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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 ₹15.6308 NAV as of Apr 24,2026 and returns since inception of 28.93%. 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 1.82% returns, against a category average of 0.66% and a category best of 297.26%.

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M1.820.66297.26
6M-2.630.86315.31
1Y-1.193.85339.02
3Y8.8411.6355.84

Portfolio Analysis

  • Equity: 39.32%
  • Debt: 60.68%
  • Others
As on: 2026-04-15
View allocation % by

1. Infosys Limited2.59%
2. HCL Technologies Limited1.50%
3. Tech Mahindra Limited0.69%
4. Tata Consultancy Services Limited0.42%

1. HDFC Bank Limited2.07%
2. ICICI Bank Limited1.91%
3. Kotak Mahindra Bank Limited1.06%

1. Reliance Industries Limited4.72%
2. Bharat Petroleum Corporation Limited0.06%

1. State Bank of India2.82%
2. Bank of Baroda0.48%

1. JB Chemicals & Pharmaceuticals Limited0.98%
2. Sun Pharmaceutical Industries Limited0.86%
3. Mankind Pharma Limited0.74%
4. Cipla Limited0.48%

1. Life Insurance Corporation Of India1.73%
2. HDFC Life Insurance Company Limited0.56%

1. Apollo Hospitals Enterprise Limited2.28%

1. Bharti Airtel Limited2.25%

1. Indus Infra Trust1.73%

1. Larsen & Toubro Limited1.68%

1. ITC Limited1.42%

1. Hero MotoCorp Limited1.41%

1. Mahindra & Mahindra Limited1.20%

1. NTPC Limited1.20%

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.

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 FundUTI Childrens Hybrid Fund Growth04186.38 CR1.77
This FundCanara Robeco Capital Protection Oriented Fund - Series 10 Growth0220.64 CR1.11
This FundAxis Retirement Fund - Conservative Plan Growth048.13 CR2.15
Fund Name1Y3Y
This FundUTI Childrens Hybrid Fund Growth-0.019328.7451
This FundCanara Robeco Capital Protection Oriented Fund - Series 10 Growth5.882128.762
This FundAxis Retirement Fund - Conservative Plan Growth-1.190228.9268

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 : 1.82%
  • 6 Months : -2.63%
  • 1 Year : -1.19%
  • 3 Years : 8.84%
Returns of Axis Retirement Fund - Conservative Plan Growth are updated daily based on NAV of ₹ 15.6308 as on Apr 24,2026. Since inception, the return has been 28.93%.

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