Axis Retirement Fund - Dynamic 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. The Investment Plan has a dual objective of generating capital appreciation by investing in equity and equity related securities as well as generating income by investing in debt and money market securities, while attempting to manage risk from the market through active asset allocation. 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: +10.27% CAGR vs benchmark +11.90%.
Where the money is invested
Top holdings
Sector allocation
What if you'd SIP'd here?
@ 10.3% 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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