August 17, 2026
mayank
Axis Retirement Fund-Aggressive Plan
| Fund at a Glance | |
| NAV Growth (Rs.) | 20.68 |
| NAV IDCW (Rs.) | 19.02 |
| NAV Bonu (Rs.) | — |
| Min. Investment (Rs.) | 5,000 |
| Min. SIP Investment (Rs.) | 1,000 |
| Min. No of Cheques | 6 |
| Benchmark | CRISIL Hybrid 25+75 Aggressive Index |
| AUM Rs. | 709 Cr |
| (As on 31-Jul-2026) | |
| Expense | 1.02% |
| 1 Year Return (%) | 4.92 |
| 3 Year Return (%) | 13.24 |
| 5 Year Return (%) | 9.13 |
| 10 Year Return (%) | — |
| Return Since Launch | 11.55% |
Suitable For Which Investors?
Aggressive Hybrid funds are suitable for investors:
1. Looking to invest mostly in equity (~75%) with a small debt allocation (~25%) for moderately high returns
2. Aiming for long-term wealth creation
3. With a 5-8 year investment horizon
4. Who are new/unfamiliar with market’s ups and downs
Note:
• Invest only through SIP
• The fund carries a lock-in period of 5 years or till the investor attains retirement age, whichever is earlier
Fund’s Investment Strategy:
The schemes seeks to generate capital appreciation by predominantly investing in equity and equity related instruments.
Fund Manager:
1) Devang Shah
Education: Mr. Shah is B.Com and ACA.
Experience: Prior to joining Axis AMC he has worked with ICICI Prudential AMC, Deutsche Asset Management (India) Pvt. Ltd. and Pricewaterhouse Coopers.
2) Hardik Shah
Education: Mr. Shah has done B.E. Information Technology and MBA Finance.
Experience: Prior to joining Axis Mutual Fund, he has worked with Nippon India Mutual Fund, Quantum Asset Management Company and ICAP India (P) Ltd.
3) Jayesh Sundar
Education: Mr. Sundar is a Chartered Accountant
Experience: Prior to joining Axis MF, he has worked with Aviva Life Insurance Company, Tata Securities Ltd., Collins Stewart India Pvt. Ltd., IL&FS Investsmart and CRISIL.
Investment Details
| Min. Investment (Rs) | 5,000 |
| Min. Addl Investment (Rs) | 1,000 |
| Min. SIP Investment (Rs) | 1,000 |
| Min. Withdrawal (Rs) | — |
| Min. No of Cheques | 6 |
| Min. Balance (Rs) | 500 |
| Lock-in Period | 5 Years |
| Exit Load | 0 |
Basic Details of Axis Retirement Fund-Aggressive Plan
| Fund House | Axis Mutual Fund |
| Launch Date | 20-Dec-19 |
| Return Since Launch | 11.55% |
| Benchmark | CRISIL Hybrid 25+75 Aggressive Index |
| Riskometer | Very High |
| Type | Open-ended |
| Assets | 709 Cr |
| (As on 31-Jul-2026) | |
| Expense | 1.02% |
| (As on 31-Jul-2026) | |
| Risk Grade | High |
| Return Grade | Below Average |
| Turnover | — |
Axis Retirement Fund-Aggressive Plan Trailing Returns (%)
| Fund name | YTD | 1D | 1M | 3M | 6M | 1Y | 3Y | 5Y | 7Y | 10Y |
| Axis Retirement-Aggressive Plan Dir | 0.78 | 0.00 | 1.87 | 7.09 | 1.47 | 4.92 | 13.24 | 9.13 | — | — |
| Hybrid: Aggressive Hybrid | 2.13 | 0.04 | 1.71 | 6.43 | 2.33 | 6.69 | 12.87 | 11.64 | — | — |
| Rank within category | 28 | 29 | 22 | 15 | 27 | 32 | 17 | 37 | — | — |
| Number of funds in category | 44 | 48 | 47 | 46 | 44 | 43 | 41 | 41 | 38 | 27 |
Peer Comparison of Axis Retirement Fund-Aggressive Plan
| Rating | 1 Year Returns | 3 Year Returns | 5 Year Returns | Expense Ratio (%) | Net Assets (Rs Cr) | Return Since Launch (%) | Exit Load (Days) | Fund Age | Turnover (%) | |
| Axis Retirement-Aggressive Plan Dir | 2 out of 5 stars | 4.92 | 13.24 | 9.13 | 1.02 | 709 | 11.55 | — | 6Y 7M | — |
| SBI Equity Hybrid Dir | 4 out of 5 stars | 8.64 | 13.73 | 11.41 | 0.54 | 88,561 | 14.38 | 1.00 (365) | 13Y 7M | 20.00 |
| ICICI Pru Equity & Debt Dir | 5 out of 5 stars | 6.51 | 15.41 | 16.38 | 0.77 | 52,433 | 16.61 | 1.00 (365) | 13Y 7M | 103.00 |
| Kotak Aggressive Hybrid Dir | 4 out of 5 stars | 8.41 | 14.64 | 13.69 | 0.44 | 9,205 | 13.91 | 1.00 (365) | 13Y 7M | 20.18 |
| UTI Aggressive Hybrid Dir | 4 out of 5 stars | 4.97 | 12.67 | 12.50 | 0.97 | 6,760 | 12.66 | 1.00 (365) | 13Y 7M | 30.00 |
Axis Retirement Fund-Aggressive Plan Portfolio Analysis
| No. of Stocks | 86 |
| Top 10 Holdings | 40.17% |
| Top 5 Stocks | 26.04% |
| Top 3 Sectors | 42.60% |
| Portfolio P/B Ratio | 3.57 |
| Portfolio P/E Ratio | 26.09 |
Portfolio Breakup
| Fund | Category | |
| Average Mkt Cap (Rs Cr) | 2,55,805 | 1,88,481 |
| Large (%) | 74.35 | 62.78 |
| Mid (%) | 15.28 | 22.17 |
| Small (%) | 10.37 | 17.03 |
| Fund | Category | |
| Number of Securities | 96 | 98 |
| Macaulay Duration (yrs) | 6.02 | 3.59 |
| Average Maturity (yrs) | 10.78 | 6.28 |
| Yield to Maturity (%) | 6.78 | 6.96 |
| Avg Credit Rating | AAA | — |
Note: Mutual fund investments are subject to market risks, read all scheme-related documents carefully.
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https://www.axismf.com/mutual-funds
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