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Axis Retirement Fund - Aggressive Plan Growth Return

  • 1M
  • 3M
  • 6M
  • 1Y
  • 3Y
  • 5Y
This Fund:
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Showing Funds Performance since Sep 07, 2020

Axis Retirement Fund - Aggressive Plan Growth Fund Overview

Min. investment

SIP ₹1000 & Lump. ₹5000

AUM (Fund size)

₹704 Cr

Lock In Period

5 Years

Expense Ratio

2.47

Exit Load

Nil

Benchmark

CRISIL Hybrid 25+75 - Aggressive Index

Axis Retirement Fund - Aggressive Plan Growth Calculate Returns

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M1.601.14126.25
6M1.152.62126.25
1Y-0.162.65126.25
3Y10.9326.61126.25

Portfolio Analysis

  • Equity: 75.74%
  • Debt: 24.26%
  • Others
As on: 2026-06-30
View allocation % by

1. ICICI Bank Limited5.17%
2. HDFC Bank Limited4.96%
3. Kotak Mahindra Bank Limited2.02%
4. Axis Bank Limited1.06%
5. The Federal Bank Limited0.16%
6. IndusInd Bank Limited0.10%

1. Reliance Industries Limited5.32%

1. Infosys Limited2.50%
2. Tata Consultancy Services Limited0.56%
3. Tech Mahindra Limited0.51%
4. Coforge Limited0.48%
5. Mphasis Limited0.32%
6. HCL Technologies Limited0.09%

1. Bajaj Finance Limited1.90%
2. Shriram Finance Limited0.83%
3. Sundaram Finance Limited0.62%
4. Cholamandalam Investment and Finance Company Ltd0.51%

1. Divi's Laboratories Limited0.97%
2. Mankind Pharma Limited0.90%
3. Sun Pharmaceutical Industries Limited0.83%
4. Cipla Limited0.55%
5. Zydus Lifesciences Limited0.28%
6. Cohance Lifesciences Limited0.27%

1. Bharti Airtel Limited2.72%

1. Larsen & Toubro Limited2.69%

1. NTPC Limited1.68%
2. Tata Power Company Limited0.67%
3. Torrent Power Limited0.22%

1. State Bank of India2.54%

1. Fortis Healthcare Limited1.35%
2. Apollo Hospitals Enterprise Limited1.14%

1. Mahindra & Mahindra Limited2.10%
2. Hyundai Motor India Ltd0.20%

1. Pidilite Industries Limited2.10%
2. Gujarat Fluorochemicals Limited0.10%

1. Solar Industries India Limited2.04%

1. Premier Energies Limited0.90%
2. CG Power and Industrial Solutions Limited0.81%

1. Eternal Limited1.36%

1. Minda Corporation Limited1.32%

1. The Phoenix Mills Limited0.98%
2. Brigade Enterprises Limited0.25%

1. The Indian Hotels Company Limited0.51%
2. ITC Hotels Limited0.36%
3. Jubilant Foodworks Limited0.34%

1. Dixon Technologies (India) Limited0.57%
2. PG Electroplast Limited0.44%
3. Voltas Limited0.15%

1. PNB Housing Finance Limited1.14%

1. Hindustan Aeronautics Limited0.83%
2. Bharat Electronics Limited0.22%

1. Samvardhana Motherson International Limited1.02%

About Fund Axis Retirement Fund - Aggressive Plan Growth

Axis Retirement Fund - Aggressive Plan Growth managed by Axis Mutual Fund,is a Aggressive Hybridscheme with Assets Under Management of ₹704 Crore. The fund benchmarks its performance against the CRISIL Hybrid 25+75 - Aggressive Index while maintaining an expense ratio of 2.47. 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.

Fund Managers

Devang Shah

Mr. Devang holds B.Com, A.C.A. He has over 10 years of experience as Fund Manager. Prior to joining Axis Mutual Fund, he has worked with ICICI Prudential Asset Management Company Limited (April 2008 - October 2012) as Fund Manager, Deutsche Asset Management (India) Pvt. Ltd. (2006-2008) as Analayst, Pricewaterhouse Coopers (2004-2006)as Assistant Manager.

Peer Comparison

Fund NameRatingsAUMExpense Ratio
DSP Aggressive Hybrid Fund Growth511,837 CR1.82
Invesco India Aggressive Hybrid Fund Growth2777 CR2.4
Axis Retirement Fund - Aggressive Plan Growth0704 CR2.47
Nippon India Aggressive Hybrid Fund - Segregated Portfolio 1 Growth04,013 CR
Fund Name1Y3Y
This FundDSP Aggressive Hybrid Fund Growth-1.870435.7289
This FundInvesco India Aggressive Hybrid Fund Growth-4.564135.8968
This FundAxis Retirement Fund - Aggressive Plan Growth-0.162536.5185
This FundNippon India Aggressive Hybrid Fund - Segregated Portfolio 1 Growth126.2548126.2548

Axis Retirement Fund - Aggressive Plan Growth 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 2.47. 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 : 1.60%
  • 6 Months : 1.15%
  • 1 Year : -0.16%
  • 3 Years : 10.93%
Returns of Axis Retirement Fund - Aggressive Plan Growth are updated daily based on NAV of ₹ 18.50 as on Jul 31,2026. Since inception, the return has been 36.52%.

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 ₹704 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.