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Showing Funds Performance since Sep 07, 2020
Fund Overview
Min. investment
SIP ₹1000 & Lump. ₹5000
AUM (Fund size)
₹729 Cr
Lock In Period
5 Years
Expense Ratio
2.32
Benchmark
CRISIL Hybrid 25+75 - Aggressive Index
Exit Load
Nil
Summary
Latest details for Axis Retirement Fund - Aggressive Plan Growth include a ₹18.39 NAV as of Feb 13,2026 and returns since inception of 50.24%. Minimum investments start at SIP ₹1000. The Axis Retirement Fund - Aggressive Plan Growth AUM is ₹729 Cr, with a lock-in of 5 Years years, expense ratio of 2.32%, and benchmark CRISIL Hybrid 25+75 - Aggressive Index. Exit load is - Nil. In the growth review for 1M Month/Year, the fund recorded 0.00% returns, against a category average of 0.00% and a category best of 0.00%.
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Growth Review
| Duration | Fund Return(%) | Category Average(%) | Category Best(%) |
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Portfolio Analysis
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- Debt:
- Others
As on: 2025-12-31
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About Fund
Axis Retirement Fund - Aggressive Plan Growth managed by Axis Mutual Fund,is a Aggressive Hybridscheme with Assets Under Management of ₹729 Crore. The fund benchmarks its performance against the CRISIL Hybrid 25+75 - Aggressive Index while maintaining an expense ratio of 2.32. Under the expert guidance of Devang Shah ,the fund implements a disciplined investment approach aligned with its mandate. The scheme requires a minimum investment of ₹500 for SIP and ₹1,000 for lump sum investments, making it accessible to diverse investor profiles.
Peer Comparison
| Fund Name | Ratings | AUM | Expense Ratio |
|---|---|---|---|
| This FundBaroda BNP Paribas Aggressive Hybrid Fund Growth | 1 | 1242.61 CR | 2.11 |
| This FundIDBI Hybrid Equity Fund Growth | 2 | 325.68 CR | 2.52 |
| This FundAxis Retirement Fund - Aggressive Plan Growth | 0 | 729.25 CR | 2.32 |
| This FundNippon India Aggressive Hybrid Fund - Segregated Portfolio 1 Growth | 0 | 4024.55 CR |
| Fund Name | 1Y | 3Y |
|---|---|---|
| This FundBaroda BNP Paribas Aggressive Hybrid Fund Growth | 9.2739 | 49.6766 |
| This FundIDBI Hybrid Equity Fund Growth | 12.0597 | 49.8316 |
| This FundAxis Retirement Fund - Aggressive Plan Growth | 8.3431 | 50.2427 |
| This FundNippon India Aggressive Hybrid Fund - Segregated Portfolio 1 Growth | 126.2548 | 126.2548 |
FAQs
Axis Retirement Fund - Aggressive Plan Growth's fund is managed by experienced SEBI-registered investment fund manager , who implements the fund's strategy through research-backed decisions while adhering to its stated objectives.
The expense ratio of Axis Retirement Fund - Aggressive Plan Growth is 2.32. This expense ratio is calculated by dividing the fund's operating expenses by its net assets.
Axis Retirement Fund - Aggressive Plan Growth’s fund performance is as follows:
- 1 Month : %
- 6 Months : %
- 1 Year : %
- 3 Years : %
You can invest in Axis Retirement Fund - Aggressive Plan Growth through SIP with a minimum of ₹500 monthly or make a lump sum investment of a minimum ₹1,000. Additional purchase minimums vary by scheme.
The fund size (AUM) of Axis Retirement Fund - Aggressive Plan Growth is ₹729 crore. It changes based on market performance, inflows, and outflows.
You can track your investment in Axis Retirement Fund - Aggressive Plan Growth through our website, our Choice FinX mobile app, regular statements, and email updates. Our customer support team is available for queries.
Min Inv Amount: ₹500