Other Solution Oriented - Retirement Fund Very High Risk
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.
Estimation is based on the past performance
| Solution Oriented - Retirement Fund | 1M | 3M | 6M | 9M | 1Y | 2Y | 3Y | 4Y | 5Y | 10Y | ALL |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Fund returns | -1.11% | -1.68% | -6.17% | -3.71% | -4.89% | 3.4% | 11.11% | 10.71% | 8.18% | 0% | 10.16% |
| Category returns | -0.88% | 0.23% | -3.61% | -0.87% | -0.81% | 4.87% | 12.76% | 12.78% | 11.24% | 11.98% | N/A |
| Absolute returns | 1.51% | 2.61% | -4.94% | -4.22% | -3.83% | 4.03% | 35.22% | 54.38% | 47.96% | 0% | 88.5% |
| Rank within category | 12 | 15 | 15 | 14 | 14 | 10 | 9 | 12 | 12 | 7 | N/A |
| Total Schemes in Category | 18 | 18 | 18 | 18 | 18 | 18 | 15 | 14 | 14 | 6 | 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% | -5.23% |
| 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% | 8.4% |
| Q3 Returns | N/A | 2.07% | 9.3% | 10.92% | 2.21% | 10.55% | -2.91% | N/A |
| Q4 Returns | N/A | 19.59% | -0.57% | -2.16% | 9.98% | -4.58% | 2.74% | N/A |
Expense ratio: 2.46%
Inclusive of GST
Exit load
Nil
| Alpha | -0.0281393 |
| Beta | 1.2853 |
| Sharpe Ratio | 0.132175 |
| Sortino Ratio | 0.236039 |
| R-Squared | 0.8953 |
| Tracking Error | 1.3215 |
| Downside Risk | 17.8383 |
| Std. Deviation (Annualised) | 11.96 |
| Solution Oriented - Retirement Fund | 1M | 3M | 6M | 9M | 1Y | 3Y | 5Y | 10Y | ALL | Fund Size (Cr) | Expense Ratio | Sharpe | Risk |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ICICI Prudential Retirement Fund - Pure Equity Plan - Growth | -2.06% | 2.02% | -0.09% | 4.71% | 6.79% | 22.16% | 20.77% | 0% | 18.24% | 1,868.90 | 1.77 | 0.33 | Very High |
| ICICI Prudential Retirement Fund - Hybrid Aggressive Plan - Growth | 0.26% | 2.45% | 0.82% | 4.86% | 7.9% | 19.5% | 15.45% | 0% | 14.74% | 1,156.55 | 1.87 | 0.32 | Very High |
| Aditya Birla Sun Life Retirement Fund - The 30s Plan - Regular Plan - Growth | 1.68% | 7.21% | 3.33% | 7.01% | 8.58% | 16.44% | 10.9% | 0% | 10.99% | 433.33 | 2.10 | 0.22 | Very High |
| Union Retirement Fund - Regular Plan - Growth | -1.07% | -0.38% | -2.05% | 1.22% | 2.61% | 14.55% | 0% | 0% | 13.01% | 195.84 | 2.10 | 0.22 | Very High |
| Tata Retirement Savings Fund Progressive Plan - Growth | 0.6% | 6.6% | 0.24% | 1.4% | -0.45% | 13.81% | 10.84% | 12.93% | 13.76% | 2,086.41 | 1.75 | 0.19 | Very High |
| Nippon India Retirement Fund - Wealth Creation Scheme - Growth | -2.03% | -1.58% | -4.88% | -3.39% | -2.58% | 13.55% | 12.28% | 10.74% | 9.38% | 3,055.82 | 3.12 | 0.19 | Very High |
| Tata Retirement Savings Fund Moderate Plan - Growth | 0.37% | 5.34% | -0.08% | 1.34% | 0.31% | 12.67% | 10.46% | 11.97% | 13.67% | 2,113.71 | 1.75 | 0.18 | Very High |
| Aditya Birla Sun Life Retirement Fund - The 40s Plan - Regular Plan - Growth | -0.83% | -1.08% | -3.3% | -0.77% | -0.31% | 11.99% | 8.19% | 0% | 8.97% | 112.93 | 2.09 | 0.18 | Very High |
| Axis Retirement Fund - Dynamic Plan - Regular Plan - Growth Current | -1.11% | -1.68% | -6.17% | -3.71% | -4.89% | 11.11% | 8.18% | 0% | 10.16% | 283.00 | 2.58 | 0.14 | Very High |
| HDFC Retirement Savings Fund - Equity Plan - Regular Plan - Growth | -2.45% | -5.05% | -9.66% | -6.33% | -6.62% | 11.04% | 13.07% | 14.7% | 16.21% | 6,733.06 | 1.78 | 0.16 | Very High |
| Instrument Allocation | Instrument | Assets % |
|---|---|---|
|
|
