Axis Retirement Fund - Conservative Plan Regular-IDCW
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Hybrid, Conservative Hybrid, Principal at high risk
1 Year Return 4.15% at 22 Dec 2025 06:29 PM
Fund Details
NAV 16.2386
Sub-Type Conservative Hybrid
Rating 1
Min. SIP Amount ₹1000.0
Fund Age(Year) 6.01
Fund Size(in Crores) 54.37
Fund Performance
1 Month -0.02%
3 Month 1.49%
6 Month 2.5%
1 Year 4.15%
3 Year 9.79%
5 Year 7.5%
Know This Fund
As on 22 Dec 2025
Investment strategy that balances risk & reward by dividing the investment portfolio among different types of asset classes.
Equity (98.37%) Market Cap Mid Cap 18.37 Large Cap 62.23 Small Cap 17.77 Top Sectors Financial 25.58 Capital Goods 13.78 Services 13.11 Automobile 11.14 Technology 7.94 Communication 4.21 Chemicals 4.16 Healthcare 4.11 Construction 3.71 Energy 3.54 Consumer Discretionary 2.48 Metals & Mining 2.37 Insurance 1.14 Materials 1.1 Top Holding Dixon Technologies (India) 0.77 Cummins India 2.52 Tata Steel 1.79 SBI Life Insurance Company 1.14 Larsen & Toubro 3.71 Swiggy 1.78 Latent View Analytics 0.73 ICICI Bank 4.74 Mahindra & Mahindra 3.28 Maruti Suzuki India 3.15 JSW Steel 0.58 Persistent Systems 0.76 LTIMindtree 0.57 PVR Inox 1.71 Ujjivan Small Finance Bank 2.43 GE Vernova T&D 2.22 MCX 1.49 Mphasis 1.32 One97 Communications 2.06 Sai Life Sciences 0.49 Ultratech Cement 1.1 TVS Motor Company 0.94 State Bank of India 4.18 Kotak Mahindra Bank 1.56 Navin Fluorine International 1.52 Nippon Life India Asset Management 1.36 Infosys 2.71 UNO Minda 1.35 Acutaas Chemicals 1.54 Bharat Electronics 3 Solar Industries India 1.77 Metro Brands 0.9 Kei Industries 1.9 Netweb Technologies India 1.05 Interglobe Aviation 2.28 Bharti Airtel 4.21 Motherson Wiring 1.49 UPL 0.87 Blue Star 0.76 Garden Reach Shipbuilders & Engineers 0.83 Bajaj Finance 2.67 V-Mart Retail 0.79 Coforge 0.8 Axis Bank 0.86 Data Patterns (India) 1.63 Kaynes Technology India 0.91 Reliance Industries 3.54 TVS Motor Company - Pref. Shares 0.03 Eternal 2.37 Shriram Finance 2.07 Amber Enterprises India 0.82 Max Healthcare Institute 2.08 FSN E-Commerce Ventures 0.63 ZF Commercial 0.9 HDFC Bank 5.71
Debt & Others (1.63%) Sector Allocation Net Receivables 0.1 Repo 1.33 Treasury Bills 0.2 Debt Credit Ratings Debt Category Others 1.43 Reserve Bank of India 0.2
Comparison with same funds
Equity, Flexi Cap funds Aditya Birla Sun Life Conservative Hybrid Active FoF Regular-Growth Ret 1M -0.06% Ret 1Y 6.9% Ret 3Y 11.48% Ret 5Y 9.98%
Equity, Flexi Cap funds Aditya Birla Sun Life Conservative Hybrid Active FoF Regular-IDCW Quarterly Ret 1M -0.06% Ret 1Y 6.9% Ret 3Y 11.48% Ret 5Y 9.98%
Equity, Flexi Cap funds Aditya Birla Sun Life Conservative Hybrid Active FoF Regular-IDCW Quarterly Payout Ret 1M -0.06% Ret 1Y 6.9% Ret 3Y 11.48% Ret 5Y 9.98%
Equity, Flexi Cap funds Aditya Birla Sun Life Regular Savings Fund Regular-Growth Ret 1M -0.34% Ret 1Y 6.79% Ret 3Y 8.86% Ret 5Y 9.26%
