To generate capital appreciation by predominantly investing in equity and equity related instruments.
The Investment Plan may also invest in debt and money market instruments, units of Gold ETF or units of REITs & InvITs for income generation / wealth creation.
Expert-managed portfolios tailored to your financial goals and risk appetite.
| Solution Oriented - Retirement Fund | 1M | 3M | 6M | 9M | 1Y | 2Y | 3Y | 4Y | 5Y | 10Y | ALL |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Fund returns | -2.37% | -4.02% | -1.61% | -3.81% | -5.86% | -2.42% | 8.6% | 8.51% | 4.39% | N/A | 8.69% |
| Category returns | -3.55% | -4.38% | -1.23% | -2.11% | -3.78% | -0.86% | 9.13% | 10.87% | 7.97% | 10.66% | N/A |
| Absolute returns | -2.37% | -4.02% | -1.61% | -3.81% | -5.86% | -4.79% | 28.12% | 38.67% | 23.98% | N/A | 76.8% |
| Rank within category | 4/18 | 7/18 | 9/18 | 13/18 | 13/18 | 13/18 | 8/16 | 14/15 | 14/14 | N/A | N/A |
| Solution Oriented - Retirement Fund | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | 2026 |
|---|---|---|---|---|---|---|---|---|
| Yearly returns | N/A | 16.28% | 16.49% | -7.08% | 19.6% | 19.24% | 4.17% | -5.56% |
| Q1 returns | N/A | -15.58% | 2.84% | -5.97% | -4.13% | 6.64% | -2.62% | -11.32% |
| Q2 returns | N/A | 11.12% | 6.6% | -9.65% | 11.18% | 9.15% | 7.54% | 9.28% |
| Q3 returns | N/A | 4.15% | 9.01% | 10.42% | 2.53% | 8.78% | -3.45% | -2.43% |
| Q4 returns | N/A | 19.02% | -2.52% | -0.94% | 9.44% | -5.82% | 3.03% | -0.11% |
Nil
| Alpha | 0.191007 |
| Beta | 0.832 |
| Sharpe Ratio | 0.0772952 |
| Sortino Ratio | 0.140617 |
| R-Squared | 0.8928 |
| Tracking Error | 1.1843 |
| Downside Risk | 16.5465 |
| Std. Deviation (Annualised) | 10.9142 |
| Solution Oriented - Retirement Fund | 1M | 3M | 6M | 9M | 1Y | 3Y | 5Y | 10Y | ALL | Fund Size (Cr) | Exp. Ratio | Sharpe | Risk |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ICICI Prudential Retirement Fund - Pure Equity Plan - Growth | -4.53% | -5.4% | -2.91% | -0.72% | -0.89% | 16.5% | 15.53% | N/A | 17.04% | 2,105.95 | 2.15 | 0.22 | Very High |
| ICICI Prudential Retirement Fund - Hybrid Aggressive Plan - Growth | -4.88% | -5.15% | -2.32% | -2.03% | -1.04% | 14.3% | 11.81% | N/A | 13.61% | 1,267.94 | 2.50 | 0.21 | Very High |
| Aditya Birla Sun Life Retirement Fund - The 30s Plan - Regular Plan - Growth | -3.41% | -3.08% | 5.07% | 6.83% | 6.85% | 13.67% | 9.65% | N/A | 10.76% | 465.36 | 2.64 | 0.17 | Very High |
| Union Retirement Fund - Regular Plan - Growth | -4.22% | -5.21% | -1.69% | -1.14% | -2.19% | 10.01% | N/A | N/A | 11.63% | 206.52 | 2.69 | 0.12 | Very High |
| Tata Retirement Savings Fund Progressive Plan - Growth | -4.48% | -4.9% | 1.25% | 1.32% | -1.67% | 9.64% | 7.15% | 11.42% | 13.32% | 2,104.38 | 2.21 | 0.10 | Very High |
| Tata Retirement Savings Fund Moderate Plan - Growth | -3.94% | -4.18% | 1.29% | 1.33% | -1.22% | 9.29% | 7.31% | 10.68% | 13.27% | 2,115.04 | 2.18 | 0.10 | Very High |
| Axis Retirement Fund - Dynamic Plan - Regular Plan - Growth | -2.99% | -3.93% | -0.95% | -3.14% | -5.91% | 9.29% | 5.28% | N/A | 9.67% | 268.84 | 2.57 | 0.09 | Very High |
| Axis Retirement Fund - Aggressive Plan - Regular Plan - Growth Current | -2.37% | -4.02% | -1.61% | -3.81% | -5.86% | 8.6% | 4.39% | N/A | 8.69% | 665.98 | 2.50 | 0.08 | Very High |
