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Home Mf Research Axis Retirement Fund Aggressive Plan Regular Plan Growth
AXIS MUTUAL FUND

Mutual Fund Research

Axis Retirement Fund - Aggressive Plan - Regular Plan - Growth

AXIS MUTUAL FUND Solution Oriented Solution Oriented Retirement

Fund Performance

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-
Historical NAV
  • 1W
  • 2W
  • 1M
  • 3M
  • 6M
  • 1Y
  • 3Y
  • 5Y
  • SI

SIP Returns

Historical performance of a ₹1,000 monthly SIP

Historical data
Investment Period SIP Start Date Amount Invested Current Value Absolute Return
One Week 2026-10-27 ₹1,000.00 ₹1,032.50 +3.25%
Two Week 2026-10-19 ₹1,000.00 ₹1,024.32 +2.43%
One Month 2026-10-05 ₹1,000.00 ₹1,026.64 +2.66%
Three Months 2026-08-05 ₹3,000.00 ₹2,975.08 -0.83%
Six Months 2026-05-07 ₹6,000.00 ₹5,992.62 -0.12%
One Year 2025-11-03 ₹12,000.00 ₹11,990.92 -0.08%
Three Year 2023-11-06 ₹36,000.00 ₹37,348.72 +3.75%
Five Year 2021-11-08 ₹60,000.00 ₹71,263.86 +18.77%
Since Inception 2019-12-20 ₹84,000.00 ₹111,068.86 +32.22%

Past returns are historical, not guaranteed. SIP values depend on the dates and NAVs used.

Return Calculator

Explore SIP and one-time investment scenarios

₹1,000₹50,000
Investment Duration

Projection uses the selected fund return as an annualized assumption. It does not predict future performance.

Estimated Investment Summary

Investment
₹0
Maturity Value
₹0
Abs. Returns
₹0
Assumed Annual Return
0%

Illustrative values only. Market returns are not fixed or guaranteed.

Portfolio Allocation

Explore asset allocation, sector exposure and company holdings.

Equity
N/A
Debt
N/A
Others
N/A

Sector Allocation

Distribution across different sectors

Sovereign 19.39%
Banks 15.70%
Petroleum Products 5.16%
Finance 4.92%
Other 4.60%
Pharmaceuticals & Biotechnology 4.38%
IT - Software 3.80%
Auto Components 3.47%
Automobiles 3.31%
Telecom - Services 3.17%
Chemicals & Petrochemicals 3.09%
Retailing 2.55%
Consumer Durables 2.55%
Healthcare Services 2.20%
Power 2.06%
Construction 2.01%
Electrical Equipment 1.96%
Leisure Services 1.61%
Aerospace & Defense 1.60%
CRISIL AA+ 1.49%
Beverages 1.43%
Transport Services 1.21%
CRISIL AA- 1.04%
Realty 1.03%
Industrial Manufacturing 0.88%
Insurance 0.77%
Food Products 0.71%
Household Products 0.68%
Transport Infrastructure 0.64%
Diversified FMCG 0.63%
Industrial Products 0.42%
Capital Markets 0.37%
Commercial Services & Supplies 0.35%
Agricultural, Commercial & Construction Vehicles 0.31%
Ferrous Metals 0.28%
Non - Ferrous Metals 0.23%

