Fund Overview
Axis Retirement Fund - Conservative Plan
Scheme Type: Solution Oriented
Fund Manager:
Mr. Jayesh Sundar + 3
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NAV as on Oct 10, 2025
₹ 15.9945
CAGR
8.76 %
AUM as on 30 Sep 2025(in Cr.)
₹ 54.91
Updated as on: September 30, 2025
Risk
High
An open-ended retirement solution oriented scheme having a lock-in of 5 years or till retirement age (whichever is earlier)
Investment Objective
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. To generate regular income through investments predominantly in debt and money market instruments and to generate long term capital appreciation by investing certain portion of the portfolio in equity and equity related securities. The Investment Plan may also invest in units of Gold ETF or units of REITs & InvITs for income generation / wealth creation
Benefits of
A moderately high risk fund suitable for an investment horizon of more than 2 years
Brings stability to your portfolio by investing primarily in fixed income instruments
Offers the potential for capital growth through limited exposure to equity instruments
Fund Manager
Mr. Jayesh Sundar
Managing this fund since 24th Jan 2024
22
Years
Work Experience
See all schemes managed by Jayesh Sundar
Mr. Devang Shah
Managing this fund since 05th Apr 2024
21
Years
Work Experience
See all schemes managed by Devang Shah
Mr. Hardik Shah
Managing this fund since 05th Apr 2024
16
Years
Work Experience
See all schemes managed by Hardik Shah
Ms. Krishnaa N
Managing this fund since 01th Mar 2024
6
Years
Work Experience
See all schemes managed by Krishnaa N
Entry Load
NA
Exit Load
NIL
Statistical Measures (3 Years)
Average Maturity@*
17.13 years
Modified Duration@*
8.28 years
Mac D
8.57 years
Portfolio Yield (Yield to Maturity&) - Monthly
7.00%
Disclaimer: @ Based on debt portfolio only. * For instruments with put/call option, the put/call date has been taken as the maturity date. & The yield to maturity given above is based on the portfolio of funds as on date given above. This should not be taken as an indication of the returns that maybe generated by the fund and the securities bought by the fund may or may not be held till their respective maturities. The calculation is based on the invested corpus of the debt portfolio. In case of semi annual YTM, it will be annualised
Updated as on:
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
Axis Retirement Fund - Conservative Plan
The risk of the scheme is High
CRISIL Hybrid 75+25 - Conservative Index
The risk of the benchmark is Moderately High
Minimum Investment Amount
- Lumpsum Investment :₹ 5000
- Additional Investment :₹ 1000
- Systematic Investment :₹ 1000
Goal Planning
Big or small, everyone has goals that they want to accomplish. There are some goals you’re able to fulfil and others that you’re not. With proper planning a lot of this can be managed.
Savings, on their own are not enough. And most people who invest, do so in an ad-hoc manner. When the markets look promising, they follow the trend and invest like others do. When the volatility sets in, they worry over their investments and take uninformed decisions.
Access all the goal features and benefits at No Cost.
Choose your goal
Let your money work for your goals.
Top 5 sectors
Issuers
% Of Net Assets
Financial Services
11.04
Information Technology
5.28
Healthcare
5.13
Oil, Gas & Consumable Fuels
4.56
Fast Moving Consumer Goods
3.48
Issuers
Top 10 Issuers
% Of Net Assets
7.18% GOI (MD 24/07/2037)
33.49
7.34% GOI (MD 22/04/2064)
14.46
7.1% GOI (MD 08/04/2034)
9.34
Reliance Industries Limited
4.18
State Bank of India
2.69
Infosys Limited
2.62
HDFC Bank Limited
2.13
Hero MotoCorp Limited
2.03
Bharti Airtel Limited
2.01
Apollo Hospitals Enterprise Limited
1.99
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Axis Retirement Fund - Conservative Plan Regular Growth
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Axis Bank Ltd. is not liable or responsible for any loss or shortfall resulting from the operation of the scheme.
Past performance may or may not be sustained in future. Please consult your financial advisor before investing.
Mutual fund investments are subject to market risks, read all scheme related documents carefully.
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