Axis Retirement Fund - Aggressive Plan
Retirement SolutionsVery HighOPEN-ENDED
- NAV as on 24 Sep 2026
- ₹17.97-1.32%1 day
- Return since launch
- 9.3%
- 52-week range
- ₹16.60 — ₹18.98
- AUM
- ₹706 Cr
Axis Retirement Fund - Aggressive Plan is a Retirement Solutions hybrid fund from Axis Mutual Fund with ₹706 Cr under management, launched in 2019. Over three years it has returned 2.7% a year, against 8.0% for its category. The expense ratio is 2.48% and the SEBI riskometer reading is Very High.
Performance
Axis Retirement Fund - Aggressive Plan NAV and returns
Growth of the fund against its category average over the period you pick.
Over 1Y this fund returned -2.3% against -0.4% for its category.
Performance
Returns
How the fund has done against its category and its benchmark.
| Period | Fund | vs category | Category | Benchmark |
|---|---|---|---|---|
| 1Y | -3.0% | −3.8 pts | 0.7% | -1.2% |
| 2Y | -0.9% | −3.2 pts | 2.2% | 1.3% |
| 3Y | 2.7% | −5.3 pts | 8.0% | 3.8% |
| 5Y | 6.9% | 0.0 pts | 6.9% | 7.0% |
| Period | Fund | vs category | Category | Benchmark |
|---|---|---|---|---|
| 1M | -3.8% | −1.2 pts | -2.6% | -2.4% |
| 3M | -1.1% | −0.4 pts | -0.8% | -1.1% |
| 6M | 4.1% | −0.1 pts | 4.3% | 4.2% |
| 1Y | -2.3% | −3.0 pts | 0.7% | -0.4% |
| 2Y | -3.1% | −3.5 pts | 0.3% | 0.8% |
| 3Y | 9.4% | +1.4 pts | 8.0% | 8.0% |
| 5Y | 5.1% | −1.8 pts | 6.9% | 6.8% |
Since launch (29 Nov 2019): 9.3%
Calendar-year returns
Category average16.3%
16.5%
-7.1%
19.6%
19.1%
4.2%
Show as a table
| Period | Fund | vs category | Category |
|---|---|---|---|
| 2025 | 4.2% | −2.3 pts | 6.5% |
| 2024 | 19.1% | +4.2 pts | 14.8% |
| 2023 | 19.6% | +1.0 pts | 18.6% |
| 2022 | -7.1% | −9.4 pts | 2.4% |
| 2021 | 16.5% | +1.5 pts | 15.0% |
| 2020 | 16.3% | +1.8 pts | 14.5% |
Returns over one year are annualised. Shorter periods are absolute.
Costs & terms
Costs and terms
What the fund charges each year, and the rules around putting money in and taking it out.
Costs
2.49%
Expense ratio as on 22 Sep 2026
Charged yearly and already deducted from the NAV.
- Base expense
- 2.04%
- Brokerage
- 0.03%
- Transaction charges
- 0.00%
- Statutory levies
- 0.42%
- Exit load
- 0%
- Lock-in
- 5 years
Terms
- Min SIP
- ₹3,000
- Min lumpsum
- ₹5,000
- Plan
- GROWTH
- Fund type
- OPEN-ENDED
- Benchmark
- CRISIL Hybrid 25+75 Aggressive Index
Risk
Risk
What the riskometer means for this fund, and how its ratios sit against the category.
Very High
Your principal is treated as being at very high risk — typically small cap, sectoral and thematic equity schemes.
