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Showing Funds Performance since Sep 07, 2020
Fund Overview
Min. investment
SIP ₹1000 & Lump. ₹5000
AUM (Fund size)
₹51 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 ₹16.1559 NAV as of Feb 20,2026 and returns since inception of 32.51%. Minimum investments start at SIP ₹1000. The Axis Retirement Fund - Conservative Plan Growth AUM is ₹51 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 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
- Equity:
- Debt:
- Others
As on: 2026-01-31
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About Fund
Axis Retirement Fund - Conservative Plan Growth managed by Axis Mutual Fund,is a Debt - Hybridscheme with Assets Under Management of ₹51 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 FundUTI Childrens Hybrid Fund Growth | 0 | 4436.92 CR | 1.75 |
| This FundAxis Retirement Fund - Conservative Plan Growth | 0 | 50.6 CR | 2.15 |
| Fund Name | 1Y | 3Y |
|---|---|---|
| This FundUTI Childrens Hybrid Fund Growth | 6.2879 | 31.0991 |
| This FundAxis Retirement Fund - Conservative Plan Growth | 6.9335 | 32.5077 |
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 : %
- 6 Months : %
- 1 Year : %
- 3 Years : %
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 ₹51 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