Axis Retirement Fund - Conservative Plan - Regular Growth
Fund House: Axis Mutual Fund
Category: Retirement Fund
Status: Open Ended Schemes
Launch Date: 05-12-2019
Minimum Investment: 5000.0
Asset Class: Mixed Asset
Minimum Topup: 1000.0
Benchmark: CRISIL Hybrid 75+25 Conservative Index
Total Assets: 53.01 As on (31-12-2025)
Expense Ratio: 2.15% As on (31-12-2025)
Turn over: 81.00% | Exit Load: Nil
NAV as on 31-01-2026
16.0653
8.0E-4
CAGR Since Inception
8.06%
CRISIL Hybrid 75+25 Conservative Index 9.73%
PERFORMANCE
| Scheme Performance (%) | 1-Year Ret (%) | 3-Yrs Ret (%) | 5-Yrs Ret (%) | 10-Yrs Ret (%) | Since Launch Ret (%) |
|---|---|---|---|---|---|
| Axis Retirement Fund - Conservative Plan - Regular Growth | 4.17 | 9.72 | 7.06 | - | 8.06 |
| Benchmark | - | - | - | - | - |
| Retirement Fund | 6.57 | 12.99 | 10.94 | 10.07 | 10.68 |
Funds Manager
Mr. Jayesh Sundar, Mr. Devang Shah, Mr. Hardik Shah, Ms. Krishnaa N
RETURNS CALCULATORS for Axis Retirement Fund - Conservative 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 - Conservative Plan - Regular Growth
Portfolio Holdings
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Sector Allocation
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PEER COMPARISION of Axis Retirement Fund - Conservative 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 Cons Reg Gr | 05-12-2019 | 4.17 | 6.42 | 9.72 | 7.06 | 0.0 |
| ICICI Pru Retrmnt Pure Equity Gr | 01-02-2019 | 15.84 | 15.17 | 25.12 | 22.93 | 0.0 |
| ICICI Pru Retrmnt Hybrid Ag Gr | 02-02-2019 | 14.88 | 14.25 | 21.9 | 17.35 | 0.0 |
| ABSL Retrmnt The 30s Reg Gr | 10-03-2019 | 13.15 | 11.58 | 16.15 | 11.96 | 0.0 |
| Union Retirement Fund Reg Gr | 22-09-2022 | 10.34 | 10.03 | 17.9 | 0.0 | 0.0 |
| ICICI Pru Retrmnt Hybrid Cons Gr | 05-02-2019 | 9.92 | 8.91 | 11.67 | 8.46 | 0.0 |
| Baroda BNP Paribas Retirement Fund Reg Gr | 28-05-2024 | 8.42 | 0.0 | 0.0 | 0.0 | 0.0 |
| ABSL Retrmnt The 40s Reg Gr | 01-03-2019 | 8.0 | 9.65 | 13.9 | 10.28 | 0.0 |
| HDFC Retrmnt Savings Equity Reg | 07-02-2016 | 7.18 | 9.01 | 17.86 | 19.92 | 0.0 |
| Bandhan Retirement Fund Reg Gr | 18-10-2023 | 6.82 | 7.25 | 0.0 | 0.0 | 0.0 |
Asset Allocation (%)
Key Performance and Risk Statistics of Axis Retirement Fund - Conservative Plan - Regular Growth
| Key Statistics | Volatility | Sharpe Ratio | Alpha | Beta | Yield to Maturity | Average Maturity |
|---|---|---|---|---|---|---|
| Axis Retirement Fund - Conservative Plan - Regular Growth | 5.39 | 0.71 | -0.65 | 1.28 | 7.19 | 17.28 |
| Retirement Fund | - | - | - | - | - | - |