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Axis Pension Fund Management Limited Scheme G - Tier I
02Allocations
Asset Allocation
| CAGR of | 1 year | 3 year | 5 year | 7 year | Since Inception |
|---|---|---|---|---|---|
| This Fund | 0.04% | 6.23% | - | - | 4.24% |
Strengths
YTM
Potential for higher returns as the fund maintains a high Yield to Maturity (YTM).
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.
Historical Returns
High returns indicate that the fund performs well and grows your money reliably.
Diversification
Well-diversified across tenures, the portfolio includes a range of government bonds, minimizing exposure to interest-rate fluctuations.
Weaknesses
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.
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
Axis Pension Fund Scheme E investment strategy centres on structured stock selection, governance, cost efficiency, and strategic alignment. In Axis Pension Fund Scheme E, the fund manager employs an active management approach, consistently rebalancing the portfolio and redirecting profits into carefully selected new stock opportunities. To maintain agility and manage risk, the fund also utilises overnight funds as a liquidity buffer, particularly during quarter-end adjustments. By allocating surplus cash to overnight instruments, the Axis Pension Fund Scheme E ensures capital protection with minimal compromise on returns, allowing the manager to swiftly deploy funds whenever market opportunities arise. This strategy enhances overall returns without increasing risk.
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 AUM16118 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.
02Allocations
Asset Allocation
| CAGR of | 1 year | 3 year | 5 year | 7 year | Since Inc. |
|---|---|---|---|---|---|
| This Fund | 0.04% | 6.23% | - | - | 4.24% |
Strengths
YTM
Potential for higher returns as the fund maintains a high Yield to Maturity (YTM).
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.
Historical Returns
High returns indicate that the fund performs well and grows your money reliably.
Diversification
Well-diversified across tenures, the portfolio includes a range of government bonds, minimizing exposure to interest-rate fluctuations.
Weaknesses
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.
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
Axis Pension Fund Scheme E investment strategy centres on structured stock selection, governance, cost efficiency, and strategic alignment. In Axis Pension Fund Scheme E, the fund manager employs an active management approach, consistently rebalancing the portfolio and redirecting profits into carefully selected new stock opportunities. To maintain agility and manage risk, the fund also utilises overnight funds as a liquidity buffer, particularly during quarter-end adjustments. By allocating surplus cash to overnight instruments, the Axis Pension Fund Scheme E ensures capital protection with minimal compromise on returns, allowing the manager to swiftly deploy funds whenever market opportunities arise. This strategy enhances overall returns without increasing risk.
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 AUM16118 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.