Axis Retirement Fund - Aggressive Plan - Growth - Regular Plan

Other Plans and Options
  • 0.5 %Nav, as on 11-08-2025

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  • Net Change on 11-08-2025

  • PersonalFN Rating

  • Assets (Cr.)

  • Expense Ratio

Fund Overview Growth | Regular Plan

  • Fund House

  • Launch Date

  • Benchmark

  • Minimum Investment (₹)

  • Minimum Addl Investment (₹)

  • Exit Load (%)

  • Minimum SIP Investment (₹)

  • Minimum STP Investment (₹)

  • Minimum SWP Investment (₹)

  • 52 Week Low Nav (₹)

  • 52 Week Low Nav Date

  • 52 Week High Nav (₹)

  • 52 Week High Nav Date

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 - Regular Growth -2.16 2.37 0.61 12.04 13.42 11.10
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 - Regular Growth Dec 20, 2019 0.61 12.04 13.42 2.29 781.62
HDFC Retirement Savings Fund - Equity Plan - Growth Option Feb 25, 2016 -0.09 18.38 24.46 1.77 6,611.80
Nippon India Retirement Fund- Wealth Creation Scheme- Growth Option Feb 11, 2015 -1.33 17.13 20.45 1.93 3,217.65
Tata Retirement Savings Fund Moderate -Regular Plan (Growth) Nov 04, 2011 1.09 14.24 15.05 1.99 2,150.33
Tata Retirement Savings Fund -Regular Plan -Progressive -Growth Nov 04, 2011 -1.08 15.16 16.12 1.99 2,084.51
HDFC Retirement Savings Fund - Hybrid-Equity Plan - Growth Option Feb 25, 2016 1.56 14.55 17.64 2.05 1,672.73

Fund Holdings as on 31-July-2025

  • HDFC Bank Limited

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

  • Reliance Industries Limited

  • ICICI Bank Limited

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

  • Infosys Limited

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

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

  • Bajaj Finance Limited

  • Bharti Airtel Limited

  • Larsen & Toubro Limited

  • Mahindra & Mahindra Limited

  • State Bank of India

  • Pidilite Industries Limited

  • Solar Industries India Limited

  • Fortis Healthcare Limited

  • PI Industries Limited

  • Torrent Power Limited

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

  • HDFC Life Insurance Company Limited

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

  • Tata Consultancy Services Limited

  • Sun Pharmaceutical Industries Limited

  • PNB Housing Finance Limited

  • Info Edge (India) Limited

  • Cipla Limited

  • NTPC Limited

  • Indian Bank

  • Eternal Limited

  • GE Vernova T&D India Limited

  • Mankind Pharma Limited

  • Inox India Limited

  • Minda Corporation Limited

  • Cholamandalam Investment and Finance Company Ltd

  • Apollo Hospitals Enterprise Limited

  • Net Receivables / (Payables)

  • DLF Limited

  • Varun Beverages Limited

  • Bharat Petroleum Corporation Limited

  • PG Electroplast Limited

  • Jyoti CNC Automation Ltd

  • Kaynes Technology India Limited

  • eClerx Services Limited

  • Linde India Limited

  • Bharat Electronics Limited

  • Ajanta Pharma Limited

  • Suzlon Energy Limited

  • Arvind Fashions Limited

  • Sundaram Finance Limited

  • Premier Energies Limited

  • Awfis Space Solutions Limited

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

  • Brigade Enterprises Limited

  • United Spirits Limited

  • Dixon Technologies (India) Limited

  • CG Power and Industrial Solutions Limited

  • Avenue Supermarts Limited

  • Doms Industries Limited

  • InterGlobe Aviation Limited

  • Clearing Corporation of India Ltd

  • Samvardhana Motherson International Limited

  • Zydus Lifesciences Limited

  • Tata Motors Limited

  • Indus Infra Trust

  • Hindalco Industries Limited

  • REC Limited

  • Tata Power Company Limited

  • V-Guard Industries Limited

  • Tech Mahindra Limited

  • Kotak Mahindra Bank Limited

  • Coforge Limited

  • UNO Minda Limited

  • Bank of Baroda

  • Titan Company Limited

  • The Phoenix Mills Limited

  • Jupiter Life Line Hospitals Limited

  • Mphasis Limited

  • Hyundai Motor India Ltd

  • The Federal Bank Limited

  • Britannia Industries Limited

  • TVS Motor Company Limited

  • Schaeffler India Limited

  • Sona BLW Precision Forgings Limited

  • RHI Magnesita India Limited

  • Titagarh Rail Systems Limited

  • ITC Limited

  • Hindustan Unilever Limited

  • Oil & Natural Gas Corporation Limited

  • Coal India Limited

  • Power Grid Corporation of India Limited

  • Nestle India Limited

  • Union Bank of India

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  • Miscellaneous

  • Bank - Private

  • IT - Software

  • Refineries

  • Pharmaceuticals & Drugs

  • Finance - NBFC

  • Chemicals

  • Bank - Public

  • Power Generation/Distribution

  • Hospital & Healthcare Services

  • Electric Equipment

  • Automobiles - Passenger Cars

  • Telecommunication - Service Provider

  • Engineering - Construction

  • Auto Ancillary

  • Construction - Real Estate

  • BPO/ITeS

  • Pesticides & Agrochemicals

  • Engineering - Industrial Equipments

  • Electronics - Components

  • Insurance

  • Retailing

  • Finance - Housing

  • Consumer Food

  • e-Commerce

  • Consumer Durables - Domestic Appliances

  • Industrial Gases & Fuels

  • Defence

  • Business Support

  • Breweries & Distilleries

  • Consumer Durables - Electronics

  • Printing & Stationery

  • Airlines

  • Automobiles-Trucks/Lcv

  • Metal - Non Ferrous

  • Finance Term Lending

  • Diamond & Jewellery

  • Automobile Two & Three Wheelers

  • Bearings

  • Refractories

  • Railways Wagons

  • Cigarettes/Tobacco

  • Household & Personal Products

  • Mining & Minerals

  • Oil Exploration

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Fund Manager

  • Cash

  • CRISIL AA+

  • Equity

  • REITs & InvITs

  • Sov

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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 ₹781.62 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 up ₹0.09(0.5%)yesterday to ₹18.12.

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