| Ratio | Fund | Category avg | Read as |
|---|---|---|---|
| Alpha | — | — | Return earned above what the benchmark alone would have given. Higher is better. |
| Beta | — | — | How hard the fund moves when the market moves. Under 1 is steadier than the market. |
| Sharpe | 0.47 | 0.58 | Return earned for each unit of total risk taken. Higher is better. |
| Sortino | 0.60 | 0.75 | Return earned for each unit of downside risk. Higher is better. |
| Std. deviation | 12.14 | 12.98 | How widely monthly returns have varied around their own average. Lower is steadier. |
| Average of 4 category peers | |||
Portfolio
Axis Retirement Fund - Aggressive Plan portfolio
Portfolio as of 31 Aug 2026
Asset allocation
- Equity74.1%
- Debt24.7%
- Other1.2%
Market cap split
- Large72.4%
- Mid14.8%
- Small12.8%
- P/E
- 25.68
- P/B
- 3.54
Top holdings
| Holding | Sector | Weight | Value | 3M chg | 6M chg | 1Y chg |
|---|---|---|---|---|---|---|
| Reliance Industries Ltd. | Energy | 5.24% | ₹36.97 Cr | +5.54% | +5.54% | +5.17% |
| ICICI Bank Ltd. | Financial | 5.11% | ₹36.10 Cr | +4.82% | +4.90% | +4.68% |
| HDFC Bank Ltd. | Financial | 4.40% | ₹31.03 Cr | +4.72% | +5.55% | +5.85% |
| Others | Others | 4.29% | ₹30.27 Cr | +3.45% | +6.78% | +5.92% |
| Bharti Airtel Ltd. | Communication | 2.66% | ₹18.76 Cr | +2.74% | +2.67% | +2.63% |
| State Bank of India | Financial | 2.57% | ₹18.12 Cr | +2.83% | +3.73% | +2.40% |
| Infosys Ltd. | Technology | 2.33% | ₹16.44 Cr | +3.22% | +3.38% | +3.77% |
| Mahindra & Mahindra Ltd. | Automobile | 2.24% | ₹15.84 Cr | +2.13% | +2.25% | +2.37% |
| Kotak Mahindra Bank Ltd. | Financial | 2.15% | ₹15.19 Cr | +1.97% | +1.29% | +0.44% |
| Larsen & Toubro Ltd. | Construction | 2.10% | ₹14.80 Cr | +2.75% | +3.17% | +2.50% |
| Bajaj Finance Ltd. | Financial | 1.85% | ₹13.08 Cr | +1.76% | +1.93% | +2.45% |
| Solar Industries India Ltd. | Chemicals | 1.47% | ₹10.40 Cr | +2.18% | +1.71% | +1.93% |
| Pidilite Industries Ltd. | Chemicals | 1.43% | ₹10.11 Cr | +2.00% | +1.91% | +2.18% |
| Eternal Ltd. | Services | 1.42% | ₹10.04 Cr | +1.13% | +0.78% | +0.96% |
| Muthoot Finance Ltd. | Financial | 1.41% | ₹9.94 Cr | +1.42% | +1.39% | +1.35% |
| NTPC Ltd. | Energy | 1.34% | ₹9.44 Cr | +1.86% | +1.72% | +1.12% |
| GOI | Sovereign | 1.33% | ₹9.37 Cr | +1.34% | +1.31% | +1.25% |
| Divi's Laboratories Ltd. | Healthcare | 1.29% | ₹9.10 Cr | +1.25% | +1.95% | — |
| Minda Corporation Ltd. | Automobile | 1.25% | ₹8.80 Cr | +1.21% | +1.02% | +0.88% |
| PNB Housing Finance Ltd. | Financial | 1.18% | ₹8.32 Cr | +1.15% | +0.87% | +0.77% |
| Axis Bank Ltd. | Financial | 1.18% | ₹8.30 Cr | +0.89% | +0.19% | — |
| Apollo Hospitals Enterprise Ltd. | Healthcare | 1.16% | ₹8.21 Cr | +1.09% | +0.99% | +0.87% |
