk
₹7.92Cr
Axis Long Duration Fund Direct Growth Axis Long Duration Fund Direct Growth
--
₹1,238.03
3.06%
2.32%
Moderate Risk
₹474.13Cr
Fund Name Morningstar Rating NAV Fund Return Category Return Risk Fund Size (Cr)
Taurus Discovery (Midcap) Fund - Direct Plan-Growth Option Taurus Discovery (Midcap) Fund - Direct Plan-Growth Option
₹113.53
-9.60%
-11.06%
Very High Risk
₹105.98Cr
Taurus Infrastructure Fund-Direct Plan-Growth Option Taurus Infrastructure Fund-Direct Plan-Growth Option
₹64.87
-9.61%
-9.57%
Very High Risk
₹7.92Cr
Axis Long Duration Fund Direct Growth Axis Long Duration Fund Direct Growth
--
₹1,238.03
2.81%
2.05%
Moderate Risk
₹474.13Cr
Fund Name Morningstar Rating NAV Fund Return Category Return Risk Fund Size (Cr)
Taurus Discovery (Midcap) Fund - Direct Plan-Growth Option Taurus Discovery (Midcap) Fund - Direct Plan-Growth Option
₹113.53
-17.05%
-14.85%
Very High Risk
₹105.98Cr
Taurus Infrastructure Fund-Direct Plan-Growth Option Taurus Infrastructure Fund-Direct Plan-Growth Option
₹64.87
-18.90%
-16.62%
Very High Risk
₹7.92Cr
Axis Long Duration Fund Direct Growth Axis Long Duration Fund Direct Growth
--
₹1,238.03
3.08%
2.19%
Moderate Risk
₹474.13Cr
Fund Name Morningstar Rating NAV Fund Return Category Return Risk Fund Size (Cr)
Taurus Discovery (Midcap) Fund - Direct Plan-Growth Option Taurus Discovery (Midcap) Fund - Direct Plan-Growth Option
₹113.53
0.84%
8.89%
Very High Risk
₹105.98Cr
Taurus Infrastructure Fund-Direct Plan-Growth Option Taurus Infrastructure Fund-Direct Plan-Growth Option
₹64.87
0.32%
3.35%
Very High Risk
₹7.92Cr
Axis Long Duration Fund Direct Growth Axis Long Duration Fund Direct Growth
₹1,238.03
9.68%
7.65%
Moderate Risk
₹474.13Cr
Fund Name Morningstar Rating NAV Fund Return Category Return Risk Fund Size (Cr)
Taurus Discovery (Midcap) Fund - Direct Plan-Growth Option Taurus Discovery (Midcap) Fund - Direct Plan-Growth Option
₹113.53
14.36%
18.53%
Very High Risk
₹105.98Cr
Taurus Infrastructure Fund-Direct Plan-Growth Option Taurus Infrastructure Fund-Direct Plan-Growth Option
₹64.87
15.75%
22.92%
Very High Risk
₹7.92Cr
Axis Long Duration Fund Direct Growth Axis Long Duration Fund Direct Growth
--
₹1,238.03
--
7.10%
Moderate Risk
₹474.13Cr
Fund Name Morningstar Rating NAV Fund Return Category Return Risk Fund Size (Cr)
Taurus Discovery (Midcap) Fund - Direct Plan-Growth Option Taurus Discovery (Midcap) Fund - Direct Plan-Growth Option
₹113.53
25.64%
31.21%
Very High Risk
₹105.98Cr
Taurus Infrastructure Fund-Direct Plan-Growth Option Taurus Infrastructure Fund-Direct Plan-Growth Option
₹64.87
26.97%
34.14%
Very High Risk
₹7.92Cr
Axis Long Duration Fund Direct Growth Axis Long Duration Fund Direct Growth
--
₹1,238.03
--
5.75%
Moderate Risk
₹474.13Cr
1M 3M 6M 1Y 3Y 5Y
Taurus Discovery (Midcap) Fund - Direct Plan-Growth Option Taurus Discovery (Midcap) Fund - Direct Plan-Growth Option
Very High Risk
  • NAV ₹113.53
  • Fund Size ₹105.98Cr
Fund Return 7.74%
Category Return 6.93%
Taurus Infrastructure Fund-Direct Plan-Growth Option Taurus Infrastructure Fund-Direct Plan-Growth Option
Very High Risk
  • NAV ₹64.87
  • Fund Size ₹7.92Cr
Fund Return 8.01%
Category Return 9.97%
