Axis Retirement Fund - Aggressive Plan
Retirement SolutionsVery HighOPEN-ENDED
- NAV as on 9 Nov 2026
- ₹18.79+0.54%1 day
- Return since launch
- 9.5%
- 52-week range
- ₹16.60 — ₹18.90
- AUM
- ₹666 Cr
Axis Retirement Fund - Aggressive Plan is a Retirement Solutions hybrid fund from Axis Mutual Fund with ₹666 Cr under management, launched in 2019. Over three years it has returned 4.8% a year, against 8.6% for its category. The expense ratio is 2.51% 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 +0.1% 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 | 6.3% | +4.8 pts | 1.5% | 3.3% |
| 2Y | 3.6% | −0.7 pts | 4.4% | 3.3% |
| 3Y | 4.8% | −3.8 pts | 8.6% | 4.6% |
| 5Y | 8.2% | +1.1 pts | 7.1% | 7.4% |
| Period | Fund | vs category | Category | Benchmark |
|---|---|---|---|---|
| 1M | 6.9% | +2.5 pts | 4.4% | 4.3% |
| 3M | 0.2% | +0.8 pts | -0.6% | -0.4% |
| 6M | 5.3% | +1.9 pts | 3.4% | 3.2% |
| 1Y | 0.1% | −1.4 pts | 1.5% | 0.4% |
| 2Y | 1.8% | −1.5 pts | 3.3% | 3.5% |
| 3Y | 10.7% | +2.1 pts | 8.6% | 8.6% |
| 5Y | 6.1% | −0.9 pts | 7.1% | 7.1% |
Since launch (29 Nov 2019): 9.5%
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 5 Nov 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 | 0.34 | 0.42 | Return earned for each unit of total risk taken. Higher is better. |
| Sortino | 0.44 | 0.56 | Return earned for each unit of downside risk. Higher is better. |
| Std. deviation | 12.48 | 13.48 | 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 30 Sep 2026
Asset allocation
- Equity72.8%
- Debt25.9%
- Other1.3%
Market cap split
- Large71.7%
- Mid14.8%
- Small13.5%
- P/E
- 24.44
- P/B
- 3.32
Top holdings
| Holding | Sector | Weight | Value | 3M chg | 6M chg | 1Y chg |
|---|---|---|---|---|---|---|
| Reliance Industries Ltd. | Energy | 5.16% | ₹34.37 Cr | +5.32% | +5.91% | +5.18% |
| ICICI Bank Ltd. | Financial | 4.93% | ₹32.82 Cr | +5.17% | +4.74% | +4.50% |
| HDFC Bank Ltd. | Financial | 4.66% | ₹31.01 Cr | +4.96% | +5.06% | +5.83% |
| Others | Others | 4.60% | ₹30.64 Cr | +5.95% | +5.65% | +5.58% |
| Bharti Airtel Ltd. | Communication | 2.73% | ₹18.19 Cr | +2.72% | +2.80% | +2.61% |
| Kotak Mahindra Bank Ltd. | Financial | 2.27% | ₹15.10 Cr | +2.02% | +1.61% | +0.95% |
| Mahindra & Mahindra Ltd. | Automobile | 2.14% | ₹14.24 Cr | +2.10% | +2.17% | +2.34% |
| State Bank of India | Financial | 2.12% | ₹14.14 Cr | +2.54% | +3.27% | +2.60% |
| Larsen & Toubro Ltd. | Construction | 2.01% | ₹13.41 Cr | +2.69% | +2.77% | +2.57% |
| Infosys Ltd. | Technology | 1.82% | ₹12.12 Cr | +2.50% | +3.64% | +3.69% |
