Axis Retirement Fund - Aggressive Plan - Growth - Direct Plan

Other Plans and Options
  • 0.27 %Nav, as on 11-03-2025

  • Previous Nav

  • Net Change on 11-03-2025

  • PersonalFN Rating

  • Assets (Cr.)

  • Expense Ratio

Fund Overview Growth | Direct Plan

  • Fund House

  • Launch Date

  • Benchmark

  • Minimum Investment (₹)

  • Minimum Addl Investment (₹)

  • Exit Load (%)

  • Minimum SIP Investment (₹)

  • Minimum STP Investment (₹)

  • Minimum SWP Investment (₹)

  • 52 Week Low Nav (₹)

  • 52 Week Low Nav Date

  • 52 Week High Nav (₹)

  • 52 Week High Nav Date

Fund Objective

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.

Fund Performance

Scheme Name 1-Month Return (%) 3-Month Return (%) 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Since Inception
Axis Retirement Fund - Aggressive Plan - Direct Growth -3.81 -9.77 7.32 11.89 12.90 12.13
CRISIL Hybrid 25+75 - Aggressive Index N/A N/A N/A N/A N/A N/A
NIFTY 50 - TRI N/A N/A N/A N/A N/A N/A

Returns upto 1 year is Absolute, and above 1 year are Compounded Annualised

Peer Fund Comparison

Scheme Name Launch Date Ratings 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Expense Ratio (%) Assets (Cr.)
Axis Retirement Fund - Aggressive Plan - Direct Growth Dec 20, 2019 7.32 11.89 12.90 1.02 763.62
HDFC Retirement Savings Fund - Equity Plan - Growth Option - Direct Plan Feb 25, 2016 3.56 19.50 24.96 0.80 5,571.31
Nippon India Retirement Fund- Wealth Creation Scheme- Direct Plan- Growth Option Feb 11, 2015 2.27 16.66 19.52 1.03 2,849.23
Tata Retirement Savings Fund Moderate -Direct Plan Growth Jan 04, 2013 5.94 13.46 15.76 0.63 1,908.44
Tata Retirement Savings Fund- Progressive Plan -Direct Plan-Growth Option Jan 04, 2013 4.31 14.15 16.58 0.58 1,803.24
HDFC Retirement Savings Fund - Hybrid-Equity Plan - Growth Option - Direct Plan Feb 25, 2016 3.63 15.22 18.34 0.96 1,485.44

Fund Holdings as on 28-February-2025

  • HDFC Bank Limited

  • 7.34% Government of India (22/04/2064)

  • 7.25% Government of India (12/06/2063)

  • Reliance Industries Limited

  • ICICI Bank Limited

  • Infosys Limited

  • Bajaj Finance Limited

  • 7.09% Government of India (05/08/2054)

  • 7.18% Government of India (24/07/2037)

  • 7.3% Government of India (19/06/2053)

  • Mahindra & Mahindra Limited

  • Bharti Airtel Limited

  • Clearing Corporation of India Ltd

  • Pidilite Industries Limited

  • Larsen & Toubro Limited

  • State Bank of India

  • Tata Consultancy Services Limited

  • Sun Pharmaceutical Industries Limited

  • Info Edge (India) Limited

  • Torrent Power Limited

  • Zomato Limited

  • Solar Industries India Limited

  • 7.1% Government of India (08/04/2034)

  • 7.57% Government of India (17/06/2033)

  • Sundaram Finance Limited

  • PI Industries Limited

  • Fortis Healthcare Limited

  • Minda Corporation Limited

  • Cholamandalam Investment and Finance Company Ltd

  • HDFC Life Insurance Company Limited

  • Cipla Limited

  • PNB Housing Finance Limited

  • Indian Bank

  • NTPC Limited

  • Mankind Pharma Limited

  • Net Receivables / (Payables)

