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Axis Retirement Fund Aggressive Plan Direct Growth
+13.82%
3Y annualised
-2.44% 1D
NAV: 19 Mar '26
₹18.79
Min. for SIP
₹1,000
Fund size
₹728.34 Cr
Expense ratio
1.06%
Return calculator
Monthly investment
₹5,000
| Over the past | Total investment | Would've become | Historic returns | Returns |
|---|---|---|---|---|
| 6 months | ₹30,000 | ₹28,203 | -5.99% | |
| 1 year | ₹60,000 | ₹56,674 | -5.54% | |
| 3 years | ₹1,80,000 | ₹1,92,444 | +6.91% | |
| 5 years | ₹3,00,000 | ₹3,61,642 | +20.55% |
Holdings (91)
| Name | Sector | Instruments | Assets |
|---|---|---|---|
| GOI | Sovereign | GOI Sec | 5.99% |
| HDFC Bank Ltd. | Financial | Equity | 5.55% |
| Reliance Industries Ltd. | Energy | Equity | 5.54% |
| ICICI Bank Ltd. | Financial | Equity | 4.90% |
| GOI | Sovereign | GOI Sec | 4.84% |
| State Bank of India | Financial | Equity | 3.73% |
| Infosys Ltd. | Technology | Equity | 3.38% |
| GOI | Sovereign | GOI Sec | 3.35% |
| Larsen & Toubro Ltd. | Construction | Equity | 3.17% |
| GOI | Sovereign | GOI Sec | 2.83% |
| Bharti Airtel Ltd. | Communication | Equity | 2.67% |
| Mahindra & Mahindra Ltd. | Automobile | Equity | 2.25% |
| Divi's Laboratories Ltd. | Healthcare | Equity | 1.95% |
| Bajaj Finance Ltd. | Financial | Equity | 1.93% |
| Pidilite Industries Ltd. | Chemicals | Equity | 1.91% |
| NTPC Ltd. | Energy | Equity | 1.72% |
| Solar Industries India Ltd. | Chemicals | Equity | 1.71% |
| GOI | Sovereign | GOI Sec | 1.31% |
| Kotak Mahindra Bank Ltd. | Financial | Equity | 1.29% |
| Fortis Healthcare Ltd. | Healthcare | Equity | 1.29% |
| Minda Corporation Ltd. | Automobile | Equity | 1.02% |
| Torrent Power Ltd. | Energy | Equity | 0.99% |
| Apollo Hospitals Enterprise Ltd. | Healthcare | Equity | 0.99% |
| HDFC Life Insurance Co Ltd. | Insurance | Equity | 0.96% |
| Samvardhana Motherson International Ltd. | Automobile | Equity | 0.88% |
| PNB Housing Finance Ltd. | Financial | Equity | 0.87% |
| Titan Company Ltd. | Consumer Discretionary | Equity | 0.86% |
| Sundaram Finance Ltd. | Financial | Equity | 0.84% |
| Shriram Finance Ltd | Financial | Equity | 0.83% |
| Tata Consultancy Services Ltd. | Technology | Equity | 0.82% |
| Mankind Pharma Ltd. | Healthcare | Equity | 0.82% |
| Britannia Industries Ltd. | Consumer Staples | Equity | 0.80% |
| Eternal Ltd. | Services | Equity | 0.78% |
| The Phoenix Mills Ltd. | Construction | Equity | 0.77% |
| Tata Motors Ltd. | Automobile | Equity | 0.77% |
| Linde India Ltd. | Chemicals | Equity | 0.77% |
| Sun Pharmaceutical Industries Ltd. | Healthcare | Equity | 0.75% |
| Varun Beverages Ltd. | Consumer Staples | Equity | 0.74% |
| CG Power and Industrial Solutions Ltd. | Capital Goods | Equity | 0.74% |
| GE Vernova T&D India Ltd | Capital Goods | Equity | 0.73% |
| Muthoot Finance Ltd. | Financial | Debenture | 0.70% |
| United Spirits Ltd. | Consumer Staples | Equity | 0.69% |
| DOMS Industries Ltd. | Consumer Staples | Equity | 0.69% |
| Interglobe Aviation Ltd. | Services | Equity | 0.65% |
| Tata Power Company Ltd. | Energy | Equity | 0.64% |
| PG Electroplast Ltd. | Capital Goods | Equity | 0.64% |
| Bharat Electronics Ltd. | Capital Goods | Equity | 0.63% |
| Jyoti CNC Automation Ltd. | Capital Goods | Equity | 0.62% |
| Tech Mahindra Ltd. | Technology | Equity | 0.61% |
| Premier Energies Ltd. | Energy | Equity | 0.60% |
| PI Industries Ltd. | Chemicals | Equity | 0.59% |
| Arvind Fashions Ltd. | Textiles | Equity | 0.57% |
| Indus Infra Trust | Construction | InvITs | 0.57% |
| eClerx Services Ltd. | Services | Equity | 0.55% |
| Tata Steel Ltd. | Metals & Mining | Equity | 0.51% |
| Cipla Ltd. | Healthcare | Equity | 0.49% |
| Cholamandalam Investment and Finance Company Ltd. | Financial | Equity | 0.48% |
| Hindustan Aeronautics Ltd. | Capital Goods | Equity | 0.47% |
| Hindustan Unilever Ltd. | Consumer Staples | Equity | 0.47% |
| Sona BLW Precision Forgings Ltd. | Automobile | Equity | 0.46% |
| Dixon Technologies (India) Ltd. | Capital Goods | Equity | 0.46% |
| REC Ltd. | Financial | Equity | 0.44% |
| Bharat Petroleum Corporation Ltd. | Energy | Equity | 0.41% |
| Brigade Enterprises Ltd. | Construction | Equity | 0.40% |
