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Axis Retirement Fund - Aggressive Plan
Aggressive HybridRank #29
2/5
NAV (2026-09-11)
₹18.23
AUM
₹705.82 Cr
Exp. Ratio: 2.49%
RISK LEVEL
Very High
Returns & Performance
1 Year-1.09%2.72% vs cat avgRank #33
3 Year9.66%0.05% vs cat avgRank #17
5 Year5.75%3.50% vs cat avgRank #39
Since Launch9.33%4.06% vs cat avg
Fund vs Category Average
1Y
-1.09%-2.72%
3Y
9.66%-0.05%
5Y
5.75%-3.50%
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 (2.49%)
✖1Y category rank outside top 15 (#33)
✖Overall rank #29 in category
✖Returns since launch below category avg
ISININF846K01T02
NAV₹18.23
NAV Date2026-09-11
AUM₹705.82 Cr
Expense Ratio2.49%
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.
Common questions about this fund, answered from scheme data
The latest Net Asset Value (NAV) of Axis Retirement Fund - Aggressive Plan is ₹18.23 as of 2026-09-11.
Axis Retirement Fund - Aggressive Plan is classified as a Aggressive Hybrid fund.
Axis Retirement Fund - Aggressive Plan is managed by Axis Mutual Fund.
The Assets Under Management (AUM) of Axis Retirement Fund - Aggressive Plan is ₹705.82 Cr.
The expense ratio of Axis Retirement Fund - Aggressive Plan is 2.49%.
Axis Retirement Fund - Aggressive Plan is managed by Devang Shah.
The minimum SIP investment for Axis Retirement Fund - Aggressive Plan is ₹1,000.
As per the SEBI Riskometer, Axis Retirement Fund - Aggressive Plan carries a Very High risk level.
Axis Retirement Fund - Aggressive Plan has delivered -1.09% (1Y), 9.66% (3Y) and 5.75% (5Y) annualised returns as of 2026-09-11.
Axis Retirement Fund - Aggressive Plan was launched on 2009-09-04.
Open an account with Indiabulls Securities, complete your KYC, and invest via SIP or a one-time lumpsum through our platform.
A Systematic Investment Plan (SIP) lets you invest a fixed amount at regular intervals (e.g., monthly) instead of a single lumpsum.
There is no separate brokerage on mutual fund units. The AMC charges an expense ratio, which is already reflected in the NAV. An exit load may apply if you redeem before the specified period.
Mutual fund NAVs are declared once per business day after market close, in line with SEBI norms.
The FAQs above are generated from data provided by the AMC and are for educational purposes only. They do not constitute financial advice, buy/sell recommendations, or return guarantees. Mutual fund investments are subject to market risks — read all scheme-related documents carefully before investing. Past performance is not indicative of future returns.
