← Axis Mutual Fund
Axis Retirement Fund - Aggressive Plan - Direct Growth
Open Ended Schemes(Solution Oriented Scheme - Retirement Fund)High RiskISIN INF846K01S86
NAV · 06-Jul-2026
₹20.3300
1M
+4.17%
6M
-2.41%
1Y (CAGR)
-0.83%
3Y (CAGR)
+12.25%
5Y (CAGR)
+8.85%
Since inception (CAGR)
+11.39%
NAV history
hover for values
Risk & SIP analytics
Q2 · 3Y in categoryVolatility (3y)
10.86%
Downside dev (3y)
8.43%
Max drawdown (3y)
-14.0%
Sharpe (3y)
0.53
SIP XIRR (3y)
+6.59%
SIP XIRR (5y)
+9.57%
Calendar-year returns
2020 +18.4%2021 +18.5%2022 -5.6%2023 +21.5%2024 +20.7%2025 +5.5%
Fund facts
Fund managerDevang Shah · Hardik Shah · Jayesh Sundar · Krishnaa N
AUM₹6,907 Cr
Expense ratio1.17% · 2026-05-31
TER · AMFI officialDirect 1.28% · Regular 2.47% (2026-06-30)
Launch date29-Nov-2019
Plan typeOpen Ended · Solution Oriented
Min lumpsum₹5,000
Min SIP₹1,000
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 ↗