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Axis Retirement Fund-Conservative Plan(G)-Direct Plan

Axis Retirement Fund-Conservative Plan(G)-Direct Plan

Solution Oriented•Direct Growth•High Risk

+6.28%

5Y annualised

Solution OrientedDirect GrowthHigh Risk

+6.28%

5Y annualised

-0.58% 1D

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NAV : 15 Sep 2026

₹17.29

Min. SIP amount

₹1,000

Fund size (AUM)

46 Cr

Expense ratio

1.11%

Launched on

20 Dec 2019

Lock-in period

Benchmark

Nifty 50

Fund Plan

Direct

NAV : 15 Sep 2026

₹17.29

Min. SIP amount

₹1,000

Fund size (AUM)

46 Cr

Expense ratio

1.11%

Launched on

20 Dec 2019

Lock-in period

Benchmark

Nifty 50

Fund Plan

Direct

SIP Calculator + Returns

Monthly investment

₹8,000

3M6M1Y3Y

Total investment

₹2,88,000

Would've become

₹3,23,659

Over the pastTotal investmentWould've becomeHistoric returnsReturns

3 months₹24,000₹24,300

+1.25%

6 months₹48,000₹49,055

+2.20%

1 year₹96,000₹99,969

+4.13%

3 years₹2,88,000₹3,23,659

+12.38%

Stock Allocation

Stock nameSectorAllocation

7.18% Government Of India (24/07/2037)Government Securities33.71%

7.34% Government Of India (22/04/2064)Government Securities15.05%

7.1% Government Of India (08/04/2034)Government Securities10.87%

Fund Composition

₹46 Cr

Large Cap

34.62%

Mid Cap

1.66%

Small Cap

0.28%

Others

63.44%

Sector Allocation

₹46 Cr

Government Securities

59.62%

Bank

7.87%

Healthcare

5.44%

5.31%

Crude Oil

4.63%

Fmcg

3.00%

Automobile & Ancillaries

2.75%

Finance

2.37%

Others

8.64%

Minimum investments

Min. for SIP₹1000

Min. for Lumpsum--

Min. for SIP₹1000

Min. for Lumpsum--

Returns vs rankings

Absolute returns

Name1Y3Y5Y

Fund returns------

Rank (Income)

Exit load, stamp duty and tax

Exit load

No exit load

Stamp duty on investment: 0.005% (from July 1st, 2020)

from July 1st 2020

Tax implication

If you redeem within less than 1 year, returns are taxed as per your Income Tax slab. If you redeem after more than 1 year, returns are taxed at 12.5%.

Fund management

Jayesh Sundar

Present

Devang Shah

Present

Hardik Shah

Present

Krishnaa N

Present

Similar/Peer Fund Comparison

Name1Y3Y5Y

Aditya Birla SL Retirement Fund-30(G)-Direct Plan

+11.24%+14.92%+11.80%

Tata Retirement Sav Fund - Prog Plan(G)-Direct Plan

+7.73%+12.85%+11.00%

Tata Retirement Sav Fund - Mod Plan(G)-Direct Plan

+7.39%+12.13%+10.87%

ICICI Pru Retirement Fund-Hybrid Aggressive Plan(G)-Direct Plan

+5.77%+16.40%+14.68%

SBI Retirement Benefit Fund-Aggressive Hybrid Plan(G)-Direct Plan

+5.21%+9.02%+11.33%

ICICI Pru Retirement Fund-Hybrid Cons Plan(G)-Direct Plan

+5.21%+9.50%+8.61%

ICICI Pru Retirement Fund-Pure Equity Plan(G)-Direct Plan

+5.18%+18.43%+18.72%

Tata Retirement Sav Fund - Cons Plan(G)-Direct Plan

+5.01%+7.84%+6.85%

Fund name

Aditya Birla SL Retirement Fund-30(G)-Direct Plan

+14.92%

Tata Retirement Sav Fund - Prog Plan(G)-Direct Plan

+12.85%

Tata Retirement Sav Fund - Mod Plan(G)-Direct Plan

+12.13%

ICICI Pru Retirement Fund-Hybrid Aggressive Plan(G)-Direct Plan

+16.40%

SBI Retirement Benefit Fund-Aggressive Hybrid Plan(G)-Direct Plan

+9.02%

ICICI Pru Retirement Fund-Hybrid Cons Plan(G)-Direct Plan

+9.50%

ICICI Pru Retirement Fund-Pure Equity Plan(G)-Direct Plan

+18.43%

Tata Retirement Sav Fund - Cons Plan(G)-Direct Plan

+7.84%

Uniapps Investment Adviser Pvt Ltd
Investment Adviser
SEBI Registration Number — INA000017639
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FAQs

Axis Retirement Fund-Conservative Plan(G)-Direct Plan is a part of Axis Asset Management Company Ltd., it was incepted on 20 Dec 2019. This fund is managed by Jayesh Sundar, Devang Shah, Hardik Shah and Krishnaa N. It is a Solution Oriented type of fund.

The current NAV of Axis Retirement Fund-Conservative Plan(G)-Direct Plan is ₹17.29 (as of 15 Sep 2026).

Axis Retirement Fund-Conservative Plan(G)-Direct Plan has delivered 0.09% in 1 year, 7.46% in 3 years, and 6.28% in 5 years (annualised).

The minimum SIP amount for Axis Retirement Fund-Conservative Plan(G)-Direct Plan is ₹1000.

The expense ratio of Axis Retirement Fund-Conservative Plan(G)-Direct Plan is 1.11%.

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Axis Retirement Fund-Conservative Plan(G)-Direct Plan

SIP Calculator + Returns

Stock Allocation

Fund Composition

Sector Allocation

Minimum investments

Returns vs rankings

Exit load, stamp duty and tax

Fund management

Similar/Peer Fund Comparison

About this fund

FAQs

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