OmniAsset
Get app

OmniAsset › Mutual funds › Axis Retirement Fund - Aggressive Plan

Axis Retirement Fund - Aggressive Plan

Retirement fund benchmarked to CRISIL Hybrid 25+75 - Aggressive Index. Every figure below is read from one dated snapshot; what the snapshot cannot prove is left out, never estimated.

Latest NAV2 Sep 202618.77
CategoryRetirement
PlanDirect · Idcw
Launched29 Nov 2019
Risk labelthe scheme's own riskometerVery High
Legal benchmarkSEBI Tier-1CRISIL Hybrid 25+75 - Aggressive Index
Expense ratiodirect plan, a year1.25%
AUM₹1.32 Cr
Growth of ₹10,000₹13,3502 Sep 2021 to 2 Sep 2026
₹14,680₹13,111₹11,543₹9,975₹8,407Sep 2021Nov 2022Mar 2024Jun 2025Sep 2026
₹13,350 (+5.9% a year) Axis Retirement Fund - Aggressive Plan

Performance (trailing, annualised)

1Y annualised-5.01%
3Y annualised9.20%
5Y annualised5.95%

Point-to-point from the fund's own published NAV; a period the history does not span is left out.

SIP returns

SIP 1Y (₹10,000 a month)invested ₹1,20,000 → worth ₹1,13,759-9.46%
SIP 3Y (₹10,000 a month)invested ₹3,60,000 → worth ₹3,65,6801.02%
SIP 5Y (₹10,000 a month)invested ₹6,00,000 → worth ₹7,00,1516.11%

₹10,000 on the first of every month, valued at the latest NAV, as an annualised rate (XIRR).

Calendar years

Calendar 202118.43%
Calendar 2022-5.57%
Calendar 202321.47%
Calendar 202420.72%
Calendar 20255.46%

Rolling returns

Rolling 1Y · average294 windows since 30 Dec 202014.14%
Rolling 1Y · median10.10%
Rolling 1Y · worst window-10.18%
Rolling 1Y · best window54.93%
Rolling 1Y · windows positive77%
Rolling 3Y · average191 windows since 28 Dec 202212.93%
Rolling 3Y · median13.06%
Rolling 3Y · worst window7.18%
Rolling 3Y · best window19.54%
Rolling 3Y · windows positive100%
Rolling 5Y · average87 windows since 30 Dec 202412.65%
Rolling 5Y · median12.75%
Rolling 5Y · worst window6.19%
Rolling 5Y · best window19.32%
Rolling 5Y · windows positive100%

Every window of that length in the published history, so one lucky start date cannot flatter the fund.

Risk

Volatility (3Y)11.78%
Downside deviation (3Y)8.95%
Maximum drawdown-13.95%

Management

Fund managerMr. Jayesh Sundar, Mr. Devang Shah, Mr. Hardik Shah, Ms. Krishnaa N
Managing since2 Sep 2026

Related

Source: the OmniAsset signed reference snapshot, as of 4 Sep 2026. Figures are deterministic; missing data is withheld, never estimated. See methodology and data sources. Not investment advice.

Research this fund and compare it — on your device.

Get OmniAsset on Google Play The mutual fund tracker