Axis Retirement Fund - Aggressive Plan - Direct - Growth
Solution Oriented Scheme by Axis Asset Management Co. Ltd.
3Y Returns (CAGR)
12.18%
Expense Ratio
1.28%
as of 01/07/2026
AUM
₹51.86 Cr
Qtr End: Mar 26
NAV
₹20.33
as of 17/07/2026
3Y Returns (CAGR)
12.18%
Expense Ratio
1.28%
as of 01/07/2026
AUM
₹51.86 Cr
Qtr End: Mar 26
NAV
₹20.33
as of 17/07/2026
Historical Performance
Investment growth and SIP performance over time.
Performance Metrics
Returns, CAGR, and Volatility.
| Period | Returns | CAGR | Volatility |
|---|---|---|---|
| 3M | 2.28% | 9.42% | 10.53% |
| 6M | 0.35% | 0.70% | 14.37% |
| 1Y | -0.30% | -0.30% | 11.35% |
| 3Y | 41.17% | 12.18% | 11.03% |
| 5Y | 51.42% | 8.65% | 11.16% |
Scheme Details
- Launch Date
- 29/11/2019
- Fund Age
- 6.6 years
- Minimum Investment
- ₹5,000
- Fund House
- Axis Mutual Fund
- Category
- Solution Oriented Scheme
- Sub-category
- Retirement Fund (Solution Oriented Scheme)
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