| Bajaj Finance Ltd. | Financial | 1.69% | ₹11.24 Cr | +1.90% | +1.63% | +2.27% |
| Solar Industries India Ltd. | Chemicals | 1.53% | ₹10.19 Cr | +2.04% | +1.69% | +1.76% |
| Muthoot Finance Ltd. | Financial | 1.49% | ₹9.92 Cr | +1.41% | +1.53% | +1.34% |
| Eternal Ltd. | Services | 1.47% | ₹9.80 Cr | +1.36% | +0.80% | +0.99% |
| NTPC Ltd. | Energy | 1.40% | ₹9.30 Cr | +1.68% | +1.84% | +1.31% |
| GOI | Sovereign | 1.38% | ₹9.20 Cr | +1.34% | +1.40% | +1.25% |
| Divi's Laboratories Ltd. | Healthcare | 1.34% | ₹8.93 Cr | +0.97% | +2.00% | +1.84% |
| Minda Corporation Ltd. | Automobile | 1.29% | ₹8.56 Cr | +1.32% | +1.02% | +1.00% |
| Axis Bank Ltd. | Financial | 1.28% | ₹8.51 Cr | +1.06% | +0.73% | — |
| Pidilite Industries Ltd. | Chemicals | 1.22% | ₹8.13 Cr | +2.10% | +1.82% | +1.80% |
| PNB Housing Finance Ltd. | Financial | 1.22% | ₹8.11 Cr | +1.14% | +0.88% | +0.88% |
| Apollo Hospitals Enterprise Ltd. | Healthcare | 1.13% | ₹7.53 Cr | +1.14% | +1.04% | +0.85% |
| GMR Airports Ltd. | Construction | 1.04% | ₹6.90 Cr | — | — | — |
| The Phoenix Mills Ltd. | Construction | 1.03% | ₹6.86 Cr | +0.98% | +0.78% | +0.70% |
| Hindustan Aeronautics Ltd. | Capital Goods | 0.99% | ₹6.60 Cr | +0.83% | +0.47% | +0.55% |
| Interglobe Aviation Ltd. | Services | 0.86% | ₹5.74 Cr | +0.97% | +0.74% | +0.53% |
| Sona BLW Precision Forgings Ltd. | Automobile | 0.86% | ₹5.73 Cr | +0.68% | +0.48% | +0.20% |
| Fortis Healthcare Ltd. | Healthcare | 0.84% | ₹5.60 Cr | +1.35% | +1.20% | +1.60% |
| Shriram Finance Ltd | Financial | 0.82% | ₹5.48 Cr | +0.83% | +0.74% | +0.30% |
| Sun Pharmaceutical Industries Ltd. | Healthcare | 0.81% | ₹5.39 Cr | +0.83% | +0.84% | +0.85% |
| Premier Energies Ltd. | Energy | 0.79% | ₹5.24 Cr | +0.90% | +0.82% | +0.81% |
| Samvardhana Motherson International Ltd. | Automobile | 0.77% | ₹5.13 Cr | +1.02% | +0.77% | +0.57% |
| HDFC Life Insurance Co Ltd. | Insurance | 0.77% | ₹5.12 Cr | +0.80% | +0.88% | +0.98% |
| The Indian Hotels Company Ltd. | Services | 0.76% | ₹5.04 Cr | +0.51% | +0.09% | — |
| United Spirits Ltd. | Consumer Staples | 0.75% | ₹4.96 Cr | +0.70% | +0.68% | +0.64% |
| Dixon Technologies (India) Ltd. | Capital Goods | 0.73% | ₹4.87 Cr | +0.57% | +0.47% | +0.61% |
| CG Power and Industrial Solutions Ltd. | Capital Goods | 0.71% | ₹4.75 Cr | +0.81% | +0.74% | +0.72% |
| Britannia Industries Ltd. | Consumer Staples | 0.71% | ₹4.71 Cr | +0.71% | +0.80% | +0.58% |
| Mankind Pharma Ltd. | Healthcare | 0.70% | ₹4.67 Cr | +0.90% | +0.81% | +0.86% |
| DOMS Industries Ltd. | Consumer Staples | 0.68% | ₹4.51 Cr | +0.70% | +0.75% | +0.66% |
