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Fund Overview of Axis Retirement Fund - Aggressive Plan Direct-growth
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₹690.8 CrAUM
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₹19.96NAV
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1.26%Expense Ratio
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HybridFund Category
Minimum amount you can invest: ₹500
Maximum amount you can invest: ₹1,00,000
We have used a return rate of 15% for our calculations.
Returns of Axis Retirement Fund - Aggressive Plan Direct-growth
| Tenure | Absolute(%) | Annualised(%) | Category Average(%) |
|---|---|---|---|
| 3 Months | 4.50% | NA | 2.67% |
| 6 Months | -1.77% | NA | 10.68% |
| 1 Year | -0.94% | -0.94% | 2.84% |
| 2 Years | 7.28% | 3.58% | 17.05% |
| 3 Years | 39.98% | 11.86% | 16.22% |
| 5 Years | 53.15% | 8.90% | 18.30% |
Compare Axis Retirement Fund - Aggressive Plan Direct-growth with other mutual funds in the same category
Axis Retirement Fund - Aggressive Plan Direct-growth
SBI Children's Fund - Investment Plan Direct-growth
SBI Children's Fund - Investment Plan Regular-growth
Asset Allocation
equities
76.98%debt instruments
22.01%other assets or cash equivalents
0.42%Axis Retirement Fund - Aggressive Plan Direct-growth is one Hybrid mutual fund offered by Axis Mutual Fund. Launched on 20 Dec 2019, the fund aims Capital appreciation & income generation over long term. Investments in debt and money market instruments as well as equity and equity related instruments. It manages assets worth ₹690.8 crore as on Sun May 31, 2026. The expense ratio stands at 1.26%. Fund Manager Manager Education Fund Manager Manager Education Fund Manager Manager Education Fund Manager Manager EducationAbout Axis Retirement Fund - Aggressive Plan Direct-growth
The portfolio allocation consists of 76.98% in equities, 22.01% in debt instruments, 0.42% in other assets or cash equivalents.Managed by Jayesh Sundar, it has delivered a return of -0.94% in the last year, a total return since inception of 11.23%.
To make better financial choices it is useful to compare best sip that align with financial planning needs.
Key Metrics of Axis Retirement Fund - Aggressive Plan Direct-growth
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Standard Deviation12.19%
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Sharpe Ratio0.53%
Fund Details
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Top Performing Mutual Funds
growth is based on 1-month returns of the funds & Top fund are based on 3Y Returns
More funds from Axis Mutual Fund
| Fund Names | AUM (Cr) | 1M | 3M | 6M | 1Yr | 3Yr |
|---|---|---|---|---|---|---|
|
Axis Aggressive Hybrid Fund Direct-growth
|
₹1,429 | 2.68% | 4.05% | -1.31% | 1.71% | 10.29% |
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Axis Aggressive Hybrid Fund Regular-growth
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₹1,429 | 2.61% | 3.81% | -1.83% | 0.64% | 9.08% |
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Axis Aggressive Hybrid Fund Direct-idcw
|
₹1,429 | 2.68% | 4.05% | -1.31% | 1.71% | 10.29% |
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Axis Aggressive Hybrid Fund Regular-idcw
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₹1,429 | 2.61% | 3.81% | -1.83% | 0.64% | 9.08% |
