Axis Retirement Fund - Conservative Plan Regular-IDCW
Axis Retirement Fund - Conservative Plan Regular-IDCW: Mutual Fund Overview
Axis Retirement Fund - Conservative Plan Regular-IDCW is an Conservative Hybrid mutual fund with over 6.23 years of performance history. The scheme manages an AUM of ₹49.85 Cr and has a NAV of ₹15.9262. It is rated '1' stars by analysts. Investors can begin a SIP with as little as ₹1000.0, making it accessible for all types of investors. In the last 1 year, the fund has delivered a return of 5.97%.
Hybrid, Conservative Hybrid, Principal at high risk
1 Year Return 5.97% at 12 Mar 2026 06:24 PM
Fund Details
NAV 15.9262
Sub-Type Conservative Hybrid
Rating 1
Min. SIP Amount ₹1000.0
Fund Age(Year) 6.23
Fund Size(in Crores) 49.85
Fund Performance
1 Month -1.68%
3 Month -1.51%
6 Month 0.33%
1 Year 5.97%
3 Year 9.44%
5 Year 6.4%
Know This Fund
As on 12 Mar 2026
Investment strategy that balances risk & reward by dividing the investment portfolio among different types of asset classes.
Equity (37.89%) Market Cap Large Cap 35.64 Mid Cap 1.19 Small Cap 1.06 Top Sectors Financial 9.18 Energy 6.03 Healthcare 5.35 Technology 4.89 Consumer Staples 3.36 Automobile 2.68 Insurance 2.28 Communication 2.2 Construction 1.83 Services 0.08 Top Holding Apollo Hospitals Enterprise 2.25 Larsen & Toubro 1.83 HDFC Life Insurance 0.6 Bajaj Finance 0.18 Cipla 0.51 Infosys 2.49 Mahindra & Mahindra 1.21 Hero Motocorp 1.47 Bank of Baroda 0.54 ICICI Bank 1.66 Kotak Mahindra Bank 0.99 State Bank of India 3.2 Sundaram Finance 0.43 Tata Consultancy 0.42 Mankind Pharma 0.76 Bharat Petroleum Corporation 0.18 NTPC 1.12 Tech Mahindra 0.59 ITC 1.43 Reliance Industries 4.73 Bharti Airtel 2.2 ITC Hotels 0.08 HCL Technologies 1.39 Britannia Industries 0.76 JB Chemicals 0.98 Hindustan Unilever 0.23 Nestle India 0.06 Life Insurance 1.68 Varun Beverages 0.88 Sun Pharmaceutical Industries 0.85 HDFC Bank 2.19
Debt & Others (62.11%) Sector Allocation CBLO 2.68 Net Receivables 0.98 GOI Securities 56.8 Debt Credit Ratings SOV 56.8 Cash & Call Money 3.66 Debt Category Others 3.66 GOI 56.8 Indus Infra Trust 1.65
Comparison with same funds
Equity, Flexi Cap funds Aditya Birla Sun Life Conservative Hybrid Active FoF Regular-Growth Ret 1M -0.9% Ret 1Y 8.27% Ret 3Y 11.32% Ret 5Y 9.22%
Equity, Flexi Cap funds Aditya Birla Sun Life Conservative Hybrid Active FoF Regular-IDCW Quarterly Ret 1M -0.9% Ret 1Y 8.27% Ret 3Y 11.32% Ret 5Y 9.22%
Equity, Flexi Cap funds Aditya Birla Sun Life Conservative Hybrid Active FoF Regular-IDCW Quarterly Payout Ret 1M -0.9% Ret 1Y 8.27% Ret 3Y 11.32% Ret 5Y 9.22%
Equity, Flexi Cap funds Aditya Birla Sun Life Regular Savings Fund Regular-Growth Ret 1M -1.21% Ret 1Y 8.01% Ret 3Y 9.03% Ret 5Y 8.01%
Equity, Flexi Cap funds Aditya Birla Sun Life Regular Savings Fund Regular-Growth Monthly Payment Ret 1M -1.21% Ret 1Y 8.01% Ret 3Y 9.03% Ret 5Y 8.01%
Equity, Flexi Cap funds Aditya Birla Sun Life Regular Savings Fund Regular-IDCW Monthly Ret 1M -1.21% Ret 1Y 8.01% Ret 3Y 9.03% Ret 5Y 8.01%
Equity, Flexi Cap funds Aditya Birla Sun Life Regular Savings Fund Regular-IDCW Monthly Reinvestment Ret 1M -1.21% Ret 1Y 8.01% Ret 3Y 9.03% Ret 5Y 8.01%
Equity, Flexi Cap funds Aditya Birla Sun Life Retirement Fund - The 50s Plan Regular-Growth Ret 1M -1.25% Ret 1Y 7.18% Ret 3Y 8.34% Ret 5Y 5.74%
Equity, Flexi Cap funds Aditya Birla Sun Life Retirement Fund - The 50s Plan Regular-IDCW Ret 1M -1.25% Ret 1Y 7.18% Ret 3Y 8.34% Ret 5Y 5.74%
Equity, Flexi Cap funds Aditya Birla Sun Life Retirement Fund - The 50s Plan Regular-IDCW Reinvestment Ret 1M -1.25% Ret 1Y 7.18% Ret 3Y 8.34% Ret 5Y 5.74%
Equity, Flexi Cap funds Axis Conservative Hybrid Fund Regular-Growth Ret 1M -0.97% Ret 1Y 5.64% Ret 3Y 7.34% Ret 5Y 6.14%
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
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.
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
Krishnaa Narayan
Education She is a Chartered Accountant
Experience Prior to joining Axis Mutual Fund, she has worked with Price Waterhouse Coopers
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..
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.
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) 27
Date of Incorporation 2019-12-20
Total AUM 366904.0
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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