Domestic Equities | 84.36% |
| Government Securities | 10.56% | |
| Cash & Cash Equivalents and Net Assets | 5.08% |
| Sector Allocation | Sector | Assets % |
|---|---|---|
| Banks | 16.55% | |
| Petroleum Products | 5.70% | |
| Others | 15.64% | |
| IT - Software | 5.61% | |
| Telecom - Services | 3.02% | |
| Construction | 2.75% | |
| Chemicals & Petrochemicals | 2.39% | |
| Healthcare Services | 4.74% | |
| Automobiles | 2.46% | |
| Finance | 5.26% | |
| Electrical Equipment | 4.13% | |
| Auto Components | 4.76% | |
| Power | 2.66% | |
| Pharmaceuticals & Biotechnology | 4.79% | |
| Retailing | 2.50% | |
| Beverages | 1.78% | |
| Realty | 1.28% | |
| Insurance | 1.76% | |
| Cement & Cement Products | 0.83% | |
| Commercial Services & Supplies | 1.37% | |
| Aerospace & Defense | 1.02% | |
| Transport Services | 0.77% | |
| Consumer Durables | 2.20% | |
| Food Products | 0.78% | |
| Household Products | 0.69% | |
| Ferrous Metals | 0.49% | |
| Diversified FMCG | 0.85% | |
| Industrial Manufacturing | 0.82% | |
| Leisure Services | 1.08% | |
| Fertilizers & Agrochemicals | 0.35% | |
| Agricultural, Commercial & Construction Vehicles | 0.31% | |
| Non - Ferrous Metals | 0.27% | |
| Industrial Products | 0.22% | |
| Consumable Fuels | 0.09% | |
| Capital Markets | 0.06% |
| Name | Sector | Instrument | Assets % |
|---|---|---|---|
| ICICI Bank Ltd. | Banks | Domestic Equities | 5.70% |
| Reliance Industries Ltd. | Petroleum Products | Domestic Equities | 5.51% |
| 7.3% Government of India (19/06/2053) | Government Securities | 5.16% | |
| HDFC Bank Ltd. | Banks | Domestic Equities | 5.10% |
| Clearing Corporation of India Ltd | Cash & Cash Equivalents and Net Assets | 4.76% | |
| Infosys Ltd. | IT - Software | Domestic Equities | 3.31% |
| Bharti Airtel Ltd. | Telecom - Services | Domestic Equities | 2.86% |
| State Bank Of India | Banks | Domestic Equities | 2.82% |
| Larsen & Toubro Ltd. | Construction | Domestic Equities | 2.75% |
| 7.25% Government of India (12/06/2063) | Government Securities | 2.70% | |
| Pidilite Industries Ltd. | Chemicals & Petrochemicals | Domestic Equities | 2.39% |
| Vijaya Diagnostic Centre Ltd. | Healthcare Services | Domestic Equities | 2.16% |
| Mahindra & Mahindra Ltd. | Automobiles | Domestic Equities | 2.12% |
| Kotak Mahindra Bank Ltd. | Banks | Domestic Equities | 1.95% |
| 7.18% Government of India (24/07/2037) | Government Securities | 1.80% | |
| Bajaj Finance Ltd. | Finance | Domestic Equities | 1.77% |
| Apar Industries Ltd. | Electrical Equipment | Domestic Equities | 1.73% |
| Minda Corporation Ltd. | Auto Components | Domestic Equities | 1.41% |
| NTPC Ltd. | Power | Domestic Equities | 1.40% |
| Fortis Healthcare Ltd. | Healthcare Services | Domestic Equities | 1.40% |
| PNB Housing Finance Ltd. | Finance | Domestic Equities | 1.20% |
| Apollo Hospitals Enterprise Ltd. | Healthcare Services | Domestic Equities | 1.18% |
| Divi's Laboratories Ltd. | Pharmaceuticals & Biotechnology | Domestic Equities | 1.15% |
| Eternal Ltd. | Retailing | Domestic Equities | 1.09% |
| Sansera Engineering Ltd. | Auto Components | Domestic Equities | 1.05% |
| CG Power and Industrial Solutions Ltd. | Electrical Equipment | Domestic Equities | 1.05% |
| Samvardhana Motherson International Ltd. | Auto Components | Domestic Equities | 1.04% |
| Varun Beverages Ltd. | Beverages | Domestic Equities | 1.03% |
