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- Axis Retirement Fund - Conservative Plan Regular-idcw
Fund Overview of Axis Retirement Fund - Conservative Plan Regular-idcw
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₹56.2 CrAUM
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₹15.53NAV
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2.15%Expense Ratio
-
HybridFund Category
As on Tue Mar 24, 2026
Calculate your Returns
How much do you want to invest monthly?
₹
Minimum amount you can invest: ₹500
Maximum amount you can invest: ₹1,00,000
We have used a return rate of 15% for our calculations.
The total value of your investment
after 10 years will be
₹ 0.00
Returns of Axis Retirement Fund - Conservative Plan Regular-idcw
| Tenure | Absolute(%) | Annualised(%) | Category Average(%) |
|---|---|---|---|
| 3 Months | -4.59% | NA | 0.55% |
| 6 Months | -2.31% | NA | 5.55% |
| 1 Year | 0.71% | 0.71% | 5.63% |
| 2 Years | 6.90% | 3.39% | 10.55% |
| 3 Years | 29.35% | 8.96% | 10.07% |
| 5 Years | 35.27% | 6.23% | 10.06% |
View More
As on Tue Mar 24, 2026
Asset Allocation
equities
37.89%debt instruments
59.48%other assets or cash equivalents
0.98%Large Cap: 94.07%
Mid Cap: 3.35%
Small Cap: 2.58%
Other: 0.00%
Detailed Portfolio Analysis
As on Tue Mar 24, 2026
Invest Now
Axis Retirement Fund - Conservative Plan Regular-idcw is one Hybrid mutual fund offered by Axis Mutual Fund. Launched on 20 Dec 2019, the fund aims Capital appreciation & income generation over long term. Investments in debt and money market instruments as well as equity and equity related instruments. It manages assets worth ₹56.2 crore as on Thu Jul 31, 2025. The expense ratio stands at 2.15%. Fund Manager Manager Education Fund Manager Manager Education Fund Manager Manager Education Fund Manager Manager Education
About FundAbout Axis Retirement Fund - Conservative Plan Regular-idcw
The portfolio allocation consists of 37.89% in equities, 59.48% in debt instruments, 0.98% in other assets or cash equivalents.Managed by Jayesh Sundar, it has delivered a return of 0.71% in the last year, a total return since inception of 7.29%.
Long-term investors frequently evaluate different best sip before they create long-term wealth.
Devang Shah
Mr. Shah is B.Com and ACA.
Hardik Shah
Mr. Shah has done B.E. Information Technology and MBA Finance.
Krishnaa Narayan
She is a Chartered Accountant
Jayesh Sundar
Mr. Sundar is a Chartered Accountant
Key Metrics of Axis Retirement Fund - Conservative Plan Regular-idcw
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Standard Deviation6.10%
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Sharpe Ratio0.26%
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Alpha-2.11%
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Beta1.49%
Fund Details
|
|
Top Performing Mutual Funds
| Fund Names | AUM (Cr) | 1M | 3M | 1Yr | 3Yr | 5Yr |
|---|---|---|---|---|---|---|
Aditya Birla Sun Life Conservative Hybrid Active Fof Direct-growth  |
₹16 | -2.92% | -2.49% | 4.61% | 10.98% | 9.39% |
| ICICI Prudential Regular Savings Fund Direct-growth |
₹3,237 | -2.09% | -2.01% | 5.26% | 10.26% | 9.19% |
| UTI Conservative Hybrid Fund Direct-flexi Idcw |
₹1,707 | -2.94% | -3.25% | 2.36% | 9.30% | 8.78% |
| ICICI Prudential Regular Savings Fund-growth |
₹3,237 | -2.15% | -2.18% | 4.48% | 9.43% | 8.34% |
| UTI Conservative Hybrid Fund Regular Plan-flexi Idcw |
₹1,707 | -2.98% | -3.38% | 1.76% | 8.64% | 8.14% |
| Aditya Birla Sun Life Regular Savings Fund Regular-growth |
₹1,524 | -2.50% | -1.65% | 4.91% | 8.71% | 7.92% |
| ICICI Prudential Retirement Fund - Hybrid Conservative Plan - Growth |
