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Axis Retirement Fund - Aggressive Plan

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NAV: ₹20.15; —11 Sept 2026
AUM (₹ Cr): 696; Average, April - June 2026
Expense ratio: 1.25%; Regular 2.49%
Risk: Very High; SEBI riskometer

1Y return: 0.2%-0.3%; Benchmark 0.4%
3Y CAGR: 11.1%+2.0%; Benchmark 9.1%
5Y CAGR: 7.3%-1.4%; Benchmark 8.7%

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Axis Retirement Fund - Aggressive Plan

Calendar-year returns

Fund only: no comparison series covers this fund's history.

Risk statistics

Five years of daily NAVs. Risk-free rate 6.5% a year.

Standard deviation: —
Maximum drawdown: —
Sharpe ratio: —
Sortino ratio: —
Beta: —
Alpha: —
R²: —
Information ratio: —
Upside capture: —
Downside capture: —
Tracking error: —

Trailing returns compared with benchmark
Period	1M	3M	6M	YTD	1Y	3YCAGR	5YCAGR	10YCAGR	LaunchCAGR
Fund	-2.6%	+2.9%	+6.5%	-1.8%	+0.2%	+11.1%	+7.3%	—	+11.0%
CRISIL Hybrid 25+75 - Aggressive Index	—	—	—	—	0.4%	9.1%	8.7%	—	12.2%
Retirement average	-1.8%	2.7%	7.2%	1.0%	3.3%	9.8%	9.4%	10.6%	11.3%
Difference	—	—	—	—	-0.3%	+2.0%	-1.4%	—	-1.2%

Portfolio

Fund details

Fund house: Axis Mutual Fund
Category: Life Goals · Retirement
SEBI classification: Solution Oriented / Retirement
Benchmark: CRISIL Hybrid 25+75 - Aggressive Index
Launch date: 27 Dec 2019 (6.7 years)
Structure: Open Ended
Plans and options: Direct Growth, Regular Growth
Fund manager: Devang Shah
Minimum SIP: ₹1,000
Minimum lumpsum: ₹5,000 (then ₹1,000)
Exit load: None
Lock-in: 5 years
Riskometer: Very High (benchmark High)
Expense ratio as of: 9 Sept 2026
AUM period: April - June 2026
ISIN, Direct Growth: INF846K01S86
ISIN, Regular Growth: INF846K01T02
Scheme code: 147825, 147823

NAV and returns as of 11 Sept 2026; returns are for the direct plan, growth option, before entry or exit costs. Not investment advice.

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