AXIS RETIREMENT SAVINGS FUND - DYNAMIC PLAN - REGULAR - GROWTH

Product name Return type 1 yr(%) 3 yr(%) 5 yr(%)

AXIS RETIREMENT SAVINGS FUND - DYNAMIC PLAN - REGULAR - GROWTH

market linked - - -

BenchMark : NIFTY 50 Hybrid Composite Debt 65:35 Index

BenchMark Return 6.25 6.85 9.13

Value of Rs. 1,00,000 Invested

current value - - -
scheme objective 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.
Category Mutual Fund>Equity>Hybrid
Fund Type Open Ended
Fund Manager Hitesh Das, Jinesh Gopani, R Sivakumar
Minimum Amount for Lumpsum Investment (Rs.) 5000
Minimum Amount for SIP Investment (Rs.)
Nav Date 21/09/2020
Nav 9.77
AUM (Cr.) 244.29
AUM Date 31/08/2020
Expense Ratio Currently 2
Expense Ratio Date Currently 20/09/2020
Modified Duration(Yrs) -
Modified Duration Date(Yrs) -
YTM -
YTM Date -
Entry Load Nil
Exit Load Exit Load
Tax Treatment of Income
Tax Benefit on Investment
Withdrawal Anytime
Pros
Cons
Risk Factor All investments in mutual funds are subject to market risks and the NAV of the schemes may go up or down depending upon the factors and forces affecting the securities market and there can be no assurance that the fund's objectives will be achieved. Past performance of the Fund does not indicate the future performance of the Schemes of the Fund.
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