Axis Retirement Fund - Conservative Plan - Direct - Growth
Solution Oriented Schemes ** by Axis Asset Management Co. Ltd.
3Y Returns (CAGR)
7.13%
Expense Ratio
1.27%
as of 01/10/2026
AUM
₹5.25 Cr
Qtr End: Jun 26
NAV
₹17.19
as of 16/10/2026
3Y Returns (CAGR)
7.13%
Expense Ratio
1.27%
as of 01/10/2026
AUM
₹5.25 Cr
Qtr End: Jun 26
NAV
₹17.19
as of 16/10/2026
Historical Performance
Investment growth and SIP performance over time.
Performance Metrics
Returns, CAGR, and Volatility.
| Period | Returns | CAGR | Volatility |
|---|---|---|---|
| 3M | -3.05% | -11.66% | 5.54% |
| 6M | -1.38% | -2.74% | 5.68% |
| 1Y | -2.88% | -2.88% | 6.20% |
| 3Y | 22.94% | 7.13% | 5.64% |
| 5Y | 30.06% | 5.40% | 5.64% |
Scheme Details
- Launch Date
- 29/11/2019
- Fund Age
- 6.9 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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