Axis Retirement Fund - Aggressive Plan - Regular Growth
Fund House: Axis Mutual Fund
Category: Retirement Fund
Status: Open Ended Schemes
Launch Date: 01-12-2019
Minimum Investment: 5000.0
Asset Class: Mixed Asset
Minimum Topup: 1000.0
Benchmark: CRISIL Hybrid 25+75 Aggressive Index
Total Assets: 815.11 As on (30-05-2025)
Expense Ratio: 2.29% As on (31-05-2025)
Turn over: 81.00% | Exit Load: Nil
NAV as on 11-06-2025
18.69
-0.02
CAGR Since Inception
12.11%
CRISIL Hybrid 25+75 Aggressive Index 12.22%
PERFORMANCE
| Scheme Performance (%) | 1-Year Ret (%) | 3-Yrs Ret (%) | 5-Yrs Ret (%) | 10-Yrs Ret (%) | Since Launch Ret (%) |
|---|---|---|---|---|---|
| Axis Retirement Fund - Aggressive Plan - Regular Growth | 9.55 | 16.53 | 15.45 | - | 12.11 |
| Benchmark | - | - | - | - | - |
| Retirement Fund | 8.17 | 15.05 | 15.01 | 10.36 | 12.27 |
Funds Manager
Mr. Jayesh Sundar, Mr. Devang Shah, Mr. Hardik Shah, Ms. Krishnaa N
RETURNS CALCULATORS for Axis Retirement Fund - Aggressive Plan - Regular Growth
Growth of 10000 In SIP (Fund vs Benchmark)
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Growth of 10000 In LUMPSUM (Fund vs Benchmark)
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PORTFOLIO ANALYSIS of Axis Retirement Fund - Aggressive Plan - Regular Growth
Portfolio Holdings
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Sector Allocation
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PEER COMPARISION of Axis Retirement Fund - Aggressive Plan - Regular Growth
| Scheme Name | Inception Date | 1 Year Rtn (%) | 2 Year Rtn (%) | 3 Year Rtn (%) | 5 Year Rtn (%) | 10 Year Rtn (%) |
|---|---|---|---|---|---|---|
| Axis Retirement Fund Aggr Reg Gr | 01-12-2019 | 9.55 | 19.04 | 16.53 | 15.45 | 0.0 |
| PGIM India Retirement Fund Reg Gr | 15-04-2024 | 13.26 | 0.0 | 0.0 | 0.0 | 0.0 |
| ICICI Pru Retrmnt Pure Equity Gr | 01-02-2019 | 10.92 | 31.45 | 26.54 | 30.36 | 0.0 |
| ABSL Retrmnt The 40s Reg Gr | 01-03-2019 | 10.7 | 18.97 | 16.04 | 14.67 | 0.0 |
| Tata Retrmnt Savings Mod Reg (Gr) | 01-11-2011 | 10.56 | 20.04 | 18.22 | 18.38 | 12.67 |
| ABSL Retrmnt The 30s Reg Gr | 10-03-2019 | 10.13 | 21.47 | 18.29 | 17.14 | 0.0 |
| UTI Retirement Fund - Regular Plan | 26-12-1994 | 9.77 | 14.83 | 14.08 | 15.2 | 9.9 |
| Tata Retrmnt Savings Reg Progressive Gr | 01-11-2011 | 9.7 | 22.48 | 19.92 | 20.06 | 14.11 |
| Axis Retirement Fund Dyn Reg Gr | 05-12-2019 | 9.57 | 19.39 | 17.45 | 16.08 | 0.0 |
| Franklin India Pension Gr | 31-03-1997 | 8.56 | 13.46 | 12.57 | 11.19 | 8.62 |
Asset Allocation (%)
Key Performance and Risk Statistics of Axis Retirement Fund - Aggressive Plan - Regular Growth
| Key Statistics | Volatility | Sharpe Ratio | Alpha | Beta | Yield to Maturity | Average Maturity |
|---|---|---|---|---|---|---|
| Axis Retirement Fund - Aggressive Plan - Regular Growth | 11.29 | 0.77 | 0.45 | 1.18 | 7.14 | 19.12 |
| Retirement Fund | - | - | - | - | - | - |