Axis Long Duration Fund Direct Growth Axis Long Duration Fund Direct Growth
Moderate Risk --
  • NAV ₹1,238.03
  • Fund Size ₹474.13Cr
Fund Return 3.06%
Category Return 2.32%
Taurus Discovery (Midcap) Fund - Direct Plan-Growth Option Taurus Discovery (Midcap) Fund - Direct Plan-Growth Option
Very High Risk
  • NAV ₹113.53
  • Fund Size ₹105.98Cr
Fund Return -9.60%
Category Return -11.06%
Taurus Infrastructure Fund-Direct Plan-Growth Option Taurus Infrastructure Fund-Direct Plan-Growth Option
Very High Risk
  • NAV ₹64.87
  • Fund Size ₹7.92Cr
Fund Return -9.61%
Category Return -9.57%
Axis Long Duration Fund Direct Growth Axis Long Duration Fund Direct Growth
Moderate Risk --
  • NAV ₹1,238.03
  • Fund Size ₹474.13Cr
Fund Return 2.81%
Category Return 2.05%
Taurus Discovery (Midcap) Fund - Direct Plan-Growth Option Taurus Discovery (Midcap) Fund - Direct Plan-Growth Option
Very High Risk
  • NAV ₹113.53
  • Fund Size ₹105.98Cr
Fund Return -17.05%
Category Return -14.85%
Taurus Infrastructure Fund-Direct Plan-Growth Option Taurus Infrastructure Fund-Direct Plan-Growth Option
Very High Risk
  • NAV ₹64.87
  • Fund Size ₹7.92Cr
Fund Return -18.90%
Category Return -16.62%
Axis Long Duration Fund Direct Growth Axis Long Duration Fund Direct Growth
Moderate Risk --
  • NAV ₹1,238.03
  • Fund Size ₹474.13Cr
Fund Return 3.08%
Category Return 2.19%
Taurus Discovery (Midcap) Fund - Direct Plan-Growth Option Taurus Discovery (Midcap) Fund - Direct Plan-Growth Option
Very High Risk
  • NAV ₹113.53
  • Fund Size ₹105.98Cr
Fund Return -0.84%
Category Return 8.89%
Taurus Infrastructure Fund-Direct Plan-Growth Option Taurus Infrastructure Fund-Direct Plan-Growth Option
Very High Risk
  • NAV ₹64.87
  • Fund Size ₹7.92Cr
Fund Return 0.32%
Category Return 3.35%
Axis Long Duration Fund Direct Growth Axis Long Duration Fund Direct Growth
Moderate Risk --
  • NAV ₹1,238.03
  • Fund Size ₹474.13Cr
Fund Return 9.68%
Category Return 7.65%
Taurus Discovery (Midcap) Fund - Direct Plan-Growth Option Taurus Discovery (Midcap) Fund - Direct Plan-Growth Option
Very High Risk
  • NAV ₹113.53
  • Fund Size ₹105.98Cr
Fund Return 14.36%
Category Return 18.53%
Taurus Infrastructure Fund-Direct Plan-Growth Option Taurus Infrastructure Fund-Direct Plan-Growth Option
Very High Risk
  • NAV ₹64.87
  • Fund Size ₹7.92Cr
Fund Return 15.75%
Category Return 22.92%
Axis Long Duration Fund Direct Growth Axis Long Duration Fund Direct Growth
Moderate Risk --
  • NAV ₹1,238.03
  • Fund Size ₹474.13Cr
Fund Return --
Category Return 7.10%
Taurus Discovery (Midcap) Fund - Direct Plan-Growth Option Taurus Discovery (Midcap) Fund - Direct Plan-Growth Option
Very High Risk
  • NAV ₹113.53
  • Fund Size ₹105.98Cr
Fund Return 25.64%
Category Return 31.21%
Taurus Infrastructure Fund-Direct Plan-Growth Option Taurus Infrastructure Fund-Direct Plan-Growth Option
Very High Risk
  • NAV ₹64.87
  • Fund Size ₹7.92Cr
Fund Return 26.97%
Category Return 34.14%
Axis Long Duration Fund Direct Growth Axis Long Duration Fund Direct Growth
Moderate Risk --
  • NAV ₹1,238.03
  • Fund Size ₹474.13Cr
Fund Return --
Category Return 5.75%
Returns <= 1 year are absolute and > 1 year are annualised (CAGR)

