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.
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 | -1.62% | -3.51% | -2.2% | -3.85% | -3.81% | -0.63% | 5.51% | 6.14% | 3.88% | N/A | 6.6% |
| Category returns | -1.5% | -2.08% | -0.31% | -0.59% | -0.76% | 1.8% | 5.93% | 6.68% | 5.4% | 6.71% | N/A |
| Absolute returns | -1.62% | -3.51% | -2.2% | -3.85% | -3.83% | -1.25% | 17.47% | 26.96% | 20.97% | N/A | 54.81% |
| Rank within category | 7/12 | 12/12 | 12/12 | 12/12 | 12/12 | 12/12 | 8/12 | 9/12 | 11/12 | N/A | N/A |
| Solution Oriented - Retirement Fund | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | 2026 |
|---|---|---|---|---|---|---|---|---|
| Yearly returns | N/A | 13.74% | 12.03% | -4.25% | 13.71% | 11.57% | 5.1% | -4.95% |
| Q1 returns | N/A | -4.63% | 1.03% | -1.07% | -1.06% | 5.26% | -0.41% | -6.13% |
| Q2 returns | N/A | 6.42% | 4.51% | -5.59% | 6.45% | 3.16% | 3.77% | 4.14% |
| Q3 returns | N/A | 2.14% | 4.56% | 2.35% | 2.35% | 5.7% | -1.35% | -2.65% |
| Q4 returns | N/A | 9.72% | 1.48% | 0.17% | 5.48% | -2.8% | 3.1% | -0.12% |
Nil
| Alpha | -0.0427563 |
| Beta | 1.48 |
| Sharpe Ratio | -0.0239409 |
| Sortino Ratio | -0.0451587 |
| R-Squared | 0.504 |
| Tracking Error | 1.2974 |
| Downside Risk | 9.4113 |
| Std. Deviation (Annualised) | 6.0723 |
| Solution Oriented - Retirement Fund | 1M | 3M | 6M | 9M | 1Y | 3Y | 5Y | 10Y | ALL | Fund Size (Cr) | Exp. Ratio | Sharpe | Risk |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ICICI Prudential Retirement Fund - Hybrid Conservative Plan - Growth | -1.89% | -1.95% | -0.26% | -0.19% | 1.35% | 7.76% | 7.06% | N/A | 7.93% | 95.26 | 2.26 | 0.13 | Moderately High |
| UTI Retirement Fund | -1.41% | -2.6% | -1.32% | -2.09% | -1.36% | 7.59% | 7.28% | 8.06% | 9.93% | 4,578.02 | 1.63 | 0.07 | Moderately High |
| Franklin India Retirement Fund - Growth | -2.09% | -2.49% | -1.57% | -2.52% | -3.54% | 6.17% | 5.63% | 6.73% | 10.91% | 479.34 | 2.24 | 0.01 | Moderately High |
| Aditya Birla Sun Life Retirement Fund - The 50s Plan - Regular Plan - Growth | -1.83% | -1.93% | 0.13% | 0.42% | 0.41% | 6.12% | 5.26% | N/A | 5.33% | 26.62 | 1.96 | 0.00 | Moderately High |
| Tata Retirement Savings Fund Conservative Plan - Growth | -2% | -2.28% | 0.69% | 0.95% | 0.17% | 5.9% | 4.75% | 6.58% | 8.09% | 165.48 | 2.17 | 0.00 | Moderately High |
| SBI Retirement Benefit Fund - Conservative Plan - Regular Plan - Growth | -1.15% | -1.31% | 1.03% | 0.9% | 0.18% | 5.82% | 6.02% | N/A | 6.68% | 137.53 | 1.45 | -0.02 | Moderate |
| SBI Retirement Benefit Fund - Conservative Hybrid Plan - Regular Plan - Growth | -2.14% | -2.35% | 0.11% | -0.45% | -1.35% | 5.81% | 6.2% | N/A | 7.98% | 247.94 | 1.77 | 0.00 | Moderately High |
| Axis Retirement Fund - Conservative Plan - Regular Plan - Growth Current | -1.62% | -3.51% | -2.2% | -3.85% | -3.81% | 5.51% | 3.88% | N/A | 6.6% | 44.70 | 2.16 | -0.02 | High |
| ICICI Prudential Retirement Fund - Pure Debt Plan - Growth | -0.6% | -0.57% | 1.07% | 1.99% | 2.12% | 5.37% | 4.8% | N/A | 5.98% | 79.47 | 2.14 | -0.19 | Moderately High |
