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Mutual FundsAxis Retirement Fund - Aggressive Plan Direct - GrowthA
Axis Retirement Fund - Aggressive Plan Direct - Growth
50.86%
5 Year Absolute Returns2Value Research
A
Axis Retirement Fund - Aggressive Plan Direct - Growth
50.86%5 Year Absolute Returns
5 Year Absolute Returnsas on 23 Jul 2026
2Value Research
Axis Retirement Fund - Aggressive Plan Direct - Growth is a Solution Oriented mutual fund scheme launched on 20 Dec 2019. Investors can begin their investment journey with a minimum SIP of ₹1,000 or a lumpsum investment of ₹5,000. The fund manages total assets worth ₹704.41 crores, and the current NAV stands at ₹20.0500 as of 23 Jul 2026. The fund has delivered absolute returns of -0.59% in the past 1 year. For the last 3 years the fund has delivered a CAGR of 11.76%. For 5 years it has given a CAGR of 8.57%. The expense ratio of the fund is 1.28%.
NAV ₹ 20.0500 (-0.59%)
CAGR 8.57%
NAV
NIFTY50
NAV
NIFTY50
Returns Calculator
basis annualised returns
Investment Type
SIP Amount
Investment Period
5Y
₹ 32.73 L
3.50%
₹ 36.98 L
8.00%
₹ 37.56 L
8.57%
Savings Account
Regular Funds
This Fund on Dhan
Total Investment
₹ 30,00,000
Returns
₹ 7,55,576 (8.57%)
Maturity Value
₹ 37,55,576
Disclaimer: Fixed deposits offer guaranteed returns. Mutual fund investments carry market risks; read all scheme-related documents carefully. Past performance does not guarantee future returns.
Direct vs Regular Returns
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Returns vs Category
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*The above returns are absolute
Returns Vs Nifty 50
Historical Returns
Sorry, No Data Available at this Moment!
Start SIP with as Low as ₹100.
Historical NAV
Sorry, No Data Available at this Moment!
Asset Allocation
AUM
₹ 704.41 Cr
Cash Holding
-
Equity
-
Cash
-
Debt
-
Other
-
Asset Allocation
AUM
₹704.41 Cr
Cash Holding
-
Equity
-
Cash
-
Debt
-
Other
-
Sector Holdings
Sorry, No Data Available at this Moment!
Stock Holdings
Sorry, No Data Available at this Moment!
Fund Comparison
Fund Details
52W High NAV
₹ NaN
Min. SIP Amount
₹ 1,000.00
Min. Lumpsum Amount
₹ 5,000.00
AUM (in Cr.)
₹ 704.41
Expense Ratio
1.28%
Lock-in Period
5.0 Years
52W Low NAV
₹ NaN
Inception Date
20 Dec 2019
Fund Age
6 Yrs
Benchmark
CRISIL Hybrid 25+75 - Aggressive Index
Scheme Type
Open Ended
Stamp Duty
0.005% (from July 1st 2020)
Exit Load
- No charges for withdrawal
Tax Implication
- If you redeem within 1 year, STCG are taxed at 20%; If you redeem after 1 year, and returns exceed ₹1.25 Lakhs in a financial year, LTCG are taxed at 12.5%
Fund Managers
| Name | Qualification |
|---|---|
| Devang Shah | B.Com., A.C.A. |
| Hardik Shah | B-Tech (I.T) & MBA (Finance) |
| Jayesh Sundar | Chartered Accountant |
| Krishnaa N | Chartered Accountant and Bachelor of Commerce |
Fund Objective
The investment objective of the Investment Plan(s) under the Scheme is to provide long-term capital appreciation / income by investing in a mix of equity, debt and other instruments to help investors meet their retirement goals. However, there can be no assurance that the investment objective of the Scheme will be achieved. To generate capital appreciation by predominantly investing in equity and equity related instruments. The Investment Plan may also invest in debt and money market instruments, units of Gold ETF or units of REITs & InvITs for income generation / wealth creation.
Risk-O-Meter
Investors understand that their principal will be at
Very High Risk
Risk Scale
Low
Moderately Low
Moderate
Moderately High
High
Very High
AMC Information
Axis Mutual Fund
No. of Schemes
70
Total AUM
₹ 3,63,169.04 Cr
Contact Details
One Lodha Place. 22nd & 23rd Floor,Senapati Bapat Marg, Lower Parel, Maharashtra, Mumbai - 400013.
Contact Details
022-43255161One Lodha Place. 22nd & 23rd Floor,Senapati Bapat Marg, Lower Parel, Maharashtra, Mumbai - 400013.
Open NFOs
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FAQs
When was Axis Retirement Fund Aggressive launched?
Axis Retirement Fund Aggressive was launched on 20 Dec 2019.
What is the current NAV of Axis Retirement Fund Aggressive?
The current NAV of Axis Retirement Fund Aggressive is ₹20.0500 as of 23 Jul 2026.
What is the AUM of Axis Retirement Fund Aggressive?
The latest value of AUM of Axis Retirement Fund Aggressive is ₹704.41 crores as of 23 Jul 2026.
What is the rate of return of Axis Retirement Fund Aggressive?
The return on investment of Axis Retirement Fund Aggressive is:
- In the past 1Y: -0.59%
- In the past 3Y: 11.76%
- In the past 5Y: 8.57%
What is the expense ratio of Axis Retirement Fund Aggressive?
The expense ratio of Axis Retirement Fund Aggressive is 1.28%.
What is exit load of Axis Retirement Fund Aggressive?
The exit load of Axis Retirement Fund Aggressive is as follows:
No charges for withdrawal
What is the portfolio of Axis Retirement Fund Aggressive?
The portfolio of Axis Retirement Fund Aggressive includes:
Top 3 sectoral holdings include:
No data to show right now!
Top 3 sectoral holdings include:
How risky is investing in Axis Retirement Fund Aggressive?
On the risk scale of Low, Moderately Low, Moderate, Moderately High, High and Very High, the risk-o-meter of Axis Retirement Fund Aggressive is Very High.
Who is the fund manager Axis Retirement Fund Aggressive?
The fund manager of Axis Retirement Fund Aggressive is Devang Shah, Hardik Shah, Jayesh Sundar, Krishnaa N.
What is the minimum investment required in Axis Retirement Fund Aggressive?
If you wish to invest in Axis Retirement Fund Aggressive, the minimum SIP amount is ₹1,000 and Lumpsum is ₹5,000.
How to invest in Axis Retirement Fund Aggressive directly?
You can easily invest in mutual funds at 0% commission on Dhan. Here's how you can directly invest in Axis Retirement Fund Aggressive:
- Open Demat Account on Dhan if you don't have one.
- Analyze the fund performance.
- Invest via SIP or Lumpsum.