DETAILED PORTFOLIO

As on Mar 2025
EQUITY (38.58%)
DEBT (58.30%)
CASH (3.11%)
Allocation by Market Cap

PERFORMANCE MEASURES

Fund evaluation across critical parameters for better decision making. Study period is 3 years.
  • Consistency
    i
    It represents the consistency of a fund in beating its benchmark.
    --
  • Downside Risk
    i
    Measured by Maximum Drawdown which shows the maximum loss from a peak to a nadir over a specified time period
  • Risk Adjusted Return
    i
    Risk adjusted return represents the return generated after factoring the risk taken to achieve it.
  • Volatility
    i
    Volatility represents the standard deviation of fund returns that is, how much the fund returns have deviated from the average.
  • Upside Capture Ratio
    i
    Fund performance relative to the index when the market is up. An upside capture ratio of >100 indicates better fund performance.
    --
  • Downside Capture Ratio
    i
    Fund performance relative to the index when the market is down. A downside capture ratio of <100 indicates better fund performance.
    --

HISTORICAL RISK MEASURES

Statistical measures to evaluate mutual fund risk. All ratios are calculated for a three-year time duration.
  • Alpha: Excess return of the fund over benchmark
    i
    Any Alpha above zero is considered good. However, for comparison, a fund with a higher Alpha is considered better. Alpha is normally used in conjunction with Beta. If the Beta is high, it implies that the fund manager took a high risk to generate Alpha.
    --
    This Fund
    VS
    --
    Category Avg
  • Beta: Risk of the fund in relation to benchmark
    i
    Beta >1 indicates that the fund is more volatile than its benchmark while Beta < 1 indicates that the fund is less volatile than its benchmark. The Beta of the benchmark is equal to 1.
    --
    This Fund
    VS
    --
    Category Avg
  • Sortino Ratio: Return per unit of bad risk
    i
    A variation of Sharpe ratio, Sortino considers only the downside risk. Unlike Sharpe ratio which considers both good risk and bad risk, Sortino factors only the bad risk. A high Sortino ratio indicates better return for each unit of downside risk.
    0.48
    This Fund
    VS
    --
    Category Avg
  • R-Squared: How well the fund tracks benchmark
    i
    R-Squared measures the correlation of fund returns and its benchmark returns. It varies between 0 and 1. The metric, Beta makes no sense if R-Squared is equal to zero. Thus, both Beta and R-Squared should be used in conjunction. A fund with a high R-Squared and low Beta is considered a less risky fund.
    --
    This Fund
    VS
    --
    Category Avg
  • Sharpe Ratio: Risk adjusted return of the fund
    i
    Sharpe Ratio is a measure of return per unit of risk. A higher Sharpe ratio indicates better risk adjusted return given by the fund.
    0.32
    This Fund
    VS
    --
    Category Avg
  • Standard Devation: Volatility of the fund
    i
    Standard deviation is a measure of dispersion of fund returns from its average return. A fund with a higher Standard deviation is more volatile than a fund with a low standard deviation.
    6.40
    This Fund
    VS
    --
    Category Avg
Benchmark used in calculation : --

