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Axis Retirement Fund Aggressive Plan Direct Growth
ELSS • 5Y Lock-in
Hybrid
Aggressive Hybrid
Moderately High Risk
+15.63%
3Y annualised
+0.50% 1D
NAV: 16 Feb '26
₹20.29
Min. SIP amount
₹1,000
Fund size
₹729.25 Cr
Expense ratio
1.08%
Return calculator
Monthly SIP
One time
Monthly investment
₹5,000
| Over the past | Total investment | Would've become | Historic returns | Returns |
|---|---|---|---|---|
| 1 year | ₹60,000 | ₹61,295 | +2.16% | |
| 3 years | ₹1,80,000 | ₹2,10,000 | +16.67% | |
| 5 years | ₹3,00,000 | ₹3,93,159 | +31.05% |
Holdings (88)
| Name | Sector | Instruments | Assets |
|---|---|---|---|
| GOI | Sovereign | GOI Sec | 5.96% |
| HDFC Bank Ltd. | Financial | Equity | 5.80% |
| Reliance Industries Ltd. | Energy | Equity | 5.54% |
| GOI | Sovereign | GOI Sec | 4.82% |
| ICICI Bank Ltd. | Financial | Equity | 4.81% |
| Infosys Ltd. | Technology | Equity | 4.26% |
| State Bank of India | Financial | Equity | 3.34% |
| GOI | Sovereign | GOI Sec | 3.34% |
| Larsen & Toubro Ltd. | Construction | Equity | 2.91% |
| GOI | Sovereign | GOI Sec | 2.80% |
| Bharti Airtel Ltd. | Communication | Equity | 2.79% |
| Mahindra & Mahindra Ltd. | Automobile | Equity | 2.51% |
| Divi's Laboratories Ltd. | Healthcare | Equity | 2.04% |
| Solar Industries India Ltd. | Chemicals | Equity | 1.85% |
| Bajaj Finance Ltd. | Financial | Equity | 1.85% |
| Pidilite Industries Ltd. | Chemicals | Equity | 1.83% |
| NTPC Ltd. | Energy | Equity | 1.55% |
| GOI | Sovereign | GOI Sec | 1.29% |
| Fortis Healthcare Ltd. | Healthcare | Equity | 1.16% |
| Kotak Mahindra Bank Ltd. | Financial | Equity | 1.12% |
| Minda Corporation Ltd. | Automobile | Equity | 1.03% |
| HDFC Life Insurance Co Ltd. | Insurance | Equity | 0.98% |
| Shriram Finance Ltd | Financial | Equity | 0.98% |
| Tata Consultancy Services Ltd. | Technology | Equity | 0.98% |
| Apollo Hospitals Enterprise Ltd. | Healthcare | Equity | 0.88% |
| Torrent Power Ltd. | Energy | Equity | 0.88% |
| PNB Housing Finance Ltd. | Financial | Equity | 0.87% |
| Eternal Ltd. | Services | Equity | 0.87% |
| Sundaram Finance Ltd. | Financial | Equity | 0.81% |
| eClerx Services Ltd. | Services | Equity | 0.80% |
| Titan Company Ltd. | Consumer Discretionary | Equity | 0.79% |
| Tata Motors Ltd. | Automobile | Equity | 0.79% |
| Tech Mahindra Ltd. | Technology | Equity | 0.78% |
| The Phoenix Mills Ltd. | Construction | Equity | 0.78% |
| Mankind Pharma Ltd. | Healthcare | Equity | 0.78% |
| Varun Beverages Ltd. | Consumer Staples | Equity | 0.77% |
| Samvardhana Motherson International Ltd. | Automobile | Equity | 0.75% |
| GE Vernova T&D India Ltd | Capital Goods | Equity | 0.74% |
| Britannia Industries Ltd. | Consumer Staples | Equity | 0.73% |
| Bharat Electronics Ltd. | Capital Goods | Equity | 0.70% |
| DOMS Industries Ltd. | Consumer Staples | Equity | 0.70% |
| Muthoot Finance Ltd. | Financial | Debenture | 0.69% |
| United Spirits Ltd. | Consumer Staples | Equity | 0.68% |
| Linde India Ltd. | Chemicals | Equity | 0.68% |
| Sun Pharmaceutical Industries Ltd. | Healthcare | Equity | 0.68% |
| Tata Power Company Ltd. | Energy | Equity | 0.62% |
| Arvind Fashions Ltd. | Textiles | Equity | 0.61% |
