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Mutual Funds

Axis Retirement Fund - Aggressive Plan

Ax

Axis Retirement Fund - Aggressive Plan

Aggressive HybridRank #29
2/5

NAV (2026-07-14)

18.27

AUM

₹704.41 Cr

Exp. Ratio: 2.47%

RISK LEVEL

Very High

Returns & Performance

1 Year-1.40%2.61% vs cat avgRank #31
3 Year10.41%0.80% vs cat avgRank #25
5 Year7.12%3.33% vs cat avgRank #38
Since Launch9.61%--

Fund vs Category Average

1Y
-1.40%-2.61%
3Y
10.41%-0.80%
5Y
7.12%-3.33%

Pros & Cons

Pros

No notable pros identified

Cons

1Y returns trail category average
3Y returns below category average
5Y returns below category average
Higher expense ratio (2.47%)
1Y category rank outside top 15 (#31)
Overall rank #29 in category
ISININF846K01T02
NAV₹18.27
NAV Date2026-07-14
AUM₹704.41 Cr
Expense Ratio2.47%
RiskVery High
Rating2 / 5
Lock-in Period5 days
Min SIP Amount₹1000
Max SIP Amount₹999999999
Min Additional Inv.₹1000
SIP AllowedYes
Plan TypeRegular
Plan OptionGrowth
Is NFONo
Fund House Incorp.2009-09-04

INVESTMENT OBJECTIVE

The schemes seeks to generate capital appreciation by predominantly investing in equity and equity related instruments.

Exit Load--
Stamp duty on investment0.005% (from July 1st, 2020)
Tax implicationsIf you redeem within one year, your returns will be taxed at 20%. For redemptions after one year, returns exceeding ₹1.25 lakh in a financial year will be taxed at 12.5%.

Devang Shah

Mr. Shah is B.Com and ACA.

Prior to joining Axis AMC he has worked with ICICI Prudential AMC, Deutsche Asset Management (India) Pvt. Ltd. and Pricewaterhouse Coopers.

Top Holdings

Holdings data not available for this scheme