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Showing Funds Performance since Sep 07, 2020

Fund Overview

Min. investment

SIP ₹1000 & Lump. ₹5000

AUM (Fund size)

₹658 Cr

Lock In Period

5 Years

Expense Ratio

2.34

Benchmark

CRISIL Hybrid 25+75 - Aggressive Index

Exit Load

Nil

Summary

Latest details for Axis Retirement Fund - Aggressive Plan Growth include a ₹18.05 NAV as of Apr 22,2026 and returns since inception of 47.15%. Minimum investments start at SIP ₹1000. The Axis Retirement Fund - Aggressive Plan Growth AUM is ₹658 Cr, with a lock-in of 5 Years years, expense ratio of 2.34%, and benchmark CRISIL Hybrid 25+75 - Aggressive Index. Exit load is - Nil. In the growth review for 1M Month/Year, the fund recorded 5.54% returns, against a category average of 1.91% and a category best of 126.25%.

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M5.541.91126.25
6M-3.981.95126.25
1Y1.006.04126.25
3Y13.7416.23126.25

Portfolio Analysis

  • Equity: 76.10%
  • Debt: 23.90%
  • Others
As on: 2026-03-31
View allocation % by

1. HDFC Bank Limited5.06%
2. ICICI Bank Limited4.74%
3. Kotak Mahindra Bank Limited1.61%
4. Axis Bank Limited0.73%
5. The Federal Bank Limited0.14%
6. IndusInd Bank Limited0.09%

1. Reliance Industries Limited5.91%
2. Bharat Petroleum Corporation Limited0.20%

1. Infosys Limited3.64%
2. Tata Consultancy Services Limited0.82%
3. Tech Mahindra Limited0.74%
4. Mphasis Limited0.32%
5. Coforge Limited0.28%
6. HCL Technologies Limited0.12%

1. Divi's Laboratories Limited2.00%
2. Sun Pharmaceutical Industries Limited0.84%
3. Mankind Pharma Limited0.81%
4. Cipla Limited0.49%
5. Zydus Lifesciences Limited0.23%
6. Cohance Lifesciences Limited0.19%

1. NTPC Limited1.84%
2. Torrent Power Limited0.92%
3. Tata Power Company Limited0.77%

1. State Bank of India3.27%
2. Bank of Baroda0.18%
3. Union Bank of India0.06%

1. Bajaj Finance Limited1.63%
2. Shriram Finance Limited0.74%
3. Sundaram Finance Limited0.64%
4. Cholamandalam Investment and Finance Company Ltd0.42%

1. Bharti Airtel Limited2.80%

1. Larsen & Toubro Limited2.77%

1. Mahindra & Mahindra Limited2.17%
2. Hyundai Motor India Ltd0.20%

1. Fortis Healthcare Limited1.20%
2. Apollo Hospitals Enterprise Limited1.04%

1. Pidilite Industries Limited1.82%

1. Solar Industries India Limited1.69%

1. Premier Energies Limited0.82%
2. CG Power and Industrial Solutions Limited0.74%

1. The Phoenix Mills Limited0.78%
2. Brigade Enterprises Limited0.41%

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 ₹658 Crore. The fund benchmarks its performance against the CRISIL Hybrid 25+75 - Aggressive Index while maintaining an expense ratio of 2.34. 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
This FundNavi Aggressive Hybrid Fund Growth0100.91 CR2.27
This FundAditya Birla Sun Life Equity Hybrid 95 Fund Growth36592.18 CR1.87
This FundAxis Retirement Fund - Aggressive Plan Growth0658.35 CR2.34
This FundNippon India Aggressive Hybrid Fund - Segregated Portfolio 1 Growth03700.53 CR
Fund Name1Y3Y
This FundNavi Aggressive Hybrid Fund Growth6.465744.1969
This FundAditya Birla Sun Life Equity Hybrid 95 Fund Growth4.823847.0241
This FundAxis Retirement Fund - Aggressive Plan Growth1.004547.1545
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 2.34. 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 : 5.54%
  • 6 Months : -3.98%
  • 1 Year : 1.00%
  • 3 Years : 13.74%
Returns of Axis Retirement Fund - Aggressive Plan Growth are updated daily based on NAV of ₹ 18.05 as on Apr 22,2026. Since inception, the return has been 47.15%.

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 ₹658 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