The Investment Plan has a dual objective of generating capital appreciation by investing in equity and equity related securities as well as generating income by investing in debt and money market securities, while attempting to manage risk from the market through active asset allocation. 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 | -2.99% | -3.93% | -0.95% | -3.14% | -5.91% | -2.92% | 9.29% | 8.85% | 5.28% | N/A | 9.67% |
| 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 | -2.99% | -3.93% | -0.95% | -3.14% | -5.91% | -5.76% | 30.56% | 40.4% | 29.39% | N/A | 88% |
| Rank within category | 5/18 | 6/18 | 6/18 | 12/18 | 14/18 | 14/18 | 7/16 | 12/15 | 12/14 | N/A | N/A |
| Solution Oriented - Retirement Fund | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | 2026 |
|---|---|---|---|---|---|---|---|---|
| Yearly returns | N/A | 17.68% | 19.1% | -6.49% | 20.12% | 24.3% | 1.53% | -5.48% |
| Q1 returns | N/A | -9.49% | 2.29% | -7.41% | -3.73% | 7.49% | -5.62% | -12.57% |
| Q2 returns | N/A | 6.51% | 7.14% | -6.93% | 11.01% | 9.62% | 7.84% | 10.93% |
| Q3 returns | N/A | 2.07% | 9.3% | 10.92% | 2.21% | 10.55% | -2.91% | -2.07% |
| Q4 returns | N/A | 19.59% | -0.57% | -2.16% | 9.98% | -4.58% | 2.74% | -0.48% |
Nil
| Alpha | 0.0926361 |
| Beta | 1.2886 |
| Sharpe Ratio | 0.0930614 |
| Sortino Ratio | 0.166008 |
| R-Squared | 0.9185 |
| Tracking Error | 1.2449 |
| Downside Risk | 18.6334 |
| Std. Deviation (Annualised) | 12.1848 |
| 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 Current | -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 | -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 % |
|---|---|---|---|
| Clearing Corporation of India Ltd | Cash & Cash Equivalents and Net Assets | 9.88% | |
| ICICI Bank Ltd. | Banks | Domestic Equities | 5.39% |
| 7.3% Government of India (19/06/2053) | Government Securities | 5.36% | |
| Reliance Industries Ltd. | Petroleum Products | Domestic Equities | 5.15% |
| HDFC Bank Ltd. | Banks | Domestic Equities | 5.05% |
| Bharti Airtel Ltd. | Telecom - Services | Domestic Equities | 2.86% |
| 7.25% Government of India (12/06/2063) | Government Securities | 2.80% | |
| Kotak Mahindra Bank Ltd. | Banks | Domestic Equities | 2.26% |
| Mahindra & Mahindra Ltd. | Automobiles | Domestic Equities | 2.14% |
| State Bank Of India | Banks | Domestic Equities | 2.12% |
| Larsen & Toubro Ltd. | Construction | Domestic Equities | 2.02% |
| 7.18% Government of India (24/07/2037) | Government Securities | 1.85% | |
| Infosys Ltd. | IT - Software | Domestic Equities | 1.81% |
| Vijaya Diagnostic Centre Ltd. | Healthcare Services | Domestic Equities | 1.79% |
| Apar Industries Ltd. | Electrical Equipment | Domestic Equities | 1.79% |
| Bajaj Finance Ltd. | Finance | Domestic Equities | 1.70% |
| Minda Corporation Ltd. | Auto Components | Domestic Equities | 1.43% |
| Eternal Ltd. | Retailing | Domestic Equities | 1.42% |
| Divi's Laboratories Ltd. | Pharmaceuticals & Biotechnology | Domestic Equities | 1.34% |
| Axis Bank Ltd. | Banks | Domestic Equities | 1.27% |
| Apollo Hospitals Enterprise Ltd. | Healthcare Services | Domestic Equities | 1.23% |
| Pidilite Industries Ltd. | Chemicals & Petrochemicals | Domestic Equities | 1.22% |
| NTPC Ltd. | Power | Domestic Equities | 1.22% |
| PNB Housing Finance Ltd. | Finance | Domestic Equities | 1.22% |
| Sansera Engineering Ltd. | Auto Components | Domestic Equities | 1.16% |
| The Phoenix Mills Ltd. | Realty | Domestic Equities | 1.04% |
| Hindustan Aeronautics Ltd. | Aerospace & Defense | Domestic Equities | 1.00% |
| 7.1% Government of India (08/04/2034) | Government Securities | 0.93% | |
| Sona BLW Precision Forgings Ltd. | Auto Components | Domestic Equities | 0.89% |
| Interglobe Aviation Ltd. | Transport Services | Domestic Equities | 0.85% |
| Fortis Healthcare Ltd. | Healthcare Services | Domestic Equities | 0.84% |
| Shriram Finance Ltd. | Finance | Domestic Equities | 0.84% |
| United Spirits Ltd. | Beverages | Domestic Equities | 0.84% |
| Dixon Technologies (India) Ltd. | Consumer Durables | Domestic Equities | 0.82% |
| Sun Pharmaceutical Industries Ltd. | Pharmaceuticals & Biotechnology | Domestic Equities | 0.81% |
| HDFC Life Insurance Company Ltd. | Insurance | Domestic Equities | 0.79% |
| Abbott India Ltd. | Pharmaceuticals & Biotechnology | Domestic Equities | 0.77% |
| Samvardhana Motherson International Ltd. | Auto Components | Domestic Equities | 0.76% |