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Axis Aggressive Hybrid Fund Regular-idcw Monthly
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₹1,429 | 2.61% | 3.81% | -1.83% | 0.64% | 9.08% |
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Axis Aggressive Hybrid Fund Direct-idcw Monthly
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₹1,429 | 2.68% | 4.05% | -1.31% | 1.71% | 10.29% |
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Axis Aggressive Hybrid Fund Regular-idcw Quarterly
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₹1,429 | 2.61% | 3.81% | -1.83% | 0.64% | 9.08% |
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Axis Aggressive Hybrid Fund Direct-idcw Quarterly
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₹1,429 | 2.68% | 4.05% | -1.31% | 1.71% | 10.29% |
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Axis Children's Fund Direct-compulsory Lock In Growth
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₹873 | 2.79% | 4.07% | -1.23% | 1.18% | 9.43% |
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Axis Children's Fund Regular-compulsory Lock In Growth
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₹873 | 2.71% | 3.83% | -1.68% | 0.26% | 8.28% |
growth is based on 1-month returns of the fundsMutual Fund Calculator
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Top Mutual Funds
| Fund Names | AUM (Cr) | NAV | 3Yr | 5Yr | 10Yr |
|---|---|---|---|---|---|
| SBI Equity Hybrid Fund-growth |
₹84,011 | ₹311.29 | 13.10% | 11.08% | 12.10% |
| SBI Equity Hybrid Fund Direct Plan-growth |
₹84,011 | ₹345.91 | 13.86% | 11.83% | 12.96% |
| SBI Equity Hybrid Fund-idcw |
₹84,011 | ₹65.96 | 13.10% | 11.08% | 12.10% |
| SBI Equity Hybrid Fund Direct Plan-idcw |
₹84,011 | ₹101.22 | 13.86% | 11.83% | 12.96% |
| ICICI Prudential Equity & Debt Fund Direct-growth |
₹50,033 | ₹448.16 | 16.70% | 17.26% | 16.38% |
| ICICI Prudential Equity & Debt Fund-growth |
₹50,033 | ₹401.77 | 16.01% | 16.59% | 15.50% |
| ICICI Prudential Equity & Debt Fund-idcw Half Yearly |
₹50,033 | ₹25.44 | 16.01% | 16.59% | 15.50% |
| ICICI Prudential Equity & Debt Fund Direct-idcw Half Yearly |
₹50,033 | ₹29.04 | 16.70% | 17.26% | 16.38% |
| ICICI Prudential Equity & Debt Fund Direct-idcw Monthly |
₹50,033 | ₹70.21 | 16.70% | 17.26% | 16.38% |
| ICICI Prudential Equity & Debt Fund-idcw Monthly |
₹50,033 | ₹43.03 | 16.01% | 16.59% | 15.50% |
Detailed Portfolio
| Stocks | Sector | % of Holding | Value |
|---|---|---|---|
| Government Of India 34208 Goi 08ap34 7.1 Fv Rs 100 | Entities | 6.19% | ₹42.73 Cr |
| Reliance Industries Ltd | Energy & Utilities | 5.54% | ₹38.25 Cr |
| Government Of India 35031 Goi 07ot34 6.79 Fv Rs 100 | Entities | 4.99% | ₹34.46 Cr |
| Icici Bank Ltd | Financial | 4.82% | ₹33.29 Cr |
| Hdfc Bank Ltd | Financial | 4.72% | ₹32.58 Cr |
| Government Of India 33002 Goi 12ju63 7.25 Fv Rs 100 | Entities | 3.41% | ₹23.53 Cr |
| Infosys Ltd | Technology | 3.22% | ₹22.22 Cr |
| Goi Sec 7.18 24/07/2037 | Entities | 2.92% | ₹20.17 Cr |
| State Bank Of India | Financial | 2.83% | ₹19.52 Cr |
| Larsen & Toubro Ltd | Industrials | 2.75% | ₹19.00 Cr |
| Bharti Airtel Ltd | Technology | 2.74% | ₹18.94 Cr |
| Solar Industries India Ltd | Materials | 2.18% | ₹15.06 Cr |
| Mahindra & Mahindra Ltd | Consumer Discretionary | 2.13% | ₹14.70 Cr |