₹82 | -2.66% | -1.81% | 6.75% | 11.03% | 7.87% |
| Canara Robeco Conservative Hybrid Fund Direct-growth |
₹950 | -2.48% | -2.71% | 2.29% | 8.44% | 7.68% |
| Aditya Birla Sun Life Retirement Fund - The 50s Plan Direct-growth |
₹26 | -2.76% | -1.54% | 5.05% | 9.29% | 6.74% |
| Canara Robeco Conservative Hybrid Fund Regular-growth |
₹950 | -2.57% | -2.98% | 1.12% | 7.19% | 6.40% |
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growth is based on 1-month returns of the funds & Top fund are based on 3Y Returns
More funds from Axis Mutual Fund
| Fund Names | AUM (Cr) | 1M | 3M | 6M | 1Yr | 3Yr |
|---|---|---|---|---|---|---|
|
Axis Conservative Hybrid Fund Direct-growth
|
₹282 | -2.20% | -2.28% | -0.24% | 3.49% | 8.35% |
|
Axis Conservative Hybrid Fund Regular-growth
|
₹282 | -2.28% | -2.54% | -0.79% | 2.27% | 6.99% |
|
Axis Conservative Hybrid Fund Regular-idcw Half Yearly
|
₹282 | -2.28% | -2.54% | -0.79% | 2.27% | 6.99% |
|
Axis Conservative Hybrid Fund Direct-idcw Half Yearly
|
₹282 | -2.20% | -2.28% | -0.24% | 3.49% | 8.35% |
|
Axis Conservative Hybrid Fund Direct-idcw Quarterly
|
₹282 | -2.20% | -2.28% | -0.24% | 3.49% | 8.35% |
|
Axis Conservative Hybrid Fund Regular-idcw Quarterly
|
₹282 | -2.28% | -2.54% | -0.79% | 2.27% | 6.99% |
|
Axis Retirement Fund - Conservative Plan Direct-growth
|
₹56 | -3.84% | -4.38% | -1.85% | 1.80% | 10.39% |
|
Axis Retirement Fund - Conservative Plan Regular-growth
|
₹56 | -3.91% | -4.59% | -2.31% | 0.71% | 8.96% |
|
Axis Retirement Fund - Conservative Plan Direct-idcw
|
₹56 | -3.84% | -4.38% | -1.85% | 1.80% | 10.39% |
View More
growth is based on 1-month returns of the fundsMutual Fund Calculator
I want to invest
Pro Tip
Financial experts suggest that a person should invest 10-15% of their monthly income for long-term financial growth
/Month
I want to invest for
Pro Tip
Financial experts suggest that individuals should ideally invest for a period of 5 to 10 years, or even longer, to maximize the benefits of compounding and navigate market fluctuations effectively
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Pro Tip
Top 25% of investors consistently generate more than 12% return
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Total Wealth
I want to save
I want to invest for
Pro Tip
Financial experts suggest that individuals should ideally invest for a period of 5 to 10 years, or even longer, to maximize the benefits of compounding and navigate market fluctuations effectively
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Top 25% of investors consistently generate more than 12% return
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Total Investment
Wealth Gained
Monthly Investment
Top Mutual Funds
| Fund Names | AUM (Cr) | NAV | 3Yr | 5Yr | 10Yr |
|---|---|---|---|---|---|
| ICICI Prudential Regular Savings Fund-growth |
₹3,237 | ₹76.09 | 9.43% | 8.34% | 9.25% |
| ICICI Prudential Regular Savings Fund Direct-growth |
₹3,237 | ₹84.14 | 10.26% | 9.19% | 10.09% |
| UTI Conservative Hybrid Fund Direct-flexi Idcw |
₹1,707 | ₹48.13 | 9.30% | 8.78% | 8.51% |
| UTI Conservative Hybrid Fund Regular Plan-flexi Idcw |
₹1,707 | ₹43.12 | 8.64% | 8.14% | 7.82% |
| Aditya Birla Sun Life Regular Savings Fund Regular-growth |
₹1,524 | ₹67.35 | 8.71% | 7.92% | 8.48% |
| Canara Robeco Conservative Hybrid Fund Regular-growth |
₹950 | ₹94.83 | 7.19% | 6.40% | 7.70% |
| Canara Robeco Conservative Hybrid Fund Direct-growth |
₹950 | ₹109.68 | 8.44% | 7.68% | 8.93% |
| ICICI Prudential Retirement Fund - Hybrid Conservative Plan - Growth |
₹82 | ₹17.56 | 11.03% | 7.87% | - |
| Aditya Birla Sun Life Retirement Fund - The 50s Plan Direct-growth |
