Return
- 1M
- 3M
- 6M
- 1Y
- 3Y
- 5Y
This Fund:
Sensex:
BankFD:
Showing Funds Performance since Sep 07, 2020
Fund Overview
Min. investment
SIP ₹1000 & Lump. ₹5000
AUM (Fund size)
₹50 Cr
Lock In Period
5 Years
Expense Ratio
2.15
Benchmark
CRISIL Hybrid 75+25 - Conservative Index
Exit Load
Nil
Summary
Latest details for Axis Retirement Fund - Conservative Plan Growth include a ₹15.7193 NAV as of Mar 13,2026 and returns since inception of 30.39%. Minimum investments start at SIP ₹1000. The Axis Retirement Fund - Conservative Plan Growth AUM is ₹50 Cr, with a lock-in of 5 Years years, expense ratio of 2.15%, and benchmark CRISIL Hybrid 75+25 - Conservative Index. Exit load is - Nil. In the growth review for 1M Month/Year, the fund recorded -2.21% returns, against a category average of -1.95% and a category best of 297.26%.
Calculate Returns
You would have got
Your Investment Amount
- 1
- 2
- 3
- 4
- 5
Growth Review
| Duration | Fund Return(%) | Category Average(%) | Category Best(%) |
|---|---|---|---|
| 1M | -2.21 | -1.95 | 297.26 |
| 6M | -0.39 | 0.99 | 315.31 |
| 1Y | 5.30 | 4.86 | 339.02 |
| 3Y | 9.25 | 11.98 | 55.84 |
Portfolio Analysis
- Equity: 40.31%
- Debt: 59.68%
- Others
As on: 2026-02-15
View allocation % by
About Fund
Axis Retirement Fund - Conservative Plan Growth managed by Axis Mutual Fund,is a Debt - Hybridscheme with Assets Under Management of ₹50 Crore. The fund benchmarks its performance against the CRISIL Hybrid 75+25 - Conservative Index while maintaining an expense ratio of 2.15. 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 FundAxis Retirement Fund - Conservative Plan Growth | 0 | 49.85 CR | 2.15 |
| Fund Name | 1Y | 3Y |
|---|---|---|
| This FundAxis Retirement Fund - Conservative Plan Growth | 5.3045 | 30.3866 |
FAQs
Axis Retirement Fund - Conservative 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 - Conservative Plan Growth is 2.15. This expense ratio is calculated by dividing the fund's operating expenses by its net assets.
Axis Retirement Fund - Conservative Plan Growth’s fund performance is as follows:
- 1 Month : -2.21%
- 6 Months : -0.39%
- 1 Year : 5.30%
- 3 Years : 9.25%
You can invest in Axis Retirement Fund - Conservative 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 - Conservative Plan Growth is ₹50 crore. It changes based on market performance, inflows, and outflows.
You can track your investment in Axis Retirement Fund - Conservative 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