| TVS Motor Company Ltd. | Automobile | Equity | 0.40% |
| Awfis Space Solutions Ltd. | Services | Equity | 0.38% |
| ITC Ltd. | Consumer Staples | Equity | 0.34% |
| Avenue Supermarts Ltd. | Services | Equity | 0.30% |
| Schaeffler India Ltd. | Capital Goods | Equity | 0.29% |
| Mphasis Ltd. | Technology | Equity | 0.27% |
| Kaynes Technology India Ltd. | Capital Goods | Equity | 0.26% |
| Jubilant FoodWorks Ltd. | Services | Equity | 0.25% |
| Coforge Ltd. | Technology | Equity | 0.23% |
| Zydus Lifesciences Ltd. | Healthcare | Equity | 0.22% |
| Hyundai Motor India Ltd. | Automobile | Equity | 0.22% |
| Bank Of Baroda | Financial | Equity | 0.21% |
| Hindalco Industries Ltd. | Metals & Mining | Equity | 0.20% |
| Axis Bank Ltd. | Financial | Equity | 0.19% |
| Cohance Lifesciences Ltd. | Healthcare | Equity | 0.17% |
| The Federal Bank Ltd. | Financial | Equity | 0.14% |
| HCL Technologies Ltd. | Technology | Equity | 0.11% |
| RHI Magnesita India Ltd. | Construction | Equity | 0.11% |
| Indusind Bank Ltd. | Financial | Equity | 0.10% |
| Titagarh Rail Systems Ltd. | Automobile | Equity | 0.09% |
| Union Bank of India | Financial | Equity | 0.07% |
| Oil And Natural Gas Corporation Ltd. | Energy | Equity | 0.07% |
| Coal India Ltd. | Energy | Equity | 0.06% |
| Power Grid Corporation Of India Ltd. | Energy | Equity | 0.06% |
| Nestle India Ltd. | Consumer Staples | Equity | 0.06% |
| TVS Motor Company Ltd - Pref. Shares | Automobile | Pref. Shares | 0.00% |
| Supreme Industries Ltd. | Chemicals | Equity | 0.00% |
See All
Minimum investments
Min. for 1st investment
₹5,000
Min. for 2nd investment
₹1,000
Min. for SIP
₹1,000
Returns and rankings
Annualised returns
Absolute returns
| Name | 1Y | 3Y | 5Y | All |
|---|---|---|---|---|
| Fund returns | +0.8% | +13.8% | +8.9% | +10.6% |
| Category average (Hybrid Aggressive Hybrid) | +4.7% | +14.3% | +13.9% | -- |
| Rank (Hybrid Aggressive Hybrid) | 35 | 21 | 38 | -- |
Exit load, stamp duty and tax
Exit load
Nil
Stamp duty on investment: 0.005% (from July 1st, 2020)
from July 1st 2020
Tax implication
If you redeem within one year, returns are taxed at 20%. If you redeem after one year, returns exceeding Rs 1.25 lakh in a financial year are taxed at 12.5%.
Check past data
Compare similar funds
| Name | 1Y | 3Y | Fund Size(Cr) | |
|---|---|---|---|---|
ICICI Prudential Equity & Debt Fund Direct Growth | +6.96% | +17.98% | 50,205.35 | |
Edelweiss Aggressive Hybrid Fund Direct Growth | +4.21% | +16.52% | 3,545.93 | |
DSP Aggressive Hybrid Fund Direct Growth | +0.96% | +15.16% | 11,928.12 | |
Nippon India Aggressive Hybrid Fund Direct Growth | +4.75% | +14.51% | 4,063.06 | |
Franklin India Aggressive Hybrid Fund Direct Growth | +1.75% | +13.68% | 2,349.87 | |
| Compare | ||||
Fund management
DSDevang ShahApr 2024 - PresentView details
DS
Devang Shah
Apr 2024 - Present
View details
HSHardik ShahApr 2024 - PresentView details
HS
Hardik Shah
Apr 2024 - Present
View details
JSJayesh SundarJan 2024 - PresentView details
JS
Jayesh Sundar
Jan 2024 - Present
View details
KNKrishnaa NarayanMar 2024 - PresentView details
KN
Krishnaa Narayan
Mar 2024 - Present
View details
About Axis Retirement Fund Aggressive Plan Direct Growth
Axis Retirement Fund Aggressive Plan Direct Growth is a Hybrid Mutual Fund Scheme launched by Axis Mutual Fund. This scheme was made available to investors on 04 Sep 2009. Devang Shah is the Current Fund Manager of Axis Retirement Fund Aggressive Plan Direct Growth fund. The fund currently has an Asset Under Management(AUM) of ₹3,66,904 Cr and the Latest NAV as of 19 Mar 2026 is ₹18.79.
The Axis Retirement Fund Aggressive Plan Direct Growth is rated Moderately High risk. Minimum SIP Investment is set to ₹1,000. Minimum Lumpsum Investment is ₹5,000.
;
Investment Objective
The schemes seeks to generate capital appreciation by predominantly investing in equity and equity related instruments.
Fund benchmarkCRISIL Hybrid 25+75 Aggressive Index
Fund house
Rank (total assets)#7 in India
Total AUM₹3,66,904.00 Cr
Date of Incorporation04 Sep 2009
Launch Date04 Sep 2009
Address23rd Floor, One Lodha Place,S. B. Road, Lower Parel. Mumbai 400013
Websitewww.karvymfs.com
AddressKarvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,