₹26 | ₹16.01 | 9.29% | 6.74% | - |
| Aditya Birla Sun Life Conservative Hybrid Active Fof Direct-growth |
₹16 | ₹36.13 | 10.98% | 9.39% | 9.22% |
View More
Top funds are based on Fund AUM
Detailed Portfolio
| Stocks | Sector | % of Holding | Value |
|---|---|---|---|
| Goi Sec 7.18 24/07/2037 | Entities | 33.42% | ₹18.79 Cr |
| Goi Sec 7.18 24/07/2037 | Entities | 33.72% | ₹18.52 Cr |
| Goi Sec 7.18 24/07/2037 | Entities | - | — |
| Goi Sec 7.18 24/07/2037 | Entities | 33.82% | ₹18.47 Cr |
| Goi Sec 7.18 24/07/2037 | Entities | 33.82% | ₹18.47 Cr |
| Goi Sec 7.18 24/07/2037 | Entities | 30.21% | ₹16.43 Cr |
| Goi Sec 7.18 24/07/2037 | Entities | 30.81% | ₹16.40 Cr |
| Goi Sec 7.18 24/07/2037 | Entities | 31.99% | ₹15.95 Cr |
| Goi Sec 7.18 24/07/2037 | Entities | 31.23% | ₹15.80 Cr |
| Government Of India 34238 Goi 22ap64 7.34 Fv Rs 100 | Entities | 14.65% | ₹8.24 Cr |
| Government Of India 34238 Goi 22ap64 7.34 Fv Rs 100 | Entities | 14.68% | ₹8.06 Cr |
| Government Of India 34238 Goi 22ap64 7.34 Fv Rs 100 | Entities | - | — |
| Government Of India 34238 Goi 22ap64 7.34 Fv Rs 100 | Entities | 14.69% | ₹8.02 Cr |
| Government Of India 34238 Goi 22ap64 7.34 Fv Rs 100 | Entities | 14.69% | ₹8.02 Cr |
| Government Of India 34238 Goi 22ap64 7.34 Fv Rs 100 | Entities | 14.99% | ₹7.98 Cr |
| Government Of India 34238 Goi 22ap64 7.34 Fv Rs 100 | Entities | 14.58% | ₹7.93 Cr |
| Government Of India 34238 Goi 22ap64 7.34 Fv Rs 100 | Entities | 14.51% | ₹7.23 Cr |
| Government Of India 34238 Goi 22ap64 7.34 Fv Rs 100 | Entities | 14.27% | ₹7.22 Cr |
| Government Of India 34208 Goi 08ap34 7.1 Fv Rs 100 | Entities | 9.27% | ₹5.21 Cr |
| Government Of India 34208 Goi 08ap34 7.1 Fv Rs 100 | Entities | 9.51% | ₹5.17 Cr |
| Government Of India 34208 Goi 08ap34 7.1 Fv Rs 100 | Entities | 9.45% | ₹5.16 Cr |
| Government Of India 34208 Goi 08ap34 7.1 Fv Rs 100 | Entities | 9.45% | ₹5.16 Cr |
| Government Of India 34208 Goi 08ap34 7.1 Fv Rs 100 | Entities | 9.37% | ₹5.15 Cr |
| Government Of India 34208 Goi 08ap34 7.1 Fv Rs 100 | Entities | - | — |
| Government Of India 34208 Goi 08ap34 7.1 Fv Rs 100 | Entities | 9.66% | ₹5.14 Cr |
| Government Of India 34208 Goi 08ap34 7.1 Fv Rs 100 | Entities | 10.30% | ₹5.14 Cr |
| Government Of India 34208 Goi 08ap34 7.1 Fv Rs 100 | Entities | 10.10% | ₹5.11 Cr |
| Reliance Industries Ltd | Energy & Utilities | 4.99% | ₹2.66 Cr |
| Reliance Industries Ltd | Energy & Utilities | 4.88% | ₹2.65 Cr |
| Reliance Industries Ltd | Energy & Utilities | 4.60% | ₹2.51 Cr |
| Reliance Industries Ltd | Energy & Utilities | 4.60% | ₹2.51 Cr |
| Reliance Industries Ltd | Energy & Utilities | 4.67% | ₹2.36 Cr |
| Reliance Industries Ltd | Energy & Utilities | 4.73% | ₹2.36 Cr |
| Reliance Industries Ltd | Energy & Utilities | 4.18% | ₹2.35 Cr |
| Reliance Industries Ltd | Energy & Utilities | 4.20% | ₹2.31 Cr |
| State Bank Of India | Financial | 3.91% | ₹1.98 Cr |
| Others Cblo | Unspecified | 3.50% | ₹1.90 Cr |
| State Bank Of India | Financial | 3.39% | ₹1.81 Cr |
| State Bank Of India | Financial | 3.31% | ₹1.80 Cr |
| State Bank Of India | Financial | 3.15% | ₹1.72 Cr |
| State Bank Of India | Financial | 3.15% | ₹1.72 Cr |
| Others Cblo | Unspecified | 2.92% | ₹1.64 Cr |
| State Bank Of India | Financial | 2.92% | ₹1.60 Cr |
| State Bank Of India | Financial | 3.20% | ₹1.60 Cr |
| Infosys Ltd | Technology | 3.10% | ₹1.57 Cr |
| Infosys Ltd | Technology | 2.90% | ₹1.55 Cr |
| Infosys Ltd | Technology | 2.81% | ₹1.53 Cr |
| Infosys Ltd | Technology | 2.63% | ₹1.48 Cr |
| State Bank Of India | Financial | 2.60% | ₹1.46 Cr |