| Jyoti CNC Automation Ltd. | Capital Goods | Equity | 0.61% |
| Bharat Petroleum Corporation Ltd. | Energy | Equity | 0.60% |
| PI Industries Ltd. | Chemicals | Equity | 0.60% |
| Premier Energies Ltd. | Energy | Equity | 0.59% |
| CG Power and Industrial Solutions Ltd. | Capital Goods | Equity | 0.59% |
| Tata Steel Ltd. | Metals & Mining | Equity | 0.59% |
| Hindustan Aeronautics Ltd. | Capital Goods | Equity | 0.56% |
| PG Electroplast Ltd. | Capital Goods | Equity | 0.56% |
| Indus Infra Trust | Construction | InvITs | 0.55% |
| Awfis Space Solutions Ltd. | Services | Equity | 0.51% |
| Cipla Ltd. | Healthcare | Equity | 0.48% |
| Hindustan Unilever Ltd. | Consumer Staples | Equity | 0.47% |
| REC Ltd. | Financial | Equity | 0.46% |
| Interglobe Aviation Ltd. | Services | Equity | 0.46% |
| Dixon Technologies (India) Ltd. | Capital Goods | Equity | 0.46% |
| Cholamandalam Investment and Finance Company Ltd. | Financial | Equity | 0.45% |
| Brigade Enterprises Ltd. | Construction | Equity | 0.43% |
| Sona BLW Precision Forgings Ltd. | Automobile | Equity | 0.43% |
| Bank Of Baroda | Financial | Equity | 0.41% |
| Hindalco Industries Ltd. | Metals & Mining | Equity | 0.40% |
| TVS Motor Company Ltd. | Automobile | Equity | 0.38% |
| Mphasis Ltd. | Technology | Equity | 0.33% |
| Coforge Ltd. | Technology | Equity | 0.33% |
| Avenue Supermarts Ltd. | Services | Equity | 0.29% |
| ITC Ltd. | Consumer Staples | Equity | 0.25% |
| Schaeffler India Ltd. | Capital Goods | Equity | 0.24% |
| Kaynes Technology India Ltd. | Capital Goods | Equity | 0.24% |
| Hyundai Motor India Ltd. | Automobile | Equity | 0.22% |
| Cohance Lifesciences Ltd. | Healthcare | Equity | 0.22% |
| Zydus Lifesciences Ltd. | Healthcare | Equity | 0.21% |
| Jubilant FoodWorks Ltd. | Services | Equity | 0.14% |
| The Federal Bank Ltd. | Financial | Equity | 0.14% |
| RHI Magnesita India Ltd. | Construction | Equity | 0.11% |
| Titagarh Rail Systems Ltd. | Automobile | Equity | 0.11% |
| Coal India Ltd. | Energy | Equity | 0.07% |
| Oil And Natural Gas Corporation Ltd. | Energy | Equity | 0.06% |
| Union Bank of India | Financial | Equity | 0.06% |
| Nestle India Ltd. | Consumer Staples | Equity | 0.06% |
| Power Grid Corporation Of India Ltd. | Energy | Equity | 0.05% |
| Kwality Wall's (India) Ltd. | Consumer Staples | Equity | 0.01% |
| TVS Motor Company Ltd - Pref. Shares | Automobile | Pref. Shares | 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 | +10.2% | +15.6% | +10.2% | +12.2% |
| Category average (Hybrid Aggressive Hybrid) | +4.7% | +14.3% | +13.9% | -- |
| Rank (Hybrid Aggressive Hybrid) | 38 | 19 | 40 | -- |
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 | +15.98% | +19.66% | 49,256.66 | |
JM Aggressive Hybrid Fund Direct Growth | +7.68% | +19.18% | 753.46 | |
Edelweiss Aggressive Hybrid Fund Direct Growth | +13.20% | +18.18% | 3,453.04 | |
Nippon India Aggressive Hybrid Fund Direct Growth | +14.09% | +16.32% | 4,024.55 | |
Franklin India Aggressive Hybrid Fund Direct Growth | +10.38% | +15.90% | 2,340.81 | |
| 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 ₹3,58,698 Cr and the Latest NAV as of 16 Feb 2026 is ₹20.29.
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₹3,58,698.01 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,