| Aditya Birla Sun Life Retirement Fund - The 40s Plan - Regular Plan - Growth | -3.3% | -3.65% | -2.16% | -2.86% | -4.44% | 8.38% | 6.63% | N/A | 8.41% | 109.90 | 2.42 | 0.08 | Very High |
| Nippon India Retirement Fund - Wealth Creation Scheme - Growth | -3.86% | -6.42% | -4.93% | -5.2% | -7.67% | 8.26% | 7.74% | 9.51% | 8.9% | 2,938.85 | 2.23 | 0.07 | Very High |
| Name | Sector | Instrument | Assets % |
|---|---|---|---|
| 7.1% Government of India (08/04/2034) | Government Securities | 6.36% | |
| Reliance Industries Ltd. | Petroleum Products | Domestic Equities | 5.16% |
| 6.79% Government of India (07/10/2034) | Government Securities | 5.14% | |
| ICICI Bank Ltd. | Banks | Domestic Equities | 4.93% |
| HDFC Bank Ltd. | Banks | Domestic Equities | 4.66% |
| Clearing Corporation of India Ltd | Cash & Cash Equivalents and Net Assets | 3.96% | |
| 7.25% Government of India (12/06/2063) | Government Securities | 3.52% | |
| 7.18% Government of India (24/07/2037) | Government Securities | 2.99% | |
| Bharti Airtel Ltd. | Telecom - Services | Domestic Equities | 2.73% |
| Kotak Mahindra Bank Ltd. | Banks | Domestic Equities | 2.27% |
| Mahindra & Mahindra Ltd. | Automobiles | Domestic Equities | 2.14% |
| State Bank Of India | Banks | Domestic Equities | 2.12% |
| Larsen & Toubro Ltd. | Construction | Domestic Equities | 2.01% |
| Infosys Ltd. | IT - Software | Domestic Equities | 1.82% |
| Bajaj Finance Ltd. | Finance | Domestic Equities | 1.69% |
| Solar Industries India Ltd. | Chemicals & Petrochemicals | Domestic Equities | 1.53% |
| Eternal Ltd. | Retailing | Domestic Equities | 1.47% |
| NTPC Ltd. | Power | Domestic Equities | 1.40% |
| 7.57% Government of India (17/06/2033) | Government Securities | 1.38% | |
| Divi's Laboratories Ltd. | Pharmaceuticals & Biotechnology | Domestic Equities | 1.34% |
| Minda Corporation Ltd. | Auto Components | Domestic Equities | 1.29% |
| Axis Bank Ltd. | Banks | Domestic Equities | 1.28% |
| Pidilite Industries Ltd. | Chemicals & Petrochemicals | Domestic Equities | 1.22% |
| PNB Housing Finance Ltd. | Finance | Domestic Equities | 1.22% |
| Apollo Hospitals Enterprise Ltd. | Healthcare Services | Domestic Equities | 1.13% |
| 5% GMR Airports Limited (13/02/2027) ** | Corporate Debt | 1.04% | |
| The Phoenix Mills Ltd. | Realty | Domestic Equities | 1.03% |
| Hindustan Aeronautics Ltd. | Aerospace & Defense | Domestic Equities | 0.99% |
| Interglobe Aviation Ltd. | Transport Services | Domestic Equities | 0.86% |
| Sona BLW Precision Forgings Ltd. | Auto Components | Domestic Equities | 0.86% |
| Fortis Healthcare Ltd. | Healthcare Services | Domestic Equities | 0.84% |
| Shriram Finance Ltd. | Finance | Domestic Equities | 0.82% |
| Sun Pharmaceutical Industries Ltd. | Pharmaceuticals & Biotechnology | Domestic Equities | 0.81% |
| Premier Energies Ltd. | Electrical Equipment | Domestic Equities | 0.79% |
| Samvardhana Motherson International Ltd. | Auto Components | Domestic Equities | 0.77% |
| HDFC Life Insurance Company Ltd. | Insurance | Domestic Equities | 0.77% |
| The Indian Hotels Company Ltd. | Leisure Services | Domestic Equities | 0.76% |
| 9.02% Muthoot Finance Limited (14/07/2027) | Corporate Debt | 0.75% | |