| Mankind Pharma Ltd. | Pharmaceuticals & Biotechnology | Domestic Equities | 0.92% |
| 7.1% Government of India (08/04/2034) | Government Securities | 0.90% | |
| Premier Energies Ltd. | Electrical Equipment | Domestic Equities | 0.88% |
| Axis Bank Ltd. | Banks | Domestic Equities | 0.88% |
| The Phoenix Mills Ltd. | Realty | Domestic Equities | 0.88% |
| HDFC Life Insurance Company Ltd. | Insurance | Domestic Equities | 0.87% |
| JK Cement Ltd. | Cement & Cement Products | Domestic Equities | 0.83% |
| Sun Pharmaceutical Industries Ltd. | Pharmaceuticals & Biotechnology | Domestic Equities | 0.82% |
| eClerx Services Ltd. | Commercial Services & Supplies | Domestic Equities | 0.82% |
| Hindustan Aeronautics Ltd. | Aerospace & Defense | Domestic Equities | 0.80% |
| Shriram Finance Ltd. | Finance | Domestic Equities | 0.78% |
| Interglobe Aviation Ltd. | Transport Services | Domestic Equities | 0.77% |
| Tata Power Company Ltd. | Power | Domestic Equities | 0.76% |
| United Spirits Ltd. | Beverages | Domestic Equities | 0.76% |
| Titan Company Ltd. | Consumer Durables | Domestic Equities | 0.74% |
| Abbott India Ltd. | Pharmaceuticals & Biotechnology | Domestic Equities | 0.74% |
| Sona BLW Precision Forgings Ltd. | Auto Components | Domestic Equities | 0.74% |
| Britannia Industries Ltd. | Food Products | Domestic Equities | 0.73% |
| Tata Consultancy Services Ltd. | IT - Software | Domestic Equities | 0.71% |
| Arvind Fashions Ltd. | Retailing | Domestic Equities | 0.71% |
| DOMS Industries Ltd. | Household Products | Domestic Equities | 0.69% |
| Coforge Ltd. | IT - Software | Domestic Equities | 0.65% |
| SBI Life Insurance Company Ltd. | Insurance | Domestic Equities | 0.63% |
| Sundaram Finance Ltd. | Finance | Domestic Equities | 0.61% |
| Dixon Technologies (India) Ltd. | Consumer Durables | Domestic Equities | 0.60% |
| Cipla Ltd. | Pharmaceuticals & Biotechnology | Domestic Equities | 0.56% |
| Awfis Space Solutions Ltd. | Commercial Services & Supplies | Domestic Equities | 0.55% |
| Torrent Power Ltd. | Power | Domestic Equities | 0.50% |
| Tata Steel Ltd. | Ferrous Metals | Domestic Equities | 0.49% |
| Hindustan Unilever Ltd. | Diversified FMCG | Domestic Equities | 0.49% |
| Jyoti CNC Automation Ltd. | Industrial Manufacturing | Domestic Equities | 0.49% |
| REC Ltd. | Finance | Domestic Equities | 0.48% |
| Mphasis Ltd. | IT - Software | Domestic Equities | 0.46% |
| Cholamandalam Investment and Finance Company Ltd. | Finance | Domestic Equities | 0.43% |
| The Indian Hotels Company Ltd. | Leisure Services | Domestic Equities | 0.43% |
| PG Electroplast Ltd. | Consumer Durables | Domestic Equities | 0.43% |
| Avenue Supermarts Ltd. | Retailing | Domestic Equities | 0.41% |
| Brigade Enterprises Ltd. | Realty | Domestic Equities | 0.41% |
| Tech Mahindra Ltd. | IT - Software | Domestic Equities | 0.38% |
| ITC Ltd. | Diversified FMCG | Domestic Equities | 0.36% |
| PI Industries Ltd. | Fertilizers & Agrochemicals | Domestic Equities | 0.35% |
| Voltamp Transformers Ltd. | Electrical Equipment | Domestic Equities | 0.35% |
| Jubilant FoodWorks Ltd. | Leisure Services | Domestic Equities | 0.33% |
| Cohance Lifesciences Ltd. | Pharmaceuticals & Biotechnology | Domestic Equities | 0.32% |
| ITC Hotels Ltd. | Leisure Services | Domestic Equities | 0.32% |
| Net Receivables / (Payables) | Cash & Cash Equivalents and Net Assets | 0.31% | |
