RS
R SivakumarFund Manager Since 20 Dec 2019
AllocationRetirement
Axis Retirement Fund - Aggressive Plan Direct Growth
3Y Annualised
17.41%
-0.90% 1D
Fund Performance
Fund Multiplier
Fund Info
Peer Comparison
Fund Managers
AMC Details
Performance
1M Returns
3.01%
-0.90% 1D
Benchmark
Motilal Oswal S&P 500 Index Fund
Fund Multiplier
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
This Fund
4 years 4 months
NIFTY 50
4 years 8 months
FD
9 years 7 months
Fund info
Fund size
₹808.30 Cr
Min. SIP amount
₹1000
Min. Lumpsum amount
₹5000
Exit load
0%
Nil
Risk Profile
Very High Risk
Peer Comparison
This Fund's Performance Compared With Peers
Over the Period of oneMonth
1st
ICICI Prudential Retirement Fund Pure Equity Plan Direct Payout of Income Dist cum Cap Wdrl
6.41%
2nd
ICICI Prudential Retirement Fund Pure Equity Plan Direct Growth
6.40%
3rd
ICICI Prudential Retirement Fund Pure Equity Plan Regular Payout of Income Dist cum Cap Wdrl
6.30%
4th
ICICI Prudential Retirement Fund Pure Equity Plan Regular Growth
6.27%
5th
Aditya Birla Sun Life Retirement Fund - The 30s Pln Direct Growth
6.19%
56th
Axis Retirement Fund - Aggressive Plan Direct Growth
3.01%
Fund Managers
JG
Jinesh GopaniFund Manager Since 20 Dec 2019
HD
Hitesh DasFund Manager Since 20 Dec 2019
About Axis Retirement Fund - Aggressive Plan Direct Growth
Axis Retirement Fund - Aggressive Plan Direct Growth is a Allocation mutual fund scheme from Axis Asset Management Company Limited. This fund has been in existence for 5 years, having been launched on 2019-12-20. Axis Retirement Fund - Aggressive Plan Direct Growth has ₹808.30 Cr worth of assets under management (AUM) as of Wed May 21 2025. The latest Net Asset Value (NAV) of Axis Retirement Fund - Aggressive Plan Direct Growth as of Tue May 20 2025 is ₹19.86. The fund has an expense ratio of 1.08%, which is medium comparable to most other Allocation funds.
Axis Retirement Fund - Aggressive Plan Direct Growth returns for the last 1 year are 12.01%. Since launch, it has delivered 13.51% average annual returns.
The Axis Retirement Fund - Aggressive Plan Direct Growth has the majority of its money invested in Financial Services, null, Energy, Technology sectors.
Top 5 Holdings of Axis Retirement Fund - Aggressive Plan Direct Growth.
- HDFC Bank Ltd: 5.73%
- 7.34% Govt Stock 2064: 5.30%
- ICICI Bank Ltd: 5.02%
- Reliance Industries Ltd: 5.01%
- 7.25% Govt Stock 2063: 4.57%
AMC Information
| Name | Axis Asset Management Company Limited |
|---|---|
| Founding Date | 2019-12-20 |
| customerservice@axismf.com | |
| Phone | +91 22 43255161 |
| Website | www.axismf.com |
| Address | Axis Asset Management Company Ltd.,Axis House, 1st Floor, C-2, Wadia International Centre,,Pandurang Budhkar Marg, Worli, |
Tax Implications of Axis Retirement Fund - Aggressive Plan Direct Growth
| Short Term Gains | Income tax rate applicable to the Unitholders as per their income slabs. |
|---|---|
| Long Term Gains | Income tax rate applicable to the Unitholders as per their income slabs. |
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expense ratio
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FAQs
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