| Fortis Healthcare Ltd. | Healthcare | 0.98% | ₹6.91 Cr | +1.34% | +1.29% | +1.73% |
| GMR Airports Ltd. | Construction | 0.97% | ₹6.88 Cr | — | — | — |
| Hindustan Aeronautics Ltd. | Capital Goods | 0.96% | ₹6.79 Cr | +0.80% | +0.47% | — |
| The Phoenix Mills Ltd. | Construction | 0.95% | ₹6.73 Cr | +0.87% | +0.77% | +0.60% |
| Premier Energies Ltd. | Energy | 0.88% | ₹6.24 Cr | +0.92% | +0.60% | +0.70% |
| Shriram Finance Ltd | Financial | 0.88% | ₹6.19 Cr | +0.76% | +0.83% | — |
| Interglobe Aviation Ltd. | Services | 0.85% | ₹6.03 Cr | +0.78% | +0.65% | +0.54% |
| Sun Pharmaceutical Industries Ltd. | Healthcare | 0.83% | ₹5.89 Cr | +0.81% | +0.75% | +1.02% |
| Samvardhana Motherson International Ltd. | Automobile | 0.81% | ₹5.72 Cr | +1.02% | +0.88% | +0.51% |
| Titan Company Ltd. | Consumer Discretionary | 0.80% | ₹5.62 Cr | +0.74% | +0.86% | +0.73% |
| Sona BLW Precision Forgings Ltd. | Automobile | 0.80% | ₹5.62 Cr | +0.63% | +0.46% | +0.22% |
| Dixon Technologies (India) Ltd. | Capital Goods | 0.78% | ₹5.52 Cr | +0.53% | +0.46% | +0.63% |
| United Spirits Ltd. | Consumer Staples | 0.77% | ₹5.46 Cr | +0.67% | +0.69% | +0.64% |
| HDFC Life Insurance Co Ltd. | Insurance | 0.76% | ₹5.34 Cr | +0.85% | +0.96% | +1.31% |
| Britannia Industries Ltd. | Consumer Staples | 0.73% | ₹5.12 Cr | +0.73% | +0.80% | +0.29% |
| CG Power and Industrial Solutions Ltd. | Capital Goods | 0.72% | ₹5.09 Cr | +0.84% | +0.74% | +0.65% |
| The Indian Hotels Company Ltd. | Services | 0.69% | ₹4.89 Cr | +0.44% | — | — |
| DOMS Industries Ltd. | Consumer Staples | 0.68% | ₹4.78 Cr | +0.68% | +0.69% | +0.65% |
| Mankind Pharma Ltd. | Healthcare | 0.64% | ₹4.51 Cr | +0.86% | +0.82% | +0.87% |
| Indus Infra Trust | Construction | 0.62% | ₹4.40 Cr | +0.59% | +0.57% | +0.49% |
| Tata Consultancy Services Ltd. | Technology | 0.61% | ₹4.31 Cr | +0.75% | +0.82% | +1.26% |
| Tata Power Company Ltd. | Energy | 0.60% | ₹4.26 Cr | +0.75% | +0.64% | +0.50% |
| Arvind Fashions Ltd. | Textiles | 0.60% | ₹4.25 Cr | +0.63% | +0.57% | +0.64% |
| Varun Beverages Ltd. | Consumer Staples | 0.59% | ₹4.18 Cr | +0.98% | +0.74% | +0.77% |
| Ather Energy Ltd. | Automobile | 0.59% | ₹4.13 Cr | +0.14% | — | — |
| Cipla Ltd. | Healthcare | 0.53% | ₹3.72 Cr | +0.53% | +0.49% | +1.09% |
| Sundaram Finance Ltd. | Financial | 0.52% | ₹3.70 Cr | +0.59% | +0.84% | +0.66% |
| Info Edge (India) Ltd. | Services | 0.51% | ₹3.58 Cr | +0.38% | — | +0.23% |
| Tech Mahindra Ltd. | Technology | 0.50% | ₹3.50 Cr | +0.77% | +0.61% | +0.49% |
| PG Electroplast Ltd. | Capital Goods | 0.48% | ₹3.40 Cr | +0.41% | +0.64% | +0.50% |
| Cholamandalam Investment and Finance Company Ltd. | Financial | 0.48% | ₹3.39 Cr | +0.45% | +0.48% | +0.85% |
| Mphasis Ltd. | Technology | 0.46% | ₹3.23 Cr | +0.34% | +0.27% | +0.30% |