| Infosys Ltd | Technology | 2.66% | ₹1.45 Cr |
| Infosys Ltd | Technology | 2.66% | ₹1.45 Cr |
| Infosys Ltd | Technology | 2.57% | ₹1.41 Cr |
| Others Cblo | Unspecified | 2.55% | ₹1.40 Cr |
| Others Cblo | Unspecified | 2.72% | ₹1.38 Cr |
| Hero Motocorp Ltd | Consumer Discretionary | 2.49% | ₹1.35 Cr |
| Others Cblo | Unspecified | 2.68% | ₹1.33 Cr |
| Others Cblo | Unspecified | 2.44% | ₹1.30 Cr |
| Infosys Ltd | Technology | 2.49% | ₹1.24 Cr |
| Hdfc Bank Ltd | Financial | 2.21% | ₹1.24 Cr |
| Hdfc Bank Ltd | Financial | 2.28% | ₹1.24 Cr |
| Bharti Airtel Ltd | Technology | 2.31% | ₹1.23 Cr |
| Bharti Airtel Ltd | Technology | 2.26% | ₹1.23 Cr |
| Hdfc Bank Ltd | Financial | 2.29% | ₹1.22 Cr |
| Hero Motocorp Ltd | Consumer Discretionary | 2.23% | ₹1.22 Cr |
| Hero Motocorp Ltd | Consumer Discretionary | 2.23% | ₹1.22 Cr |
| Hdfc Bank Ltd | Financial | 2.22% | ₹1.21 Cr |
| Hdfc Bank Ltd | Financial | 2.22% | ₹1.21 Cr |
| Hero Motocorp Ltd | Consumer Discretionary | 2.19% | ₹1.20 Cr |
| Bharti Airtel Ltd | Technology | 2.20% | ₹1.20 Cr |
| Bharti Airtel Ltd | Technology | 2.20% | ₹1.20 Cr |
| Hdfc Bank Ltd | Financial | 2.13% | ₹1.17 Cr |
| Bharti Airtel Ltd | Technology | 2.27% | ₹1.15 Cr |
| Hdfc Bank Ltd | Financial | 2.26% | ₹1.14 Cr |
| Apollo Hospitals Enterprise Ltd | Healthcare | 2.25% | ₹1.12 Cr |
| Bharti Airtel Ltd | Technology | 1.99% | ₹1.12 Cr |
| Apollo Hospitals Enterprise Ltd | Healthcare | 2.02% | ₹1.10 Cr |
| Apollo Hospitals Enterprise Ltd | Healthcare | 2.02% | ₹1.10 Cr |
| Bharti Airtel Ltd | Technology | 2.20% | ₹1.10 Cr |
| Bharti Airtel Ltd | Technology | 2.00% | ₹1.10 Cr |
| Hdfc Bank Ltd | Financial | 2.19% | ₹1.09 Cr |
| Apollo Hospitals Enterprise Ltd | Healthcare | 1.91% | ₹1.08 Cr |
| Apollo Hospitals Enterprise Ltd | Healthcare | 1.93% | ₹1.06 Cr |
| Apollo Hospitals Enterprise Ltd | Healthcare | 1.93% | ₹1.05 Cr |
| Apollo Hospitals Enterprise Ltd | Healthcare | 1.90% | ₹1.01 Cr |
| Apollo Hospitals Enterprise Ltd | Healthcare | 1.97% | ₹1.00 Cr |
| Itc Ltd | Consumer Staples | 1.75% | ₹0.95 Cr |
| Itc Ltd | Consumer Staples | 1.75% | ₹0.95 Cr |
| Hero Motocorp Ltd | Consumer Discretionary | 1.66% | ₹0.93 Cr |
| Itc Ltd | Consumer Staples | 1.66% | ₹0.93 Cr |
| Itc Ltd | Consumer Staples | 1.69% | ₹0.92 Cr |
| Itc Ltd | Consumer Staples | 1.72% | ₹0.91 Cr |
| Itc Ltd | Consumer Staples | 1.66% | ₹0.91 Cr |
| Larsen & Toubro Ltd | Industrials | 1.83% | ₹0.91 Cr |
| Larsen & Toubro Ltd | Industrials | 1.68% | ₹0.90 Cr |
| Larsen & Toubro Ltd | Industrials | 1.64% | ₹0.89 Cr |
| Life Insurance Corporation Of India | Financial | 1.62% | ₹0.89 Cr |
| Icici Bank Ltd | Financial | 1.58% | ₹0.89 Cr |
| Life Insurance Corporation Of India | Financial | 1.57% | ₹0.88 Cr |
| Life Insurance Corporation Of India | Financial | 1.62% | ₹0.88 Cr |
| Life Insurance Corporation Of India | Financial | 1.62% | ₹0.88 Cr |
| Life Insurance Corporation Of India | Financial | 1.62% | ₹0.88 Cr |
| Larsen & Toubro Ltd | Industrials | 1.57% | ₹0.86 Cr |
| Larsen & Toubro Ltd | Industrials | 1.57% | ₹0.86 Cr |
| Hcl Technologies Ltd | Technology | 1.67% | ₹0.85 Cr |
| Life Insurance Corporation Of India | Financial | 1.58% | ₹0.84 Cr |
| Life Insurance Corporation Of India | Financial | 1.68% | ₹0.84 Cr |
| Larsen & Toubro Ltd | Industrials | 1.65% | ₹0.84 Cr |
| Icici Bank Ltd | Financial | 1.53% | ₹0.83 Cr |
| Icici Bank Ltd | Financial | 1.66% | ₹0.83 Cr |
| Bharat Highways Invit | Industrials | 1.65% | ₹0.82 Cr |
| Life Insurance Corporation Of India | Financial | 1.61% | ₹0.81 Cr |
| Icici Bank Ltd | Financial | 1.60% | ₹0.81 Cr |
