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Showing Funds Performance since Sep 07, 2020

Fund Overview

Min. investment

SIP ₹1000 & Lump. ₹5000

AUM (Fund size)

₹728 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 ₹16.83 NAV as of Apr 02,2026 and returns since inception of 39.49%. Minimum investments start at SIP ₹1000. The Axis Retirement Fund - Aggressive Plan Growth AUM is ₹728 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 -7.82% returns, against a category average of -1.67% and a category best of 126.25%.

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M-7.82-1.67126.25
6M-7.820.87126.25
1Y-2.714.75126.25
3Y11.7313.64126.25

Portfolio Analysis

  • Equity: 77.18%
  • Debt: 22.82%
  • Others
As on: 2026-02-28
View allocation % by

1. HDFC Bank Limited5.55%
2. ICICI Bank Limited4.90%
3. Kotak Mahindra Bank Limited1.29%
4. Axis Bank Limited0.19%
5. The Federal Bank Limited0.14%
6. IndusInd Bank Limited0.10%

1. Reliance Industries Limited5.54%
2. Bharat Petroleum Corporation Limited0.41%

1. Infosys Limited3.38%
2. Tata Consultancy Services Limited0.83%
3. Tech Mahindra Limited0.61%
4. Mphasis Limited0.27%
5. Coforge Limited0.23%
6. HCL Technologies Limited0.11%

1. Divi's Laboratories Limited1.95%
2. Mankind Pharma Limited0.82%
3. Sun Pharmaceutical Industries Limited0.75%
4. Cipla Limited0.49%
5. Zydus Lifesciences Limited0.22%
6. Cohance Lifesciences Limited0.18%

1. Bajaj Finance Limited1.93%
2. Sundaram Finance Limited0.84%
3. Shriram Finance Limited0.83%
4. Cholamandalam Investment and Finance Company Ltd0.48%

1. State Bank of India3.73%
2. Bank of Baroda0.21%
3. Union Bank of India0.07%

1. NTPC Limited1.72%
2. Torrent Power Limited0.99%
3. Tata Power Company Limited0.64%

1. Larsen & Toubro Limited3.17%

1. Bharti Airtel Limited2.67%

1. Mahindra & Mahindra Limited2.25%
2. Hyundai Motor India Ltd0.22%

1. Fortis Healthcare Limited1.29%
2. Apollo Hospitals Enterprise Limited0.99%

1. Pidilite Industries Limited1.91%

1. Solar Industries India Limited1.71%

1. CG Power and Industrial Solutions Limited0.74%
2. Premier Energies Limited0.60%

1. The Phoenix Mills Limited0.77%
2. Brigade Enterprises Limited0.40%

1. PG Electroplast Limited0.64%
2. Dixon Technologies (India) Limited0.46%

1. Bharat Electronics Limited0.63%
2. Hindustan Aeronautics Limited0.47%

1. Minda Corporation Limited1.02%

About Fund

Axis Retirement Fund - Aggressive Plan Growth managed by Axis Mutual Fund,is a Aggressive Hybridscheme with Assets Under Management of ₹728 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 FundSBI Childrens Fund - Savings Plan Growth5132.76 CR1.25
This FundFranklin India Aggressive Hybrid Fund Growth22349.87 CR2.03
This FundAxis Retirement Fund - Aggressive Plan Growth0728.34 CR2.32
This FundNippon India Aggressive Hybrid Fund - Segregated Portfolio 1 Growth04063.06 CR
Fund Name1Y3Y
This FundSBI Childrens Fund - Savings Plan Growth2.569538.9205
This FundFranklin India Aggressive Hybrid Fund Growth-1.440339.1742
This FundAxis Retirement Fund - Aggressive Plan Growth-2.713639.4868
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 : -7.82%
  • 6 Months : -7.82%
  • 1 Year : -2.71%
  • 3 Years : 11.73%
Returns of Axis Retirement Fund - Aggressive Plan Growth are updated daily based on NAV of ₹ 16.83 as on Apr 02,2026. Since inception, the return has been 39.49%.

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 ₹728 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