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Fund Overview of Axis Retirement Fund - Conservative Plan Regular-idcw
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₹47.5 CrAUM
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₹15.85NAV
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2.15%Expense Ratio
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HybridFund Category
Minimum amount you can invest: ₹500
Maximum amount you can invest: ₹1,00,000
We have used a return rate of 15% for our calculations.
Returns of Axis Retirement Fund - Conservative Plan Regular-idcw
| Tenure | Absolute(%) | Annualised(%) | Category Average(%) |
|---|---|---|---|
| 3 Months | 0.66% | NA | 0.55% |
| 6 Months | -2.17% | NA | 5.55% |
| 1 Year | -0.37% | -0.37% | 5.63% |
| 2 Years | 5.35% | 2.64% | 10.55% |
| 3 Years | 23.97% | 7.43% | 10.07% |
| 5 Years | 32.15% | 5.73% | 10.06% |
Compare Axis Retirement Fund - Conservative Plan Regular-idcw with other mutual funds in the same category
Axis Retirement Fund - Conservative Plan Regular-idcw
SBI Children's Fund - Savings Plan Direct-growth
SBI Children's Fund - Savings Plan Regular-growth
Asset Allocation
equities
36.27%debt instruments
60.78%other assets or cash equivalents
1.21%Axis Retirement Fund - Conservative Plan Regular-idcw is one Hybrid mutual fund offered by Axis Mutual Fund. Launched on 20 Dec 2019, the fund aims Capital appreciation & income generation over long term. Investments in debt and money market instruments as well as equity and equity related instruments. It manages assets worth ₹47.5 crore as on Sun May 31, 2026. The expense ratio stands at 2.15%. Fund Manager Manager Education Fund Manager Manager Education Fund Manager Manager Education Fund Manager Manager EducationAbout Axis Retirement Fund - Conservative Plan Regular-idcw
The portfolio allocation consists of 36.27% in equities, 60.78% in debt instruments, 1.21% in other assets or cash equivalents.Managed by Jayesh Sundar, it has delivered a return of -0.37% in the last year, a total return since inception of 7.35%.
Long-term investors frequently evaluate different best sip before they create long-term wealth.
Key Metrics of Axis Retirement Fund - Conservative Plan Regular-idcw
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Standard Deviation6.79%
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Sharpe Ratio0.20%
Fund Details
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Top Performing Mutual Funds
| Fund Names | AUM (Cr) | 1M | 3M | 1Yr | 3Yr | 5Yr |
|---|---|---|---|---|---|---|
SBI Children's Fund - Savings Plan Direct-growth  |
₹139 | 2.23% | 4.89% | 6.33% | 11.96% | 11.30% |
| SBI Children's Fund - Savings Plan Regular-growth |
₹139 | 2.20% | 4.79% | 5.93% | 11.56% | 10.88% |
| Bank Of India Conservative Hybrid Fund Direct-growth |
₹64 | 0.66% | 1.95% | 3.36% | 7.50% | 10.52% |
| Bank Of India Conservative Hybrid Fund Direct-idcw Monthly |
₹64 | 0.66% | 1.95% | 3.36% | 7.50% | 10.52% |
| Bank Of India Conservative Hybrid Fund Direct-idcw Quarterly |
₹64 | 0.66% | 1.95% | 3.36% | 7.50% | 10.52% |
| Bank Of India Conservative Hybrid Fund Direct-idcw Yearly |
₹64 | 0.66% | 1.95% | 3.36% | 7.50% | 10.52% |
| Bank Of India Conservative Hybrid Fund Regular-growth |
₹64 | 0.57% | 1.69% | 2.46% | 6.62% | 9.77% |
| Bank Of India Conservative Hybrid Fund Regular-idcw Monthly |
₹64 | 0.57% | 1.69% | 2.46% | 6.62% | 9.77% |
| Bank Of India Conservative Hybrid Fund Regular-idcw Quarterly |
₹64 | 0.57% | 1.69% | 2.46% | 6.62% | 9.77% |
| Bank Of India Conservative Hybrid Fund Regular-idcw Yearly |
₹64 | 0.57% | 1.69% | 2.46% | 6.62% | 9.77% |
growth is based on 1-month returns of the funds & Top fund are based on 3Y Returns