| Varun Beverages Ltd. | Consumer Staples | 0.68% | ₹4.51 Cr | +0.95% | +0.70% | +0.70% |
| Tata Power Company Ltd. | Energy | 0.66% | ₹4.41 Cr | +0.67% | +0.77% | +0.57% |
| Indus Infra Trust | Construction | 0.64% | ₹4.29 Cr | +0.59% | +0.62% | +0.50% |
| Titan Company Ltd. | Consumer Discretionary | 0.57% | ₹3.78 Cr | +0.76% | +0.87% | +0.68% |
| Arvind Fashions Ltd. | Textiles | 0.55% | ₹3.64 Cr | +0.63% | +0.58% | +0.65% |
| Cipla Ltd. | Healthcare | 0.53% | ₹3.55 Cr | +0.55% | +0.49% | +1.03% |
| Ather Energy Ltd. | Automobile | 0.51% | ₹3.43 Cr | +0.27% | — | — |
| Tata Consultancy Services Ltd. | Technology | 0.50% | ₹3.34 Cr | +0.56% | +0.82% | +0.96% |
| Info Edge (India) Ltd. | Services | 0.50% | ₹3.32 Cr | +0.36% | — | — |
| Tech Mahindra Ltd. | Technology | 0.49% | ₹3.28 Cr | +0.51% | +0.74% | +0.55% |
| Mphasis Ltd. | Technology | 0.48% | ₹3.20 Cr | +0.32% | +0.32% | +0.30% |
| Cholamandalam Investment and Finance Company Ltd. | Financial | 0.44% | ₹2.95 Cr | +0.51% | +0.42% | +0.86% |
| Indus Towers Ltd. | Communication | 0.44% | ₹2.91 Cr | +0.14% | — | — |
| RBL Bank Ltd. | Financial | 0.44% | ₹2.91 Cr | — | — | — |
| Sundaram Finance Ltd. | Financial | 0.44% | ₹2.90 Cr | +0.62% | +0.64% | +0.65% |
| PG Electroplast Ltd. | Capital Goods | 0.43% | ₹2.89 Cr | +0.44% | +0.53% | +0.47% |
| ITC Hotels Ltd. | Services | 0.43% | ₹2.86 Cr | +0.36% | +0.13% | — |
| Jubilant FoodWorks Ltd. | Services | 0.42% | ₹2.82 Cr | +0.34% | +0.27% | — |
| Piramal Pharma Ltd. | Healthcare | 0.42% | ₹2.81 Cr | — | — | — |
| Kirloskar Oil Engines Ltd. | Capital Goods | 0.42% | ₹2.77 Cr | — | — | — |
| Jyoti CNC Automation Ltd. | Capital Goods | 0.41% | ₹2.70 Cr | +0.58% | +0.60% | +0.61% |
| Computer Age Management Services Ltd. | Services | 0.37% | ₹2.45 Cr | +0.06% | — | — |
| Amber Enterprises India Ltd. | Consumer Discretionary | 0.36% | ₹2.43 Cr | +0.19% | — | — |
| Coforge Ltd. | Technology | 0.36% | ₹2.42 Cr | +0.48% | +0.28% | +0.30% |
| Awfis Space Solutions Ltd. | Services | 0.35% | ₹2.33 Cr | +0.41% | +0.33% | +0.72% |
| Delhivery Ltd. | Services | 0.35% | ₹2.31 Cr | — | — | — |
| Gujarat Fluorochemicals Ltd. | Chemicals | 0.34% | ₹2.24 Cr | +0.10% | — | — |
| Berger Paints India Ltd. | Materials | 0.33% | ₹2.19 Cr | +0.27% | — | — |
| Hindustan Unilever Ltd. | Consumer Staples | 0.32% | ₹2.10 Cr | +0.44% | +0.45% | +0.48% |
| Bharat Electronics Ltd. | Capital Goods | 0.31% | ₹2.09 Cr | +0.22% | +0.43% | +0.79% |
| ITC Ltd. | Consumer Staples | 0.31% | ₹2.07 Cr | +0.32% | +0.34% | +0.10% |
