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Showing Funds Performance since Sep 07, 2020
Fund Overview
Min. investment
SIP ₹1000 & Lump. ₹5000
AUM (Fund size)
₹58 Cr
Lock In Period
5 Years
Expense Ratio
2.16
Benchmark
CRISIL Hybrid 75+25 - Conservative Index
Exit Load
Nil
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Growth Review
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Portfolio Analysis
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- Others
As on: 2025-07-15
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About Fund
Axis Retirement Fund - Conservative Plan Growth managed by Axis Mutual Fund,is a Debt - Hybridscheme with Assets Under Management of ₹58 Crore. The fund benchmarks its performance against the CRISIL Hybrid 75+25 - Conservative Index while maintaining an expense ratio of 2.16. Under the expert guidance of Devang Shah ,the fund implements a disciplined investment approach aligned with its mandate. The scheme requires a minimum investment of ₹500 for SIP and ₹1,000 for lump sum investments, making it accessible to diverse investor profiles.
Peer Comparison
FAQs
Axis Retirement Fund - Conservative Plan Growth's fund is managed by experienced SEBI-registered investment fund manager , who implements the fund's strategy through research-backed decisions while adhering to its stated objectives.
The expense ratio of Axis Retirement Fund - Conservative Plan Growth is 2.16. This expense ratio is calculated by dividing the fund's operating expenses by its net assets.
Axis Retirement Fund - Conservative Plan Growth’s fund performance is as follows:
- 1 Month : %
- 6 Months : %
- 1 Year : %
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You can invest in Axis Retirement Fund - Conservative Plan Growth through SIP with a minimum of ₹500 monthly or make a lump sum investment of a minimum ₹1,000. Additional purchase minimums vary by scheme.
The fund size (AUM) of Axis Retirement Fund - Conservative Plan Growth is ₹58 crore. It changes based on market performance, inflows, and outflows.
You can track your investment in Axis Retirement Fund - Conservative Plan Growth through our website, our Choice FinX mobile app, regular statements, and email updates. Our customer support team is available for queries.
Min Inv Amount: ₹500