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Fund Overview of Axis Retirement Fund - Aggressive Plan Regular-Growth
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₹666.0 CrAUM
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₹18.54NAV
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2.51%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.
Axis Retirement Fund - Aggressive Plan Regular-Growth Return Comparison
| Tenure | Absolute(%) | Annualised(%) | Category Average(%) |
|---|---|---|---|
| 3 Months | -0.91% | NA | 2.67% |
| 6 Months | 3.75% | NA | 10.68% |
| 1 Year | -1.64% | -1.64% | 2.84% |
| 2 Years | 2.21% | 1.10% | 17.05% |
| 3 Years | 35.51% | 10.66% | 16.22% |
| 5 Years | 33.61% | 5.97% | 18.30% |
Asset Allocation of Axis Retirement Fund - Aggressive Plan Regular-Growth
equities
74.11%debt instruments
24.69%other assets or cash equivalents
0.58%Axis Retirement Fund - Aggressive Plan Regular-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 ₹666.0 crore as on Wed Sep 30, 2026. The expense ratio stands at 2.51%. Fund Manager Manager Education Fund Manager Manager Education Fund Manager Manager Education Fund Manager Manager EducationAbout Axis Retirement Fund - Aggressive Plan Regular-Growth
The portfolio allocation consists of 74.11% in equities, 24.69% in debt instruments, 0.58% in other assets or cash equivalents.Managed by Jayesh Sundar, it has delivered a return of -1.64% in the last year, a total return since inception of 9.38%.
Considering investment horizon investors may compare best sip during the long-term financial strategy.
Key Metrics of Axis Retirement Fund - Aggressive Plan Regular-Growth
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Standard Deviation12.48%
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Mean9.78%
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Sharpe Ratio0.34%
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Sortino Ratio0.44%
Axis Retirement Fund - Aggressive Plan Regular-Growth Fund Details
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Compare Axis Retirement Fund - Aggressive Plan Regular-Growth with other mutual funds in the same category
Axis Retirement Fund - Aggressive Plan Regular-Growth
Bank Of India Aggressive Hybrid Fund Direct-Growth
Bank Of India Aggressive Hybrid Fund Direct-IDCW
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
|
₹1,406 | 5.07% | 0.09% | 4.88% | 1.43% | 11.32% |
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Axis Aggressive Hybrid Fund Regular-Growth
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₹1,406 | 4.98% | -0.14% | 4.36% | 0.38% | 10.10% |
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Axis Aggressive Hybrid Fund Direct-IDCW
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₹1,406 | 5.07% | 0.09% | 4.88% | 1.43% | 11.32% |
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Axis Aggressive Hybrid Fund Regular-IDCW
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₹1,406 | 4.98% | -0.14% | 4.36% | 0.38% | 10.10% |
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Axis Aggressive Hybrid Fund Regular-IDCW Monthly
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₹1,406 | 4.98% | -0.14% | 4.36% | 0.38% | 10.10% |