| Tata Motors Ltd. | Agricultural, Commercial & Construction Vehicles | Domestic Equities | 0.31% |
| Info Edge (India) Ltd. | Retailing | Domestic Equities | 0.30% |
| Schaeffler India Ltd. | Auto Components | Domestic Equities | 0.29% |
| Zydus Lifesciences Ltd. | Pharmaceuticals & Biotechnology | Domestic Equities | 0.28% |
| Hindalco Industries Ltd. | Non - Ferrous Metals | Domestic Equities | 0.27% |
| Berger Paints India Ltd. | Consumer Durables | Domestic Equities | 0.27% |
| ICICI Prudential Life Insurance Company Ltd. | Insurance | Domestic Equities | 0.27% |
| Kaynes Technology India Ltd. | Industrial Manufacturing | Domestic Equities | 0.22% |
| Exide Industries Ltd. | Auto Components | Domestic Equities | 0.22% |
| RHI Magnesita India Ltd. | Industrial Products | Domestic Equities | 0.22% |
| Bharat Electronics Ltd. | Aerospace & Defense | Domestic Equities | 0.21% |
| Hyundai Motor India Ltd. | Automobiles | Domestic Equities | 0.20% |
| Bharat Petroleum Corporation Ltd. | Petroleum Products | Domestic Equities | 0.20% |
| Amber Enterprises India Ltd. | Consumer Durables | Domestic Equities | 0.16% |
| Indus Towers Ltd. | Telecom - Services | Domestic Equities | 0.16% |
| Ather Energy Ltd. | Automobiles | Domestic Equities | 0.14% |
| Titagarh Rail Systems Ltd. | Industrial Manufacturing | Domestic Equities | 0.12% |
| GE Vernova T&D India Ltd. | Electrical Equipment | Domestic Equities | 0.11% |
| IndusInd Bank Ltd. | Banks | Domestic Equities | 0.10% |
| HCL Technologies Ltd. | IT - Software | Domestic Equities | 0.10% |
| Coal India Ltd. | Consumable Fuels | Domestic Equities | 0.09% |
| Computer Age Management Services Ltd. | Capital Markets | Domestic Equities | 0.06% |
| Nestle India Ltd. | Food Products | Domestic Equities | 0.06% |
| Rites Ltd. | Construction | Domestic Equities | 0.00% |
| Supreme Industries Ltd. | Industrial Products | Domestic Equities | 0.00% |
| Total | 100.00% |
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.
AMC
RETURNS
It is an Open ended scheme that primarily invests in Solution Oriented - Retirement Fund.
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.
The scheme benchmark is the CRISIL Hybrid 35+65 - Aggressive Index
It is classified as Very High Risk, suitable for investors with a Very High risk appetite.
Returns Delivered by the funds are as follows:
1-year: -3.83%
3-year: 10.57%
5-year: 8.15%
Top holdings include names such as:
The NAV is around ₹18.85 (approx.) for the Axis Retirement Fund - Dynamic Plan - Regular Plan - Growth.
The fund’s AUM is approximately ₹280 Cr.
The expense ratio for the Regular Plan is 2.46.
Nil.
Minimum SIP starts at ₹1000.
The minimum lump sum investment is ₹5000. Often platforms may require higher in practice, but the statutory minimum remains the same.
You can start a SIP through:
Broker/agent platform like Sharescart.
Enter KYC details, choose the Regular Growth option, set SIP amount/frequency, and submit.
Yes. You can modify your SIP amount or frequency anytime online through the Sharescart platform.
You can redeem online via the Sharescart platform — choose the scheme, select the amount/units, and submit. Proceeds are credited to your bank account.
The fund managers: Jayesh Sundar, Devang Shah, Hardik Shah, Krishnaa N
This fund is suitable for investors with a Very High risk tolerance.
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