| United Spirits Ltd. | Beverages | Domestic Equities | 0.75% |
| 7.88% Muthoot Finance Limited (22/11/2028) | Corporate Debt | 0.74% | |
| Dixon Technologies (India) Ltd. | Consumer Durables | Domestic Equities | 0.73% |
| CG Power and Industrial Solutions Ltd. | Electrical Equipment | Domestic Equities | 0.71% |
| Britannia Industries Ltd. | Food Products | Domestic Equities | 0.71% |
| Mankind Pharma Ltd. | Pharmaceuticals & Biotechnology | Domestic Equities | 0.70% |
| DOMS Industries Ltd. | Household Products | Domestic Equities | 0.68% |
| Varun Beverages Ltd. | Beverages | Domestic Equities | 0.68% |
| Tata Power Company Ltd. | Power | Domestic Equities | 0.66% |
| Net Receivables / (Payables) | Cash & Cash Equivalents and Net Assets | 0.64% | |
| Indus Infra Trust | Transport Infrastructure | REITs & InvITs | 0.64% |
| Titan Company Ltd. | Consumer Durables | Domestic Equities | 0.57% |
| Arvind Fashions Ltd. | Retailing | Domestic Equities | 0.55% |
| Cipla Ltd. | Pharmaceuticals & Biotechnology | Domestic Equities | 0.53% |
| Ather Energy Ltd. | Automobiles | Domestic Equities | 0.51% |
| Tata Consultancy Services Ltd. | IT - Software | Domestic Equities | 0.50% |
| Info Edge (India) Ltd. | Retailing | Domestic Equities | 0.50% |
| Tech Mahindra Ltd. | IT - Software | Domestic Equities | 0.49% |
| Mphasis Ltd. | IT - Software | Domestic Equities | 0.48% |
| Cholamandalam Investment and Finance Company Ltd. | Finance | Domestic Equities | 0.44% |
| Indus Towers Ltd. | Telecom - Services | Domestic Equities | 0.44% |
| RBL Bank Ltd. | Banks | Domestic Equities | 0.44% |
| Sundaram Finance Ltd. | Finance | Domestic Equities | 0.44% |
| PG Electroplast Ltd. | Consumer Durables | Domestic Equities | 0.43% |
| ITC Hotels Ltd. | Leisure Services | Domestic Equities | 0.43% |
| Jubilant FoodWorks Ltd. | Leisure Services | Domestic Equities | 0.42% |
| Piramal Pharma Ltd. | Pharmaceuticals & Biotechnology | Domestic Equities | 0.42% |
| Kirloskar Oil Engines Ltd. | Industrial Products | Domestic Equities | 0.42% |
| Jyoti CNC Automation Ltd. | Industrial Manufacturing | Domestic Equities | 0.41% |
| Computer Age Management Services Ltd. | Capital Markets | Domestic Equities | 0.37% |
| Amber Enterprises India Ltd. | Consumer Durables | Domestic Equities | 0.36% |
| Coforge Ltd. | IT - Software | Domestic Equities | 0.36% |
| Awfis Space Solutions Ltd. | Commercial Services & Supplies | Domestic Equities | 0.35% |
| Delhivery Ltd. | Transport Services | Domestic Equities | 0.35% |
| Gujarat Fluorochemicals Ltd. | Chemicals & Petrochemicals | Domestic Equities | 0.34% |
| Berger Paints India Ltd. | Consumer Durables | Domestic Equities | 0.33% |
| Hindustan Unilever Ltd. | Diversified FMCG | Domestic Equities | 0.32% |
| Bharat Electronics Ltd. | Aerospace & Defense | Domestic Equities | 0.31% |
| ITC Ltd. | Diversified FMCG | Domestic Equities | 0.31% |
| REC Ltd. | Finance | Domestic Equities | 0.31% |
| Tata Motors Ltd. | Agricultural, Commercial & Construction Vehicles | Domestic Equities | 0.31% |
| Zydus Lifesciences Ltd. | Pharmaceuticals & Biotechnology | Domestic Equities | 0.31% |
| Cyient DLM Ltd. | Aerospace & Defense | Domestic Equities | 0.30% |