| Premier Energies Ltd. | Electrical Equipment | Domestic Equities | 0.75% |
| The Indian Hotels Company Ltd. | Leisure Services | Domestic Equities | 0.75% |
| Mankind Pharma Ltd. | Pharmaceuticals & Biotechnology | Domestic Equities | 0.73% |
| Varun Beverages Ltd. | Beverages | Domestic Equities | 0.72% |
| CG Power and Industrial Solutions Ltd. | Electrical Equipment | Domestic Equities | 0.71% |
| Britannia Industries Ltd. | Food Products | Domestic Equities | 0.70% |
| DOMS Industries Ltd. | Household Products | Domestic Equities | 0.69% |
| Tata Power Company Ltd. | Power | Domestic Equities | 0.67% |
| Arvind Fashions Ltd. | Retailing | Domestic Equities | 0.62% |
| Titan Company Ltd. | Consumer Durables | Domestic Equities | 0.57% |
| Cipla Ltd. | Pharmaceuticals & Biotechnology | Domestic Equities | 0.56% |
| Ather Energy Ltd. | Automobiles | Domestic Equities | 0.55% |
| JK Cement Ltd. | Cement & Cement Products | Domestic Equities | 0.51% |
| Mphasis Ltd. | IT - Software | Domestic Equities | 0.51% |
| ITC Hotels Ltd. | Leisure Services | Domestic Equities | 0.48% |
| Tata Consultancy Services Ltd. | IT - Software | Domestic Equities | 0.47% |
| Sundaram Finance Ltd. | Finance | Domestic Equities | 0.46% |
| PG Electroplast Ltd. | Consumer Durables | Domestic Equities | 0.45% |
| SBI Life Insurance Company Ltd. | Insurance | Domestic Equities | 0.45% |
| Indus Towers Ltd. | Telecom - Services | Domestic Equities | 0.44% |
| RBL Bank Ltd. | Banks | Domestic Equities | 0.44% |
| Cholamandalam Investment and Finance Company Ltd. | Finance | Domestic Equities | 0.43% |
| Awfis Space Solutions Ltd. | Commercial Services & Supplies | Domestic Equities | 0.43% |
| Piramal Pharma Ltd. | Pharmaceuticals & Biotechnology | Domestic Equities | 0.42% |
| Jubilant FoodWorks Ltd. | Leisure Services | Domestic Equities | 0.42% |
| Kirloskar Oil Engines Ltd. | Industrial Products | Domestic Equities | 0.42% |
| Tech Mahindra Ltd. | IT - Software | Domestic Equities | 0.40% |
| Info Edge (India) Ltd. | Retailing | Domestic Equities | 0.40% |
| Net Receivables / (Payables) | Cash & Cash Equivalents and Net Assets | 0.39% | |
| Amber Enterprises India Ltd. | Consumer Durables | Domestic Equities | 0.37% |
| Computer Age Management Services Ltd. | Capital Markets | Domestic Equities | 0.37% |
| Jyoti CNC Automation Ltd. | Industrial Manufacturing | Domestic Equities | 0.37% |
| Voltamp Transformers Ltd. | Electrical Equipment | Domestic Equities | 0.35% |
| Hindustan Unilever Ltd. | Diversified FMCG | Domestic Equities | 0.35% |
| Delhivery Ltd. | Transport Services | Domestic Equities | 0.35% |
| ITC Ltd. | Diversified FMCG | Domestic Equities | 0.34% |
| Cohance Lifesciences Ltd. | Pharmaceuticals & Biotechnology | Domestic Equities | 0.34% |
| REC Ltd. | Finance | Domestic Equities | 0.34% |
| Gujarat Fluorochemicals Ltd. | Chemicals & Petrochemicals | Domestic Equities | 0.34% |
| Berger Paints India Ltd. | Consumer Durables | Domestic Equities | 0.33% |
| Zydus Lifesciences Ltd. | Pharmaceuticals & Biotechnology | Domestic Equities | 0.31% |
| Bharat Electronics Ltd. | Aerospace & Defense | Domestic Equities | 0.31% |
| Tata Motors Ltd. | Agricultural, Commercial & Construction Vehicles | Domestic Equities | 0.29% |
| Schaeffler India Ltd. | Auto Components | Domestic Equities | 0.29% |
| Titagarh Rail Systems Ltd. | Industrial Manufacturing | Domestic Equities | 0.27% |
| Exide Industries Ltd. | Auto Components | Domestic Equities | 0.26% |
| Tata Steel Ltd. | Ferrous Metals | Domestic Equities | 0.25% |
| ICICI Life Insurance Ltd. | Insurance | Domestic Equities | 0.24% |
| GE Vernova T&D India Ltd. | Electrical Equipment | Domestic Equities | 0.24% |
| Hindalco Industries Ltd. | Non - Ferrous Metals | Domestic Equities | 0.24% |
| Hyundai Motor India Ltd. | Automobiles | Domestic Equities | 0.22% |
| Global Health Ltd. | Healthcare Services | Domestic Equities | 0.21% |
| 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% |
| Voltas Ltd. | Consumer Durables | Domestic Equities | 0.13% |
| Azad Engineering Ltd. | Electrical Equipment | Domestic Equities | 0.08% |
| Avenue Supermarts Ltd. | Retailing | Domestic Equities | 0.04% |
| Coforge Ltd. | IT - Software | Domestic Equities | 0.01% |
| Rites Ltd. | Construction | Domestic Equities | 0.00% |
| 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.
Get personalized portfolio management services designed to grow and protect your wealth.
ChatGPT
Claude
Perplexity