  • PG Electroplast Limited

  • The Phoenix Mills Limited

  • Inox India Limited

  • Apollo Hospitals Enterprise Limited

  • Brigade Enterprises Limited

  • DLF Limited

  • 9.02% Muthoot Finance Limited (14/07/2027) **

  • 7.57% Indian Railway Finance Corporation Limited (18/04/2029) **

  • Ajanta Pharma Limited

  • Linde India Limited

  • United Spirits Limited

  • Awfis Space Solutions Limited

  • V-Guard Industries Limited

  • ICICI Prudential Life Insurance Company Limited

  • Jyoti CNC Automation Ltd

  • Suzlon Energy Limited

  • eClerx Services Limited

  • Bharat Petroleum Corporation Limited

  • Oil & Natural Gas Corporation Limited

  • Jupiter Life Line Hospitals Limited

  • Tata Motors Limited

  • Bharat Electronics Limited

  • Varun Beverages Limited

  • GE Vernova T&D India Limited

  • Indus Infra Trust

  • Hindustan Unilever Limited

  • Coforge Limited

  • Arvind Fashions Limited

  • The Federal Bank Limited

  • Zydus Lifesciences Limited

  • Tech Mahindra Limited

  • Doms Industries Limited

  • REC Limited

  • Premier Energies Limited

  • Avenue Supermarts Limited

  • Power Grid Corporation of India Limited

  • Coal India Limited

  • Hindalco Industries Limited

  • Dixon Technologies (India) Limited

  • Kotak Mahindra Bank Limited

  • Bank of Baroda

  • UNO Minda Limited

  • Hyundai Motor India Ltd

  • Mphasis Limited

  • Britannia Industries Limited

  • TVS Motor Company Limited

  • Bajaj Auto Limited

  • Samvardhana Motherson International Limited

  • RHI Magnesita India Limited

  • Titagarh Rail Systems Limited

  • Nestle India Limited

  • Union Bank of India

View More

  • Miscellaneous

  • Bank - Private

  • IT - Software

  • Finance - NBFC

  • Refineries

  • Pharmaceuticals & Drugs

  • Chemicals

  • Bank - Public

  • Power Generation/Distribution

  • Automobiles - Passenger Cars

  • Hospital & Healthcare Services

  • Telecommunication - Service Provider

  • BPO/ITeS

  • Construction - Real Estate

  • Engineering - Construction

  • Electric Equipment

  • Auto Ancillary

  • Insurance

  • e-Commerce

  • Engineering - Industrial Equipments

  • Pesticides & Agrochemicals

  • Finance - Housing

  • Retailing

  • Consumer Food

  • Consumer Durables - Domestic Appliances

  • Industrial Gases & Fuels

  • Breweries & Distilleries

  • Business Support

  • Oil Exploration

  • Automobiles-Trucks/Lcv

  • Defence

  • Household & Personal Products

  • Printing & Stationery

  • Finance Term Lending

  • Electronics - Components

  • Mining & Minerals

  • Automobile Two & Three Wheelers

  • Metal - Non Ferrous

  • Consumer Durables - Electronics

  • Railways Wagons

  • Refractories

View More

Fund Manager

  • Cash

  • CRISIL AA+

  • CRISIL AAA

  • Equity

  • REITs & InvITs

  • Sovereign

View More

About Axis Retirement Fund - Aggressive Plan

Scheme Analysis

Axis Retirement Fund - Aggressive Plan is a Solution Oriented - Retirement Fund - Equity fund and belongs to Axis Mutual Fund. It was launched on 20-Dec-2019 and currently has an AUM of ₹763.62 crore. Axis Retirement Fund - Aggressive Plan is benchmarked against CRISIL Hybrid 25+75 - Aggressive Index as primary index and NIFTY 50 - TRI as secondary index.

The NAV of Axis Retirement Fund - Aggressive Plan ended up ₹0.05(0.27%)yesterday to ₹18.24.

Among its top 3 holdings the fund has exposure to HDFC Bank Limited, and

The Axis Retirement Fund - Aggressive Plan is managed by Devang Shah and Hardik Shah.

Fund House Contact

One Lodha Place, 22 & 23 Floor, Senapati Bapat Marg, Lower Parel Mumbai - 400 013

022-43255161
022-43255199
www.axismf.com