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Axis Pension Fund Management Limited Scheme C - Tier I
07Allocations
Asset Allocation
Corporate Bond Rating Holdings
| CAGR of | 1 year | 3 year | 5 year | 7 year | Since Inception |
|---|---|---|---|---|---|
| This Fund | 8.12% | 8.27% | - | - | 5.24% |
Strengths
Modified Duration (MD)
A low modified duration indicates less sensitivity to interest-rate changes, suggesting lower risk for the fund.
Standard Deviation
A low standard deviation means the fund is stable with less risk—great for cautious investors.
Quality & Diversification
The fund holds good-quality bonds with a well-diversified portfolio.
Weaknesses
YTM
Lower returns are possible due to the fund's low Yield to Maturity (YTM).
Expense Ratio
The Expense Ratio for the fund is 0.11%, which is higher than the category average of 0.08%, reducing net returns for investors.
Historical Returns
Historically the fund has generated low returns.
Who Should Invest?
Investors with a low-risk tolerance who prioritize stability over high returns might consider this fund. It's suitable for those who are comfortable with a low risk and are seeking a relatively stable investment option.
Who Should Avoid?
Investors seeking high returns or aggressive growth should avoid this fund.
Investment Strategy
The Axis Pension Fund Scheme C invests exclusively in high-quality AAA and AA+ rated bonds, ensuring robust credit safety. It is diversified across sectors such as financial institutions, power, and infrastructure to mitigate concentration risk. Employing a maturity ladder (2025–2044), it manages interest rate risk while maintaining consistent cash flows. The asset mix includes PSU bonds, infrastructure bonds, and select AA+ bonds to secure higher yields without compromising credit quality. With a hold-to-maturity approach and a blend of fixed-rate instruments, the strategy of The Axis Pension Fund Scheme C is designed to deliver stable, long-term returns aligned with retirement objectives.
About Axis Pension Fund
Axis Pension Fund Management Limited, a subsidiary of the Axis Bank Group, is a registered Pension Fund Manager (PFM) under the Pension Fund Regulatory & Development Authority (PFRDA). Incorporated on May 17, 2022, and operational since October 21, 2022, Axis Pension Fund specializes in managing pension funds for subscribers under the National Pension System (NPS). It caters to retail, corporate, and government sector subscribers, offering a comprehensive suite of retirement solutions to help individuals achieve their long-term financial goals.
- FOUNDED IN2022
- CEOMr. Sumit Shukla
- Fund House AUM14897 Cr
Disclaimer
1 Finance Private Limited operates independently. The information presented herein is intended solely for educational and informational purposes and should not be construed as financial advice. Before making any financial decisions, it's essential to undertake your own thorough research and analysis. If you're uncertain about any financial matters, we strongly recommend seeking guidance from a qualified financial advisor.
07Allocations
Asset Allocation
Corporate Bond Rating Holdings
| CAGR of | 1 year | 3 year | 5 year | 7 year | Since Inc. |
|---|---|---|---|---|---|
| This Fund | 8.12% | 8.27% | - | - | 5.24% |
Strengths
Sortino Ratio
A low modified duration indicates less sensitivity to interest-rate changes, suggesting lower risk for the fund.
Jensen's Alpha
A low standard deviation means the fund is stable with less risk—great for cautious investors.
Age of the Fund
The fund holds good-quality bonds with a well-diversified portfolio.
Weaknesses
Sharpe Ratio
Lower returns are possible due to the fund's low Yield to Maturity (YTM).
Treynor Ratio
The Expense Ratio for the fund is 0.11%, which is higher than the category average of 0.08%, reducing net returns for investors.
Expense Ratio
Historically the fund has generated low returns.
Who Should Invest?
Investors with a low-risk tolerance who prioritize stability over high returns might consider this fund. It's suitable for those who are comfortable with a low risk and are seeking a relatively stable investment option.
Who Should Avoid?
Investors seeking high returns or aggressive growth should avoid this fund.
Investment Strategy
The Axis Pension Fund Scheme C invests exclusively in high-quality AAA and AA+ rated bonds, ensuring robust credit safety. It is diversified across sectors such as financial institutions, power, and infrastructure to mitigate concentration risk. Employing a maturity ladder (2025–2044), it manages interest rate risk while maintaining consistent cash flows. The asset mix includes PSU bonds, infrastructure bonds, and select AA+ bonds to secure higher yields without compromising credit quality. With a hold-to-maturity approach and a blend of fixed-rate instruments, the strategy of The Axis Pension Fund Scheme C is designed to deliver stable, long-term returns aligned with retirement objectives.
About Axis Pension Fund
Axis Pension Fund Management Limited, a subsidiary of the Axis Bank Group, is a registered Pension Fund Manager (PFM) under the Pension Fund Regulatory & Development Authority (PFRDA). Incorporated on May 17, 2022, and operational since October 21, 2022, Axis Pension Fund specializes in managing pension funds for subscribers under the National Pension System (NPS). It caters to retail, corporate, and government sector subscribers, offering a comprehensive suite of retirement solutions to help individuals achieve their long-term financial goals.
- FOUNDED IN2022
- CEOMr. Sumit Shukla
- Fund House AUM14897 Cr
Disclaimer
1 Finance Private Limited operates independently. The information presented herein is intended solely for educational and informational purposes and should not be construed as financial advice. Before making any financial decisions, it's essential to undertake your own thorough research and analysis. If you're uncertain about any financial matters, we strongly recommend seeking guidance from a qualified financial advisor.