Compare Axis Retirement Fund - Aggressive Plan vs Bank of India Aggressive Hybrid Fund
Axis Retirement Fund - Aggressive Plan
HybridAggressive Hybrid
Bank of India Aggressive Hybrid Fund
HybridAggressive Hybrid
Risk
Very High
Very High
Rating
2.0
5.0
Min SIP Amount
₹1000
₹1000
Expense Ratio
2.51
2.24
NAV
₹20.53
₹46.64
Fund Started
29 Nov 2019
29 Jun 2016
Fund Size
₹665.98 Cr
₹2195.61 Cr
Exit Load
-
Exit Load for units in excess of 10% of the investment,1% will be charged for redemption within 3 months.
1 Year
-1.64%
9.71%
3 Year
10.66%
14.61%
5 Year
5.97%
12.92%
Equity
72.83%
70.00%
Cash
1.29%
6.09%
Top 10 Holdings
Name | Assets |
|---|---|
Reliance Industries Ltd. | 5.16% |
ICICI Bank Ltd. | 4.93% |
HDFC Bank Ltd. | 4.66% |
Bharti Airtel Ltd. | 2.73% |
Kotak Mahindra Bank Ltd. | 2.27% |
Mahindra & Mahindra Ltd. | 2.14% |
State Bank of India | 2.12% |
Larsen & Toubro Ltd. | 2.01% |
Infosys Ltd. | 1.82% |
Bajaj Finance Ltd. | 1.69% |
Name | Assets |
|---|---|
Bank of Maharashtra | 3.28% |
The Federal Bank Ltd. | 2.46% |
Sterlite Technologies Ltd. | 2.46% |
Balrampur Chini Mills Ltd. | 2.02% |
Optiemus Infracom Ltd. | 1.96% |
Quality Power Electrical Equipments Ltd. | 1.96% |
Abbott India Ltd. | 1.85% |
Aurobindo Pharma Ltd. | 1.83% |
Mankind Pharma Ltd. | 1.82% |
UNO Minda Ltd. | 1.76% |
Name
-
-
Start Date
-
-
Description
The schemes seeks to generate capital appreciation by predominantly investing in equity and equity related instruments.
The scheme seeks to provide capital appreciation to investors from a portfolio constituting of mid and small cap equity and equity related securities as well as fixed income securities.
Launch Date
29 Nov 2019
29 Jun 2016