| Coforge Ltd. | Technology | 0.44% | ₹3.12 Cr | +0.65% | +0.23% | +0.43% |
| Jubilant FoodWorks Ltd. | Services | 0.43% | ₹3.06 Cr | +0.33% | +0.25% | — |
| REC Ltd. | Financial | 0.42% | ₹2.97 Cr | +0.45% | +0.44% | +0.42% |
| Piramal Pharma Ltd. | Healthcare | 0.41% | ₹2.92 Cr | — | — | — |
| Computer Age Management Services Ltd. | Services | 0.40% | ₹2.86 Cr | +0.07% | — | — |
| Indus Towers Ltd. | Communication | 0.40% | ₹2.81 Cr | +0.16% | — | — |
| ITC Hotels Ltd. | Services | 0.40% | ₹2.79 Cr | +0.32% | — | — |
| Amber Enterprises India Ltd. | Consumer Discretionary | 0.39% | ₹2.78 Cr | +0.16% | — | — |
| Jyoti CNC Automation Ltd. | Capital Goods | 0.37% | ₹2.59 Cr | +0.46% | +0.62% | +0.66% |
| Awfis Space Solutions Ltd. | Services | 0.35% | ₹2.48 Cr | +0.45% | +0.38% | +0.72% |
| Berger Paints India Ltd. | Materials | 0.34% | ₹2.40 Cr | +0.27% | — | — |
| Kirloskar Oil Engines Ltd. | Capital Goods | 0.34% | ₹2.39 Cr | — | — | — |
| Gujarat Fluorochemicals Ltd. | Chemicals | 0.34% | ₹2.38 Cr | — | — | — |
| company:17603 | Services | 0.33% | ₹2.30 Cr | — | — | — |
| Tata Motors Ltd. | Automobile | 0.32% | ₹2.28 Cr | +0.32% | +0.77% | — |
| Bharat Electronics Ltd. | Capital Goods | 0.32% | ₹2.24 Cr | +0.22% | +0.63% | +0.68% |
| Hindustan Unilever Ltd. | Consumer Staples | 0.31% | ₹2.20 Cr | +0.45% | +0.47% | +0.10% |
| RBL Bank Ltd. | Financial | 0.30% | ₹2.10 Cr | — | — | — |
| Zydus Lifesciences Ltd. | Healthcare | 0.29% | ₹2.03 Cr | +0.27% | +0.22% | +0.46% |
| ITC Ltd. | Consumer Staples | 0.28% | ₹2.01 Cr | +0.33% | +0.34% | +0.10% |
| Schaeffler India Ltd. | Capital Goods | 0.28% | ₹1.96 Cr | +0.29% | +0.29% | +0.25% |
| Cohance Lifesciences Ltd. | Healthcare | 0.27% | ₹1.88 Cr | +0.26% | +0.17% | — |
| Exide Industries Ltd. | Capital Goods | 0.26% | ₹1.87 Cr | +0.22% | — | — |
| Tata Steel Ltd. | Metals & Mining | 0.26% | ₹1.86 Cr | +0.52% | +0.51% | +0.49% |
| company:18263 | Capital Goods | 0.26% | ₹1.84 Cr | — | — | — |
| TVS Motor Company Ltd. | Automobile | 0.26% | ₹1.83 Cr | +0.21% | +0.40% | +0.32% |
| Titagarh Rail Systems Ltd. | Automobile | 0.24% | ₹1.68 Cr | +0.11% | +0.09% | +0.10% |
| Hindalco Industries Ltd. | Metals & Mining | 0.23% | ₹1.64 Cr | +0.26% | +0.20% | +0.50% |
| Hyundai Motor India Ltd. | Automobile | 0.23% | ₹1.61 Cr | +0.20% | +0.22% | +0.34% |
| Kaynes Technology India Ltd. | Capital Goods | 0.20% | ₹1.43 Cr | +0.22% | +0.26% | +0.76% |
| GE Vernova T&D India Ltd | Capital Goods | 0.20% | ₹1.40 Cr | +0.12% | +0.73% | +0.83% |
| Maruti Suzuki India Ltd. | Automobile | 0.19% | ₹1.35 Cr | — | — | — |
| HCL Technologies Ltd. | Technology | 0.15% | ₹1.09 Cr | +0.10% | +0.11% | — |
| company:17810 | Healthcare | 0.14% | ₹1.02 Cr | — | — | — |
