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Axis Retirement Dyn  IDCW-P

Axis Retirement Dyn IDCW-P

4–7 yearsInvestment Horizon
HNI,MATarget Segments

Performance and Risk Analysis

Historical returns, volatility patterns, and how this fund has performed relative to its benchmark.

Risk Profile

Risk Profile

Standard Deviation16.0%
Sharpe Ratio-0.46

Strategy Details

A closer look at the investment thesis, portfolio construction, and current holdings.

Portfolio Holdings Overview

Portfolio Holdings Overview

SectoralAllocation
Consumers12.44%
Capital Goods18.5%
Services14.54%
Financial Services30.91%
Technology10%
Energy & Infra10.83%
Utilities2.78%

Geographic Allocation

Domestic100%
Top Stock Holdings

Top Stock Holdings

CompanySectorAllocation
Clearing Corporation Of India LtdUtilities9.88%
ICICI Bank LtdFinancial Services5.38%
7.3% Govt Stock 2053Utilities5.36%
Reliance Industries LtdEnergy & Infra5.15%
HDFC Bank LtdFinancial Services5.05%
Bharti Airtel LtdServices2.86%
7.25% Govt Stock 2063Utilities2.80%
Kotak Mahindra Bank LtdFinancial Services2.26%
Mahindra & Mahindra LtdConsumers2.14%
State Bank of IndiaFinancial Services2.12%

Fund House Management

The asset management company’s track record, AUM scale, and fund manager credentials.

Fund Manager Track Record

Fund Manager Track Record

KN

Krishnaa N

Krishnaa N has experience of 3 years. Manages 152 funds at Axis Asset Management Company Limited with an AUM of approximately ₹1,28,440 Cr

Team

51 years

Combined Team Experience

AUM

₹ 1,85,642 Cr

Assets Under Management

DS
Devang Shah
Co-Portfolio Manager

Mr. Devang Shah has experience of 23 years. Manages 261 funds at Axis Asset Management Company Limited with an AUM of approximately ₹16,437 Cr Holds a B.Com degree.

HS
Hardik Shah
Co-Portfolio Manager

Mr. Hardik Shah has experience of 18 years. Manages 180 funds at Axis Asset Management Company Limited with an AUM of approximately ₹7,209 Cr Holds a B.E. degree.

JS
Jayesh Sundar
Co-Portfolio Manager

Jayesh Sundar has experience of 8 years. Manages 68 funds at Axis Asset Management Company Limited with an AUM of approximately ₹33,556 Cr

Firm OverviewFirm Overview

Total AUM₹3,61,984.16 Cr

Operational & Regulatory Details

What it costs to invest, transaction mechanics, and regulatory disclosures you should know.

iconCosts and Fees

Total Expense Ratio (TER)2.56%

iconRegulatory & Tax Information

INF846K01T51
verified
ISIN
DailyDealing Frequency

LTCG | >1Year 12.5%% on gain above 1.25 Lakh

STCG | <1Year 20%%

Tax Implications (India)
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