Top Holdings

Company-wise portfolio exposure

Reliance Industries Limited 5.16%
ICICI Bank Limited 4.93%
HDFC Bank Limited 4.66%
Bharti Airtel Limited 2.73%
Kotak Mahindra Bank Limited 2.27%
Mahindra & Mahindra Limited 2.14%
State Bank of India 2.12%
Larsen & Toubro Limited 2.01%
Infosys Limited 1.82%
Bajaj Finance Limited 1.69%
Solar Industries India Limited 1.53%
Eternal Limited 1.47%
NTPC Limited 1.40%
Divi's Laboratories Limited 1.34%
Minda Corporation Limited 1.29%
Axis Bank Limited 1.28%
Pidilite Industries Limited 1.22%
PNB Housing Finance Limited 1.22%
Apollo Hospitals Enterprise Limited 1.13%
The Phoenix Mills Limited 1.03%
Hindustan Aeronautics Limited 0.99%
InterGlobe Aviation Limited 0.86%
Sona BLW Precision Forgings Limited 0.86%
Fortis Healthcare Limited 0.84%
Shriram Finance Limited 0.82%
Sun Pharmaceutical Industries Limited 0.81%
Premier Energies Limited 0.79%
Samvardhana Motherson International Limited 0.77%
HDFC Life Insurance Company Limited 0.77%
The Indian Hotels Company Limited 0.76%
United Spirits Limited 0.75%
Dixon Technologies (India) Limited 0.73%
CG Power and Industrial Solutions Limited 0.71%
Britannia Industries Limited 0.71%
Mankind Pharma Limited 0.70%
Doms Industries Limited 0.68%
Varun Beverages Limited 0.68%
Tata Power Company Limited 0.66%
Indus Infra Trust 0.64%
Titan Company Limited 0.57%
Arvind Fashions Limited 0.55%
Cipla Limited 0.53%
Ather Energy Limited 0.51%
Tata Consultancy Services Limited 0.50%
Info Edge (India) Limited 0.50%
Tech Mahindra Limited 0.49%
Mphasis Limited 0.48%
Cholamandalam Investment and Finance Company Ltd 0.44%
Indus Towers Limited 0.44%
RBL Bank Limited 0.44%
Sundaram Finance Limited 0.44%
PG Electroplast Limited 0.43%
ITC Hotels Limited 0.43%
Jubilant Foodworks Limited 0.42%
Piramal Pharma Limited 0.42%
Kirloskar Oil Engines Limited 0.42%
Jyoti CNC Automation Ltd 0.41%
Computer Age Management Services Limited 0.37%
Amber Enterprises India Limited 0.36%
Coforge Limited 0.36%
Awfis Space Solutions Limited 0.35%
Delhivery Limited 0.35%
Gujarat Fluorochemicals Limited 0.34%
Berger Paints (I) Limited 0.33%
Hindustan Unilever Limited 0.32%
Bharat Electronics Limited 0.31%
ITC Limited 0.31%
REC Limited 0.31%
Tata Motors Ltd 0.31%
Zydus Lifesciences Limited 0.31%
Cyient Dlm Ltd 0.30%
Schaeffler India Limited 0.29%
Tata Steel Limited 0.28%
Cohance Lifesciences Limited 0.27%
Titagarh Rail Systems Limited 0.27%
Exide Industries Limited 0.26%
TVS Motor Company Limited 0.26%
GE Vernova T&D India Limited 0.25%
Global Health Limited 0.23%
Hindalco Industries Limited 0.23%
Hyundai Motor India Ltd 0.22%
Kaynes Technology India Limited 0.20%
Maruti Suzuki India Limited 0.18%
HCL Technologies Limited 0.15%
Apar Industries Limited 0.13%
Voltas Limited 0.13%
Azad Engineering Ltd 0.08%
Avenue Supermarts Limited 0.03%
Supreme Industries Limited 0.00%
7.1% Government of India (08/04/2034) 6.36%
6.79% Government of India (07/10/2034) 5.14%
7.25% Government of India (12/06/2063) 3.52%
7.18% Government of India (24/07/2037) 2.99%
7.57% Government of India (17/06/2033) 1.38%
5% GMR Airports Limited (13/02/2027) ** 1.04%
9.02% Muthoot Finance Limited (14/07/2027) 0.75%
7.88% Muthoot Finance Limited (22/11/2028) 0.74%
Clearing Corporation of India Ltd 3.96%
Net Receivables / (Payables) 0.64%

Risk Ratios & Analysis

Understand the fund’s volatility, benchmark exposure and redemption characteristics.

