Axis Retirement Fund - Aggressive Plan - Growth - Direct Plan

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  • (-0.1%)Nav, as on 10-06-2025

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Fund Overview Growth | Direct Plan

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  • Minimum Investment (₹)

  • Minimum Addl Investment (₹)

  • Exit Load (%)

  • Minimum SIP Investment (₹)

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Fund Objective

To generate capital appreciation by predominantly investing in equity and equity related instruments.The Investment Plan may also invest in debt and money market instruments, units of Gold ETF or units of REITs & InvITs for income generation / wealth creation.

Fund Performance

Scheme Name 1-Month Return (%) 3-Month Return (%) 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Since Inception
Axis Retirement Fund - Aggressive Plan - Direct Growth 5.92 11.54 11.73 17.89 17.19 13.90
CRISIL Hybrid 25+75 - Aggressive Index N/A N/A N/A N/A N/A N/A
NIFTY 50 - TRI N/A N/A N/A N/A N/A N/A

Returns upto 1 year is Absolute, and above 1 year are Compounded Annualised

Peer Fund Comparison

Scheme Name Launch Date Ratings 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Expense Ratio (%) Assets (Cr.)
Axis Retirement Fund - Aggressive Plan - Direct Growth Dec 20, 2019 11.73 17.89 17.19 1.08 808.30
HDFC Retirement Savings Fund - Equity Plan - Growth Option - Direct Plan Feb 25, 2016 8.85 23.67 29.58 0.78 6,244
Nippon India Retirement Fund- Wealth Creation Scheme- Direct Plan- Growth Option Feb 11, 2015 8.32 22.13 24.73 0.99 3,118.53
Tata Retirement Savings Fund Moderate -Direct Plan Growth Jan 04, 2013 13.66 19.67 19.92 0.63 2,067.20
Tata Retirement Savings Fund- Progressive Plan -Direct Plan-Growth Option Jan 04, 2013 12.95 21.40 21.70 0.58 1,978.10
HDFC Retirement Savings Fund - Hybrid-Equity Plan - Growth Option - Direct Plan Feb 25, 2016 9.11 19.19 21.91 0.90 1,607.87

Fund Holdings as on 31-May-2025

  • HDFC Bank Limited

  • 7.34% Government of India (22/04/2064)

  • ICICI Bank Limited

  • Reliance Industries Limited

  • 7.25% Government of India (12/06/2063)

  • Infosys Limited

  • 7.09% Government of India (05/08/2054)

  • Bajaj Finance Limited

  • 7.18% Government of India (24/07/2037)

  • 7.3% Government of India (19/06/2053)

  • Bharti Airtel Limited

  • Solar Industries India Limited

  • Mahindra & Mahindra Limited

  • Larsen & Toubro Limited

  • Pidilite Industries Limited

  • State Bank of India

  • Tata Consultancy Services Limited

  • Torrent Power Limited

  • PI Industries Limited

  • Fortis Healthcare Limited

  • Sun Pharmaceutical Industries Limited

  • 7.1% Government of India (08/04/2034)

  • HDFC Life Insurance Company Limited

  • 7.57% Government of India (17/06/2033)

