Axis Retirement Fund - Conservative Plan - Direct - Growth
Solution Oriented Scheme by Axis Asset Management Co. Ltd.
3Y Returns (CAGR)
8.53%
Expense Ratio
1.25%
as of 01/07/2026
AUM
₹5.51 Cr
Qtr End: Mar 26
NAV
₹17.702
as of 17/07/2026
3Y Returns (CAGR)
8.53%
Expense Ratio
1.25%
as of 01/07/2026
AUM
₹5.51 Cr
Qtr End: Mar 26
NAV
₹17.702
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 | 1.37% | 5.61% | 5.81% |
| 6M | -0.12% | -0.24% | 7.39% |
| 1Y | 1.05% | 1.05% | 5.93% |
| 3Y | 27.82% | 8.53% | 5.50% |
| 5Y | 40.65% | 7.06% | 5.64% |
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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