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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 202617.03
CategoryRetirement
PlanRegular · Idcw
Launched29 Nov 2019
Risk labelthe scheme's own riskometerVery High
Legal benchmarkSEBI Tier-1CRISIL Hybrid 25+75 - Aggressive Index
Expense ratiodirect plan, a year2.48%
AUM₹8.89 Cr
Growth of ₹10,000₹12,4402 Sep 2021 to 2 Sep 2026
₹13,952₹12,536₹11,121₹9,706₹8,291Sep 2021Nov 2022Mar 2024Jun 2025Sep 2026
₹12,440 (+4.5% a year) Axis Retirement Fund - Aggressive Plan

Performance (trailing, annualised)

1Y annualised-6.17%
3Y annualised7.83%
5Y annualised4.46%

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 ₹1,13,041-10.53%
SIP 3Y (₹10,000 a month)invested ₹3,60,000 → worth ₹3,58,454-0.28%
SIP 5Y (₹10,000 a month)invested ₹6,00,000 → worth ₹6,75,2664.67%

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

Calendar years

Calendar 202116.48%
Calendar 2022-7.15%
Calendar 202319.68%
Calendar 202419.16%
Calendar 20254.17%

Rolling returns

Rolling 1Y · average294 windows since 30 Dec 202012.47%
Rolling 1Y · median8.33%
Rolling 1Y · worst window-11.67%
Rolling 1Y · best window52.27%
Rolling 1Y · windows positive73%
Rolling 3Y · average191 windows since 28 Dec 202211.27%
Rolling 3Y · median11.26%
Rolling 3Y · worst window5.49%
Rolling 3Y · best window17.89%
Rolling 3Y · windows positive100%
Rolling 5Y · average87 windows since 30 Dec 202410.99%
Rolling 5Y · median11.09%
Rolling 5Y · worst window4.71%
Rolling 5Y · best window17.49%
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)11.79%
Downside deviation (3Y)9.01%
Maximum drawdown-14.44%

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.

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