| Schaeffler India Ltd. | Auto Components | Domestic Equities | 0.29% |
| Tata Steel Ltd. | Ferrous Metals | Domestic Equities | 0.28% |
| Cohance Lifesciences Ltd. | Pharmaceuticals & Biotechnology | Domestic Equities | 0.27% |
| Titagarh Rail Systems Ltd. | Industrial Manufacturing | Domestic Equities | 0.27% |
| Exide Industries Ltd. | Auto Components | Domestic Equities | 0.26% |
| TVS Motor Company Ltd. | Automobiles | Domestic Equities | 0.26% |
| GE Vernova T&D India Ltd. | Electrical Equipment | Domestic Equities | 0.25% |
| Global Health Ltd. | Healthcare Services | Domestic Equities | 0.23% |
| Hindalco Industries Ltd. | Non - Ferrous Metals | Domestic Equities | 0.23% |
| Hyundai Motor India Ltd. | Automobiles | Domestic Equities | 0.22% |
| Kaynes Technology India Ltd. | Industrial Manufacturing | Domestic Equities | 0.20% |
| Maruti Suzuki India Ltd. | Automobiles | Domestic Equities | 0.18% |
| HCL Technologies Ltd. | IT - Software | Domestic Equities | 0.15% |
| Apar Industries Ltd. | Electrical Equipment | Domestic Equities | 0.13% |
| Voltas Ltd. | Consumer Durables | Domestic Equities | 0.13% |
| Azad Engineering Ltd. | Electrical Equipment | Domestic Equities | 0.08% |
| Avenue Supermarts Ltd. | Retailing | Domestic Equities | 0.03% |
| Supreme Industries Ltd. | Industrial Products | Domestic Equities | 0.00% |
| Total | 100.00% | ||
Mr. Devang Shah has 9 years total experience. He is with Axis Asset Management Co. Ltd. from October 16, 2012 till date. His previous experience includes Pricewaterhouse Coopers, Deutsche AMC & ICICI Prudential AMC.
Hardik joined Axis AMC in January 2022 as a Fund Manager and is primarily responsible for focusing on medium to long duration strategies. His core area of expertise includes macro and duration strategies. In addition to trading in G-Sec & Corp Bonds, he has actively traded other Fixed Income Derivative instruments like Interest Rate Swaps, Bond FRAs & IRFs. Hardik started his professional journey with Quantum MF (2009-2013). Post that, he was associated with Nippon India MF (2013-2020) managing Medium to Long duration - High Grade funds and was actively involved in growing their FPI Advisory business. Prior to joining Axis AMC, he worked with SBI Life Insurance (2020-22) as a Fund Manager.
Jayesh joined Axis Mutual Fund in September 2023 as Equity Fund Manager has over 20 years of work experience in Fund management and Equity research. He joins us from Aviva Life Insurance India (2012-2023), where he was responsible for managing the equity portfolios and leading a team of research analysts. He started his professional career with CRISIL in 2003 and since then, has also been associated with firms such as Tata Securities and IL&FS.Educational Qualification: Chartered Accountant from ICAI.
Krishnaa joined Axis AMC in 2021 as a Research Analyst. In 2024, she was recently elevated to the position of Fund Manager for Foreign Securities.She is the fund manager for the Axis Global Innovation Fund of Fund, Axis NASDAQ 100 Fund of Fund, Axis US Treasury Dynamic Bond ETF Fund of Fund among many others. She began her career with Price Waterhouse Coopers in their Corporate and International Tax Division in 2019.
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