Who is the fund manager for Axis Retirement Portfolio?

The fund manager for Axis Retirement Portfolio is Naveen Kulkarni, who manages an AUM of 2.34.

What is the AUM for Axis Retirement Portfolio?

The Assets Under Management (AUM) for Axis Retirement Portfolio is 2.34 as of the latest available data.

What is the fee structure for Axis Retirement Portfolio?

Detailed fee information for Axis Retirement Portfolio is available on request from Axis Asset Management Company Limited. PMS schemes typically charge a fixed management fee plus a performance fee above a hurdle rate.

What are the 1-year and 3-year returns for Axis Retirement Portfolio?

Axis Retirement Portfolio has delivered a 1-year return of -4.86%, 3-year return of +7.10%, 5-year return of 0.00%. Past performance is not indicative of future results.

What is the minimum investment for Axis Retirement Portfolio?

The minimum investment for Axis Retirement Portfolio is 50 Lakhs. As per SEBI regulations, PMS schemes require a minimum investment of ₹50 lakhs.

Axis Retirement Portfolio Returns, Portfolio & Fund Manager

Period	Return
1 Month	+2.23%
3 Months	-0.65%
1 Year	-4.86%
3 Years	+7.10%
5 Years	0.00%
Since Inception	+6.91%

Fund Manager

Assets (AUM)

Benchmark Index

Inception Date

Verified Trailing Returns

Fiduciary AI Qualitative Insight

Market Intelligence

Estimated Sector Allocation

Standard Management Fees & Hurdle Rates

Before committing a large capital, speak to a SEBI Registered Investment Advisor from Foliyo who can help you get a zero-commission, lower-fee on PMS.

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Axis Retirement Portfolio

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