PEER ANALYSIS

1M 3M 6M 1Y 3Y 5Y
  • table
  • card
Fund Name Morningstar Rating NAV Fund Return Category Return Risk Fund Size (Cr)
Aditya Birla Sun Life Retirement Fund - The 30s Pln Direct Growth Aditya Birla Sun Life Retirement Fund - The 30s Pln Direct Growth
--
₹19.65
8.25%
--
Very High Risk
₹342.56 Cr
Union Retirement Fund Direct Growth Union Retirement Fund Direct Growth
--
₹14.86
7.76%
--
Very High Risk
₹141.93 Cr
ICICI Prudential Retirement Fund Pure Equity Plan Direct Growth ICICI Prudential Retirement Fund Pure Equity Plan Direct Growth
--
₹31.22
7.43%
--
Very High Risk
₹981.86 Cr
Nippon India Retirement Fund - Wealth Creation Scheme - Direct Growth Nippon India Retirement Fund - Wealth Creation Scheme - Direct Growth
₹29.97
7.02%
--
Very High Risk
₹2,849.23 Cr
Axis Retirement Savings Fund - Dynamic Plan Direct Growth Axis Retirement Savings Fund - Dynamic Plan Direct Growth
--
₹20.17
6.66%
--
Very High Risk
₹308.66 Cr
SBI Retirement Benefit Fund - Aggressive Plan Direct Growth SBI Retirement Benefit Fund - Aggressive Plan Direct Growth
--
₹19.70
6.66%
--
Very High Risk
₹2,493.60 Cr
Aditya Birla Sun Life Retirement Fund - The 30s Pln Direct Growth Aditya Birla Sun Life Retirement Fund - The 30s Pln Direct Growth
VERY HIGH RISK --
  • NAV ₹19.65
  • Fund Size ₹342.56 Cr
Fund Return 8.25%
Category Return --
Union Retirement Fund Direct Growth Union Retirement Fund Direct Growth
VERY HIGH RISK --
  • NAV ₹14.86
  • Fund Size ₹141.93 Cr
Fund Return 7.76%
Category Return --
ICICI Prudential Retirement Fund Pure Equity Plan Direct Growth ICICI Prudential Retirement Fund Pure Equity Plan Direct Growth
VERY HIGH RISK --
  • NAV ₹31.22
  • Fund Size ₹981.86 Cr
Fund Return 7.43%
Category Return --
Nippon India Retirement Fund - Wealth Creation Scheme - Direct Growth Nippon India Retirement Fund - Wealth Creation Scheme - Direct Growth
VERY HIGH RISK
  • NAV ₹29.97
  • Fund Size ₹2,849.23 Cr
Fund Return 7.02%
Category Return --
Axis Retirement Savings Fund - Dynamic Plan Direct Growth Axis Retirement Savings Fund - Dynamic Plan Direct Growth
VERY HIGH RISK --
  • NAV ₹20.17
  • Fund Size ₹308.66 Cr
Fund Return 6.66%
Category Return --
SBI Retirement Benefit Fund - Aggressive Plan Direct Growth SBI Retirement Benefit Fund - Aggressive Plan Direct Growth
VERY HIGH RISK --
  • NAV ₹19.70
  • Fund Size ₹2,493.60 Cr
Fund Return 6.66%
Category Return --
Returns <= 1 year are absolute and > 1 year are annualised (CAGR)

