Axis Retirement Fund - Conservative Plan - Regular Plan - IDCW
9.09
8.62
10.01
-
9.03
Benchmark
-
-
-
-
-
Retirement Fund
7.46
12.21
14.39
9.75
11.54
Yearly Performance (%)
Nav Movement
Fund Managers
Devang Shah, Hardik Shah, Nitin Arora, Jayesh Sundar, Krishnaa N
Investment Objective
The schemes seeks 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.
Returns Calculator for
Axis Retirement Fund - Conservative Plan - Regular Plan - IDCW
Rolling returns are the annualized
returns of the scheme taken for a specified period (rolling
returns period) on every day/week/month and taken till the
last day of the duration. In this chart we are showing the
annualized returns over the rolling returns period on every
day from the start date and comparing it with the benchmark.
Rolling returns is the best measure of a fund's performance.
Trailing returns have a recency bias and point to point
returns are specific to the period in consideration. Rolling
returns, on the other hand, measures the fund's absolute and
relative performance across all timescales, without bias.
Key
Performance and Risk Statistics of
Axis Retirement Fund - Conservative Plan - Regular Plan - IDCW
Key Statistics
Volatility
Sharpe Ratio
Alpha
Beta
Yield to Maturity
Average Maturity
Axis Retirement Fund - Conservative Plan - Regular Plan - IDCW