Axis Retirement Fund - Aggressive Plan - Growth - Regular Plan

Other Plans and Options
  • (-0.59%)Nav, as on 21-02-2025

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  • Net Change on 21-02-2025

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Fund Overview Growth | Regular Plan

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  • Launch Date

  • Benchmark

  • Minimum Investment (₹)

  • Minimum Addl Investment (₹)

  • Exit Load (%)

  • Minimum SIP Investment (₹)

  • Minimum STP Investment (₹)

  • Minimum SWP Investment (₹)

  • 52 Week Low Nav (₹)

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  • 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 - Regular Growth -3.45 -4.11 8.67 10.06 10.27 10.86
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 - Regular Growth Dec 20, 2019 8.67 10.06 10.27 2.27 825.61
HDFC Retirement Savings Fund - Equity Plan - Growth Option Feb 25, 2016 5.70 17.80 21.21 1.78 5,897.09
Nippon India Retirement Fund- Wealth Creation Scheme- Growth Option Feb 11, 2015 4.45 14.91 14.37 1.95 3,089.02
Tata Retirement Savings Fund Moderate -Regular Plan (Growth) Nov 04, 2011 8.48 11.96 12.58 2.04 2,061.76
Tata Retirement Savings Fund -Regular Plan -Progressive -Growth Nov 04, 2011 7.97 12.72 13.04 2.04 1,979.06
HDFC Retirement Savings Fund - Hybrid-Equity Plan - Growth Option Feb 25, 2016 4.49 13.58 15.17 2.08 1,551.16

Fund Holdings as on 31-January-2025

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

  • HDFC Bank Limited

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

  • Reliance Industries Limited

  • ICICI Bank 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)

  • Bharti Airtel Limited

  • Tata Consultancy Services Limited

  • Pidilite Industries Limited

  • Larsen & Toubro Limited

  • State Bank of India

  • Torrent Power Limited

  • Info Edge (India) Limited

  • Sun Pharmaceutical Industries Limited

  • Solar Industries India Limited

  • Zomato Limited

  • Net Receivables / (Payables)

  • Minda Corporation Limited

  • PI Industries Limited

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

  • Sundaram Finance Limited

  • Fortis Healthcare Limited

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

  • HDFC Life Insurance Company Limited

  • PNB Housing Finance Limited

  • Cipla Limited

  • Cholamandalam Investment and Finance Company Ltd

  • Indian Bank

  • Jupiter Life Line Hospitals Limited

  • Mankind Pharma Limited

  • NTPC Limited

  • Brigade Enterprises Limited

  • V-Guard Industries Limited

  • DLF Limited

  • Apollo Hospitals Enterprise Limited

  • The Phoenix Mills Limited

  • Jyoti CNC Automation Ltd

  • Bharat Petroleum Corporation Limited

  • Oil & Natural Gas Corporation Limited

  • PG Electroplast Limited

  • ICICI Prudential Life Insurance Company Limited

  • The Federal Bank Limited

  • Ajanta Pharma Limited

  • United Spirits Limited

  • Inox India Limited

  • Linde India Limited

  • GE Vernova T&D India Limited

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

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

  • Suzlon Energy Limited

  • Awfis Space Solutions Limited

  • Power Grid Corporation of India Limited

  • Bharat Electronics Limited

  • Tata Motors Limited

  • Arvind Fashions Limited

  • Varun Beverages Limited

  • eClerx Services Limited

  • Hindustan Unilever Limited

  • Coal India Limited

  • REC Limited

  • Coforge Limited

  • Tech Mahindra Limited

  • Bank of Baroda

  • Zydus Lifesciences Limited

  • Premier Energies Limited

  • Indus Infra Trust

  • Mphasis Limited

  • Doms Industries Limited

  • Avenue Supermarts Limited

  • Bharat Dynamics Limited

  • Schaeffler India Limited

  • Titagarh Rail Systems Limited

  • UNO Minda Limited

  • Dixon Technologies (India) Limited

  • Hindalco Industries Limited

  • Hyundai Motor India Ltd

  • Britannia Industries Limited

  • Clearing Corporation of India Ltd

  • TVS Motor Company Limited

  • Tata Power Company Limited

  • Bajaj Auto Limited

  • Voltas Limited

  • Samvardhana Motherson International Limited

  • Kotak Mahindra Bank Limited

  • RHI Magnesita India Limited

  • Nestle India Limited

  • Union Bank of India

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  • Miscellaneous

  • Bank - Private

  • IT - Software

  • Refineries

  • Finance - NBFC

  • Pharmaceuticals & Drugs

  • Chemicals

  • Power Generation/Distribution

  • Bank - Public

  • Automobiles - Passenger Cars

  • Hospital & Healthcare Services

  • Construction - Real Estate

  • BPO/ITeS

  • Telecommunication - Service Provider

  • Electric Equipment

  • Engineering - Construction

  • Auto Ancillary

  • Insurance

  • e-Commerce

  • Engineering - Industrial Equipments

  • Pesticides & Agrochemicals

  • Finance - Housing

  • Retailing

  • Defence

  • Consumer Food

  • Oil Exploration

  • Consumer Durables - Domestic Appliances

  • Breweries & Distilleries

  • Industrial Gases & Fuels

  • Business Support

  • Automobiles-Trucks/Lcv

  • Mining & Minerals

  • Household & Personal Products

  • Finance Term Lending

  • Electronics - Components

  • Printing & Stationery

  • Automobile Two & Three Wheelers

  • Bearings

  • Consumer Durables - Electronics

  • Railways Wagons

  • Metal - Non Ferrous

  • Air Conditioners

  • Refractories

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Fund Manager

  • Cash

  • CRISIL AA+

  • CRISIL AAA

  • Equity

  • REITs & InvITs

  • Sov

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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 ₹825.61 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 down ₹-0.1(-0.59%)yesterday to ₹16.95.

Among its top 3 holdings the fund has exposure to 7.34% Government of India (22/04/2064), 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