Axis Retirement Fund - Aggressive Plan Growth Return

  • 1M
  • 3M
  • 6M
  • 1Y
  • 3Y
  • 5Y
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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)

₹706 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(%)
1M-2.61-1.88126.25
6M2.645.09126.25
1Y-0.812.63126.25
3Y9.9425.11126.25

Portfolio Analysis

  • Equity: 75.30%
  • Debt: 24.70%
  • Others
As on: 2026-07-31
View allocation % by

1. ICICI Bank Limited5.03%
2. HDFC Bank Limited4.62%
3. Kotak Mahindra Bank Limited1.99%
4. Axis Bank Limited1.01%
5. RBL Bank Limited0.20%
6. IndusInd Bank Limited0.11%
7. The Federal Bank Limited0.10%

1. Reliance Industries Limited5.34%

1. Infosys Limited2.50%
2. Tata Consultancy Services Limited0.65%
3. Coforge Limited0.50%
4. Tech Mahindra Limited0.50%
5. Mphasis Limited0.44%
6. HCL Technologies Limited0.16%

1. Bajaj Finance Limited2.15%
2. Shriram Finance Limited0.82%
3. Sundaram Finance Limited0.64%
4. Cholamandalam Investment and Finance Company Ltd0.48%

1. Divi's Laboratories Limited1.09%
2. Sun Pharmaceutical Industries Limited0.88%
3. Mankind Pharma Limited0.65%
4. Cipla Limited0.55%
5. Piramal Pharma Limited0.38%
6. Zydus Lifesciences Limited0.28%
7. Cohance Lifesciences Limited0.25%

1. Bharti Airtel Limited2.88%

1. Mahindra & Mahindra Limited2.31%
2. Hyundai Motor India Ltd0.22%
3. Maruti Suzuki India Limited0.20%

1. State Bank of India2.48%

1. Pidilite Industries Limited2.12%
2. Gujarat Fluorochemicals Limited0.31%

1. Fortis Healthcare Limited1.20%
2. Apollo Hospitals Enterprise Limited1.17%

1. NTPC Limited1.63%
2. Tata Power Company Limited0.66%

1. Larsen & Toubro Limited2.03%

1. Solar Industries India Limited1.61%

1. Premier Energies Limited0.87%
2. CG Power and Industrial Solutions Limited0.73%

1. Eternal Limited1.40%

1. Dixon Technologies (India) Limited0.70%
2. PG Electroplast Limited0.51%
3. Voltas Limited0.15%

1. The Indian Hotels Company Limited0.63%
2. Jubilant Foodworks Limited0.38%
3. ITC Hotels Limited0.35%

1. Minda Corporation Limited1.22%

1. PNB Housing Finance Limited1.14%

1. Hindustan Aeronautics Limited0.93%
2. Bharat Electronics Limited0.20%
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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 ₹706 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
Aditya Birla Sun Life Retirement Fund - The 40s Plan Growth0116 CR2.42
Mahindra Manulife Aggressive Hybrid Fund Growth42,790 CR2.29
Axis Retirement Fund - Aggressive Plan Growth0705 CR2.47
Nippon India Aggressive Hybrid Fund - Segregated Portfolio 1 Growth04,072 CR
Fund Name1Y3Y
This FundAditya Birla Sun Life Retirement Fund - The 40s Plan Growth2.008432.3527
This FundMahindra Manulife Aggressive Hybrid Fund Growth-2.978232.5587
This FundAxis Retirement Fund - Aggressive Plan Growth-0.814332.8727
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 : -2.61%
  • 6 Months : 2.64%
  • 1 Year : -0.81%
  • 3 Years : 9.94%
Returns of Axis Retirement Fund - Aggressive Plan Growth are updated daily based on NAV of ₹ 18.23 as on Sep 11,2026. Since inception, the return has been 32.87%.

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 ₹706 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.