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Axis Mutual Fund
Axis Mutual Fund · Retirement Fund

Axis Retirement Fund - Aggressive Plan - Regular Growth

The investment objective of the Investment Plan(s) under the Scheme is to provide long-term capital appreciation / income by investing in a mix of equity, debt, and other instruments to help investors meet their retirement goals. However, there can be no assurance that the investment objective of the Scheme will be achieved. 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.

Mixed AssetBenchmark · CRISIL Hybrid 25+75 Aggressive IndexTER · 2.39%Inception · 01-12-2019
NAV
18.39
+0.87% · as of 10-07-2026
Since inception
9.75%
CAGR
Benchmark (inception)
11.91%
CAGR
Fund size
₹699 Cr
AUM
Expense ratio
2.39%
31-05-2026
Performance

Returns vs benchmark & category

Since inception: +9.75% CAGR vs benchmark +11.91%.

Portfolio

Where the money is invested

Top holdings

7.1% Government of India6.19%
RELIANCE INDUSTRIES LIMITED EQ5.54%
6.79% Government of India4.99%
ICICI BANK LIMITED EQ NEW FV RS. 2/-4.82%
HDFC BANK LIMITED EQ NEW FV RE. 1/-4.72%
Government of India (12/06/2063)3.41%
INFOSYS LIMITED EQ FV RS 53.22%
7.18% Government of India2.92%
STATE BANK OF INDIA EQ NEW RE. 1/-2.83%
LARSEN AND TOUBRO LIMITED EQ NEW FV RS.2/-2.75%

Sector allocation

Financial Services21.61%
Healthcare6.41%
Automobile and Auto Components6.37%
Information Technology5.83%
Oil, Gas & Consumable Fuels5.81%
Chemicals4.98%
Fast Moving Consumer Goods3.90%
Capital Goods3.80%
Consumer Services3.57%
Power3.11%
Riskometer
LowVery High
Very High

What if you'd SIP'd here?

@ 9.8% p.a.
₹10,000
10 years
Projected value
₹20,35,784
Invested: ₹12,00,000
Gained: ₹8,35,784
Start this SIP →

Illustration based on fund's since-inception return. Past performance is not indicative of future returns.

Risk Analysis

How this fund manages risk

Fund manager
M
Mr. Jayesh Sundar, Mr. Devang Shah, Mr. Hardik Shah, Ms. Krishnaa N
Manager since fund inception data not available
ISIN & identifiers
AMFI code
147823
ISIN (Growth)
INF846K01T02
ISIN (Div Re-inv)
Status
Open Ended Schemes
Peers

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