RS
R SivakumarFund Manager Since 20 Dec 2019
AllocationRetirement
Axis Retirement Fund - Aggressive Plan Direct Growth
3Y Annualised
17.38%
-0.05% 1D
Fund Performance
Fund Multiplier
Fund Info
Peer Comparison
Fund Managers
AMC Details
Performance
1M Returns
2.92%
-0.05% 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 11 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
Aditya Birla Sun Life Retirement Fund - The 30s Pln Direct Reinvst of Inc Dis cum Cap Wdrl
6.35%
2nd
Aditya Birla Sun Life Retirement Fund - The 30s Pln Direct Pyt of Inc Dis cum Cap Wdrl
6.35%
3rd
Aditya Birla Sun Life Retirement Fund - The 30s Pln Direct Growth
6.35%
4th
Aditya Birla Sun Life Retirement Fund - The 30s Pln Regular Growth
6.25%
5th
Aditya Birla Sun Life Retirement Fund - The 30s Pln Regular Reinvst of Inc Dis cum Cap Wdrl
6.25%
41st
Axis Retirement Fund - Aggressive Plan Direct Growth
2.92%
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 Sun Jun 01 2025. The latest Net Asset Value (NAV) of Axis Retirement Fund - Aggressive Plan Direct Growth as of Sat May 31 2025 is ₹20.12. 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 13.61%. Since launch, it has delivered 13.71% 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. |
Similar Funds from Axis Asset Management Company Limited
Axis Gilt Fund Growth
Fixed IncomeGovernment Bond
3Y CAGR
8.53%
expense ratio
0.80%
fund size
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Axis Corporate Bond Fund Regular Growth
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expense ratio
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Axis Small Cap Fund Regular Growth
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Axis Multi Asset Allocation Fund Direct Plan Growth Option
AllocationMulti Asset Allocation
3Y CAGR
12.96%
expense ratio
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fund size
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FAQs
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