| REC Ltd. | Financial | 0.31% | ₹2.06 Cr | +0.47% | +0.43% | +0.45% |
| Tata Motors Ltd. | Automobile | 0.31% | ₹2.04 Cr | +0.29% | +0.46% | — |
| Zydus Lifesciences Ltd. | Healthcare | 0.31% | ₹2.03 Cr | +0.28% | +0.23% | +0.39% |
| Cyient DLM Ltd. | Capital Goods | 0.30% | ₹2.00 Cr | — | — | — |
| Schaeffler India Ltd. | Capital Goods | 0.29% | ₹1.91 Cr | +0.29% | +0.28% | +0.27% |
| Tata Steel Ltd. | Metals & Mining | 0.28% | ₹1.86 Cr | +0.42% | +0.51% | +0.56% |
| Cohance Lifesciences Ltd. | Healthcare | 0.27% | ₹1.83 Cr | +0.27% | +0.19% | +0.48% |
| Titagarh Rail Systems Ltd. | Automobile | 0.27% | ₹1.81 Cr | +0.12% | +0.08% | +0.11% |
| Exide Industries Ltd. | Capital Goods | 0.26% | ₹1.75 Cr | +0.23% | — | — |
| TVS Motor Company Ltd. | Automobile | 0.26% | ₹1.73 Cr | +0.21% | +0.38% | +0.34% |
| GE Vernova T&D India Ltd | Capital Goods | 0.25% | ₹1.67 Cr | +0.11% | +0.27% | +0.88% |
| Global Health Ltd. | Healthcare | 0.23% | ₹1.52 Cr | — | — | — |
| Hindalco Industries Ltd. | Metals & Mining | 0.23% | ₹1.52 Cr | +0.22% | +0.22% | +0.54% |
| Hyundai Motor India Ltd. | Automobile | 0.22% | ₹1.48 Cr | +0.20% | +0.20% | +0.35% |
| Kaynes Technology India Ltd. | Capital Goods | 0.20% | ₹1.36 Cr | +0.22% | +0.26% | +0.90% |
| Maruti Suzuki India Ltd. | Automobile | 0.18% | ₹1.19 Cr | — | — | — |
| HCL Technologies Ltd. | Technology | 0.15% | ₹1.02 Cr | +0.09% | +0.12% | — |
| Apar Industries Ltd. | Consumer Staples | 0.13% | ₹0.88 Cr | — | — | — |
| Voltas Ltd. | Consumer Discretionary | 0.13% | ₹0.88 Cr | +0.15% | — | — |
| Azad Engineering Ltd. | Capital Goods | 0.08% | ₹0.56 Cr | — | — | — |
| Avenue Supermarts Ltd. | Services | 0.03% | ₹0.20 Cr | +0.36% | +0.35% | +0.62% |
| Supreme Industries Ltd. | Materials | 0.00% | ₹0.00 Cr | 0.00% | 0.00% | — |
Sectors
Instruments
Recent changes
| Holding | From | To | Weight |
|---|---|---|---|
| Infosys Ltd. | 2.33% | 1.82% | -0.51% |
| State Bank of India | 2.57% | 2.12% | -0.44% |
| HDFC Bank Ltd. | 4.40% | 4.66% | +0.26% |
| Others | 3.71% | 3.96% | +0.25% |
| Titan Company Ltd. | 0.80% | 0.57% | -0.23% |
| Pidilite Industries Ltd. | 1.43% | 1.22% | -0.21% |
| ICICI Bank Ltd. | 5.11% | 4.93% | -0.19% |
| Bajaj Finance Ltd. | 1.85% | 1.69% | -0.17% |
| RBL Bank Ltd. | 0.30% | 0.44% | +0.14% |
| Fortis Healthcare Ltd. | 0.98% | 0.84% | -0.14% |
| Kotak Mahindra Bank Ltd. | 2.15% | 2.27% | +0.12% |
| REC Ltd. | 0.42% | 0.31% | -0.11% |
| Tata Consultancy Services Ltd. | 0.61% | 0.50% | -0.11% |
| Mahindra & Mahindra Ltd. | 2.24% | 2.14% | -0.11% |
| Axis Bank Ltd. | 1.18% | 1.28% | +0.10% |