σ
Standard Deviation
N/A
Return volatility
β
Beta
N/A
Benchmark sensitivity
S
Sharpe Ratio
N/A
Risk-adjusted return
↗
Lock-in Period
N/A
Redemption restriction
◷
Residual Maturity
9.9 years
Time to maturity

Scheme Riskometer

Published risk classification for this scheme

Principal risk level

Investors understand that their principal will be at

Very High Risk

Low
Low to Moderate
Moderate
Moderately High
High
Very High

Riskometer is a scheme risk classification, not a prediction of future performance.

Peer Comparison

Compare similar mutual funds by performance, fundamentals and risk.

Fund Name 1Y Return 3Y Return Since Inception
Aditya Birla Sun Life Retirement Fund - 30S Plan - Regular Plan - Growth 6.28% 14.46% 10.72%
ICICI Prudential Retirement Fund Pure Debt Plan - Regular Plan - Growth 2.55% 5.33% 5.97%
Aditya Birla Sun Life Retirement Fund - 50Plus Debt Plan - Regular Plan - Growth 1.71% 4.49% 4.04%
ICICI Prudential Retirement Fund Hybrid Conservative Plan - Regular Plan - Growth 1.59% 7.86% 7.90%
Aditya Birla Sun Life Retirement Fund - 50S Plan - Regular Plan - Growth 0.84% 6.47% 5.41%
SBI Retirement Benefit Fund Conservative Plan - Regular Plan - Growth 0.80% 5.92% 6.62%
Tata Retirement Savings Fund-Conservative - Regular Plan - Growth 0.64% 6.05% 8.08%
SBI Retirement Benefit Fund Conservative Hybrid Plan - Regular Plan - Growth -0.57% 6.22% 7.99%
Tata Retirement Savings Fund-Moderate - Regular Plan - Growth -0.78% 9.63% 13.22%
Tata Retirement Savings Fund-Progressive - Regular Plan - Growth -1.17% 10.04% 13.26%

Returns are historical and do not guarantee future performance.

View All Solution Oriented Retirement Funds

Fund Family

Compare schemes from AXIS MUTUAL FUND by performance, fundamentals and risk.

Fund Name 1Y Return 3Y Return Since Inception
Axis Silver Fund Of Fund - Regular Plan - Growth 22.28% 33.75% 31.20%
Axis Silver ETF - Regular Plan - Growth 20.47% 34.69% 31.53%
Axis Nasdaq 100 US Specific Equity Passive FOF - Regular Plan - Growth 17.34% 30.44% 29.72%
Axis Global Equity Alpha Fund Of Fund - Regular Plan - Growth 12.87% 21.89% 15.73%
Axis Gold ETF - Regular Plan - Growth 12.66% 29.53% -16.58%
Axis Nifty Healthcare ETF - Regular Plan - Growth 12.28% 20.57% 13.54%
Axis Gold Fund - Regular Plan - Growth 11.79% 28.87% 9.51%
Axis Global Innovation Fund Of Fund - Regular Plan - Growth 10.78% 22.54% 11.52%
Axis India Manufacturing Fund - Regular Plan - Growth 6.90% 0.00% 16.14%
Axis Greater China Equity Fund Of Fund - Regular Plan - Growth 6.72% 16.84% 1.09%

Returns are historical and do not guarantee future performance.

View All AXIS MUTUAL FUND Funds

Scheme Objective

The investment mandate and purpose of this scheme

The investment objective of the Investment Plan(s) under the Scheme is to provide long-term capital appreciation / income by investing in a mix of equity, debt, and other instruments to help investors meet their retirement goals. There is no assurance that the investment objective of the Scheme will be achieved. To generate capital appreciation by predominantly investing in equity and equity related instruments. The Investment Plan may also invest in debt and money market instruments, units of Gold ETF or units of REITs & InvITs for income generation / wealth creation.

Scheme Details

Investment requirements and key fund information

Fund Information

Min. SIP Amount
N/A
Min. Lumpsum Amount
N/A
AUM (in Cr.)
N/A
Expense Ratio (Regular)
2.50%
Expense Ratio (Direct)
1.27%
Lock-in Period
N/A
Fund Age
N/A
Benchmark
CRISIL Hybrid 25+75 - Aggressive Index

Exit Load

Charges that may apply when you redeem units

N/A
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