| Voltas Ltd. | Consumer Discretionary | 0.14% | ₹0.98 Cr | — | — | — |
| company:1333 | Consumer Staples | 0.13% | ₹0.90 Cr | — | — | — |
| Avenue Supermarts Ltd. | Services | 0.12% | ₹0.85 Cr | +0.34% | +0.30% | +0.66% |
| TVS Motor Company Ltd - Pref. Shares | Automobile | 0.00% | ₹0.03 Cr | 0.00% | 0.00% | 0.00% |
| Supreme Industries Ltd. | Materials | 0.00% | ₹0.00 Cr | 0.00% | 0.00% | — |
Sectors
Instruments
Recent changes
| Holding | From | To | Weight |
|---|---|---|---|
| Pidilite Industries Ltd. | 2.12% | 1.43% | -0.68% |
| Others | 3.02% | 3.71% | +0.68% |
| company:17603 | 0.00% | 0.33% | +0.33% |
| Bajaj Finance Ltd. | 2.15% | 1.85% | -0.30% |
| Kirloskar Oil Engines Ltd. | 0.05% | 0.34% | +0.29% |
| NTPC Ltd. | 1.63% | 1.34% | -0.29% |
| company:18263 | 0.00% | 0.26% | +0.26% |
| Bharti Airtel Ltd. | 2.88% | 2.66% | -0.22% |
| HDFC Bank Ltd. | 4.62% | 4.40% | -0.22% |
| Fortis Healthcare Ltd. | 1.20% | 0.98% | -0.22% |
| PI Industries Ltd. | 0.20% | 0.00% | -0.20% |
| Avenue Supermarts Ltd. | 0.32% | 0.12% | -0.20% |
| Divi's Laboratories Ltd. | 1.09% | 1.29% | +0.20% |
| Samvardhana Motherson International Ltd. | 1.00% | 0.81% | -0.19% |
| Infosys Ltd. | 2.50% | 2.33% | -0.17% |
| Axis Bank Ltd. | 1.01% | 1.18% | +0.16% |
| Varun Beverages Ltd. | 0.75% | 0.59% | -0.16% |
| Kotak Mahindra Bank Ltd. | 1.99% | 2.15% | +0.16% |
| Ather Energy Ltd. | 0.43% | 0.59% | +0.16% |
| company:17810 | 0.00% | 0.14% | +0.14% |
| Indus Towers Ltd. | 0.26% | 0.40% | +0.14% |
| Solar Industries India Ltd. | 1.61% | 1.47% | -0.14% |
| Computer Age Management Services Ltd. | 0.27% | 0.40% | +0.14% |
| company:1333 | 0.00% | 0.13% | +0.13% |
| Bharat Electronics Ltd. | 0.20% | 0.32% | +0.11% |
| Sundaram Finance Ltd. | 0.64% | 0.52% | -0.11% |
| Titagarh Rail Systems Ltd. | 0.13% | 0.24% | +0.11% |
| Indusind Bank Ltd. | 0.11% | 0.00% | -0.11% |
| GE Vernova T&D India Ltd | 0.10% | 0.20% | +0.10% |
| Reliance Industries Ltd. | 5.34% | 5.24% | -0.10% |
| RBL Bank Ltd. | 0.20% | 0.30% | +0.10% |
| The Federal Bank Ltd. | 0.10% | 0.00% | -0.10% |
| State Bank of India | 2.48% | 2.57% | +0.09% |
| Amber Enterprises India Ltd. | 0.30% | 0.39% | +0.09% |
| ICICI Bank Ltd. | 5.03% | 5.11% | +0.09% |
| Dixon Technologies (India) Ltd. | 0.70% | 0.78% | +0.08% |
| Mahindra & Mahindra Ltd. | 2.31% | 2.24% | -0.07% |
| Sona BLW Precision Forgings Ltd. | 0.86% | 0.80% | -0.07% |
| Larsen & Toubro Ltd. | 2.03% | 2.10% | +0.06% |
| The Indian Hotels Company Ltd. | 0.63% | 0.69% | +0.06% |
| REC Ltd. | 0.48% | 0.42% | -0.06% |
| Coforge Ltd. | 0.50% | 0.44% | -0.06% |
| Tata Power Company Ltd. | 0.66% | 0.60% | -0.06% |
| Shriram Finance Ltd | 0.82% | 0.88% | +0.05% |
| Jubilant FoodWorks Ltd. | 0.38% | 0.43% | +0.05% |
