Axis Retirement Fund - Conservative Plan Growth Return
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Showing Funds Performance since Sep 07, 2020
Axis Retirement Fund - Conservative Plan Growth Fund Overview
Min. investment
SIP ₹1000 & Lump. ₹5000
AUM (Fund size)
₹47 Cr
Lock In Period
5 Years
Expense Ratio
2.15
Exit Load
Nil
Benchmark
N/A
Summary
Axis Retirement Fund - Conservative Plan Growth NAV is ₹15.5807 as of 5 Jun, 2026. Axis Retirement Fund - Conservative Plan Growth has delivered 22.44% returns since its launch. The minimum SIP investment amount in Axis Retirement Fund - Conservative Plan Growth is ₹1000. The AUM of Axis Retirement Fund - Conservative Plan Growth is ₹47 Cr. The expense ratio of the fund is 2.15%, and its benchmark is N/A. The current exit load of the fund is Nil. In the last 1M months, Axis Retirement Fund - Conservative Plan Growth has delivered -0.67% returns.
Axis Retirement Fund - Conservative Plan Growth Calculate Returns
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Your Investment Amount
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Growth Review
| Duration | Fund Return(%) | Category Average(%) | Category Best(%) |
|---|---|---|---|
| 1M | -0.67 | -0.18 | 297.26 |
| 6M | -3.90 | 1.82 | 315.31 |
| 1Y | -2.42 | 4.52 | 339.02 |
| 3Y | 6.98 | 12.50 | 55.84 |
Portfolio Analysis
- Equity:
- Debt:
- Others
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About Fund Axis Retirement Fund - Conservative Plan Growth
Axis Retirement Fund - Conservative Plan Growth managed by ,is a Debt - Hybridscheme with Assets Under Management of ₹47 Crore. The fund benchmarks its performance against the while maintaining an expense ratio of 2.15. Under the expert guidance of Mr. 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.
Fund Managers
Mr. Devang Shah
Peer Comparison
Axis Retirement Fund - Conservative Plan Growth 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 2.15. 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 : -0.67%
- 6 Months : -3.90%
- 1 Year : -2.42%
- 3 Years : 6.98%
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 ₹47 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.
