Axis Retirement Fund - Aggressive Plan - Growth - Regular Plan

Other Plans and Options
  • 0.43 %Nav, as on 14-10-2024

  • Previous Nav

  • Net Change on 14-10-2024

  • 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
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.)
HDFC Retirement Savings Fund - Equity Plan - Growth Option Feb 25, 2016 35.36 20.02 25.48 1.77 6,167.84
Nippon India Retirement Fund- Wealth Creation Scheme- Growth Option Feb 11, 2015 37.87 17.38 18.88 1.91 3,501.17
Tata Retirement Savings Fund Moderate -Regular Plan (Growth) Nov 04, 2011 30.95 13.15 16.80 2.00 2,233.33
Tata Retirement Savings Fund -Regular Plan -Progressive -Growth Nov 04, 2011 36.76 14.21 18.17 2.00 2,181.79
HDFC Retirement Savings Fund - Hybrid-Equity Plan - Growth Option Feb 25, 2016 26.41 14.85 18.56 2.09 1,614.71

Fund Holdings as on 30-September-2024

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

  • Reliance Industries Limited

  • HDFC Bank Limited

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

  • ICICI Bank Limited

  • Infosys Limited

  • Bajaj Finance Limited

  • Mahindra & Mahindra Limited

  • Torrent Power Limited

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

  • Clearing Corporation of India Ltd

  • Tata Consultancy Services Limited

  • Pidilite Industries Limited

  • PI Industries Limited

  • Bharti Airtel Limited

  • Net Receivables / (Payables)

  • Zomato Limited

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

  • Solar Industries India Limited

  • Sundaram Finance Limited

  • V-Guard Industries Limited

  • Sun Pharmaceutical Industries Limited

  • Larsen & Toubro Limited

  • Info Edge (India) Limited

  • Minda Corporation Limited

  • Cholamandalam Investment and Finance Company Ltd

  • Avenue Supermarts Limited

  • Jupiter Life Line Hospitals Limited

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

  • Coforge Limited

  • The Federal Bank Limited

  • Ajanta Pharma Limited

  • Fortis Healthcare Limited

  • Mankind Pharma Limited

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

  • Apollo Hospitals Enterprise Limited

  • Tech Mahindra Limited

  • ICICI Prudential Life Insurance Company Limited

  • NTPC Limited

  • Tata Power Company Limited

  • HDFC Life Insurance Company Limited

  • Inox India Limited

  • PNB Housing Finance Limited

  • Brigade Enterprises Limited

  • Mphasis Limited

  • Oil & Natural Gas Corporation Limited

  • DLF Limited

  • TVS Motor Company Limited

  • Linde India Limited

  • Coal India Limited

  • Schaeffler India Limited

  • Nestle India Limited

  • Suzlon Energy Limited

  • The Phoenix Mills Limited

  • Bajaj Auto Limited

  • Bharat Petroleum Corporation Limited

  • Indian Bank

  • Jyoti CNC Automation Ltd

  • Tata Motors Limited

  • United Spirits Limited

  • Power Grid Corporation of India Limited

  • 7.57% Indian Railway Finance Corporation Limited (18/04/2029) **

  • Hindustan Unilever Limited

  • UNO Minda Limited

  • Arvind Fashions Limited

  • GE T&D India Limited

  • State Bank of India

  • eClerx Services Limited

  • Voltas Limited

  • Can Fin Homes Limited

  • Zydus Lifesciences Limited

  • Bharat Electronics Limited

  • Central Depository Services (India) Limited

  • Bharat Dynamics Limited

  • Bharat Highways Invit

  • Hindalco Industries Limited

  • Titagarh Rail Systems Limited

  • Jubilant Foodworks Limited

  • Bank of Baroda

  • Britannia Industries Limited

  • Samvardhana Motherson International Limited

  • Kotak Mahindra Bank Limited

  • RHI Magnesita India Limited

  • Computer Age Management Services Limited

  • Honasa Consumer Limited

  • Union Bank of India

  • R R Kabel Limited

View More

  • Miscellaneous

  • Bank - Private

  • IT - Software

  • Finance - NBFC

  • Refineries

  • Power Generation/Distribution

  • Pharmaceuticals & Drugs

  • Chemicals

  • Hospital & Healthcare Services

  • Electric Equipment

  • Automobiles - Passenger Cars

  • Construction - Real Estate

  • Auto Ancillary

  • Engineering - Industrial Equipments

  • BPO/ITeS

  • Pesticides & Agrochemicals

  • Insurance

  • Telecommunication - Service Provider

  • Retailing

  • e-Commerce

  • Engineering - Construction

  • Bank - Public

  • Automobile Two & Three Wheelers

  • Finance - Housing

  • Consumer Food

  • Oil Exploration

  • Industrial Gases & Fuels

  • Mining & Minerals

  • Bearings

  • Automobiles-Trucks/Lcv

  • Breweries & Distilleries

  • Depository Services

  • Household & Personal Products

  • Air Conditioners

  • Defence

  • Metal - Non Ferrous

  • Railways Wagons

  • Refractories

  • Trading

  • Cable

View More

Fund Manager

  • Cash

  • CRISIL AAA

  • Equity

  • REITs & InvITs

  • Sov

View More

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 ₹969.18 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 ₹0.08(0.43%)yesterday to ₹18.75.

Among its top 3 holdings the fund has exposure to 7.18% Government of India (24/07/2037), 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