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Axis Retirement Fund Aggressive Plan Growth
+11.45%
3Y annualised
-0.17% 1D
NAV: 15 May '26
₹17.63
Min. for SIP
₹1,000
Fund size (AUM)
₹700.72 Cr
Expense ratio
2.58%
Rating
2
Return calculator
Monthly investment
₹5,000
| Over the past | Total investment | Would've become | Historic returns | Returns |
|---|---|---|---|---|
| 6 months | ₹30,000 | ₹29,395 | -2.02% | |
| 1 year | ₹60,000 | ₹58,065 | -3.23% | |
| 3 years | ₹1,80,000 | ₹1,90,451 | +5.81% | |
| 5 years | ₹3,00,000 | ₹3,55,246 | +18.42% |
Holdings (95)
| Name | Sector | Instruments | Assets |
|---|---|---|---|
| GOI | Sovereign | GOI Sec | 6.09% |
| Reliance Industries Ltd. | Energy | Equity | 5.91% |
| HDFC Bank Ltd. | Financial | Equity | 5.02% |
| GOI | Sovereign | GOI Sec | 4.91% |
| ICICI Bank Ltd. | Financial | Equity | 4.78% |
| GOI | Sovereign | GOI Sec | 3.35% |
| Infosys Ltd. | Technology | Equity | 3.23% |
| State Bank of India | Financial | Equity | 3.20% |
| Larsen & Toubro Ltd. | Construction | Equity | 2.98% |
| GOI | Sovereign | GOI Sec | 2.86% |
| Bharti Airtel Ltd. | Communication | Equity | 2.79% |
| Mahindra & Mahindra Ltd. | Automobile | Equity | 2.13% |
| Divi's Laboratories Ltd. | Healthcare | Equity | 2.06% |
| Solar Industries India Ltd. | Chemicals | Equity | 2.03% |
| NTPC Ltd. | Energy | Equity | 1.89% |
| Kotak Mahindra Bank Ltd. | Financial | Equity | 1.88% |
| Pidilite Industries Ltd. | Chemicals | Equity | 1.83% |
| Bajaj Finance Ltd. | Financial | Equity | 1.79% |
| GOI | Sovereign | GOI Sec | 1.32% |
| Fortis Healthcare Ltd. | Healthcare | Equity | 1.31% |
| PNB Housing Finance Ltd. | Financial | Equity | 1.15% |
| Apollo Hospitals Enterprise Ltd. | Healthcare | Equity | 1.01% |
| Minda Corporation Ltd. | Automobile | Equity | 0.99% |
| Varun Beverages Ltd. | Consumer Staples | Equity | 0.94% |
| Premier Energies Ltd. | Energy | Equity | 0.87% |
| Linde India Ltd. | Chemicals | Equity | 0.87% |
| CG Power and Industrial Solutions Ltd. | Capital Goods | Equity | 0.86% |
| The Phoenix Mills Ltd. | Construction | Equity | 0.86% |
| Mankind Pharma Ltd. | Healthcare | Equity | 0.86% |
| Samvardhana Motherson International Ltd. | Automobile | Equity | 0.84% |
| HDFC Life Insurance Co Ltd. | Insurance | Equity | 0.82% |
| Eternal Ltd. | Services | Equity | 0.82% |
| Sun Pharmaceutical Industries Ltd. | Healthcare | Equity | 0.81% |
| Tata Consultancy Services Ltd. | Technology | Equity | 0.80% |
| Britannia Industries Ltd. | Consumer Staples | Equity | 0.80% |
| Titan Company Ltd. | Consumer Discretionary | Equity | 0.79% |
| Tata Power Company Ltd. | Energy | Equity | 0.78% |
| Interglobe Aviation Ltd. | Services | Equity | 0.75% |
| Axis Bank Ltd. | Financial | Equity | 0.75% |
| Shriram Finance Ltd | Financial | Equity | 0.75% |
| Tech Mahindra Ltd. | Technology | Equity | 0.74% |
| Muthoot Finance Ltd. | Financial | Debenture | 0.72% |
| Torrent Power Ltd. | Energy | Equity | 0.70% |
| DOMS Industries Ltd. | Consumer Staples | Equity | 0.70% |
| United Spirits Ltd. | Consumer Staples | Equity | 0.69% |
| Sundaram Finance Ltd. | Financial | Equity | 0.63% |
| Sona BLW Precision Forgings Ltd. | Automobile | Equity | 0.62% |
| Indus Infra Trust | Construction | InvITs | 0.61% |
| PI Industries Ltd. | Chemicals | Equity | 0.60% |
| Arvind Fashions Ltd. | Textiles | Equity | 0.59% |
| Jyoti CNC Automation Ltd. | Capital Goods | Equity | 0.59% |
| PG Electroplast Ltd. | Capital Goods | Equity | 0.56% |
| Hindustan Aeronautics Ltd. | Capital Goods | Equity | 0.55% |
| Coforge Ltd. | Technology | Equity | 0.54% |
| Tata Steel Ltd. | Metals & Mining | Equity | 0.53% |
| eClerx Services Ltd. | Services | Equity | 0.51% |