| Hcl Technologies Ltd | Technology | 1.49% | ₹0.81 Cr |
| Hcl Technologies Ltd | Technology | 1.52% | ₹0.81 Cr |
| Icici Bank Ltd | Financial | 1.47% | ₹0.81 Cr |
| Icici Bank Ltd | Financial | 1.48% | ₹0.81 Cr |
| Icici Bank Ltd | Financial | 1.48% | ₹0.81 Cr |
| Icici Bank Ltd | Financial | 1.51% | ₹0.80 Cr |
| Bharat Highways Invit | Industrials | 1.58% | ₹0.80 Cr |
| Bharat Highways Invit | Industrials | 1.45% | ₹0.79 Cr |
| Bharat Highways Invit | Industrials | 1.45% | ₹0.79 Cr |
| Bharat Highways Invit | Industrials | 1.43% | ₹0.78 Cr |
| Larsen & Toubro Ltd | Industrials | 1.41% | ₹0.78 Cr |
| Bharat Highways Invit | Industrials | 1.45% | ₹0.77 Cr |
| Hcl Technologies Ltd | Technology | 1.41% | ₹0.77 Cr |
| Hcl Technologies Ltd | Technology | 1.41% | ₹0.77 Cr |
| Bharat Highways Invit | Industrials | 1.35% | ₹0.76 Cr |
| Bharat Highways Invit | Industrials | 1.37% | ₹0.75 Cr |
| Mahindra & Mahindra Ltd | Consumer Discretionary | 1.38% | ₹0.75 Cr |
| Mahindra & Mahindra Ltd | Consumer Discretionary | 1.40% | ₹0.74 Cr |
| Hero Motocorp Ltd | Consumer Discretionary | 1.39% | ₹0.74 Cr |
| Mahindra & Mahindra Ltd | Consumer Discretionary | 1.32% | ₹0.74 Cr |
| Hero Motocorp Ltd | Consumer Discretionary | 1.47% | ₹0.73 Cr |
| Hcl Technologies Ltd | Technology | 1.30% | ₹0.73 Cr |
| Itc Ltd | Consumer Staples | 1.44% | ₹0.73 Cr |
| Itc Ltd | Consumer Staples | 1.43% | ₹0.71 Cr |
| Hero Motocorp Ltd | Consumer Discretionary | 1.40% | ₹0.71 Cr |
| Bank Of Baroda | Financial | 1.30% | ₹0.71 Cr |
| Bank Of Baroda | Financial | 1.30% | ₹0.71 Cr |
| Net Receivables | Unspecified | 1.31% | ₹0.70 Cr |
| Mahindra & Mahindra Ltd | Consumer Discretionary | 1.28% | ₹0.70 Cr |
| Mahindra & Mahindra Ltd | Consumer Discretionary | 1.28% | ₹0.70 Cr |
| Net Receivables | Unspecified | 1.26% | ₹0.69 Cr |
| Hcl Technologies Ltd | Technology | 1.39% | ₹0.69 Cr |
| Hcl Technologies Ltd | Technology | 1.26% | ₹0.69 Cr |
| Mahindra & Mahindra Ltd | Consumer Discretionary | 1.36% | ₹0.69 Cr |
| Mahindra & Mahindra Ltd | Consumer Discretionary | 1.25% | ₹0.69 Cr |
| Larsen & Toubro Ltd | Industrials | 1.18% | ₹0.66 Cr |
| Bank Of Baroda | Financial | 1.20% | ₹0.66 Cr |
| Net Receivables | Unspecified | 1.08% | ₹0.61 Cr |
| Bank Of Baroda | Financial | 1.08% | ₹0.60 Cr |
| Mahindra & Mahindra Ltd | Consumer Discretionary | 1.21% | ₹0.60 Cr |
| Bank Of Baroda | Financial | 1.10% | ₹0.60 Cr |
| Bank Of Baroda | Financial | 1.13% | ₹0.57 Cr |
| Bank Of Baroda | Financial | 1.06% | ₹0.57 Cr |
| Ntpc Ltd | Energy & Utilities | 1.12% | ₹0.56 Cr |
| Sun Pharmaceutical Industries Ltd | Healthcare | 0.95% | ₹0.53 Cr |
| Net Receivables | Unspecified | 0.97% | ₹0.53 Cr |
| Ntpc Ltd | Energy & Utilities | 1.03% | ₹0.52 Cr |
| Varun Beverages Ltd | Consumer Staples | 0.91% | ₹0.51 Cr |
| Others Cblo | Unspecified | 0.91% | ₹0.50 Cr |
| Others Cblo | Unspecified | 0.91% | ₹0.50 Cr |
| Ntpc Ltd | Energy & Utilities | 0.91% | ₹0.50 Cr |
| Ntpc Ltd | Energy & Utilities | 0.90% | ₹0.49 Cr |
| Ntpc Ltd | Energy & Utilities | 0.90% | ₹0.49 Cr |
| Kotak Mahindra Bank Ltd | Financial | 0.99% | ₹0.49 Cr |
| Net Receivables | Unspecified | 0.98% | ₹0.49 Cr |
| Jb Chemicals & Pharmaceuticals Ltd | Healthcare | 0.98% | ₹0.49 Cr |
| Ntpc Ltd | Energy & Utilities | 0.91% | ₹0.48 Cr |
| Ntpc Ltd | Energy & Utilities | 0.88% | ₹0.48 Cr |
| Varun Beverages Ltd | Consumer Staples | 0.90% | ₹0.48 Cr |
| Sun Pharmaceutical Industries Ltd | Healthcare | 0.88% | ₹0.48 Cr |
| Varun Beverages Ltd | Consumer Staples | 0.86% | ₹0.47 Cr |
| Ntpc Ltd | Energy & Utilities | 0.82% | ₹0.46 Cr |
| Varun Beverages Ltd | Consumer Staples | 0.91% | ₹0.46 Cr |
