Secure your retirement life by investing in the Axis Retirement Savings Fund: Dynamic Plan. Know more at http://bit.ly/rt_yt_dyn
What is the Axis Retirement Savings Fund: Dynamic Plan?
It is an open-ended retirement solution-oriented scheme having a lock-in of 5 years or till retirement age (whichever is earlier) suitable for investors who are seeking:
• Capital appreciation and income generation over the long term.
• Investment in equity and equity-related instruments as well as debt and money market instruments while managing risk through active asset allocation.
Ideal for 35-45 years old investors with ﬁnancial responsibilities.
How does this plan work?
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 net assets of the Investment Plan will be primarily invested in Equity and Equity related instruments. Under normal circumstances, the equity exposure is expected to be between 65% to 100%.
The Investment Plan may also invest in units of Gold ETF or units of REITs & InvITs for income generation/wealth creation.
This plan is suitable for you if:
– You are between the ages of 35 & 50.
– You are 10 years or more away from your retirement.
– You already have some corpus for retirement and have most of your life planned out.
– You periodically put aside some money for your retirement.
– You are willing to take some risk to ensure a comfortable retired life.
– You want a good lifestyle after you retire.
Accumulate enough funds to remain financially independent during your retirement by investing in the Axis Retirement Savings Fund: Dynamic Plan. Know more about retirement investment plans at the Axis MF website.
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