Axis Retirement Fund - Aggressive Plan - Regular Plan - IDCW

Open Ended Schemes(Solution Oriented Scheme - Retirement Fund)High RiskISIN INF846K01T10

NAV · 06-Jul-2026

₹16.9900

+4.09%

-3.02%

1Y (CAGR)

-2.08%

3Y (CAGR)

+10.80%

5Y (CAGR)

+7.31%

Since inception (CAGR)

+9.73%

NAV history

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Risk & SIP analytics

Q2 · 3Y in category

Volatility (3y)

10.85%

Downside dev (3y)

8.45%

Max drawdown (3y)

-14.4%

Sharpe (3y)

0.40

SIP XIRR (3y)

+5.22%

SIP XIRR (5y)

+8.09%

Calendar-year returns

2020 +16.4%2021 +16.5%2022 -7.2%2023 +19.7%2024 +19.2%2025 +4.2%

Fund facts

Fund managerDevang Shah · Hardik Shah · Jayesh Sundar · Krishnaa N

AUM₹6,907 Cr

TER · AMFI officialDirect 1.28% · Regular 2.47% (2026-06-30)

Launch date29-Nov-2019

Plan typeOpen Ended · Solution Oriented

Min lumpsumRs. 5000 and in multiples of Re. 1/- thereafter

Lock-in5 yr

Volatility12.80

AMCAxis Asset Management Co. Ltd.

Objective · 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.

scheme documents ↗