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Welcome,


Mutual Funds
  • ICICI Prudential Advisor Series - Dynamic Accrual Plan 31.85 0.00(0.00%)
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Asian Paints Ltd.(INE021A01026)
NSE: Asian Paints BSE: 500820 Sector: Chemicals
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Retirement is meant to be healthy and wealthy

  • You may want to pursue a new hobby

  • You may want to travel to places

  • You may not want to worry about money

  • You want financial freedom

Why Retirement Planning?

You will retire, but Inflation won’t!

Do You Know?

`1 lakh saved today will be worth only `61,391 after 10 years.

What you can buy today for `1 lakh will cost `1.63 lakh 10 years later.

Price of movie tickets have increased by 10x in last 20 years.

Price of petrol have increased by 3x in past 15 years.

Milk prices have doubled in past 5 years.

Call Us On 1800-2222-65 for assistance

Invest In

An open-ended retirement solution oriented scheme with a a lock-in of 5 years or till retirement age (whichever is earlier).

Presenting iPlus SIP

The Axis Retirement Savings Fund comes with the exclusive provision of iPlus SIP.

1

Aggressive

2

Dynamic

3

Conservative

Aggressive

Equity exposure 65%-80%. Rest spread across Debt & Money Market Instruments, Gold ETF and REITs & InvITs.

Ideal for: Young investors in the early stages of their careers seeking capital appreciation over long term.

Dynamic

Equity exposure 65%-100%, will be through a combination of Hedged & Unhedged equity. Rest spread across Debt & Money Market Instruments, Gold ETF and REITs & InvITs.

Ideal for: 35-45 year old investors with financial responsibilities seeking capital appreciation and income generation over long term

Conservative

40%-80% debt exposure in high quality debt instruments, 20-40% in Equity exposure.

Ideal for: investors about to enter their retirement years seeking capital appreciation and income generation over long term.

Call Us On 1800-2222-65 for assistance

Axis Retirement Savings Fund

The Axis Retirement Savings Fund investment approach

Focus on fast growing sectors with bottom-up stock picking approach while investing in Equities

The portfolio duration and credit exposures will be decided based on thorough research in Debt Instruments

Free insurance cover for long term SIPs*

  • iPlus SIP is a special feature that provides investors with free insurance cover on long term SIPs
  • Insurance cover up to Rs. 50 lakh
  • Investment that assures safety of your family
  • Investors aged above 18 years and not more than 51 years, at the time of submission of SIP, are eligible for automatic insurance

No-Lock in period for Investors aged 59 and above, withdraw anytime.

Call Us On 1800-2222-65 for assistance

Retirement is meant to be healthy and wealthy

  • Solution Oriented Product aimed at investing for one’s retirement

  • Open-ended fund with 3 Plans: Aggressive, Dynamic & Conservative

  • First Application: `5,000 and in multiples of `1 thereafter.

  • Lock-in of 5 years from the date of allotment of units of the investment plans under the scheme or till retirement age of unit holder (i.e. completion of 58 years), whichever is earlier

Why AXIS RETIREMENT SAVINGS FUND

Axis Retirement Savings Fund - Your Questions Answered

What is iPlus SIP from Axis Retirement Savings Fund?

Axis Retirement Savings Fund offers an additional facility of life insurance cover to their investors investing through SIPs. This is a group insurance cover offered by Axis Mutual Fund without extra premium or any medical tests. The tenure of SIP must be 36 months.

How iPlus SIP works?

An investor, aged 30, invests Rs. 10,000 through SIP in Axis Retirement Savings Fund. The life insurance cover is available till 55 years of age. Thus the insurance cover available to him would be Rs. 28 lakh approx. If something unwarranted happens before 55 years, he will get the SIP amount he has paid + insurance cover. Thus higher investment ensures higher insurance cover. iPlus SIP secures investor’s wealth as well as family.

Life Cover in SIP

An investor aged between 18 years and 51 years is eligible for insurance cover. If there are multiple holders, the insurance cover is available to the first holder. Medical tests are not required. The maximum insurance cover available is Rs. 50 lakh. Once can also opt for perpetual SIP, however the insurance cover ceases to exist when the person approaches 55 years of age.

What is the investor exists mid-way?

The investor can stop SIP anytime he wishes. However stopping of SIP will result in ceasing of the insurance cover.

Call Us On 1800-2222-65 for assistance