icon
AllocationRetirement

Axis Retirement Fund - Aggressive Plan Direct Growth

3Y Annualised

11.77%

-0.16% 1D

Fund Performance

Fund Multiplier

Fund Info

Peer Comparison

Fund Managers

AMC Details

Performance

1M Returns

-1.99%

-0.16% 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

6 years 3 months

NIFTY 50

6 years 4 months

FD

9 years 7 months

Fund info

Fund size

₹763.62 Cr

Min. SIP amount

₹1000

Min. Lumpsum amount

₹5000

Exit load

0%

Nil

Risk Profile

Very High Risk

Fund Managers

RS
R SivakumarFund Manager Since 20 Dec 2019
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 ₹763.62 Cr worth of assets under management (AUM) as of Fri Mar 14 2025. The latest Net Asset Value (NAV) of Axis Retirement Fund - Aggressive Plan Direct Growth as of Thu Mar 13 2025 is ₹18.17. The fund has an expense ratio of 1.02%, which is medium comparable to most other Allocation funds.

Axis Retirement Fund - Aggressive Plan Direct Growth returns for the last 1 year are 7.88%. Since launch, it has delivered 12.15% 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.

  1. HDFC Bank Ltd: 5.46%
  2. 7.34% Govt Stock 2064: 5.37%
  3. 7.25% Govt Stock 2063: 4.96%
  4. Reliance Industries Ltd: 4.53%
  5. ICICI Bank Ltd: 4.48%

AMC Information

NameAxis Asset Management Company Limited
Founding Date2019-12-20
Emailcustomerservice@axismf.com
Phone+91 22 43255161
Websitewww.axismf.com
AddressAxis 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 GainsIncome tax rate applicable to the Unitholders as per their income slabs.
Long Term GainsIncome tax rate applicable to the Unitholders as per their income slabs.

Similar Funds from Axis Asset Management Company Limited

Calculate Your Returns

Estimated Returns in 3 Years

₹0

Total Amount

₹0

Invest Nowcta image

FAQs

View All

It’s Time to Grow Your Wealth

₹1,000+ cr

AUM

1+ Lac

Investors

stack mb