| Varun Beverages Ltd | Consumer Staples | 0.84% | ₹0.46 Cr |
| Varun Beverages Ltd | Consumer Staples | 0.84% | ₹0.46 Cr |
| Sun Pharmaceutical Industries Ltd | Healthcare | 0.84% | ₹0.45 Cr |
| Jb Chemicals & Pharmaceuticals Ltd | Healthcare | 0.88% | ₹0.44 Cr |
| Cipla Ltd | Healthcare | 0.78% | ₹0.44 Cr |
| Sun Pharmaceutical Industries Ltd | Healthcare | 0.81% | ₹0.44 Cr |
| Sun Pharmaceutical Industries Ltd | Healthcare | 0.81% | ₹0.44 Cr |
| Varun Beverages Ltd | Consumer Staples | 0.88% | ₹0.44 Cr |
| Kotak Mahindra Bank Ltd | Financial | 0.83% | ₹0.44 Cr |
| Net Receivables | Unspecified | 0.80% | ₹0.43 Cr |
| Net Receivables | Unspecified | 0.80% | ₹0.43 Cr |
| Cipla Ltd | Healthcare | 0.80% | ₹0.43 Cr |
| Mankind Pharma Ltd. | Healthcare | 0.77% | ₹0.43 Cr |
| Varun Beverages Ltd | Consumer Staples | 0.79% | ₹0.43 Cr |
| Jb Chemicals & Pharmaceuticals Ltd | Healthcare | 0.81% | ₹0.43 Cr |
| Cipla Ltd | Healthcare | 0.81% | ₹0.43 Cr |
| Cipla Ltd | Healthcare | 0.78% | ₹0.43 Cr |
| Cipla Ltd | Healthcare | 0.78% | ₹0.43 Cr |
| Cipla Ltd | Healthcare | 0.78% | ₹0.43 Cr |
| Sun Pharmaceutical Industries Ltd | Healthcare | 0.85% | ₹0.42 Cr |
| Kotak Mahindra Bank Ltd | Financial | 0.78% | ₹0.42 Cr |
| Jb Chemicals & Pharmaceuticals Ltd | Healthcare | 0.77% | ₹0.42 Cr |
| Jb Chemicals & Pharmaceuticals Ltd | Healthcare | 0.75% | ₹0.42 Cr |
| Kotak Mahindra Bank Ltd | Financial | 0.77% | ₹0.42 Cr |
| Kotak Mahindra Bank Ltd | Financial | 0.77% | ₹0.42 Cr |
| Sun Pharmaceutical Industries Ltd | Healthcare | 0.76% | ₹0.42 Cr |
| Mankind Pharma Ltd. | Healthcare | 0.75% | ₹0.41 Cr |
| Kotak Mahindra Bank Ltd | Financial | 0.80% | ₹0.41 Cr |
| Jb Chemicals & Pharmaceuticals Ltd | Healthcare | 0.74% | ₹0.41 Cr |
| Tata Consultancy Services Ltd | Technology | 0.72% | ₹0.41 Cr |
| Mankind Pharma Ltd. | Healthcare | 0.74% | ₹0.40 Cr |
| Mankind Pharma Ltd. | Healthcare | 0.74% | ₹0.40 Cr |
| Jb Chemicals & Pharmaceuticals Ltd | Healthcare | 0.73% | ₹0.40 Cr |
| Jb Chemicals & Pharmaceuticals Ltd | Healthcare | 0.73% | ₹0.40 Cr |
| Kotak Mahindra Bank Ltd | Financial | 0.72% | ₹0.40 Cr |
| Kotak Mahindra Bank Ltd | Financial | 0.70% | ₹0.39 Cr |
| Sun Pharmaceutical Industries Ltd | Healthcare | 0.77% | ₹0.39 Cr |
| Britannia Industries Ltd | Consumer Staples | 0.76% | ₹0.38 Cr |
| Mankind Pharma Ltd. | Healthcare | 0.70% | ₹0.38 Cr |
| Tech Mahindra Ltd | Technology | 0.75% | ₹0.38 Cr |
| Mankind Pharma Ltd. | Healthcare | 0.76% | ₹0.38 Cr |
| Britannia Industries Ltd | Consumer Staples | 0.74% | ₹0.37 Cr |
| Mankind Pharma Ltd. | Healthcare | 0.70% | ₹0.37 Cr |
| Britannia Industries Ltd | Consumer Staples | 0.69% | ₹0.37 Cr |
| Britannia Industries Ltd | Consumer Staples | 0.66% | ₹0.36 Cr |
| Mankind Pharma Ltd. | Healthcare | 0.71% | ₹0.36 Cr |
| Britannia Industries Ltd | Consumer Staples | 0.65% | ₹0.36 Cr |
| Britannia Industries Ltd | Consumer Staples | 0.65% | ₹0.35 Cr |
| Britannia Industries Ltd | Consumer Staples | 0.65% | ₹0.35 Cr |
| Britannia Industries Ltd | Consumer Staples | 0.62% | ₹0.35 Cr |
| Bharat Petroleum Corporation Ltd | Energy & Utilities | 0.62% | ₹0.35 Cr |
| Tech Mahindra Ltd | Technology | 0.65% | ₹0.35 Cr |
| Tech Mahindra Ltd | Technology | 0.61% | ₹0.33 Cr |
| Hdfc Life Insurance Co Ltd | Financial | 0.59% | ₹0.32 Cr |
| Tech Mahindra Ltd | Technology | 0.57% | ₹0.32 Cr |
| Hdfc Life Insurance Co Ltd | Financial | 0.58% | ₹0.32 Cr |
| Sundaram Finance Ltd | Financial | 0.56% | ₹0.32 Cr |
| Hdfc Life Insurance Co Ltd | Financial | 0.59% | ₹0.31 Cr |
| Tech Mahindra Ltd | Technology | 0.57% | ₹0.31 Cr |