| Dixon Technologies (India) Ltd. | Capital Goods | Equity | 0.51% |
| Cipla Ltd. | Healthcare | Equity | 0.49% |
| Awfis Space Solutions Ltd. | Services | Equity | 0.48% |
| Kaynes Technology India Ltd. | Capital Goods | Equity | 0.47% |
| Brigade Enterprises Ltd. | Construction | Equity | 0.47% |
| Hindustan Unilever Ltd. | Consumer Staples | Equity | 0.47% |
| REC Ltd. | Financial | Equity | 0.46% |
| Cholamandalam Investment and Finance Company Ltd. | Financial | Equity | 0.45% |
| Tata Motors Ltd. | Automobile | Equity | 0.45% |
| Avenue Supermarts Ltd. | Services | Equity | 0.38% |
| ITC Ltd. | Consumer Staples | Equity | 0.35% |
| Mphasis Ltd. | Technology | Equity | 0.34% |
| The Indian Hotels Company Ltd. | Services | Equity | 0.32% |
| Jubilant FoodWorks Ltd. | Services | Equity | 0.30% |
| Schaeffler India Ltd. | Capital Goods | Equity | 0.29% |
| Cohance Lifesciences Ltd. | Healthcare | Equity | 0.28% |
| Hindalco Industries Ltd. | Metals & Mining | Equity | 0.24% |
| Bharat Electronics Ltd. | Capital Goods | Equity | 0.23% |
| Zydus Lifesciences Ltd. | Healthcare | Equity | 0.22% |
| TVS Motor Company Ltd. | Automobile | Equity | 0.21% |
| GE Vernova T&D India Ltd | Capital Goods | Equity | 0.20% |
| Bharat Petroleum Corporation Ltd. | Energy | Equity | 0.20% |
| Hyundai Motor India Ltd. | Automobile | Equity | 0.19% |
| Bank Of Baroda | Financial | Equity | 0.18% |
| ITC Hotels Ltd. | Services | Equity | 0.15% |
| The Federal Bank Ltd. | Financial | Equity | 0.14% |
| Titagarh Rail Systems Ltd. | Automobile | Equity | 0.11% |
| RHI Magnesita India Ltd. | Construction | Equity | 0.10% |
| HCL Technologies Ltd. | Technology | Equity | 0.10% |
| Indusind Bank Ltd. | Financial | Equity | 0.10% |
| Coal India Ltd. | Energy | Equity | 0.08% |
| Oil And Natural Gas Corporation Ltd. | Energy | Equity | 0.07% |
| Nestle India Ltd. | Consumer Staples | Equity | 0.06% |
| Power Grid Corporation Of India Ltd. | Energy | Equity | 0.06% |
| Computer Age Management Services Ltd. | Services | Equity | 0.06% |
| Union Bank of India | Financial | Equity | 0.06% |
| Exide Industries Ltd. | Capital Goods | Equity | 0.05% |
| 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 | -4.3% | +11.4% | +8.5% | +9.3% |
| Category average (Hybrid Aggressive Hybrid) | +4.7% | +14.3% | +13.9% | -- |
| Rank (Hybrid Aggressive Hybrid) | 35 | 25 | 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 Growth | +2.38% | +16.59% | 50,367.73 | |
JM Aggressive Hybrid Fund Growth | -2.80% | +15.95% | 701.44 | |
SBI Equity Hybrid Fund Growth | +3.29% | +13.45% | 83,353.48 | |
UTI Aggressive Hybrid Fund Plan Growth | -1.02% | +13.35% | 6,524.13 | |
HDFC Balanced Fund Growth | +6.97% | +10.83% | 20,080.76 | |
| Compare | ||||
Fund management
HSHardik ShahApr 2024 - PresentView details
HS
Hardik Shah
Apr 2024 - Present
View details
KNKrishnaa NarayanMar 2024 - PresentView details
KN
Krishnaa Narayan
Mar 2024 - Present
View details
DSDevang ShahApr 2024 - PresentView details
DS
Devang Shah
Apr 2024 - Present
View details
JSJayesh SundarJan 2024 - PresentView details
JS
Jayesh Sundar
Jan 2024 - Present
View details
About Axis Retirement Fund Aggressive Plan Growth
Axis Retirement Fund Aggressive Plan Growth is a Hybrid Mutual Fund Scheme launched by Axis Mutual Fund. This scheme was made available to investors on 04 Sep 2009. Hardik Shah is the Current Fund Manager of Axis Retirement Fund Aggressive Plan Growth fund. The fund currently has an Asset Under Management(AUM) of ₹3,66,572 Cr and the Latest NAV as of 15 May 2026 is ₹17.63.
The Axis Retirement Fund Aggressive Plan Growth is rated Very 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₹3,66,572.37 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,