Plan your Retirement with Axis Retirement Fund

Plan your Retirement with Axis Retirement Fund

Saving money is a discipline which everyone should inculcate in their life. If you are planning to invest to build a decent corpus for your post-retirement life, you should consider investing in mutual funds. Retirement planning should be taken seriously because it is when you stop earning on a daily basis and cannot afford to be penniless at that point in your life. If you are planning to build retirement corpus, you can consider investing in mutual funds. Investment for retirement should not be overlooked because income streams dry up post-retirement and hence you need to make sure that there is enough corpus to sustain the same standard of living post-retirement.

Axis Retirement Fund is an open-ended retirement fund that is specifically focused on investors who are looking to build a corpus for a financially stable and secured post-retirement life. Axis Retirement Fund offers three investment plans -

Axis Retirement Fund - Aggressive Plan: This product is suitable for investors who are seeking capital appreciation over the long term. Here investments are primarily made in equity and equity-related instruments as well as debt, money market instruments, Gold ETF’s and units of REITs and InvIT’s. Investors opting for the Aggressive Plan can expect equity exposure anywhere from 65% to 80%.

Axis Retirement Fund - Dynamic Plan: This investment plan has a dual objective of generating capital appreciation by investing in equity and equity related securities as well as generating income by investing in debt and money market securities while attempting to manage risk from the market through active asset allocation. The Investment Plan may also invest in units of Gold ETF or units of REITs & InvITs for income generation/wealth creation.

Axis Retirement Fund - Conservative Plan: This plan by Axis Mutual Funds aims to generate regular income through investments predominantly in debt and money market instruments and to generate long term capital appreciation by investing a certain portion of the portfolio in equity and equity related securities. Axis Retirement Fund - Conservative Plan may also invest in units of Gold ETF or units of REITs & InvITs for income generation/wealth creation.

Investors should bear in mind that the above plans differ in the varying degree of equity and debt allocation and are suited for people depending on their appetite for risk.

Axis Retirement Fund is a solution-oriented product aimed at building a wealthy retirement corpus for investors. This retirement fund is for those who wish to lead a secure and financially stable life after retirement and also for those who want to indulge in their passions, hobbies or venture on foreign trips.

Axis Retirement Fund

(An open-ended retirement solution oriented scheme

having a lock-in of 5 years or till retirement age (whichever is earlier)).

Axis Retirement Fund - Aggressive Plan
This product is suitable for investors who are seeking*:
Capital appreciation over long term Investments primarily in equity and equity related instruments.
Axis Retirement Fund - Dynamic Plan
This product is suitable for investors who are seeking*:
Capital appreciation and income generation over long term. Investment in equity and equity related instruments as well as debt and money market instruments while managing risk through active asset allocation.
Axis Retirement Fund - Conservative Plan
This product is suitable for investors who are seeking*:
Capital appreciation & income generation over long term. Investments in debt and money market instruments as well as equity and equity related instruments.

* Investors should consult their financial advisers if in doubt about whether the product is suitable for them.

Mutual Fund Investments are subject to market risks, read all scheme related documents carefully.