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Axis Retirement Fund - Aggressive Plan - Regular Growth

Category: Retirement Fund
Launch Date: 01-12-2019
Asset Class: Mixed Asset
Benchmark: CRISIL Hybrid 25+75 Aggressive Index
Expense Ratio: 2.29% As on (31-05-2025)
Status: Open Ended Schemes
Minimum Investment: 5000.0
Minimum Topup: 1000.0
Total Assets: 810.85 Cr As on (30-04-2025)
Turn over:
NAV (₹): 18.71 ₹ -0.02 ( -0.1069%)
as on 10-06-2025
CAGR Since Inception - 12.14%
CRISIL Hybrid 25+75 Aggressive Index - 12.22%

Fund Managers

Mr. Jayesh Sundar, Mr. Devang Shah, Mr. Hardik Shah, Ms. Krishnaa N


Investment Objective

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.

PERFORMANCE of Axis Retirement Fund - Aggressive Plan - Regular Growth

Scheme Performance (%) Data as on - 10-06-2025

1-Year Ret (%) 3-Yrs Ret (%) 5-Yrs Ret (%) 10-Yrs Ret (%) Since Launch Ret (%)
Axis Retirement Fund - Aggressive Plan - Regular Growth 10.06 16.59 15.3 - 12.14
Benchmark - - - - -
Retirement Fund 8.49 15.08 14.82 10.26 12.3

RETURNS CALCULATOR for Axis Retirement Fund - Aggressive Plan - Regular Growth

Growth of 10000 In SIP (Fund vs Benchmark)

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Growth of 10000 In LUMPSUM (Fund vs Benchmark)

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Rolling Returns

Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.

Key Performance and Risk Statistics of Axis Retirement Fund - Aggressive Plan - Regular Growth

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
Axis Retirement Fund - Aggressive Plan - Regular Growth 11.29 0.77 0.45 1.18 7.14 19.12
Retirement Fund - - - - - -

PEER COMPARISION

Scheme Name Launch
Date
1-Year
Ret (%)
2-Yrs
Ret (%)
3-Yrs
Ret (%)
5-Yrs
Ret (%)
10-Yrs
Ret (%)
Axis Retirement Fund Aggr Reg Gr 01-12-2019 10.06 19.13 16.59 15.3 0.0
PGIM India Retirement Fund Reg Gr 15-04-2024 13.67 0.0 0.0 0.0 0.0
ICICI Pru Retrmnt Pure Equity Gr 01-02-2019 11.68 31.72 26.71 29.94 0.0
Tata Retrmnt Savings Mod Reg (Gr) 01-11-2011 11.58 20.29 18.38 18.13 12.55
ABSL Retrmnt The 40s Reg Gr 01-03-2019 10.8 18.89 15.98 14.41 0.0
Tata Retrmnt Savings Reg Progressive Gr 01-11-2011 10.75 22.74 20.09 19.76 13.93
ABSL Retrmnt The 30s Reg Gr 10-03-2019 10.36 21.4 18.24 16.8 0.0
Axis Retirement Fund Dyn Reg Gr 05-12-2019 10.06 19.45 17.49 15.97 0.0
UTI Retirement Fund - Regular Plan 26-12-1994 9.81 14.82 14.07 15.01 9.8
Baroda BNP Paribas Retirement Fund Reg Gr 28-05-2024 8.85 0.0 0.0 0.0 0.0

Asset Allocation (%)

PORTFOLIO ANALYSIS of Axis Retirement Fund - Aggressive Plan - Regular Growth

Portfolio as on

Top 10 Sectors in portfolio (%)

Top 10 Stocks in portfolio (%)