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This Fund:
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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 ₹17.89 NAV as of Mar 06,2026 and returns since inception of 47.06%. 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 -2.06% returns, against a category average of -0.47% and a category best of 126.25%.

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M-2.06-0.47126.25
6M-1.212.40126.25
1Y7.966.67126.25
3Y13.7214.61126.25

Portfolio Analysis

  • Equity: 77.75%
  • Debt: 22.25%
  • Others
As on: 2026-01-31
View allocation % by

1. HDFC Bank Limited5.80%
2. ICICI Bank Limited4.81%
3. Kotak Mahindra Bank Limited1.12%
4. The Federal Bank Limited0.14%

1. Infosys Limited4.26%
2. Tata Consultancy Services Limited0.98%
3. Tech Mahindra Limited0.78%
4. Mphasis Limited0.33%
5. Coforge Limited0.33%

1. Reliance Industries Limited5.54%
2. Bharat Petroleum Corporation Limited0.60%

1. Divi's Laboratories Limited2.04%
2. Mankind Pharma Limited0.78%
3. Sun Pharmaceutical Industries Limited0.68%
4. Cipla Limited0.48%
5. Cohance Lifesciences Limited0.22%
6. Zydus Lifesciences Limited0.21%

1. Bajaj Finance Limited1.85%
2. Shriram Finance Limited0.98%
3. Sundaram Finance Limited0.81%
4. Cholamandalam Investment and Finance Company Ltd0.45%

1. State Bank of India3.34%
2. Bank of Baroda0.41%
3. Union Bank of India0.06%

1. NTPC Limited1.55%
2. Torrent Power Limited0.88%
3. Tata Power Company Limited0.62%

1. Larsen & Toubro Limited2.91%

1. Bharti Airtel Limited2.79%

1. Mahindra & Mahindra Limited2.51%
2. Hyundai Motor India Ltd0.22%

1. Fortis Healthcare Limited1.16%
2. Apollo Hospitals Enterprise Limited0.88%

1. Solar Industries India Limited1.85%

1. Pidilite Industries Limited1.83%

1. Bharat Electronics Limited0.70%
2. Hindustan Aeronautics Limited0.56%

1. The Phoenix Mills Limited0.78%
2. Brigade Enterprises Limited0.43%

1. Premier Energies Limited0.59%
2. CG Power and Industrial Solutions Limited0.59%

1. Minda Corporation Limited1.03%

1. PG Electroplast Limited0.56%
2. Dixon Technologies (India) Limited0.46%

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 NameRatingsAUMExpense Ratio
This FundTata Retirement Savings Fund - Moderate Growth02093.82 CR2.04
This FundAditya Birla Sun Life Equity Hybrid 95 Fund Growth37334.37 CR1.85
This FundAxis Retirement Fund - Aggressive Plan Growth0729.25 CR2.32
This FundNippon India Aggressive Hybrid Fund - Segregated Portfolio 1 Growth04024.55 CR
Fund Name1Y3Y
This FundTata Retirement Savings Fund - Moderate Growth8.503246.409
This FundAditya Birla Sun Life Equity Hybrid 95 Fund Growth10.603546.4405
This FundAxis Retirement Fund - Aggressive Plan Growth7.964147.0636
This FundNippon India Aggressive Hybrid Fund - Segregated Portfolio 1 Growth126.2548126.2548

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 : -2.06%
  • 6 Months : -1.21%
  • 1 Year : 7.96%
  • 3 Years : 13.72%
Returns of Axis Retirement Fund - Aggressive Plan Growth are updated daily based on NAV of ₹ 17.89 as on Mar 06,2026. Since inception, the return has been 47.06%.

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