Axis Retirement Fund - Conservative Plan - Regular Growth
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.
Returns vs benchmark & category
Since inception: +7.22% CAGR vs benchmark +9.55%.
Where the money is invested
Top holdings
Sector allocation
What if you'd SIP'd here?
@ 7.2% p.a.Illustration based on fund's since-inception return. Past performance is not indicative of future returns.
How this fund manages risk
Other Retirement Fund funds
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