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Axis Aggressive Hybrid Fund Direct-IDCW Monthly
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₹1,406 | 5.07% | 0.09% | 4.88% | 1.43% | 11.32% |
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Axis Aggressive Hybrid Fund Regular-IDCW Quarterly
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₹1,406 | 4.98% | -0.14% | 4.36% | 0.38% | 10.10% |
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Axis Aggressive Hybrid Fund Direct-IDCW Quarterly
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₹1,406 | 5.07% | 0.09% | 4.88% | 1.43% | 11.32% |
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Axis Children's Fund Regular-compulsory Lock In Growth
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₹863 | 4.79% | -0.71% | 3.79% | -0.30% | 9.10% |
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Axis Children's Fund Direct-compulsory Lock In Growth
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₹863 | 4.87% | -0.49% | 4.27% | 0.62% | 10.21% |
growth is based on 1-month returns of the fundsAxis Retirement Fund - Aggressive Plan Regular-Growth Calculator
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Top Mutual Funds
| Fund Names | AUM (Cr) | NAV | 3Yr | 5Yr | 10Yr |
|---|---|---|---|---|---|
| SBI Aggressive Hybrid Fund Direct Plan-Growth |
₹86,163 | ₹354.05 | 13.21% | 9.86% | 12.51% |
| SBI Aggressive Hybrid Fund-Growth |
₹86,163 | ₹317.82 | 12.47% | 9.13% | 11.67% |
| SBI Aggressive Hybrid Fund Direct Plan-IDCW |
₹86,163 | ₹103.60 | 13.21% | 9.86% | 12.51% |
| SBI Aggressive Hybrid Fund-IDCW |
₹86,163 | ₹67.35 | 12.47% | 9.13% | 11.67% |
| ICICI Prudential Aggressive Hybrid Fund Direct-Growth |
₹50,706 | ₹453.78 | 13.73% | 13.59% | 15.40% |
| ICICI Prudential Aggressive Hybrid Fund-Growth |
₹50,706 | ₹405.98 | 13.07% | 12.93% | 14.56% |
| ICICI Prudential Aggressive Hybrid Fund-IDCW Half Yearly |
₹50,706 | ₹24.44 | 13.07% | 12.93% | 14.56% |
| ICICI Prudential Aggressive Hybrid Fund Direct-IDCW Half Yearly |
₹50,706 | ₹28.14 | 13.73% | 13.59% | 15.40% |
| ICICI Prudential Aggressive Hybrid Fund Direct-IDCW Monthly |
₹50,706 | ₹70.17 | 13.73% | 13.59% | 15.40% |
| ICICI Prudential Aggressive Hybrid Fund-IDCW Monthly |
₹50,706 | ₹42.57 | 13.07% | 12.93% | 14.56% |
Axis Retirement Fund - Aggressive Plan Regular-Growth Detailed Portfolio
| Stocks | Sector | % of Holding | Value |
|---|---|---|---|
| Hdfc Bank Ltd | Financial | 6.00% | ₹46.93 Cr |
| Hdfc Bank Ltd | Financial | 6.09% | ₹46.86 Cr |
| Hdfc Bank Ltd | Financial | 6.10% | ₹46.10 Cr |
| Hdfc Bank Ltd | Financial | 5.90% | ₹45.92 Cr |
| Hdfc Bank Ltd | Financial | 5.90% | ₹45.92 Cr |
| Reliance Industries Ltd | Energy & Utilities | 6.01% | ₹45.47 Cr |
| Reliance Industries Ltd | Energy & Utilities | 5.86% | ₹45.14 Cr |
| Government Of India 34208 Goi 08ap34 7.1 Fv Rs 100 | Entities | 5.67% | ₹44.30 Cr |
| Hdfc Bank Ltd | Financial | 5.83% | ₹44.23 Cr |
| Hdfc Bank Ltd | Financial | 5.83% | ₹44.23 Cr |
| Government Of India 34208 Goi 08ap34 7.1 Fv Rs 100 | Entities | 5.71% | ₹43.94 Cr |
| Government Of India 34208 Goi 08ap34 7.1 Fv Rs 100 | Entities | 5.64% | ₹43.87 Cr |
| Government Of India 34208 Goi 08ap34 7.1 Fv Rs 100 | Entities | 5.64% | ₹43.87 Cr |