| Sun Pharmaceutical Industries Ltd. | 0.88% | 0.83% | -0.04% |
| ITC Hotels Ltd. | 0.35% | 0.40% | +0.04% |
| Tata Consultancy Services Ltd. | 0.65% | 0.61% | -0.04% |
| Piramal Pharma Ltd. | 0.38% | 0.41% | +0.04% |
| Titan Company Ltd. | 0.83% | 0.80% | -0.04% |
| Info Edge (India) Ltd. | 0.47% | 0.51% | +0.04% |
| Hindustan Aeronautics Ltd. | 0.93% | 0.96% | +0.04% |
| PNB Housing Finance Ltd. | 1.14% | 1.18% | +0.03% |
| Eternal Ltd. | 1.40% | 1.42% | +0.03% |
| ITC Ltd. | 0.31% | 0.28% | -0.03% |
| Minda Corporation Ltd. | 1.22% | 1.25% | +0.03% |
| Gujarat Fluorochemicals Ltd. | 0.31% | 0.34% | +0.02% |
| Tata Motors Ltd. | 0.30% | 0.32% | +0.02% |
| PG Electroplast Ltd. | 0.51% | 0.48% | -0.02% |
| Awfis Space Solutions Ltd. | 0.38% | 0.35% | -0.02% |
| Cipla Ltd. | 0.55% | 0.53% | -0.02% |
| Hindustan Unilever Ltd. | 0.33% | 0.31% | -0.02% |
| Britannia Industries Ltd. | 0.74% | 0.73% | -0.02% |
| Cohance Lifesciences Ltd. | 0.25% | 0.27% | +0.02% |
| Mphasis Ltd. | 0.44% | 0.46% | +0.02% |
| Premier Energies Ltd. | 0.87% | 0.88% | +0.02% |
| Voltas Ltd. | 0.15% | 0.14% | -0.01% |
| Interglobe Aviation Ltd. | 0.84% | 0.85% | +0.01% |
| Berger Paints India Ltd. | 0.35% | 0.34% | -0.01% |
| Hindalco Industries Ltd. | 0.22% | 0.23% | +0.01% |
| Mankind Pharma Ltd. | 0.65% | 0.64% | -0.01% |
| Indus Infra Trust | 0.61% | 0.62% | +0.01% |
| United Spirits Ltd. | 0.78% | 0.77% | -0.01% |
| Zydus Lifesciences Ltd. | 0.28% | 0.29% | +0.01% |
| GMR Airports Ltd. | 0.97% | 0.97% | +0.01% |
| Maruti Suzuki India Ltd. | 0.20% | 0.19% | -0.01% |
| The Phoenix Mills Ltd. | 0.95% | 0.95% | +0.01% |
| Tata Steel Ltd. | 0.27% | 0.26% | -0.01% |
| Arvind Fashions Ltd. | 0.60% | 0.60% | +0.01% |
| Kaynes Technology India Ltd. | 0.21% | 0.20% | -0.01% |
| DOMS Industries Ltd. | 0.68% | 0.68% | -0.01% |
| Tech Mahindra Ltd. | 0.50% | 0.50% | 0.00% |
| Exide Industries Ltd. | 0.27% | 0.26% | 0.00% |
| Cholamandalam Investment and Finance Company Ltd. | 0.48% | 0.48% | 0.00% |
| CG Power and Industrial Solutions Ltd. | 0.73% | 0.72% | 0.00% |
| HDFC Life Insurance Co Ltd. | 0.76% | 0.76% | 0.00% |
| Hyundai Motor India Ltd. | 0.22% | 0.23% | 0.00% |
| HCL Technologies Ltd. | 0.16% | 0.15% | 0.00% |
| Schaeffler India Ltd. | 0.28% | 0.28% | 0.00% |
| TVS Motor Company Ltd. | 0.26% | 0.26% | 0.00% |
| Jyoti CNC Automation Ltd. | 0.36% | 0.37% | 0.00% |
| Apollo Hospitals Enterprise Ltd. | 1.17% | 1.16% | 0.00% |
| Muthoot Finance Ltd. | 0.70% | 0.70% | 0.00% |
| GOI | 1.33% | 1.33% | 0.00% |
| TVS Motor Company Ltd - Pref. Shares | 0.00% | 0.00% | 0.00% |
| Supreme Industries Ltd. | 0.00% | 0.00% | 0.00% |
Compare
Similar funds
The rest of the category, so this fund’s numbers have something to sit against.
