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Showing Funds Performance since Sep 07, 2020
Fund Overview
Min. investment
SIP ₹1000 & Lump. ₹5000
AUM (Fund size)
₹48 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 ₹15.2857 NAV as of Apr 02,2026 and returns since inception of 26.47%. Minimum investments start at SIP ₹1000. The Axis Retirement Fund - Conservative Plan Growth AUM is ₹48 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 -4.85% returns, against a category average of -2.16% and a category best of 297.26%.
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Growth Review
| Duration | Fund Return(%) | Category Average(%) | Category Best(%) |
|---|---|---|---|
| 1M | -4.85 | -2.16 | 297.26 |
| 6M | -3.64 | 0.33 | 315.31 |
| 1Y | -1.20 | 4.04 | 339.02 |
| 3Y | 8.14 | 12.06 | 55.84 |
Portfolio Analysis
- Equity: 38.03%
- Debt: 61.97%
- Others
As on: 2026-03-15
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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 ₹48 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 FundAxis Retirement Fund - Conservative Plan Growth | 0 | 48.1 CR | 2.15 |
| Fund Name | 1Y | 3Y |
|---|---|---|
| This FundAxis Retirement Fund - Conservative Plan Growth | -1.2028 | 26.4682 |
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 : -4.85%
- 6 Months : -3.64%
- 1 Year : -1.20%
- 3 Years : 8.14%
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 ₹48 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