AXIS Retirement Fund - CP - Direct (G) - Mutual Fund Analysis | Complete Fund Review with Performance, Portfolio, and Risk Analysis
Comprehensive analysis of AXIS Retirement Fund - CP - Direct (G) (41008) providing detailed insights into fund performance, portfolio holdings, risk metrics, expense ratios, and investment recommendations.
AXIS Retirement Fund - CP - Direct (G)
Axis Asset Management Co. LTd
To generate regular income through investments predominantly in debt and money market instruments and to generate long term capital appreciation by investing certain portion of the portfolio in equity and equity related securities. The Investment Plan may also invest in units of Gold ETF or units of REITs & InvITs for income generation / wealth creation.
Fund Health Radar
A comprehensive at-a-glance view of key mutual fund health indicatorsHover or click any card to view detailed metrics
Performance
Moderate Returns
Risk
High Risk
Expenses
Low Expense Ratio
Portfolio Mix
Balanced Mix
Management
Seasoned Team
Quality Score
Average Quality
AXIS Retirement Fund - CP - Direct (G) - NAV History (1Y)
Showing 1Y NAV history
Performance across different time periods
Neutral Entry Point
Fund shows mixed signals. Consider your investment timeline and risk tolerance.
Review detailed analysis and consider dollar-cost averaging through SIPs.
Neutral Entry Point
Fund shows mixed signals. Consider your investment timeline and risk tolerance.
Review detailed analysis and consider dollar-cost averaging through SIPs.
Key Factors Analysis
Alpha Generation
Outperformance vs benchmark
1-Year Returns
Recent performance momentum
Management Stability
Fund manager experience
Cost Efficiency
Fund management costs
Long-term Track Record
Historical performance consistency
Risk Assessment
Risk-adjusted returns
Equity Exposure
Market exposure level
Fund Size
Assets under management
Investment Timing Insights
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Your Investment
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Disclaimer: Returns are illustrative and based on assumed rates. Mutual fund investments are subject to market risk. Please read scheme documents carefully.
Risk Metrics (3 Years)
Risk Level
| Company | Industry | % Assets |
|---|---|---|
| GSEC2037 | Govt. Securities | 33.42% |
| GSEC2064 | Govt. Securities | 14.65% |
| GSEC2034 | Govt. Securities | 9.27% |
| Reliance Industries Ltd | Refineries | 4.18% |
| C C I | Debt Others | 2.92% |
| Infosys Ltd | IT - Software | 2.63% |
| State Bank of India | Banks | 2.60% |
| HDFC Bank Ltd | Banks | 2.21% |
| Bharti Airtel Ltd | Telecom-Service | 1.99% |
| Apollo Hospitals Enterprise Ltd | Healthcare | 1.91% |
Sector Breakdown
Compare against Retirement Fund category average
Performance Summary
This comparison shows how the fund performs relative to the Retirement Fund category average. Positive values indicate outperformance, while negative values show underperformance.
Compare with similar funds in Retirement Fund category
AXIS Retirement Fund - CP - Direct (G) vs Category Average
Similar Funds Comparison
| Fund Name | NAV | 6M | 1Y | 3Y |
|---|---|---|---|---|
| Franklin India Retirement Fund - Direct (G) | ₹243.06 | 7.42% | 3.52% | 11.31% |
| Franklin India Retirement Fund (G) | ₹221.35 | 7.00% | 2.72% | 10.46% |
| Tata Retirement Savings Fund - Progressiv-Dir (G) | ₹80.24 | 16.98% | -1.88% | 16.72% |
| Tata Retirement Savings Fund - Moderate-Dir (G) | ₹77.87 | 15.25% | 0.53% | 15.74% |
| Tata Retirement Savings Fund - Progressive (G) | ₹65.84 | 16.12% | -3.31% | 15.01% |
| Tata Retirement Savings Fund - Moderate (G) | ₹65.16 | 14.44% | -0.87% | 14.12% |
| HDFC Retirement Savings Fund - Equity - Dir (G) | ₹58.30 | 14.04% | -1.91% | 19.59% |
| UTI-Retirement Fund - Direct | ₹54.17 | 7.08% | 2.55% | 12.39% |
| HDFC Retirement Savings Fund - Equity (G) | ₹51.35 | 13.47% | -2.90% | 18.27% |
| UTI-Retirement Fund - Regular | ₹50.12 | 6.75% | 1.91% | 11.67% |
Category Average Returns
Jayesh Sundar
A seasoned investment professional with over 6 years of experience in equity research and fund management. Known for consistent performance and a disciplined investment approach focused on quality growth stocks.