Analytics, not advice. Rankings and scores describe past performance and are not recommendations.
Axis Retirement Fund - Conservative Plan - Direct Growth
Axis Mutual Fund · Managed by Devang Shah; Hardik Shah; Jayesh Sundar; Krishnaa N
A daily percentile of this fund’s past performance within its SEBI category — analytics, not advice, and not a prediction or recommendation.
- Fund manager
- Devang Shah; Hardik Shah; Jayesh Sundar; Krishnaa N
- Riskometer
- High Risk
- Type
- Open Ended
- Portfolio turnover
- —
- Volatility (3Y)
- 6.4%
- Rating (external)
- —
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.
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