AXIS RETIREMENT SAVINGS FUND-DYNAMIC PLAN-REG(G)

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

AXIS RETIREMENT SAVINGS FUND-DYNAMIC PLAN-REG(G)

market linked 30.00 % 12.34 % -

BenchMark : CRISIL Hybrid 35+65 - Aggressive Index

BenchMark Return 25.43 13.35 14.72

Value of Rs. 1,00,000 Invested

current value 130000 141776 -
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 > Solution Oriented > Retirement Fund
Fund Type Open Ended
Fund Manager Jayesh Sundar
Minimum Amount for Lumpsum Investment (Rs.) 5000
Minimum Amount for SIP Investment (Rs.) 5000
Nav Date 11/06/2024
Nav 18.07
AUM (Cr.) 346.79
AUM Date 31/05/2024
Expense Ratio Currently 2
Expense Ratio Date Currently 30/04/2024
Modified Duration(Yrs) -
Modified Duration Date(Yrs) -
YTM -
YTM Date -
Entry Load NIL
Exit Load Nil
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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