RS
R SivakumarFund Manager Since 20 Dec 2019
AllocationRetirement
Axis Retirement Fund - Aggressive Plan Regular Growth
3Y Annualised
11.53%
-0.40% 1D
Fund Performance
Fund Multiplier
Fund Info
Peer Comparison
Fund Managers
AMC Details
Performance
1M Returns
4.59%
-0.40% 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 4 months
NIFTY 50
5 years 12 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
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
6.00%
2nd
Aditya Birla Sun Life Retirement Fund - The 30s Pln Direct Pyt of Inc Dis cum Cap Wdrl
6.00%
3rd
Aditya Birla Sun Life Retirement Fund - The 30s Pln Direct Growth
5.99%
4th
Aditya Birla Sun Life Retirement Fund - The 30s Pln Regular Reinvst of Inc Dis cum Cap Wdrl
5.90%
5th
Aditya Birla Sun Life Retirement Fund - The 30s Pln Regular Pyt of Inc Dis cum Cap Wdrl
5.90%
27th
Axis Retirement Fund - Aggressive Plan Regular Growth
4.59%
Fund Managers
JG
Jinesh GopaniFund Manager Since 20 Dec 2019
HD
Hitesh DasFund Manager Since 20 Dec 2019
About Axis Retirement Fund - Aggressive Plan Regular Growth
Axis Retirement Fund - Aggressive Plan Regular 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 Regular Growth has ₹763.62 Cr worth of assets under management (AUM) as of Thu Mar 27 2025. The latest Net Asset Value (NAV) of Axis Retirement Fund - Aggressive Plan Regular Growth as of Wed Mar 26 2025 is ₹17.45. The fund has an expense ratio of 2.33%, which is medium comparable to most other Allocation funds.
Axis Retirement Fund - Aggressive Plan Regular Growth returns for the last 1 year are 11.08%. Since launch, it has delivered 11.28% average annual returns.
The Axis Retirement Fund - Aggressive Plan Regular Growth has the majority of its money invested in Financial Services, null, Energy, Technology sectors.
Top 5 Holdings of Axis Retirement Fund - Aggressive Plan Regular Growth.
- HDFC Bank Ltd: 5.46%
- 7.34% Govt Stock 2064: 5.37%
- 7.25% Govt Stock 2063: 4.96%
- Reliance Industries Ltd: 4.53%
- ICICI Bank Ltd: 4.48%
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 Regular 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
7.13%
expense ratio
0.80%
fund size
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Axis Corporate Bond Fund Regular Growth
Fixed IncomeCorporate Bond
3Y CAGR
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expense ratio
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₹5968.70 Cr
Axis Small Cap Fund Regular Growth
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8.92%
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Axis Multi Asset Allocation Fund Direct Plan Growth Option
AllocationMulti Asset Allocation
3Y CAGR
9.50%
expense ratio
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fund size
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FAQs
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