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 Deviation7.5%
Sharpe Ratio-0.03
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
7.18% Govt Stock 2037Utilities31.47%
7.34% Govt Stock 2064Utilities17.23%
7.1% Govt Stock 2034Utilities8.74%
Reliance Industries LtdEnergy & Infra4.25%
Infosys LtdTechnology2.63%
Bharti Airtel LtdServices2.49%
Mahindra & Mahindra LtdConsumers2.45%
Apollo Hospitals Enterprise LtdServices2.34%
HDFC Bank LtdFinancial Services2.06%
ICICI Bank LtdFinancial Services1.75%
Operational & Regulatory Details
What it costs to invest, transaction mechanics, and regulatory disclosures you should know.
Costs and Fees
Total Expense Ratio (TER)2.15%
Regulatory & Tax Information
INF846K01T85
ISINDailyDealing Frequency
LTCG | >1Year 12.5%% on gain above 1.25 Lakh
STCG | <1Year 20%%
Tax Implications (India)