The schemes seeks to generate regular income through investments predominantly in debt and money market instruments and to generate long term capital appreciation by investing certain portion of the portfolio in equity and equity related securities.
Exit Load--
Stamp duty on investment0.005% (from July 1st, 2020)
Tax implicationsReturns are taxed as per your income tax slab.
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 - Conservative Plan is ₹16.04 as of 2026-08-28.
Axis Retirement Fund - Conservative Plan is classified as a Conservative Hybrid fund.
The Assets Under Management (AUM) of Axis Retirement Fund - Conservative Plan is ₹47.77 Cr.
The expense ratio of Axis Retirement Fund - Conservative Plan is 2.16%.
Axis Retirement Fund - Conservative Plan is managed by Devang Shah.
The minimum SIP investment for Axis Retirement Fund - Conservative Plan is ₹1,000.
As per the SEBI Riskometer, Axis Retirement Fund - Conservative Plan carries a High risk level.
Axis Retirement Fund - Conservative Plan has delivered 2.06% (1Y), 7.4% (3Y) and 5.55% (5Y) annualised returns as of 2026-08-28.
Axis Retirement Fund - Conservative 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.
