Axis Retirement Fund - Aggressive Plan - Growth - Direct Plan

Other Plans and Options
  • 0.37 %Nav, as on 30-01-2025

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  • Net Change on 30-01-2025

  • 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 -3.94 -4.43 15.79 11.78 12.87 13.10
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 15.79 11.78 12.87 0.91 878.49
HDFC Retirement Savings Fund - Equity Plan - Growth Option - Direct Plan Feb 25, 2016 11.50 19.25 23.08 0.75 6,049.31
Nippon India Retirement Fund- Wealth Creation Scheme- Direct Plan- Growth Option Feb 11, 2015 12.11 16.46 15.61 1.00 3,285.97
Tata Retirement Savings Fund Moderate -Direct Plan Growth Jan 04, 2013 13.74 13.93 14.85 0.61 2,182.42
Tata Retirement Savings Fund- Progressive Plan -Direct Plan-Growth Option Jan 04, 2013 13.85 14.87 15.53 0.54 2,121.63
HDFC Retirement Savings Fund - Hybrid-Equity Plan - Growth Option - Direct Plan Feb 25, 2016 9.55 14.88 16.95 0.92 1,580.78

Fund Holdings as on 31-December-2024

  • HDFC Bank Limited

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

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

  • ICICI Bank Limited

  • Reliance Industries Limited

  • Infosys Limited

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

  • Bajaj Finance Limited

  • Mahindra & Mahindra Limited

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

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

  • Torrent Power Limited

  • Zomato Limited

  • Tata Consultancy Services Limited

  • Bharti Airtel Limited

  • Pidilite Industries Limited

  • Larsen & Toubro Limited

  • State Bank of India

  • Info Edge (India) Limited

  • Sun Pharmaceutical Industries Limited

  • PI Industries Limited

  • Solar Industries India Limited

  • V-Guard Industries Limited

  • Fortis Healthcare Limited

  • Sundaram Finance Limited

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

  • Minda Corporation Limited

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

  • Apollo Hospitals Enterprise Limited

  • Ajanta Pharma Limited

  • PNB Housing Finance Limited

  • HDFC Life Insurance Company Limited

  • Inox India Limited

  • Mankind Pharma Limited

  • Cipla Limited

  • The Federal Bank Limited

  • Jyoti CNC Automation Ltd

  • Jupiter Life Line Hospitals Limited

  • Brigade Enterprises Limited

  • ICICI Prudential Life Insurance Company Limited

  • NTPC Limited

  • Cholamandalam Investment and Finance Company Ltd

  • DLF Limited

  • Indian Bank

  • Bharat Petroleum Corporation Limited

  • Tata Power Company Limited

  • United Spirits Limited

  • The Phoenix Mills Limited

  • Oil & Natural Gas Corporation Limited

  • PG Electroplast Limited

  • Clearing Corporation of India Ltd

  • GE Vernova T&D India Limited

  • Coforge Limited

  • Suzlon Energy Limited

  • Awfis Space Solutions Limited

  • eClerx Services Limited

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

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

  • Linde India Limited

  • Central Depository Services (India) Limited

  • Varun Beverages Limited

  • Mphasis Limited

  • Arvind Fashions Limited

  • Power Grid Corporation of India Limited

  • Tata Motors Limited

  • Bharat Electronics Limited

  • REC Limited

  • Bank of Baroda

  • Voltas Limited

  • Coal India Limited

  • Tech Mahindra Limited

  • Schaeffler India Limited

  • Hindustan Unilever Limited

  • Zydus Lifesciences Limited

  • Net Receivables / (Payables)

  • Bharat Dynamics Limited

  • Bharat Highways Invit

  • Can Fin Homes Limited

  • Avenue Supermarts Limited

  • Bajaj Auto Limited

  • UNO Minda Limited

  • Titagarh Rail Systems Limited

  • Hindalco Industries Limited

  • Hyundai Motor India Ltd

  • Britannia Industries Limited

  • TVS Motor Company Limited

  • Samvardhana Motherson International Limited

  • Computer Age Management Services Limited

  • Kotak Mahindra Bank Limited

  • Nestle India Limited

  • RHI Magnesita India Limited

  • Doms Industries Limited

  • Union Bank of India

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  • Miscellaneous

  • Bank - Private

  • IT - Software

  • Pharmaceuticals & Drugs

  • Refineries

  • Finance - NBFC

  • Power Generation/Distribution

  • Chemicals

  • Hospital & Healthcare Services

  • Bank - Public

  • Automobiles - Passenger Cars

  • Electric Equipment

  • BPO/ITeS

  • Construction - Real Estate

  • e-Commerce

  • Telecommunication - Service Provider

  • Engineering - Construction

  • Engineering - Industrial Equipments

  • Auto Ancillary

  • Insurance

  • Pesticides & Agrochemicals

  • Finance - Housing

  • Defence

  • Retailing

  • Consumer Food

  • Breweries & Distilleries

  • Depository Services

  • Oil Exploration

  • Consumer Durables - Domestic Appliances

  • Business Support

  • Automobile Two & Three Wheelers

  • Industrial Gases & Fuels

  • Automobiles-Trucks/Lcv

  • Finance Term Lending

  • Air Conditioners

  • Mining & Minerals

  • Bearings

  • Household & Personal Products

  • Railways Wagons

  • Metal - Non Ferrous

  • Refractories

  • Printing & Stationery

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Fund Manager

  • Cash

  • CRISIL AA+

  • CRISIL AAA

  • Equity

  • REITs & InvITs

  • Sovereign

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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 ₹878.49 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 ₹0.07(0.37%)yesterday to ₹18.84.

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