Axis Retirement Fund - Dynamic Plan Regular Growth

• Alpha 0.00%
• Beta 0.00
• Sharpe Ratio0.40
• Std Deviation 12.91%
• Tracking Error 0.00%

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.

The Axis Retirement Fund - Dynamic Plan Regular Growth has an AUM of 262.22 crores & has delivered CAGR of 9.69% in the last 5 years. The fund has an exit load of 0.00% and an expense ratio of 2.43%. The minimum investment in Axis Retirement Fund - Dynamic Plan Regular Growth is Rs 5000 and the minimum SIP is Rs 1000.

As per morningstar the risk & return rating of the fund are Medium & Good respectively.

The top holdings of the fund include Reliance Industries, ICICI Bank, HDFC Bank & Infosys.

The major sectors where the fund is invested are Regional Banks, Oil & Gas Operations, Software & Programming & Biotechnology & Drugs.

Some of the similar funds are Aditya Birla Sun Life Retirement Fund - The 30s Pln Regular Growth, Axis Retirement Fund - Dynamic Plan Regular Growth, Union Retirement Fund Regular Growth, SBI Retirement Benefit Fund - Conservative Hybrid Plan Regular Growth, Baroda BNP Paribas Retirement Fund Regular Growth. Axis Retirement Fund - Dynamic Plan Regular Growth has a sharpe ratio of 0.40 & a standard deviation of 12.91%.