| Pidilite Industries Ltd | Materials | 2.00% | ₹13.80 Cr |
| Kotak Mahindra Bank Ltd | Financial | 1.97% | ₹13.58 Cr |
| Ntpc Ltd | Energy & Utilities | 1.86% | ₹12.86 Cr |
| Bajaj Finance Ltd | Financial | 1.76% | ₹12.13 Cr |
| Others Cblo | Unspecified | 1.73% | ₹11.93 Cr |
| Central Government Loan 21658 Goi 17ju33 7.57 Fv Rs 100 | Entities | 1.34% | ₹9.28 Cr |
| Fortis Healthcare Ltd | Healthcare | 1.34% | ₹9.22 Cr |
Top Hybrid Funds
| Fund Names | NAV | 3Yr | 5Yr | 52 weeks high |
|---|---|---|---|---|
| SBI Children's Fund - Investment Plan Direct-growth |
₹51.38 | 23.07% | 25.33% | - |
| SBI Children's Fund - Investment Plan Regular-growth |
₹47.83 | 21.73% | 23.83% | - |
| ICICI Prudential Retirement Fund - Hybrid Aggressive Plan Direct-growth |
₹31.22 | 21.17% | 17.61% | - |
| ICICI Prudential Retirement Fund - Hybrid Aggressive Plan Direct-idcw |
₹31.22 | 21.17% | 17.61% | - |
| ICICI Prudential Equity & Debt Fund Direct-growth |
₹448.16 | 16.70% | 17.26% | - |
| ICICI Prudential Equity & Debt Fund Direct-idcw Half Yearly |
₹29.04 | 16.70% | 17.26% | - |
| ICICI Prudential Equity & Debt Fund Direct-idcw Monthly |
₹70.21 | 16.70% | 17.26% | - |
| ICICI Prudential Equity & Debt Fund Direct-idcw Yearly |
₹28.65 | 16.70% | 17.26% | - |
| Bank Of India Mid & Small Cap Equity & Debt Fund Direct-growth |
₹45.72 | 20.52% | 16.95% | - |
| Bank Of India Mid & Small Cap Equity & Debt Fund Direct-idcw |
₹35.94 | 20.52% | 16.95% | - |
growth is based on 5Y returns of the funds
Frequently Asked Questions
Axis Retirement Fund - Aggressive Plan Direct-growth
What is the current AUM of Axis Retirement Fund - Aggressive Plan Direct-growth?
As of Sun May 31, 2026, Axis Retirement Fund - Aggressive Plan Direct-growth manages assets worth ₹690.8 crore
How has Axis Retirement Fund - Aggressive Plan Direct-growth performed recently?
- 3 Months: 4.50%
- 6 Months: -1.77%
What is the long-term performance of Axis Retirement Fund - Aggressive Plan Direct-growth?
- 3 Years CAGR: 11.86%
- 5 Years CAGR: 8.90%
- Since Inception: 11.23%
What is the portfolio composition of Axis Retirement Fund - Aggressive Plan Direct-growth?
Equity: 76.98%, Debt: 22.01%, Others: 0.42%.
Who manages Axis Retirement Fund - Aggressive Plan Direct-growth?
Axis Retirement Fund - Aggressive Plan Direct-growth is managed by Jayesh Sundar from Axis Mutual Fund.
What is the market-cap allocation of Axis Retirement Fund - Aggressive Plan Direct-growth?
Large Cap: 75.64%, Mid Cap: 14.46%, Small Cap: 9.90%.
Which are the top companies Axis Retirement Fund - Aggressive Plan Direct-growth has invested in?
- GOVERNMENT OF INDIA 34208 GOI 08AP34 7.1 FV RS 100 – 6.19% of the fund's portfolio
- Reliance Industries Ltd – 5.54% of the fund's portfolio
- GOVERNMENT OF INDIA 35031 GOI 07OT34 6.79 FV RS 100 – 4.99% of the fund's portfolio
- ICICI Bank Ltd – 4.82% of the fund's portfolio
- HDFC Bank Ltd – 4.72% of the fund's portfolio
Which are the major sectors Axis Retirement Fund - Aggressive Plan Direct-growth focuses on?
- Entities – 18.84% of the fund's portfolio
- Financial – 16.08% of the fund's portfolio
- Energy & Utilities – 7.40% of the fund's portfolio
- Technology – 5.96% of the fund's portfolio
- Materials – 4.18% of the fund's portfolio
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