| Tech Mahindra Ltd | Technology | 0.57% | ₹0.31 Cr |
| Sundaram Finance Ltd | Financial | 0.57% | ₹0.31 Cr |
| Sundaram Finance Ltd | Financial | 0.57% | ₹0.31 Cr |
| Tata Consultancy Services Ltd | Technology | 0.58% | ₹0.31 Cr |
| Hdfc Life Insurance Co Ltd | Financial | 0.56% | ₹0.31 Cr |
| Hdfc Life Insurance Co Ltd | Financial | 0.56% | ₹0.31 Cr |
| Hdfc Life Insurance Co Ltd | Financial | 0.60% | ₹0.31 Cr |
| Tech Mahindra Ltd | Technology | 0.56% | ₹0.30 Cr |
| Tata Consultancy Services Ltd | Technology | 0.55% | ₹0.30 Cr |
| Hdfc Life Insurance Co Ltd | Financial | 0.60% | ₹0.30 Cr |
| Sundaram Finance Ltd | Financial | 0.54% | ₹0.30 Cr |
| Tech Mahindra Ltd | Technology | 0.59% | ₹0.30 Cr |
| Tata Consultancy Services Ltd | Technology | 0.54% | ₹0.29 Cr |
| Tata Consultancy Services Ltd | Technology | 0.54% | ₹0.29 Cr |
| Hdfc Life Insurance Co Ltd | Financial | 0.52% | ₹0.29 Cr |
| Tata Consultancy Services Ltd | Technology | 0.50% | ₹0.28 Cr |
| Bank Of Baroda | Financial | 0.54% | ₹0.27 Cr |
| Bajaj Finance Ltd | Financial | 0.48% | ₹0.27 Cr |
| Bharat Petroleum Corporation Ltd | Energy & Utilities | 0.49% | ₹0.26 Cr |
| Cipla Ltd | Healthcare | 0.51% | ₹0.25 Cr |
| Cipla Ltd | Healthcare | 0.49% | ₹0.25 Cr |
| Bharat Petroleum Corporation Ltd | Energy & Utilities | 0.49% | ₹0.25 Cr |
| Tata Consultancy Services Ltd | Technology | 0.49% | ₹0.25 Cr |
| Bharat Petroleum Corporation Ltd | Energy & Utilities | 0.45% | ₹0.24 Cr |
| Bharat Petroleum Corporation Ltd | Energy & Utilities | 0.44% | ₹0.24 Cr |
| Bharat Petroleum Corporation Ltd | Energy & Utilities | 0.44% | ₹0.24 Cr |
| Bharat Petroleum Corporation Ltd | Energy & Utilities | 0.42% | ₹0.23 Cr |
| Net Receivables | Unspecified | 0.44% | ₹0.22 Cr |
| Sundaram Finance Ltd | Financial | 0.43% | ₹0.21 Cr |
| Tata Consultancy Services Ltd | Technology | 0.42% | ₹0.21 Cr |
| Sundaram Finance Ltd | Financial | 0.39% | ₹0.20 Cr |
| Sundaram Finance Ltd | Financial | 0.40% | ₹0.20 Cr |
| Power Grid Corporation Of India Ltd | Energy & Utilities | 0.34% | ₹0.19 Cr |
| Sundaram Finance Ltd | Financial | 0.34% | ₹0.18 Cr |
| Hindustan Unilever Ltd | Consumer Staples | 0.22% | ₹0.12 Cr |
| Hindustan Unilever Ltd | Consumer Staples | 0.22% | ₹0.12 Cr |
| Hindustan Unilever Ltd | Consumer Staples | 0.22% | ₹0.12 Cr |
| Hindustan Unilever Ltd | Consumer Staples | 0.22% | ₹0.12 Cr |
| Hindustan Unilever Ltd | Consumer Staples | 0.22% | ₹0.12 Cr |
| Hindustan Unilever Ltd | Consumer Staples | 0.23% | ₹0.12 Cr |
| Hindustan Unilever Ltd | Consumer Staples | 0.23% | ₹0.11 Cr |
| Hindustan Unilever Ltd | Consumer Staples | 0.21% | ₹0.11 Cr |
| Bajaj Finance Ltd | Financial | 0.17% | ₹0.09 Cr |
| Bajaj Finance Ltd | Financial | 0.17% | ₹0.09 Cr |
| Bajaj Finance Ltd | Financial | 0.17% | ₹0.09 Cr |
| Bharat Petroleum Corporation Ltd | Energy & Utilities | 0.18% | ₹0.09 Cr |
| Bajaj Finance Ltd | Financial | 0.16% | ₹0.09 Cr |
| Bajaj Finance Ltd | Financial | 0.18% | ₹0.09 Cr |
| Bajaj Finance Ltd | Financial | 0.17% | ₹0.09 Cr |
| Bajaj Finance Ltd | Financial | 0.16% | ₹0.08 Cr |
| Itc Hotels Ltd | Consumer Discretionary | 0.09% | ₹0.05 Cr |
| Itc Hotels Ltd | Consumer Discretionary | 0.09% | ₹0.05 Cr |
| Itc Hotels Ltd | Consumer Discretionary | 0.09% | ₹0.05 Cr |
| Itc Hotels Ltd | Consumer Discretionary | 0.09% | ₹0.05 Cr |
| Itc Hotels Ltd | Consumer Discretionary | 0.09% | ₹0.05 Cr |
| Itc Hotels Ltd | Consumer Discretionary | 0.08% | ₹0.04 Cr |
| Itc Hotels Ltd | Consumer Discretionary | 0.08% | ₹0.04 Cr |
| Itc Hotels Ltd | Consumer Discretionary | 0.08% | ₹0.04 Cr |
| Nestle India Ltd | Consumer Staples | 0.06% | ₹0.03 Cr |