Top funds from this amc

1M 3M 6M 1Y 3Y 5Y
  • table
  • card
Fund Name Morningstar Rating NAV Fund Return Category Return Risk Fund Size (Cr)
Axis Nifty Next 50 Index Fund Direct Growth Axis Nifty Next 50 Index Fund Direct Growth
--
₹15.50
10.45%
--
Very High Risk
₹268.82 Cr
Axis India Manufacturing Fund Direct Growth Axis India Manufacturing Fund Direct Growth
--
₹12.72
8.81%
--
Very High Risk
₹4,926.22 Cr
Axis Business Cycles Fund Direct Growth Axis Business Cycles Fund Direct Growth
--
₹15.47
8.49%
--
Very High Risk
₹2,141.47 Cr
Axis Flexi Cap Fund Direct Growth Axis Flexi Cap Fund Direct Growth
₹26.86
8.44%
5.68%
Very High Risk
₹11,115.75 Cr
Axis Nifty Smallcap 50 Index Fund Direct Growth Axis Nifty Smallcap 50 Index Fund Direct Growth
--
₹16.37
8.32%
--
Very High Risk
₹398.51 Cr
Axis Silver Fund of Funds Direct Growth Axis Silver Fund of Funds Direct Growth
--
₹17.71
7.83%
6.02%
Very High Risk
₹71.86 Cr
Axis Nifty Next 50 Index Fund Direct Growth Axis Nifty Next 50 Index Fund Direct Growth
VERY HIGH RISK --
  • NAV ₹15.50
  • Fund Size ₹268.82 Cr
Fund Return 10.45%
Category Return --
Axis India Manufacturing Fund Direct Growth Axis India Manufacturing Fund Direct Growth
VERY HIGH RISK --
  • NAV ₹12.72
  • Fund Size ₹4,926.22 Cr
Fund Return 8.81%
Category Return --
Axis Business Cycles Fund Direct Growth Axis Business Cycles Fund Direct Growth
VERY HIGH RISK --
  • NAV ₹15.47
  • Fund Size ₹2,141.47 Cr
Fund Return 8.49%
Category Return --
Axis Flexi Cap Fund Direct Growth Axis Flexi Cap Fund Direct Growth
VERY HIGH RISK
  • NAV ₹26.86
  • Fund Size ₹11,115.75 Cr
Fund Return 8.44%
Category Return 5.68%
Axis Nifty Smallcap 50 Index Fund Direct Growth Axis Nifty Smallcap 50 Index Fund Direct Growth
VERY HIGH RISK --
  • NAV ₹16.37
  • Fund Size ₹398.51 Cr
Fund Return 8.32%
Category Return --
Axis Silver Fund of Funds Direct Growth Axis Silver Fund of Funds Direct Growth
VERY HIGH RISK --
  • NAV ₹17.71
  • Fund Size ₹71.86 Cr
Fund Return 7.83%
Category Return 6.02%
Returns <= 1 year are absolute and > 1 year are annualised (CAGR)

ABOUT THE AMC

Axis Asset Management Company Limited
Axis Asset Management Company Limited manages assets worth ₹ 3,10,162.27 crores. It’s current offering of mutual fund schemes includes 32 equity, 30 debt and 12 hybrid schemes.
Phone
+91 22 43255161
Email
customerservice@axismf.com
AUM
₹ 3,10,162.27 Cr (
As on Feb 2025
)
Address
Axis House, 1st Floor, C-2, Wadia International Centre, ,Mumbai ,400 025

FAQ’S

What is the category of Axis Retirement Savings Fund - Conservative Plan Direct Growth ?
The category of Axis Retirement Savings Fund - Conservative Plan Direct Growth is Allocation - Retirement
What is the current NAV of Axis Retirement Savings Fund - Conservative Plan Direct Growth ?
The current NAV of Axis Retirement Savings Fund - Conservative Plan Direct Growth (as on Mar 31, 2025) is ₹ 16.80
How safe is Axis Retirement Savings Fund - Conservative Plan Direct Growth?
The risk level of Axis Retirement Savings Fund - Conservative Plan Direct Growth is High .
What are short term returns given by Axis Retirement Savings Fund - Conservative Plan Direct Growth?
The return given by Axis Retirement Savings Fund - Conservative Plan Direct Growth in 1 month is 3.92%, 3 months is 0.09%, 6 months is -2.54%, and 1 year is 7.03%.
What are the long term returns given by Axis Retirement Savings Fund - Conservative Plan Direct Growth?
The return given by Axis Retirement Savings Fund - Conservative Plan Direct Growth in 3 years is 8.55% and 5 years is 11.85%.
What is the expense ratio of Axis Retirement Savings Fund - Conservative Plan Direct Growth?
The expense ratio of Axis Retirement Savings Fund - Conservative Plan Direct Growth is 0.51 %
What is the AUM of Axis Retirement Savings Fund - Conservative Plan Direct Growth
The assets under Management (AUM) of Axis Retirement Savings Fund - Conservative Plan Direct Growth is Rs 60.60 crores.
What is the minimum investment in Axis Retirement Savings Fund - Conservative Plan Direct Growth?
The minimum Lumpsum investment in Axis Retirement Savings Fund - Conservative Plan Direct Growth is ₹5000 and the minimum SIP investment in Axis Retirement Savings Fund - Conservative Plan Direct Growth is ₹1000
What is the asset allocation of Axis Retirement Savings Fund - Conservative Plan Direct Growth?
The Axis Retirement Savings Fund - Conservative Plan Direct Growth has an exposure of 38.58% in Equity, 58.30% in Debt and 3.11% in Cash & Money Market Securities

CALCULATORS

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