Axis Retirement Fund - Aggressive Plan Regular Growth
- Retirement
- Solutions Oriented
- High Risk
Explore On
Rating:
Key Metrics
Aum
₹700.72 Cr
Expense Ratio
2.55%
Exit Load
0.00%
Min. Investment
₹5,000.00
Min. SIP
₹1000.00
Launch Date
20 Dec 2019
CAGR Returns
| Period | Absolute(%) | Annualised(%) |
|---|---|---|
| 1 Month | -1.29% | -- |
| 3 Months | -2.16% | -- |
| 6 Months | -5.92% | -- |
| 1 Year | -5.16% | -5.16% |
| 2 Years | -- | +3.24% |
| 3 Years | +35.07% | +10.54% |
| 5 Years | +41.69% | +7.22% |
| Since Launch | +76.4% | +9.19% |
Holdings as on 8 June 2026
| Name | Value (₹Cr) | Holding % |
|---|---|---|
| 7.1% Govt Stock 2034 | 42.68 | 6.09 |
| Reliance Industries | 41.43 | 5.91 |
| HDFC Bank | 35.15 | 5.02 |
| 6.79% Govt Stock 2034 | 34.43 | 4.91 |
| ICICI Bank | 33.48 | 4.78 |
| 7.25% Govt Stock 2063 | 23.48 | 3.35 |
| Infosys | 22.63 | 3.23 |
| State Bank of India | 22.39 | 3.20 |
| Larsen & Toubro Ltd | 20.87 | 2.98 |
| 7.18% Govt Stock 2037 | 20.07 | 2.86 |
Morning Star Rating
Rating:
Risk
Return
Risk & Volitility
0.51
Sharpe Ratio
12.27%
Std. Deviation
--
Tracking Error
--
Alpha
--
Beta
Peer Comparison
| Fund Name | 1Y | 3Y | 5Y |
|---|---|---|---|
| Aditya Birla Sun Life Retirement Fund - The 30s Pln Regular Growth | +8.58% | +16.46% | +10.91% |
| SBI Retirement Benefit Fund - Aggressive Hybrid Plan Regular Growth | -0.1% | +9.49% | +11.29% |
| Axis Retirement Fund - Aggressive Plan Regular Growth | -5.16% | +10.54% | +7.22% |
| Franklin India Retirement Fund Growth | -1.75% | +8.04% | +6.8% |
| ICICI Prudential Retirement Fund Hybrid Aggressive Plan Regular Growth | +7.9% | +19.52% | +15.47% |
Results are calculated on CAGR basis
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 700.72 crores & has delivered CAGR of 7.22 in the last 5 years. The fund has an exit load of 0.00% and an expense ratio of 2.55%. 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 Medium & Good respectively.
The fund has a present cash holding of %. The top holdings of the fund include 7.1% Govt Stock 2034, Reliance Industries, HDFC Bank, 6.79% Govt Stock 2034.
The major sectors where the fund is invested are Regional Banks, Oil & Gas Operations, Software & Programming, Chemical Manufacturing.
Some of the similar funds are Aditya Birla Sun Life Retirement Fund - The 30s Pln Regular Growth, SBI Retirement Benefit Fund - Aggressive Hybrid Plan Regular Growth, Axis Retirement Fund - Aggressive Plan Regular Growth, Franklin India Retirement Fund Growth, ICICI Prudential Retirement Fund Hybrid Aggressive Plan Regular Growth. Axis Retirement Fund - Aggressive Plan Regular Growth has a sharpe ratio of 0.51 & a standard deviation of 12.27%.
FAQs
According to the morning star rating Axis Retirement Fund - Aggressive Plan Regular Growth has a Medium risk & Good return.
Axis Retirement Fund - Aggressive Plan Regular Growth is managed by Devang Shah,Hardik Shah,Jayesh Sundar,Krishnaa N.
The expense ratio of Axis Retirement Fund - Aggressive Plan Regular Growth is 2.55%.
The 5 year annualized return on Axis Retirement Fund - Aggressive Plan Regular Growth is 7.22% & it has generated -5.16% in the last 1 year.
The minimum investment in Axis Retirement Fund - Aggressive Plan Regular Growth is 5000 Rs.
Axis Retirement Fund - Aggressive Plan Regular Growth has an AUM of 700.72 crores.
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