AXIS Pension fund Management Limited - Golden Years Fund - Growth - Golden Years Fund - Growth - TIER I

Scheme Options:
E
C
G
A
C
C
E
E
G
G
AS ON 01-07-2026
9.6426
0.0450(0.47%)

ET Rating

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Investment Growth Chart

Lump Sum
SIP

Lumpsum Investment = Rs 1000

Fund v/s Category
(Golden Years Fund - Growth - TIER I)
Corpus (in Rs Crore)
18.91
18.9118.91

Fund v/s Peers

Cumulative Returns

Scheme
AXIS Pension fund Management Limited - Golden Years Fund - Growth - TIER I
1 M
3 M
6 M
1 Y
3 Y
5 Y
NaN
--
--
--
--
--

Returns <= 1 year are absolute and > 1 year are annualised.

Peer Schemes are sorted on 1 Month return.

SIP Returns

Scheme
AXIS Pension fund Management Limited - Golden Years Fund - Growth - TIER I
3 M
6 M
1 Y
3 Y
5 Y
--
--
--
--
--

SIP returns are XIRR returns with monthly frequency.

Peer Schemes are sorted on 3 Month return.

Discrete Returns

Period:
Scheme
AXIS Pension fund Management Limited - Golden Years Fund - Growth - TIER I
Jul, 2025
Aug, 2025
Sep, 2025
Oct, 2025
Nov, 2025
Dec, 2025
Jan, 2026
Feb, 2026
Mar, 2026
Apr, 2026
May, 2026
Jun, 2026
--
--
--
0.03
0.56
-0.22
-2.06
0.80
--
5.55
0.00
2.87

Peer Schemes are sorted based on descending order of their latest period’s returns.

ET Ratings

No Data Found.

Peer Schemes are sorted in descending order of 1 year ET Ratings.

Quantitative Ratios

Mean return: Monthly Mean rolling return rolled daily for the respective time periods.

Size of Bubble represents the Fund Size.

Asset Allocation (in %)

Asset:
Scheme
Peers
AXIS Pension fund Management Limited - Golden Years Fund - Growth - TIER I
72.43
24.5289.04

COMPARISON WITH PEERS GROUP

Peer Schemes are selected based on descending order of their ratings.

Portfolio

Average
Maturity
No. of
Companies
Co. with Highest
Exposure
No. of
Sectors
Sector with
Highest Exposure
Expense
Ratio
0.86 yrs
71
GOVERNMENT OF INDIA 31719 GOI 20JU27 7.38 FV RS 100
16
Financial
--

Peer Schemes are sorted by average credit rating from High to Low

Risk Return Matrix

Top Schemes

Current Scheme

Peer Schemes are selected based on descending order of their ratings.

Size of Bubble represents the Fund Size.

Standalone Fund Information

Fund Asset Allocation

72.43%
EQUITY
19.53%
DEBT
7.41%
CASH
-100%
-50%
0%
50%
100%
Sector Allocation
Company Allocation

Size of Box represents the Allocation(%).

Allocation Breakup

Fund v/s Category

Fund
Category

Basic Attributes

Inception Date01-10-2025
Asset ClassGolden Years Fund - Growth
Account TypeTIER I
Min. Contribution per Year--
Benchmark--

Summary

AXIS Pension fund Management Limited - Golden Years Fund - Growth - TIER I is an NPS scheme that invests predominantly in GOI Securities. This scheme is meant for TIER I investors.Under NPS, investors get 2 accounts namely Tier I account and Tier II account. Tier I account is mandatory for investors to join NPS whereas Tier II account is optional. The scheme was incepted on 01/10/2025. Its portfolio comprises of 71 companies with highest exposure in GOVERNMENT OF INDIA 31719 GOI 20JU27 7.38 FV RS 100. Its portfolio is primarily Sovereign rated.
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