  • PNB Housing Finance Limited

  • Info Edge (India) Limited

  • NTPC Limited

  • Cipla Limited

  • Indian Bank

  • Cholamandalam Investment and Finance Company Ltd

  • Jyoti CNC Automation Ltd

  • Minda Corporation Limited

  • Inox India Limited

  • Mankind Pharma Limited

  • GE Vernova T&D India Limited

  • DLF Limited

  • Linde India Limited

  • Suzlon Energy Limited

  • Bharat Electronics Limited

  • Apollo Hospitals Enterprise Limited

  • Bharat Petroleum Corporation Limited

  • Sundaram Finance Limited

  • United Spirits Limited

  • Brigade Enterprises Limited

  • Eternal Limited

  • PG Electroplast Limited

  • Varun Beverages Limited

  • eClerx Services Limited

  • V-Guard Industries Limited

  • 9.02% Muthoot Finance Limited (14/07/2027) **

  • ICICI Prudential Life Insurance Company Limited

  • Premier Energies Limited

  • Tata Motors Limited

  • Ajanta Pharma Limited

  • Awfis Space Solutions Limited

  • Arvind Fashions Limited

  • Samvardhana Motherson International Limited

  • Avenue Supermarts Limited

  • Sona BLW Precision Forgings Limited

  • Zydus Lifesciences Limited

  • REC Limited

  • Indus Infra Trust

  • Net Receivables / (Payables)

  • Tech Mahindra Limited

  • CG Power and Industrial Solutions Limited

  • Kotak Mahindra Bank Limited

  • Doms Industries Limited

  • Hindalco Industries Limited

  • Jupiter Life Line Hospitals Limited

  • Coforge Limited

  • Oil & Natural Gas Corporation Limited

  • The Federal Bank Limited

  • Bank of Baroda

  • UNO Minda Limited

  • The Phoenix Mills Limited

  • Power Grid Corporation of India Limited

  • Dixon Technologies (India) Limited

  • Coal India Limited

  • Hindustan Unilever Limited

  • Mphasis Limited

  • TVS Motor Company Limited

  • Britannia Industries Limited

  • Schaeffler India Limited

  • Hyundai Motor India Ltd

  • Clearing Corporation of India Ltd

  • Titagarh Rail Systems Limited

  • RHI Magnesita India Limited

  • ITC Limited

  • Nestle India Limited

  • Union Bank of India

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  • Miscellaneous

  • Bank - Private

  • IT - Software

  • Refineries

  • Pharmaceuticals & Drugs

  • Finance - NBFC

  • Chemicals

  • Power Generation/Distribution

  • Bank - Public

  • Automobiles - Passenger Cars

  • Hospital & Healthcare Services

  • Telecommunication - Service Provider

  • Construction - Real Estate

  • Engineering - Construction

  • Insurance

  • Electric Equipment

  • Auto Ancillary

  • BPO/ITeS

  • Engineering - Industrial Equipments

  • Pesticides & Agrochemicals

  • Finance - Housing

  • Consumer Food

  • Retailing

  • Consumer Durables - Domestic Appliances

  • Breweries & Distilleries

  • e-Commerce

  • Industrial Gases & Fuels

  • Defence

  • Business Support

  • Automobiles-Trucks/Lcv

  • Oil Exploration

  • Electronics - Components

  • Household & Personal Products

  • Finance Term Lending

  • Printing & Stationery

  • Metal - Non Ferrous

  • Mining & Minerals

  • Consumer Durables - Electronics

  • Automobile Two & Three Wheelers

  • Refractories

  • Railways Wagons

  • Bearings

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Fund Manager

  • Cash

  • CRISIL AA+

  • Equity

  • REITs & InvITs

  • Sovereign

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About Axis Retirement Fund - Aggressive Plan

Scheme Analysis

Axis Retirement Fund - Aggressive Plan is a Solution Oriented - Retirement Fund - Equity fund and belongs to Axis Mutual Fund. It was launched on 20-Dec-2019 and currently has an AUM of ₹812.97 crore. Axis Retirement Fund - Aggressive Plan is benchmarked against CRISIL Hybrid 25+75 - Aggressive Index as primary index and NIFTY 50 - TRI as secondary index.

The NAV of Axis Retirement Fund - Aggressive Plan ended down ₹-0.02(-0.1%)yesterday to ₹20.37.

Among its top 3 holdings the fund has exposure to HDFC Bank Limited, and

The Axis Retirement Fund - Aggressive Plan is managed by Devang Shah and Hardik Shah.

Fund House Contact

One Lodha Place, 22 & 23 Floor, Senapati Bapat Marg, Lower Parel Mumbai - 400 013

022-43255161
022-43255199
www.axismf.com