Which Retirement Mutual Fund Plan Suits your Requirement?

If you are planning to invest to build a wealthy corpus for your post-retirement life, you can consider investing in mutual funds. Mutual fund investments are one of the effective ways to build wealth because they invest your money in equity, debt and other money market instruments thus balancing risk. But before choosing any type of investment you should keep your financial goal in mind and then decide where to invest your money. Mutual fund investments have historically fetched better returns when invested for a longer period. Retirement schemes offered by mutual funds can increase your chances of building a wealthy corpus.

So if you have decided to invest in mutual funds for building retirement corpus then you should consider investing with Axis Retirement Fund. This retirement fund by Axis Mutual Fund is a solution-oriented open-ended product aimed at building wealth for an individual’s sunset years. There are three different plans rolled out by Axis Mutual Fund for different types of investors, viz. Dynamic Plan, Aggressive Plan, and Conservative Plan.

Are you confused about which plan to choose among the three? We can help you identify the same-

Axis Retirement Fund - Aggressive Plan: Here investments are primarily made in equity and equity-related instruments as well as debt, money market instruments, Gold ETF’s and units of REITs and InvIT’s. Investors opting for the Aggressive Plan can expect equity exposure anywhere from 65% to 80%. This plan is ideal for people under 35 years of age.

Axis Retirement Fund - Dynamic Plan: This plan focuses on investments that are primarily made in equity and equity-related instruments as well as debt, money market instruments, Gold ETF’s and units of REITs and InvIT’s. The Axis Retirement Fund- Dynamic Plan helps investors manage risk through active asset allocation. The net assets have an equity exposure of 65% to 100. This plan is recommended for people between the age group of 35-50 years.

Axis Retirement Fund - Conservative Plan: This plan’s net assets will be primarily invested in debt and money market instruments. Axis Retirement Fund- Conservative Plan will have exposure to debt and money market instruments between 40% to 80% and the equity exposure is expected to be anywhere from 20% to 40%. The fund may allocate assets to Gold ETF’s and units of REIT’s & InvIT’s. The investment plan will retain the flexibility to invest across all the debt and money market instruments of various maturities. This investment plan is best suited for people above 50 years of age who are about to enter their retirement age.

Axis Retirement Fund can help investors build a retirement corpus. Invest now in order to secure your life after retirement.

Axis Retirement Fund

(An open-ended retirement solution oriented scheme

having a lock-in of 5 years or till retirement age (whichever is earlier)).

Axis Retirement Fund - Aggressive Plan
This product is suitable for investors who are seeking*:
Capital appreciation over long term Investments primarily in equity and equity related instruments.
Axis Retirement Fund - Dynamic Plan
This product is suitable for investors who are seeking*:
Capital appreciation and income generation over long term. Investment in equity and equity related instruments as well as debt and money market instruments while managing risk through active asset allocation.
Axis Retirement Fund - Conservative Plan
This product is suitable for investors who are seeking*:
Capital appreciation & income generation over long term. Investments in debt and money market instruments as well as equity and equity related instruments.

* Investors should consult their financial advisers if in doubt about whether the product is suitable for them.

Mutual Fund Investments are subject to market risks, read all scheme related documents carefully.

you need.