Axis Retirement Fund
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4–7 yearsInvestment Horizon
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Performance and Risk Analysis
Historical returns, volatility patterns, and how this fund has performed relative to its benchmark.
Risk Profile
Standard Deviation14.5%
Sharpe Ratio0.11
Strategy Details
A closer look at the investment thesis, portfolio construction, and current holdings.
Portfolio Holdings Overview
SectoralAllocation
Geographic Allocation
Domestic100%
Top Stock Holdings
CompanySectorAllocation
HDFC Bank LtdFinancial Services6.20%
ICICI Bank LtdFinancial Services5.89%
Reliance Industries LtdEnergy & Infra5.21%
7.3% Govt Stock 2053Utilities4.63%
Infosys LtdTechnology3.82%
Bajaj Finance LtdFinancial Services3.07%
Bharti Airtel LtdServices2.68%
Larsen & Toubro LtdCapital Goods2.48%
Pidilite Industries LtdCapital Goods2.45%
7.25% Govt Stock 2063Utilities2.44%
Operational & Regulatory Details
What it costs to invest, transaction mechanics, and regulatory disclosures you should know.
Costs and Fees
Total Expense Ratio (TER)2.43%
Regulatory & Tax Information
INF846K01T44
ISINDailyDealing Frequency
LTCG | >1Year 12.5%% on gain above 1.25 Lakh
STCG | <1Year 20%%
Tax Implications (India)