| Premier Energies Ltd. | 0.88% | 0.79% | -0.10% |
| Avenue Supermarts Ltd. | 0.12% | 0.03% | -0.09% |
| Sundaram Finance Ltd. | 0.52% | 0.44% | -0.09% |
| Varun Beverages Ltd. | 0.59% | 0.68% | +0.08% |
| Azad Engineering Ltd. | 0.00% | 0.08% | +0.08% |
| Global Health Ltd. | 0.14% | 0.23% | +0.08% |
| Larsen & Toubro Ltd. | 2.10% | 2.01% | -0.08% |
| Coforge Ltd. | 0.44% | 0.36% | -0.08% |
| Reliance Industries Ltd. | 5.24% | 5.16% | -0.08% |
| Kirloskar Oil Engines Ltd. | 0.34% | 0.42% | +0.08% |
| The Phoenix Mills Ltd. | 0.95% | 1.03% | +0.08% |
| Bharti Airtel Ltd. | 2.66% | 2.73% | +0.07% |
| Ather Energy Ltd. | 0.59% | 0.51% | -0.07% |
| Sona BLW Precision Forgings Ltd. | 0.80% | 0.86% | +0.07% |
| The Indian Hotels Company Ltd. | 0.69% | 0.76% | +0.06% |
| GMR Airports Ltd. | 0.97% | 1.04% | +0.06% |
| Mankind Pharma Ltd. | 0.64% | 0.70% | +0.06% |
| NTPC Ltd. | 1.34% | 1.40% | +0.06% |
| Tata Power Company Ltd. | 0.60% | 0.66% | +0.06% |
| Solar Industries India Ltd. | 1.47% | 1.53% | +0.06% |
| Arvind Fashions Ltd. | 0.60% | 0.55% | -0.06% |
| Shriram Finance Ltd | 0.88% | 0.82% | -0.05% |
| GOI | 1.33% | 1.38% | +0.05% |
| GE Vernova T&D India Ltd | 0.20% | 0.25% | +0.05% |
| Divi's Laboratories Ltd. | 1.29% | 1.34% | +0.05% |
| Dixon Technologies (India) Ltd. | 0.78% | 0.73% | -0.05% |
| PG Electroplast Ltd. | 0.48% | 0.43% | -0.05% |
| Eternal Ltd. | 1.42% | 1.47% | +0.05% |
| Samvardhana Motherson International Ltd. | 0.81% | 0.77% | -0.04% |
| Muthoot Finance Ltd. | 0.70% | 0.74% | +0.04% |
| Jyoti CNC Automation Ltd. | 0.37% | 0.41% | +0.04% |
| PNB Housing Finance Ltd. | 1.18% | 1.22% | +0.04% |
| Cyient DLM Ltd. | 0.26% | 0.30% | +0.04% |
| Indus Towers Ltd. | 0.40% | 0.44% | +0.04% |
| Minda Corporation Ltd. | 1.25% | 1.29% | +0.04% |
| Computer Age Management Services Ltd. | 0.40% | 0.37% | -0.04% |
| Cholamandalam Investment and Finance Company Ltd. | 0.48% | 0.44% | -0.04% |
| ITC Hotels Ltd. | 0.40% | 0.43% | +0.03% |
| Titagarh Rail Systems Ltd. | 0.24% | 0.27% | +0.03% |
| Apollo Hospitals Enterprise Ltd. | 1.16% | 1.13% | -0.03% |
| Hindustan Aeronautics Ltd. | 0.96% | 0.99% | +0.03% |
| United Spirits Ltd. | 0.77% | 0.75% | -0.03% |
| Amber Enterprises India Ltd. | 0.39% | 0.36% | -0.03% |
| ITC Ltd. | 0.28% | 0.31% | +0.03% |
| Sun Pharmaceutical Industries Ltd. | 0.83% | 0.81% | -0.03% |
| Mphasis Ltd. | 0.46% | 0.48% | +0.02% |
| Delhivery Ltd. | 0.33% | 0.35% | +0.02% |
| Indus Infra Trust | 0.62% | 0.64% | +0.02% |
| Britannia Industries Ltd. | 0.73% | 0.71% | -0.02% |
| Zydus Lifesciences Ltd. | 0.29% | 0.31% | +0.02% |