| Nestle India Ltd | Consumer Staples | 0.06% | ₹0.03 Cr |
| Nestle India Ltd | Consumer Staples | 0.06% | ₹0.03 Cr |
| Nestle India Ltd | Consumer Staples | 0.05% | ₹0.03 Cr |
| Nestle India Ltd | Consumer Staples | 0.05% | ₹0.03 Cr |
| Nestle India Ltd | Consumer Staples | 0.05% | ₹0.03 Cr |
| Nestle India Ltd | Consumer Staples | 0.05% | ₹0.03 Cr |
| Nestle India Ltd | Consumer Staples | 0.05% | ₹0.03 Cr |
| Kwality Walls India Ltd | 0.00% | ₹0.00 Cr | |
| Kwality Walls India Ltd | 0.00% | ₹0.00 Cr |
View More
Top Hybrid Funds
| Fund Names | NAV | 3Yr | 5Yr | 52 weeks high |
|---|---|---|---|---|
| Aditya Birla Sun Life Conservative Hybrid Active Fof Direct-growth |
₹36.13 | 10.98% | 9.39% | - |
| ICICI Prudential Regular Savings Fund Direct-growth |
₹84.14 | 10.26% | 9.19% | - |
| UTI Conservative Hybrid Fund Direct-flexi Idcw |
₹48.13 | 9.30% | 8.78% | - |
| ICICI Prudential Regular Savings Fund-growth |
₹76.09 | 9.43% | 8.34% | - |
| UTI Conservative Hybrid Fund Regular Plan-flexi Idcw |
₹43.12 | 8.64% | 8.14% | - |
| Aditya Birla Sun Life Regular Savings Fund Regular-growth |
₹67.35 | 8.71% | 7.92% | - |
| ICICI Prudential Retirement Fund - Hybrid Conservative Plan - Growth |
₹17.56 | 11.03% | 7.87% | - |
| Canara Robeco Conservative Hybrid Fund Direct-growth |
₹109.68 | 8.44% | 7.68% | - |
| Aditya Birla Sun Life Retirement Fund - The 50s Plan Direct-growth |
₹16.01 | 9.29% | 6.74% | - |
| Canara Robeco Conservative Hybrid Fund Regular-growth |
₹94.83 | 7.19% | 6.40% | - |
View More
growth is based on 5Y returns of the funds
Frequently Asked Questions
Axis Retirement Fund - Conservative Plan Regular-idcw
What is the current AUM of Axis Retirement Fund - Conservative Plan Regular-idcw?
As of Thu Jul 31, 2025, Axis Retirement Fund - Conservative Plan Regular-idcw manages assets worth ₹56.2 crore
What is the long-term performance of Axis Retirement Fund - Conservative Plan Regular-idcw?
- 3 Years CAGR: 8.96%
- 5 Years CAGR: 6.23%
- Since Inception: 7.29%
What is the portfolio composition of Axis Retirement Fund - Conservative Plan Regular-idcw?
Equity: 37.89%, Debt: 59.48%, Others: 0.98%.
Who manages Axis Retirement Fund - Conservative Plan Regular-idcw?
Axis Retirement Fund - Conservative Plan Regular-idcw is managed by Jayesh Sundar from Axis Mutual Fund.
What is the market-cap allocation of Axis Retirement Fund - Conservative Plan Regular-idcw?
Large Cap: 94.07%, Mid Cap: 3.35%, Small Cap: 2.58%.
Which are the top companies Axis Retirement Fund - Conservative Plan Regular-idcw has invested in?
- GOI Sec 7.18 24/07/2037 – 33.42% of the fund's portfolio
- GOI Sec 7.18 24/07/2037 – 33.72% of the fund's portfolio
- GOI Sec 7.18 24/07/2037 – 1.00% of the fund's portfolio
- GOI Sec 7.18 24/07/2037 – 33.82% of the fund's portfolio
- GOI Sec 7.18 24/07/2037 – 33.82% of the fund's portfolio
Which are the major sectors Axis Retirement Fund - Conservative Plan Regular-idcw focuses on?
- Entities – 456.20% of the fund's portfolio
- Financial – 93.76% of the fund's portfolio
- Technology – 59.87% of the fund's portfolio
- Energy & Utilities – 48.20% of the fund's portfolio
- Healthcare – 40.57% of the fund's portfolio
View more FAQ's
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Past performance may not be indicative of future results.
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^Returns as on 10th Jan’25. Tata AIA Life Top 200 ULIP Fund has delivered 18% returns over the last 10 years. Past performance is not necessarily indicative of future results. This disclaimer is specifically regarding a ULIP fund and is not related to mutual funds. Source: Morningstar.