Equity, Flexi Cap funds Aditya Birla Sun Life Regular Savings Fund Regular-Growth Monthly Payment Ret 1M -0.34% Ret 1Y 6.79% Ret 3Y 8.86% Ret 5Y 9.26%
Equity, Flexi Cap funds Aditya Birla Sun Life Regular Savings Fund Regular-IDCW Monthly Ret 1M -0.34% Ret 1Y 6.79% Ret 3Y 8.86% Ret 5Y 9.26%
Equity, Flexi Cap funds Aditya Birla Sun Life Regular Savings Fund Regular-IDCW Monthly Reinvestment Ret 1M -0.34% Ret 1Y 6.79% Ret 3Y 8.86% Ret 5Y 9.26%
Equity, Flexi Cap funds Aditya Birla Sun Life Retirement Fund - The 50s Plan Regular-Growth Ret 1M -0.38% Ret 1Y 5.0% Ret 3Y 7.99% Ret 5Y 5.53%
Equity, Flexi Cap funds Aditya Birla Sun Life Retirement Fund - The 50s Plan Regular-IDCW Ret 1M -0.38% Ret 1Y 5.0% Ret 3Y 7.99% Ret 5Y 5.53%
Equity, Flexi Cap funds Aditya Birla Sun Life Retirement Fund - The 50s Plan Regular-IDCW Reinvestment Ret 1M -0.38% Ret 1Y 5.0% Ret 3Y 7.99% Ret 5Y 5.53%
Equity, Flexi Cap funds Axis Conservative Hybrid Fund Regular-Growth Ret 1M 0.05% Ret 1Y 6.29% Ret 3Y 7.32% Ret 5Y 6.74%
Charges & Taxes Expense Ratio
Returns are taxed as per your Income Tax Slab.
Expense Ratio (Inclusive of GST): 2.15%
Exit Load 0%
Stamp Duty 0.005%
Fund Management
The various expenses, charges and taxes associated with your Mutual Fund
Jayesh Sundar
Education Mr. Sundar is a Chartered Accountant
Experience Prior to joining Axis MF, he has worked with Aviva Life Insurance Company, Tata Securities Ltd., Collins Stewart India Pvt. Ltd., IL&FS Investsmart and CRISIL
Devang Shah
Education Mr. Shah is B.Com and ACA.
Experience Prior to joining Axis AMC he has worked with ICICI Prudential AMC, Deutsche Asset Management (India) Pvt. Ltd. and Pricewaterhouse Coopers.
Krishnaa Narayan
Education She is a Chartered Accountant
Experience Prior to joining Axis Mutual Fund, she has worked with Price Waterhouse Coopers
Hardik Shah
Education Mr. Shah has done B.E. Information Technology and MBA Finance.
Experience Prior to joining Axis Mutual Fund, he has worked with Nippon India Mutual Fund, Quantum Asset Management Company and ICAP India (P) Ltd.
Nitin Arora
Education Mr. Arora has done M.Sc in Finance and Investments
Experience Prior to joining Axis Mutual Fund, he has worked with Aviva Life Insurance Company India Ltd., Emkay Global Financial Services Ltd., Nirmal Bang Institutional Equities Ltd. and Bloomberg UTV Ltd..
Riskometer
Mutual Fund Investments are subject to market risk. Read all scheme related documents carefully.
Principal at high risk
AMC and Fund details
Rank (total sets) 19
Date of Incorporation 2019-12-20
Total AUM 2025-11-30
The Scheme Seeks to generate returns from a portfolio of pure debt oriented funds accessed through the diverse investment styles of underlying schemes selected in accordance with the BSLAMC process.
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