Start investing in Axis Retirement Saving Fund’s Conservative Plan to generate a regular income through mutual fund investments for comfortable post-retirement life. To learn more about the Axis Retirement Saving Fund

What is the Axis Retirement Savings Fund: Conservative Plan?
Axis Retirement Savings Fund is an open-ended, solution-oriented scheme having a lock-in of 5 years or till retirement age (whichever is earlier) aimed at investors looking to build a retirement corpus.

How does this plan work?
The net assets of the investment plan will be primarily invested in debt and money market instruments. Under normal circumstances, the exposure to debt and money market instruments is expected to be 40% to 80% and the equity exposure is expected to be between 20% to 40%.

The fund may allocate assets to Gold ETF’s and units of REIT’s & InvIT’s. The investment plan will retain the flexibility to invest across all the debt and money market instruments of various maturities.

The Equity Investment approach is as follows:
• Risk return tradeoff is likely to be favorable over the medium term
• Good ideas can do better irrespective of their sector/theme/size
• Focus on fast growing sectors with a bottom-up stock picking approach

While the Debt Investment approach is as follows:
• The portfolio duration and credit exposures will be decided based on thorough research
• Flexibility to invest in the entire range of debt instruments across credit/duration spectrum
• Active duration management

Benefits of Investing in Axis Retirement Saving Fund
• Asset allocation is important as each asset class has a different return-risk-liquidity profile. The Axis Retirement Savings Fund offers three different plans to suit investors of different age group and risk profiles
• Expertise of Axis AMC with over 10 years of fund management experience

For whom is this fund for?
The Axis Retirement Saving fund’s Conservative Plan is for people over the age of 50 or for people who are less than 10 years away from retirement.

Read more about the Axis Retirement Savings Fund at our website.

Connect with us:
Google Play Store:


0 replies

Leave a Reply

Want to join the discussion?
Feel free to contribute!

Leave a Reply

Your email address will not be published. Required fields are marked *