Axis Retirement Fund - Aggressive Plan - Regular Plan -Growth
Axis Asset Management Company Limited
₹17.62 (+0.74%)
NAV as of 9 Oct 2026
Minimum Investment: ₹5,000
Return
-4.91% Returns for 1Y
Expense ratio & Others
- Net expense ratio
- 2.31%
- Exit load
- 0%
- Lock-in
- No
- Minimum investment
- ₹5,000
- Category
- Retirement
Expense ratio is inclusive of GST. Returns may be taxed based on the fund type and your holding period — please read the scheme-related documents and consult a tax advisor. Figures are historical and do not guarantee future results.
Fund Returns Estimator
One-time investment
₹1,000
6 months
₹1,009
Invested ₹1,000
▲+0.86%1 year
₹951
Invested ₹1,000
▼-4.91%3 years
₹1,086
Invested ₹1,000
▲+8.62%5 years
₹1,046
Invested ₹1,000
▲+4.56%
Based on the fund’s historic trailing returns — a planning illustration, not a guarantee of future results.
Invest One-TimePlan it your way
The figures above are fixed to this fund’s past returns over set periods. Use a calculator to set your own amount, tenure and expected rate of return.
Risk level
Riskometer scale
- Low
- Low to Moderate
- Moderate
- Moderate to High
- HighThis fund
- Very High
Riskometer level assigned by the fund house as per SEBI norms. It can change as the scheme’s portfolio changes.
Fund benchmark
| Primary Index Name | — |
|---|---|
| Secondary Index Name | — |
| Index Name | CRISIL Hybrid 25+75-Aggressive TR INR |
| Weighting | 100% |
Returns
| 1Y | 3Y | 5Y | 10Y | |
|---|---|---|---|---|
| Fund returns (%) | -4.91% | +8.62% | +4.56% | — |
| Cumulative returns (%) | -4.91% | +28.15% | +24.96% | — |
Fund Manager
| Manager | Krishnaa N |
|---|---|
| Role | Manager |
| Manager Tenure | 2.59 yrs |
About Fund
| Date of Incorporation | 20 Dec 2019 |
|---|---|
| Fund House | Axis Asset Management Company Limited |
| Custodian | Deutsche Bank AG |
| Registrar / Transfer Agent | Axis Asset Management Company Limited |
| Address | 1 Great Winchester Street |
Top Holdings
| Company | Weightage (%) |
|---|---|
| 7.1% Govt Stock 2034 | 6.10% |
| Reliance Industries Ltd | 5.24% |
| ICICI Bank Ltd | 5.11% |
| 6.79% Govt Stock 2034 | 4.93% |
| HDFC Bank Ltd | 4.40% |
| 7.25% Govt Stock 2063 | 3.36% |
| 7.34% Govt Stock 2064 | 3.32% |
| 7.18% Govt Stock 2037 | 2.87% |
| Larsen & Toubro Ltd | 2.69% |
| Bharti Airtel Ltd | 2.66% |
| Bajaj Finance Ltd | 2.63% |
| State Bank of India | 2.57% |
| Infosys Ltd | 2.33% |
Investment Strategy
The investment objective of the Investment Plan(s) under the Scheme is to provide long-term capital appreciation / income by investing in a mix of equity, debt and other instruments to help investors meet their retirement goals. However, there can be no assurance that the investment objective of the Scheme will be achieved. To generate capital appreciation by predominantly investing in equity and equity related instruments. The Investment Plan may also invest in debt and money market instruments, units of Gold ETF or units of REITs & InvITs for income generation / wealth creation.
Capital appreciation over long term
Mutual fund investments are subject to market risks. Read all scheme-related documents carefully. The data shown is for information only and does not constitute investment advice.