More funds from Axis Mutual Fund
| Fund Names | AUM (Cr) | 1M | 3M | 6M | 1Yr | 3Yr |
|---|---|---|---|---|---|---|
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Axis Conservative Hybrid Fund Regular-growth
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₹218 | 1.23% | 0.69% | -0.64% | 1.13% | 5.92% |
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Axis Conservative Hybrid Fund Direct-growth
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₹218 | 1.33% | 0.95% | -0.11% | 2.28% | 7.25% |
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Axis Conservative Hybrid Fund Direct-idcw Half Yearly
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₹218 | 1.33% | 0.95% | -0.11% | 2.28% | 7.25% |
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Axis Conservative Hybrid Fund Regular-idcw Half Yearly
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₹218 | 1.23% | 0.69% | -0.64% | 1.13% | 5.92% |
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Axis Conservative Hybrid Fund Direct-idcw Quarterly
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₹218 | 1.33% | 0.95% | -0.11% | 2.28% | 7.25% |
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Axis Conservative Hybrid Fund Regular-idcw Quarterly
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₹218 | 1.23% | 0.69% | -0.64% | 1.13% | 5.92% |
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Axis Conservative Hybrid Fund Regular-idcw Yearly
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₹218 | 1.23% | 0.69% | -0.64% | 1.13% | 5.92% |
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Axis Conservative Hybrid Fund Direct-idcw Yearly
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₹218 | 1.33% | 0.95% | -0.11% | 2.28% | 7.25% |
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Axis Retirement Fund - Conservative Plan Regular-growth
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₹47 | 1.68% | 0.66% | -2.17% | -0.37% | 7.43% |
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Axis Retirement Fund - Conservative Plan Direct-growth
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₹47 | 1.76% | 0.88% | -1.74% | 0.63% | 8.77% |
growth is based on 1-month returns of the fundsMutual Fund Calculator
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Top Mutual Funds
| Fund Names | AUM (Cr) | NAV | 3Yr | 5Yr | 10Yr |
|---|---|---|---|---|---|
| SBI Conservative Hybrid Fund Direct-growth |
₹9,793 | ₹83.26 | 9.37% | 9.36% | 9.42% |
| SBI Conservative Hybrid Fund-growth |
₹9,793 | ₹75.88 | 8.84% | 8.81% | 8.72% |
| SBI Conservative Hybrid Fund-idcw Monthly |
₹9,793 | ₹21.46 | 8.84% | 8.81% | 8.72% |
| SBI Conservative Hybrid Fund Direct-idcw Monthly |
₹9,793 | ₹28.13 | 9.37% | 9.36% | 9.42% |
| SBI Conservative Hybrid Fund-idcw Quarterly |
₹9,793 | ₹21.88 | 8.84% | 8.81% | 8.72% |
| SBI Conservative Hybrid Fund Direct-idcw Quarterly |
₹9,793 | ₹25.44 | 9.37% | 9.36% | 9.42% |
| SBI Conservative Hybrid Fund Direct-idcw Yearly |
₹9,793 | ₹33.20 | 9.37% | 9.36% | 9.42% |
| SBI Conservative Hybrid Fund-idcw Yearly |
₹9,793 | ₹26.77 | 8.84% | 8.81% | 8.72% |
| Parag Parikh Conservative Hybrid Fund Direct-growth |
₹3,345 | ₹15.99 | 10.80% | 9.71% | - |
| Parag Parikh Conservative Hybrid Fund Regular-growth |
₹3,345 | ₹15.75 | 10.47% | 9.38% | - |
Detailed Portfolio
| Stocks | Sector | % of Holding | Value |
|---|---|---|---|
| Goi Sec 7.18 24/07/2037 | Entities | 32.93% | ₹15.63 Cr |
| Government Of India 34238 Goi 22ap64 7.34 Fv Rs 100 | Entities | 14.73% | ₹6.99 Cr |
| Government Of India 34208 Goi 08ap34 7.1 Fv Rs 100 | Entities | 10.59% | ₹5.03 Cr |
| Reliance Industries Ltd | Energy & Utilities | 4.71% | ₹2.24 Cr |
| State Bank Of India | Financial | 2.57% | ₹1.22 Cr |
