NRI from all over the world (excluding U.S.A. & Canada) can invest in this fund
SBNRI is a certified Mutual Fund distributor registered with Association of Mutual Funds in India (AMFI) with Reg. No. 246671
₹17.63
-2.22%
NAV as on 16 Jan 25, 12:00 AM
very high risk
retirement
equity
NAV as on 16 Jan 25, 12:00 AM
very high risk
retirement
equity
20.09%p.a.
Last 1Y
10.60%p.a.
Last 3Y
12.51%p.a.
Last 5Y
12.79%p.a.
Since Inception
About Axis Retirement Fund - Aggressive Plan Pyt of Inc Dis cum Cap Wdrl for NRIs
NRIs can achieve long-term capital appreciation by investing in the Axis Retirement Fund - Aggressive Plan Pyt of Inc Dis cum Cap Wdrl scheme from Axis Asset Management Company Limited. It is a Retirement mutual fund scheme that predominantly invests in Retirement stocks of companies. Launched on Dec 2019, Axis Retirement Fund - Aggressive Plan Pyt of Inc Dis cum Cap Wdrl is Retirement fund of its category with 921.99 Cr fund under management as on Jan 2025. The expense ratio of this fund is less than that of most other Fund category Retirement funds.
- Axis Retirement Fund - Aggressive Plan Pyt of Inc Dis cum Cap Wdrl delivered 20.1% annual returns during the last year. It has delivered 12.8% average annual returns since the fund was launched.
- Axis Retirement Fund - Aggressive Plan Pyt of Inc Dis cum Cap Wdrl scheme tends to consistently deliver higher returns than most schemes in the same category.
- The scheme has predominantly invested in equity
Fund Objective
The investment objective of the Investment Plan(s) under the Scheme is to provide long-term capital appreciation / income by investing in a mix of equity, debt and other instruments to help investors meet their retirement goals. However, there can be no assurance that the investment objective of the Scheme will be achieved. To generate capital appreciation by predominantly investing in equity and equity related instruments. The Investment Plan may also invest in debt and money market instruments, units of Gold ETF or units of REITs & InvITs for income generation / wealth creation.
Top 10 Holdings
HDFC Bank Ltd
4.69%
7.34% Govt Stock 2064
4.51%
7.25% Govt Stock 2063
4.16%
Reliance Industries Ltd
4.04%
ICICI Bank Ltd
4.02%
Infosys Ltd
3.41%
7.09% Govt Stock 2054
2.74%
Mahindra & Mahindra Ltd
2.26%
Bajaj Finance Ltd
2.26%
7.3% Govt Stock 2053
2.25%
Fund Managers
- Devang Shah (Apr 2024 - Present)
- Hardik Shah (Apr 2024 - Present)
- Jayesh Sundar (Jan 2024 - Present)
- Krishnaa N (Mar 2024 - Present)
Key Information
View Scheme Document
Axis Retirement Fund - Aggressive Plan Pyt of Inc Dis cum Cap Wdrl SIP Calculator
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NRI Mutual Fund Tax on Axis Retirement Fund - Aggressive Plan Pyt of Inc Dis cum Cap Wdrl
Just like for resident investors, capital gains from mutual fund investments are subject to income tax for NRI investors.
| Fund Type | Short-term Capital Gains (STCG) Tax | Long-term Capital Gains (LTCG) Tax |
|---|---|---|
| Equity mutual funds | 15% | 10% (above Rs. 1 lakh LTCG) without indexation* |
| Debt & other types of funds | At tax slab rate | 20% with indexation benefits |
How can NRIs invest in Axis Retirement Fund - Aggressive Plan Pyt of Inc Dis cum Cap Wdrl?
NRIs and OCIs can download the SBNRI app to invest in mutual funds from the country of their residence. Here are a few simple steps you need to take:
- Complete your NRI KYC: Type in your personal details and attach supporting documents, like:
- PAN Number
- Overseas address proof: Any of – Water/electricity bill, postpaid mobile/internet bill, rent agreement, driving license, etc.
- Passport – front and back
- Passport size photograph
- signature
If all details are correct, your KYC will be approved within 7 to 8 business days.
- Onboarding: After KYC, you need to share the following details to complete onboarding process and start investing in Axis Retirement Fund - Aggressive Plan Pyt of Inc Dis cum Cap Wdrl
- Onboarding: After KYC, you need to share the following details to complete onboarding process and start investing:
- City and country of birth
- NRE/NRO bank account statement/ canceled cheque for the latest 3 months
- Nominee details
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