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 ₹18.61 as of 2026-08-28.
Axis Retirement Fund - Aggressive Plan is classified as a Aggressive Hybrid fund.
The Assets Under Management (AUM) of Axis Retirement Fund - Aggressive Plan is ₹709.04 Cr.
The expense ratio of Axis Retirement Fund - Aggressive Plan is 2.48%.
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 3.05% (1Y), 11.42% (3Y) and 6.86% (5Y) annualised returns as of 2026-08-28.
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.