| Nippon India Retirement Fund - Income Generation Scheme - Growth | -1.62% | -3.03% | -0.83% | -1.54% | -2.89% | 5.29% | 4.68% | 5.61% | 6.01% | 138.31 | 2.11 | -0.06 | Moderately High |
| Name | Sector | Instrument | Assets % |
|---|---|---|---|
| 7.18% Government of India (24/07/2037) | Government Securities | 34.56% | |
| 7.34% Government of India (22/04/2064) | Government Securities | 15.53% | |
| 7.1% Government of India (08/04/2034) | Government Securities | 8.93% | |
| Reliance Industries Ltd. | Petroleum Products | Domestic Equities | 4.49% |
| Apollo Hospitals Enterprise Ltd. | Healthcare Services | Domestic Equities | 2.62% |
| Clearing Corporation of India Ltd | Cash & Cash Equivalents and Net Assets | 2.45% | |
| Bharti Airtel Ltd. | Telecom - Services | Domestic Equities | 2.29% |
| State Bank Of India | Banks | Domestic Equities | 2.13% |
| Infosys Ltd. | IT - Software | Domestic Equities | 2.13% |
| HDFC Bank Ltd. | Banks | Domestic Equities | 1.95% |
| Indus Infra Trust | Transport Infrastructure | REITs & InvITs | 1.92% |
| ICICI Bank Ltd. | Banks | Domestic Equities | 1.82% |
| Life Insurance Corporation of India | Insurance | Domestic Equities | 1.74% |
| Hero MotoCorp Ltd. | Automobiles | Domestic Equities | 1.50% |
| HCL Technologies Ltd. | IT - Software | Domestic Equities | 1.37% |
| ITC Ltd. | Diversified FMCG | Domestic Equities | 1.33% |
| Net Receivables / (Payables) | Cash & Cash Equivalents and Net Assets | 1.33% | |
| Kotak Mahindra Bank Ltd. | Banks | Domestic Equities | 1.25% |
| Mahindra & Mahindra Ltd. | Automobiles | Domestic Equities | 1.17% |
| Larsen & Toubro Ltd. | Construction | Domestic Equities | 1.13% |
| NTPC Ltd. | Power | Domestic Equities | 1.06% |
| Varun Beverages Ltd. | Beverages | Domestic Equities | 0.94% |
| Sun Pharmaceutical Industries Ltd. | Pharmaceuticals & Biotechnology | Domestic Equities | 0.88% |
| Britannia Industries Ltd. | Food Products | Domestic Equities | 0.69% |
| Mankind Pharma Ltd. | Pharmaceuticals & Biotechnology | Domestic Equities | 0.69% |
| Tech Mahindra Ltd. | IT - Software | Domestic Equities | 0.65% |
| Cipla Ltd. | Pharmaceuticals & Biotechnology | Domestic Equities | 0.57% |
| Info Edge (India) Ltd. | Retailing | Domestic Equities | 0.49% |
| HDFC Life Insurance Company Ltd. | Insurance | Domestic Equities | 0.49% |
| Torrent Pharmaceuticals Ltd. | Pharmaceuticals & Biotechnology | Domestic Equities | 0.42% |
| Tata Consultancy Services Ltd. | IT - Software | Domestic Equities | 0.36% |
| Cyient DLM Ltd. | Aerospace & Defense | Domestic Equities | 0.32% |
| Hindustan Unilever Ltd. | Diversified FMCG | Domestic Equities | 0.20% |
| Bajaj Finance Ltd. | Finance | Domestic Equities | 0.19% |
| Sundaram Finance Ltd. | Finance | Domestic Equities | 0.18% |
| Global Health Ltd. | Healthcare Services | Domestic Equities | 0.15% |
| ITC Hotels Ltd. | Leisure Services | Domestic Equities | 0.08% |
| 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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