Axis Retirement Aggressive Growth Direct Plan
SIP amount
Min. ₹1,000
Lumpsum amount
Min. ₹5,000

Axis Retirement Aggressive Growth Direct Plan

NAV
₹19.0500
-0.26%
(17 Jan)
AUM
878 Cr
TER
0.91%
Risk
Very High Risk
Insights
Net Asset Value (NAV) is below its 200 days moving average
Asset Under Management (AUM) is in the top 25% of comparable funds
In beta. Send feedback here.
Compare with other fund
1Y
+16.8%
+16.7%
+15.8%
+14.2%
+12.5%
3Y
+18.8%
+9.7%
+16.1%
+14.9%
+17.6%
5Y
+23.3%
+13.5%
+18.4%
+16.0%
+23.4%
ALL
+21.4%
+13.6%
+17.3%
+12.0%
+20.8%
VOL
17.9%
13.2%
14.0%
16.8%
14.3%
TER
0.7%
0.9%
0.6%
1.0%
0.8%
AUM
₹1,063 Cr
₹878 Cr
₹747 Cr
₹3,286 Cr
₹6,049 Cr
INFO
1.19
1.03
1.24
0.71
1.46
Past performance
Past performance is no guarantee of future returns.
Had you invested
Over the last
1Y
3Y
ALL
Your returns would have been
Axis Retirement Aggressive (G)
₹1,00,00,00,000
14.0%
Fixed deposit
₹40,00,00,000
6.0%
Bank savings
₹40,00,00,000
3.0%
See fund holdings as of 31st Dec
Top holdings
HDFC Bank Ltd
4.9%
7.34% Govt Stock 2064
4.7%
7.25% Govt Stock 2063
4.4%
ICICI Bank Ltd
4.2%
Reliance Industries Ltd
4.0%
Infosys Ltd
3.6%
7.09% Govt Stock 2054
2.9%
Bajaj Finance Ltd
2.5%
Mahindra & Mahindra Ltd
2.4%
7.3% Govt Stock 2053
2.4%
Top industry exposure
Financial Services
21.9%
Industrials
8.7%
Technology
8.5%
Consumer Cyclical
8.3%
Healthcare
8.0%
Other information
Minimum SIP
₹1,000
Minimum lumpsum
₹5,000
Additional lumpsum
₹1,000
Portfolio turnover
-
Lock-in period
5Y
Exit load
No exit load
Fund objective
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.
Fund manager(s)
Devang Shah
Hardik Shah
Jayesh Sundar
Krishnaa N

FAQs