| Fund | AUM | Expense | 1Y | 3Y | 5Y |
|---|---|---|---|---|---|
| Category average | ₹993 Cr | 2.41% | 1.8% | 6.1% | 10.1% |
 Tata Retirement Savings Moderate Fund | ₹2,251 Cr | 2.17% | 5.8% | 6.5% | 10.0% |
 ICICI Prudential Retirement Fund - Hybrid Aggressive Plan | ₹1,320 Cr | 2.48% | 3.3% | 9.6% | 14.2% |
| Axis Retirement Fund - Dynamic Plan | ₹285 Cr | 2.57% | -1.6% | 3.4% | 7.6% |
 Aditya Birla Sun Life Retirement Fund - The 40s Plan | ₹116 Cr | 2.42% | -0.2% | 5.0% | 8.4% |
About
About this fund
The scheme’s own words, its benchmark and the people running it.
Investment objective
The schemes seeks to generate capital appreciation by predominantly investing in equity and equity related instruments.
Fund managers
- Devang ShahMr. Shah is B.Com and ACA.Prior to joining Axis AMC he has worked with ICICI Prudential AMC, Deutsche Asset Management (India) Pvt. Ltd. and Pricewaterhouse Coopers.
- Hardik ShahMr. Shah has done B.E. Information Technology and MBA Finance.Prior to joining Axis Mutual Fund, he has worked with Nippon India Mutual Fund, Quantum Asset Management Company and ICAP India (P) Ltd.
- Jayesh SundarMr. Sundar is a Chartered AccountantPrior to joining Axis MF, he has worked with Aviva Life Insurance Company, Tata Securities Ltd., Collins Stewart India Pvt. Ltd., IL&FS Investsmart and CRISIL
Tools
Return calculator
What ₹10,000 a month in this fund would have grown to over each period, based on its past returns.
₹
| Over the past | Total investment | Would’ve become | Growth | Returns |
|---|---|---|---|---|
| 6 months4.11% absolute | ₹60,000 | ₹62,466 | 4.11% | |
| 1 year−2.34% annualised | ₹1,20,000 | ₹1,18,490 | −1.26% | |
| 3 years9.39% annualised | ₹3,60,000 | ₹4,17,206 | 15.89% | |
| 5 years5.10% annualised | ₹6,00,000 | ₹6,84,697 | 14.12% |
Returns for 1 year and longer are annualised (CAGR); 6-month figures are absolute. Past returns are not a forecast.
How this is calculated
Each monthly instalment grows at the fund’s annualised return ÷ 12 per month until the end of the period, the same formula as our SIP calculator.
The amount compounds once a year at the fund’s CAGR for that period, the same formula as our lumpsum calculator.
Questions
Frequently asked questions
The things people ask about this scheme.
What is the NAV of Axis Retirement Fund - Aggressive Plan?
The NAV of Axis Retirement Fund - Aggressive Plan is ₹17.97 as on 24 Sep 2026.
What is the expense ratio of Axis Retirement Fund - Aggressive Plan?
The expense ratio of Axis Retirement Fund - Aggressive Plan is 2.48% per year.
What is the minimum SIP amount for Axis Retirement Fund - Aggressive Plan?
You can start a SIP in Axis Retirement Fund - Aggressive Plan with ₹3,000 a month.
What returns has Axis Retirement Fund - Aggressive Plan given?
Axis Retirement Fund - Aggressive Plan has returned -3.0% over 1 year, 2.7% over 3 years and 6.9% over 5 years (annualised).
Is there a lock-in or exit load on Axis Retirement Fund - Aggressive Plan?
Lock-in: 5 years. Exit load: 0%.
How risky is Axis Retirement Fund - Aggressive Plan?
Axis Retirement Fund - Aggressive Plan is rated Very High on the SEBI riskometer and belongs to the Retirement Solutions category.
Which fund house manages Axis Retirement Fund - Aggressive Plan?
Axis Retirement Fund - Aggressive Plan is managed by Axis Mutual Fund, which runs 74 schemes with ₹3,77,445 Cr under management.