- Mutual Funds
- Axis Mutual Fund
- Axis Retirement Fund - Aggressive Plan (G)
Axis Retirement Fund - Aggressive Plan (G)
₹ 18.79
NAV (Oct 03)
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical NAV
₹ 18.79
NAV (Oct 3)
Fund Returns
Last 1Y | 36.4% |
Last 3Y | 10.6% |
Last 5Y | NA |
Last 10Y | NA |
Since Inception | 14.1% |
6 Month CAGR | 15.4% |
Scheme Information
The schemes seeks to generate capital appreciation by predominantly investing in equity and equity related instruments.
Expense Ratio | 2.2 |
Launched (0y ago) | 2.2 |
AUM in Crores | 950.7 |
ISIN | INF846K01T02 |
Lock-in | 1825 |
Benchmark | CRISIL Hybrid 25+75 Aggressive Index |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | - |
Standard Deviation | 11.3 |
Beta | 0.9 |
Sharpe Ratio | 0.5 |
YTM | - |
Fund Managers
Returns Calculator Comparison
of
for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| Axis Retirement Fund - Aggressive Plan (G) | 9,50,353 | 2,17,741 | 10.6% | |
| EPF | 9,00,761 | 1,68,149 | 8.50% | |
| Property | 8,67,662 | 1,35,050 | 7.00% | |
| PPF | 8,69,819 | 1,37,207 | 7.10% | |
| Bank FD | 8,46,471 | 1,13,859 | 6.00% | |
| Gold | 8,46,471 | 1,13,859 | 6.00% | |
| Savings Bank | 8,25,950 | 93,338 | 5.00% |
Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.
Asset allocation and Holdings
Top Stock Holdings
GOI
7.6%Reliance Industries Ltd.
4.7%GOI
4.1%ICICI Bank Ltd.
3.5%HDFC Bank Ltd.
3.5%Allocation by Sector
Financial
16.96%Energy
10.48%Technology
9.6%Healthcare
6.99%Automobile
6.44%Comparison with Others Funds
| Fund Name | Fund Size | |
|---|---|---|
₹ 3,124 cr | ||
₹ 1,977 cr | ||
₹ 26,041 cr | ||
₹ 4,457 cr | ||
₹ 9,577 cr |
About the AMC
Axis Mutual Fund
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
6.127% | 7.01% | ||
- | 5.737% | ||
5.737% | 4.907% | ||
6.27% | 8.025% | ||
6.057% | 7.084% |
Axis Retirement Fund - Aggressive Plan (G) Review
Axis Retirement Fund - Aggressive Plan (G) is a Others Others fund and has delivered an annualised return of 14.069% over a period of 4 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 (G) as of 10/3/2024 is ₹18.79 with the total AUM as of 10/4/2024 is ₹950.700404. With Scripbox you can compare and check the latest nav for all mutual funds in India. Axis Retirement Fund - Aggressive Plan (G) was launched on 2019-12-20. The category risk of the fund is High.
The minimum SIP amount for Axis Retirement Fund - Aggressive Plan (G) 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.
Frequently Asked Questions
What is Axis Retirement Fund - Aggressive Plan (G)?
How to invest in Axis Retirement Fund - Aggressive Plan (G)?
You can invest in Axis Retirement Fund - Aggressive Plan (G) through AMC, intermediaries, brokers or platforms like Scripbox. To learn step by step process visit how to invest in mutual funds?
What is the minimum sip amount of Axis Retirement Fund - Aggressive Plan (G)?
The minimum sip amount for Axis Retirement Fund - Aggressive Plan (G) is ₹1000. You can invest in multiples of ₹5000.
Is Axis Retirement Fund - Aggressive Plan (G) good to invest in?
As per Scripbox experts, Axis Retirement Fund - Aggressive Plan (G) is a fund. You can investAxis Retirement Fund - Aggressive Plan (G) fund if its investment objective and risk-o-meter matches your investment goals and risk preferences.
What is the expense ratio of the Axis Retirement Fund - Aggressive Plan (G)?
The expense ratio of the Axis Retirement Fund - Aggressive Plan (G) is 2.2% for regular plan.