| Government Of India 34208 Goi 08ap34 7.1 Fv Rs 100 | Entities | 5.77% | ₹43.74 Cr |
| Government Of India 34208 Goi 08ap34 7.1 Fv Rs 100 | Entities | 5.77% | ₹43.74 Cr |
| Government Of India 34208 Goi 08ap34 7.1 Fv Rs 100 | Entities | 5.78% | ₹43.72 Cr |
| Government Of India 34208 Goi 08ap34 7.1 Fv Rs 100 | Entities | 5.99% | ₹43.66 Cr |
| Government Of India 34208 Goi 08ap34 7.1 Fv Rs 100 | Entities | 6.18% | ₹43.50 Cr |
| Government Of India 34208 Goi 08ap34 7.1 Fv Rs 100 | Entities | 6.18% | ₹43.50 Cr |
| Government Of India 34208 Goi 08ap34 7.1 Fv Rs 100 | Entities | 6.18% | ₹43.50 Cr |
Top Hybrid Funds
| Fund Names | NAV | 3Yr | 5Yr | 52 weeks high |
|---|---|---|---|---|
| Bank Of India Aggressive Hybrid Fund Direct-Growth |
₹46.64 | 16.08% | 14.23% | - |
| Bank Of India Aggressive Hybrid Fund Direct-IDCW |
₹35.32 | 16.08% | 14.23% | - |
| ICICI Prudential Retirement Fund - Hybrid Aggressive Plan Direct-Growth |
₹30.47 | 17.54% | 13.85% | - |
| ICICI Prudential Retirement Fund - Hybrid Aggressive Plan Direct-IDCW |
₹30.48 | 17.54% | 13.85% | - |
| ICICI Prudential Aggressive Hybrid Fund Direct-Growth |
₹453.78 | 13.73% | 13.59% | - |
| ICICI Prudential Aggressive Hybrid Fund Direct-IDCW Half Yearly |
₹28.14 | 13.73% | 13.59% | - |
| ICICI Prudential Aggressive Hybrid Fund Direct-IDCW Monthly |
₹70.17 | 13.73% | 13.59% | - |
| ICICI Prudential Aggressive Hybrid Fund Direct-IDCW Yearly |
₹26.62 | 13.73% | 13.59% | - |
| Edelweiss Aggressive Hybrid Fund Direct-Growth |
₹76.83 | 13.94% | 13.31% | - |
| Edelweiss Aggressive Hybrid Fund Direct-IDCW |
₹32.40 | 13.94% | 13.31% | - |
growth is based on 5Y returns of the funds
Frequently Asked Questions
Axis Retirement Fund - Aggressive Plan Regular-Growth
What is the current AUM of Axis Retirement Fund - Aggressive Plan Regular-Growth?
As of Wed Sep 30, 2026, Axis Retirement Fund - Aggressive Plan Regular-Growth manages assets worth ₹666.0 crore
How has Axis Retirement Fund - Aggressive Plan Regular-Growth performed recently?
- 3 Months: -0.91%
- 6 Months: 3.75%
What is the long-term performance of Axis Retirement Fund - Aggressive Plan Regular-Growth?
- 3 Years CAGR: 10.66%
- 5 Years CAGR: 5.97%
- Since Inception: 9.38%
What is the portfolio composition of Axis Retirement Fund - Aggressive Plan Regular-Growth?
Equity: 74.11%, Debt: 24.69%, Others: 0.58%.
Who manages Axis Retirement Fund - Aggressive Plan Regular-Growth?
Axis Retirement Fund - Aggressive Plan Regular-Growth is managed by Jayesh Sundar from Axis Mutual Fund.
What is the market-cap allocation of Axis Retirement Fund - Aggressive Plan Regular-Growth?
Large Cap: 71.75%, Mid Cap: 14.75%, Small Cap: 13.50%.
Which are the top companies Axis Retirement Fund - Aggressive Plan Regular-Growth has invested in?
- HDFC Bank Ltd – 6.00% of the fund's portfolio
- HDFC Bank Ltd – 6.09% of the fund's portfolio
- HDFC Bank Ltd – 6.10% of the fund's portfolio
- HDFC Bank Ltd – 5.90% of the fund's portfolio
- HDFC Bank Ltd – 5.90% of the fund's portfolio
Which are the major sectors Axis Retirement Fund - Aggressive Plan Regular-Growth focuses on?
- Entities – 64.49% of the fund's portfolio
- Financial – 41.66% of the fund's portfolio
- Energy & Utilities – 11.88% of the fund's portfolio
