Axis Retirement Fund - Aggressive Plan Regular Growth

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Solutions Oriented
Retirement
Rating N.A.
Plan

18.38 -0.08 (-0.43%) NAV as on 19 Jan, 2026

5D
1M
6M
1Y
5Y
MAX

Key Metrics

AUM (in Cr)755.92
CAGR 4.55%
Exit Load0.00%
Expense ratio2.30%
CategorySolutions Oriented
Min Investment5000
Min SIP1000
Launch Date2019-12-20

Asset Allocation

Holdings As On - 20 January 2026

Holdings

Sectors

Name
Value (Cr)
Holding %

HDFC Bank
46.10
6.10%

Reliance Industries
45.47
6.01%

7.1% Govt Stock 2034
43.72
5.78%

6.79% Govt Stock 2034
35.32
4.67%

ICICI Bank
34.78
4.60%

Infosys
30.57
4.04%

7.25% Govt Stock 2063
24.61
3.25%

State Bank of India
22.23
2.94%

Larsen & Toubro Ltd
22.07
2.92%

Bharti Airtel
21.80
2.88%

Peer Comparison

Risk & Volitility

Alpha 0.00%
Beta 0.00
Sharpe Ratio0.71
Std Deviation 10.37%
Tracking Error 0.00%

About Fund

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. However, there can be 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.

The Axis Retirement Fund - Aggressive Plan Regular Growth has an AUM of 755.92 crores & has delivered CAGR of 9.49% in the last 5 years. The fund has an exit load of 0.00% and an expense ratio of 2.30%. The minimum investment in Axis Retirement Fund - Aggressive Plan Regular Growth is Rs 5000 and the minimum SIP is Rs 1000.

As per morningstar the risk & return rating of the fund are Moderate & Good respectively.

The top holdings of the fund include HDFC Bank, Reliance Industries, 7.1% Govt Stock 2034 & 6.79% Govt Stock 2034.

The major sectors where the fund is invested are Regional Banks, Software & Programming, Oil & Gas Operations & Biotechnology & Drugs.

Some of the similar funds are Aditya Birla Sun Life Retirement Fund - The 30s Pln Regular Growth, Axis Retirement Fund - Aggressive Plan Regular Growth, Franklin India Retirement Fund Growth, ICICI Prudential Retirement Fund Pure Equity Plan Regular Growth, ICICI Prudential Retirement Fund Hybrid Aggressive Plan Regular Growth. Axis Retirement Fund - Aggressive Plan Regular Growth has a sharpe ratio of 0.71 & a standard deviation of 10.37%.