| Tata Motors Ltd. | 0.32% | 0.31% | -0.02% |
| Tata Steel Ltd. | 0.26% | 0.28% | +0.02% |
| HDFC Life Insurance Co Ltd. | 0.76% | 0.77% | +0.01% |
| Maruti Suzuki India Ltd. | 0.19% | 0.18% | -0.01% |
| Jubilant FoodWorks Ltd. | 0.43% | 0.42% | -0.01% |
| Berger Paints India Ltd. | 0.34% | 0.33% | -0.01% |
| Piramal Pharma Ltd. | 0.41% | 0.42% | +0.01% |
| Cohance Lifesciences Ltd. | 0.27% | 0.27% | +0.01% |
| CG Power and Industrial Solutions Ltd. | 0.72% | 0.71% | -0.01% |
| Schaeffler India Ltd. | 0.28% | 0.29% | +0.01% |
| Info Edge (India) Ltd. | 0.51% | 0.50% | -0.01% |
| Interglobe Aviation Ltd. | 0.85% | 0.86% | +0.01% |
| Voltas Ltd. | 0.14% | 0.13% | -0.01% |
| Cipla Ltd. | 0.53% | 0.53% | +0.01% |
| Hyundai Motor India Ltd. | 0.23% | 0.22% | -0.01% |
| Apar Industries Ltd. | 0.13% | 0.13% | +0.01% |
| company:20133 | 0.00% | 0.00% | 0.00% |
| Hindalco Industries Ltd. | 0.23% | 0.23% | 0.00% |
| Tech Mahindra Ltd. | 0.50% | 0.49% | 0.00% |
| Hindustan Unilever Ltd. | 0.31% | 0.32% | 0.00% |
| Bharat Electronics Ltd. | 0.32% | 0.31% | 0.00% |
| Exide Industries Ltd. | 0.26% | 0.26% | 0.00% |
| Gujarat Fluorochemicals Ltd. | 0.34% | 0.34% | 0.00% |
| Kaynes Technology India Ltd. | 0.20% | 0.20% | 0.00% |
| HCL Technologies Ltd. | 0.15% | 0.15% | 0.00% |
| TVS Motor Company Ltd. | 0.26% | 0.26% | 0.00% |
| Awfis Space Solutions Ltd. | 0.35% | 0.35% | 0.00% |
| DOMS Industries Ltd. | 0.68% | 0.68% | 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 | ₹940 Cr | 2.40% | 5.8% | 6.5% | 10.2% |
 Tata Retirement Savings Moderate Fund | ₹2,115 Cr | 2.16% | 9.2% | 6.9% | 10.2% |
 ICICI Prudential Retirement Fund - Hybrid Aggressive Plan | ₹1,268 Cr | 2.45% | 0.6% | 7.3% | 12.8% |
| Axis Retirement Fund - Dynamic Plan | ₹269 Cr | 2.56% | 7.3% | 5.2% | 8.7% |
 Aditya Birla Sun Life Retirement Fund - The 40s Plan | ₹110 Cr | 2.42% | 6.2% | 6.4% | 9.2% |
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 months5.27% absolute | ₹60,000 | ₹63,162 | 5.27% | |
| 1 year0.05% annualised | ₹1,20,000 | ₹1,20,033 | 0.03% | |
| 3 years10.70% annualised | ₹3,60,000 | ₹4,26,060 | 18.35% | |
| 5 years6.11% annualised | ₹6,00,000 | ₹7,03,239 | 17.21% |
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 ₹18.79 as on 9 Nov 2026.
What is the expense ratio of Axis Retirement Fund - Aggressive Plan?
The expense ratio of Axis Retirement Fund - Aggressive Plan is 2.51% 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 6.3% over 1 year, 4.8% over 3 years and 8.2% 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 ₹3,91,554 Cr under management.