- Mutual Funds
- Axis Mutual Fund
- Axis Retirement Fund - Aggressive Plan Regular Growth
Axis Retirement Fund - Aggressive Plan Regular Plan Growth
₹ 17.7
NAV (May 09)
Scheme Information
The schemes seeks to generate capital appreciation by predominantly investing in equity and equity related instruments.
Expense Ratio | 2.33 % |
Launched 5Y ago | 2019-12-20 |
AUM in Crores | 808.3 |
ISIN | INF846K01T02 |
Lock-in (days) | 1825 |
Benchmark | CRISIL Hybrid 25+75 Aggressive Index |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | - |
Standard Deviation | 12 |
Beta | 0.9 |
Sharpe Ratio | 0.3 |
YTM | - |
Fund Managers
Asset allocation and Holdings
Top Stock Holdings
GOI
7.65%Reliance Industries Ltd.
4.66%GOI
4.1%ICICI Bank Ltd.
3.52%HDFC Bank Ltd.
3.51%
Allocation by Sector
Financial
20.76%Energy
8.79%Healthcare
6.84%Technology
6.66%Automobile
5.24%
Comparison with Others Funds
| Fund Name | Fund Size | |
|---|---|---|
₹ 7,768 cr | ||
₹ 68,033 cr | ||
₹ 15,014 cr | ||
₹ 10,935 cr | ||
₹ 24,326 cr |
Axis Retirement Fund - Aggressive Plan Regular Plan Growth Review
Axis Retirement Fund - Aggressive Plan Regular Plan Growth is a Retirement Fund Others fund and has delivered an annualised return of 11.18% over 5 years. The fund has grown over a period of 5 years. The fund is managed by Axis Mutual Fund. The fund managers are Devang Shah, Hardik Shah, Jayesh Sundar, Krishnaa Narayan, Nitin Arora, R Sivakumar.
Nav of Axis Retirement Fund - Aggressive Plan as of 5/9/2025 is ₹17.70 with the total AUM as of 5/12/2025 is ₹808.3. With Scripbox you can compare and check the latest nav for all mutual funds in India. Axis Retirement Fund - Aggressive Plan was launched on 2019-12-20. The category risk of the fund is Very High.
The minimum SIP amount for Axis Retirement Fund - Aggressive Plan Regular Plan Growth is ₹1000 and you can increase this in multiples of ₹100. In case you want to invest a lump sum, the minimum amount to be invested is ₹5000. Check your estimated returns on mutual funds by using sip calculator.