| Others Cblo | Unspecified | 2.53% | ₹1.20 Cr |
| Apollo Hospitals Enterprise Ltd | Healthcare | 2.47% | ₹1.17 Cr |
| Infosys Ltd | Technology | 2.34% | ₹1.11 Cr |
| Bharti Airtel Ltd | Technology | 2.25% | ₹1.07 Cr |
| Hdfc Bank Ltd | Financial | 1.93% | ₹0.92 Cr |
| Icici Bank Ltd | Financial | 1.81% | ₹0.86 Cr |
| Bharat Highways Invit | Industrials | 1.73% | ₹0.82 Cr |
| Life Insurance Corporation Of India | Financial | 1.71% | ₹0.81 Cr |
| Larsen & Toubro Ltd | Industrials | 1.55% | ₹0.74 Cr |
| Itc Ltd | Consumer Staples | 1.37% | ₹0.65 Cr |
| Hero Motocorp Ltd | Consumer Discretionary | 1.33% | ₹0.63 Cr |
| Hcl Technologies Ltd | Technology | 1.24% | ₹0.59 Cr |
| Net Receivables | Unspecified | 1.21% | ₹0.58 Cr |
| Ntpc Ltd | Energy & Utilities | 1.20% | ₹0.57 Cr |
| Mahindra & Mahindra Ltd | Consumer Discretionary | 1.14% | ₹0.54 Cr |
Top Hybrid Funds
| Fund Names | NAV | 3Yr | 5Yr | 52 weeks high |
|---|---|---|---|---|
| SBI Children's Fund - Savings Plan Direct-growth |
₹126.39 | 11.96% | 11.30% | - |
| SBI Children's Fund - Savings Plan Regular-growth |
₹115.56 | 11.56% | 10.88% | - |
| Bank Of India Conservative Hybrid Fund Direct-growth |
₹37.80 | 7.50% | 10.52% | - |
| Bank Of India Conservative Hybrid Fund Direct-idcw Monthly |
₹16.84 | 7.50% | 10.52% | - |
| Bank Of India Conservative Hybrid Fund Direct-idcw Quarterly |
₹18.57 | 7.50% | 10.52% | - |
| Bank Of India Conservative Hybrid Fund Direct-idcw Yearly |
₹17.22 | 7.50% | 10.52% | - |
| Bank Of India Conservative Hybrid Fund Regular-growth |
₹35.03 | 6.62% | 9.77% | - |
| Bank Of India Conservative Hybrid Fund Regular-idcw Monthly |
₹18.04 | 6.62% | 9.77% | - |
| Bank Of India Conservative Hybrid Fund Regular-idcw Quarterly |
₹18.69 | 6.62% | 9.77% | - |
| Bank Of India Conservative Hybrid Fund Regular-idcw Yearly |
₹17.01 | 6.62% | 9.77% | - |
growth is based on 5Y returns of the funds
Frequently Asked Questions
Axis Retirement Fund - Conservative Plan Regular-idcw
What is the current AUM of Axis Retirement Fund - Conservative Plan Regular-idcw?
As of Sun May 31, 2026, Axis Retirement Fund - Conservative Plan Regular-idcw manages assets worth ₹47.5 crore
How has Axis Retirement Fund - Conservative Plan Regular-idcw performed recently?
- 3 Months: 0.66%
- 6 Months: -2.17%
What is the long-term performance of Axis Retirement Fund - Conservative Plan Regular-idcw?
- 3 Years CAGR: 7.43%
- 5 Years CAGR: 5.73%
- Since Inception: 7.35%
What is the portfolio composition of Axis Retirement Fund - Conservative Plan Regular-idcw?
Equity: 36.27%, Debt: 60.78%, Others: 1.21%.
Who manages Axis Retirement Fund - Conservative Plan Regular-idcw?
Axis Retirement Fund - Conservative Plan Regular-idcw is managed by Jayesh Sundar from Axis Mutual Fund.
What is the market-cap allocation of Axis Retirement Fund - Conservative Plan Regular-idcw?
Large Cap: 93.93%, Mid Cap: 3.08%, Small Cap: 2.99%.
Which are the top companies Axis Retirement Fund - Conservative Plan Regular-idcw has invested in?
- GOI Sec 7.18 24/07/2037 – 32.93% of the fund's portfolio
- GOVERNMENT OF INDIA 34238 GOI 22AP64 7.34 FV RS 100 – 14.73% of the fund's portfolio
- GOVERNMENT OF INDIA 34208 GOI 08AP34 7.1 FV RS 100 – 10.59% of the fund's portfolio
- Reliance Industries Ltd – 4.71% of the fund's portfolio
- State Bank of India – 2.57% of the fund's portfolio
Which are the major sectors Axis Retirement Fund - Conservative Plan Regular-idcw focuses on?
- Entities – 58.25% of the fund's portfolio
- Financial – 8.01% of the fund's portfolio
- Energy & Utilities – 5.90% of the fund's portfolio
- Technology – 5.83% of the fund's portfolio
- Unspecified – 3.74% of the fund's portfolio
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