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Invest in direct mutual funds at zero charges via lump sump investments or SIPs
Axis Retirement Fund Aggressive Plan Growth
+9.14%
3Y annualised
+0.57% 1D
NAV: 27 Oct '26
₹17.54
Min. for SIP
₹1,000
Fund size (AUM)
₹665.98 Cr
Expense ratio
2.51%
Rating
2
Return calculator
Monthly investment
₹5,000
| Over the past | Total investment | Would've become | Historic returns | Returns |
|---|---|---|---|---|
| 6 months | ₹30,000 | ₹29,341 | -2.20% | |
| 1 year | ₹60,000 | ₹58,261 | -2.90% | |
| 3 years | ₹1,80,000 | ₹1,81,342 | +0.75% | |
| 5 years | ₹3,00,000 | ₹3,43,727 | +14.58% |
Holdings (99)
| Name | Sector | Instruments | Assets |
|---|---|---|---|
| GOVERNMENT OF INDIA 34208 GOI 08AP34 7.1 FV RS 100 | Entities | GOI Securities | 6.36% |
| Reliance Industries Ltd | Energy & Utilities | Equity | 5.16% |
| GOVERNMENT OF INDIA 35031 GOI 07OT34 6.79 FV RS 100 | Entities | GOI Securities | 5.14% |
| ICICI Bank Ltd | Financial | Equity | 4.93% |
| HDFC Bank Ltd | Financial | Equity | 4.66% |
| Others CBLO | Unspecified | CBLO | 3.96% |
| GOVERNMENT OF INDIA 33002 GOI 12JU63 7.25 FV RS 100 | Entities | GOI Securities | 3.52% |
| GOI Sec 7.18 24/07/2037 | Entities | GOI Securities | 2.99% |
| Bharti Airtel Ltd | Technology | Equity | 2.73% |
| Kotak Mahindra Bank Ltd | Financial | Equity | 2.27% |
| Mahindra & Mahindra Ltd | Consumer Discretionary | Equity | 2.14% |
| State Bank of India | Financial | Equity | 2.12% |
| Larsen & Toubro Ltd | Industrials | Equity | 2.01% |
| Infosys Ltd | Technology | Equity | 1.82% |
| Bajaj Finance Ltd | Financial | Equity | 1.69% |
| Solar Industries India Ltd | Materials | Equity | 1.53% |
| Zomato Ltd | Technology | Equity | 1.47% |
| NTPC Ltd | Energy & Utilities | Equity | 1.40% |
| CENTRAL GOVERNMENT LOAN 21658 GOI 17JU33 7.57 FV RS 100 | Entities | GOI Securities | 1.38% |
| Divi's Laboratories Ltd | Healthcare | Equity | 1.34% |
| Minda Corporation Ltd | Consumer Discretionary | Equity | 1.29% |
| Axis Bank Ltd | Financial | Equity | 1.28% |
| Pidilite Industries Ltd | Materials | Equity | 1.22% |
| PNB Housing Finance Ltd | Financial | Equity | 1.22% |
| Apollo Hospitals Enterprise Ltd | Healthcare | Equity | 1.13% |
| GMR AIRPORTS LIMITED 5 BD 13FB27 FVRS1LAC | Industrials | Bonds | 1.04% |
| Phoenix Mills Ltd | Real Estate | Equity | 1.03% |
| Hindustan Aeronautics Ltd | Industrials | Equity | 0.99% |
| Interglobe Aviation Ltd | Industrials | Equity | 0.86% |
| Sona BLW Precision Forgings Ltd | Consumer Discretionary | Equity | 0.86% |
| Fortis Healthcare Ltd | Healthcare | Equity | 0.84% |
| Shriram Transport Finance Company Ltd | Financial | Equity | 0.82% |
| Sun Pharmaceutical Industries Ltd | Healthcare | Equity | 0.81% |
| Premier Energies Ltd. | Energy & Utilities | Equity | 0.79% |
| Samvardhana Motherson International Ltd | Consumer Discretionary | Equity | 0.77% |
| HDFC Life Insurance Co Ltd | Financial | Equity | 0.77% |
| The Indian Hotels Company Ltd | Consumer Discretionary | Equity | 0.76% |
| MUTHOOT FINANCE LIMITED 9.02 NCD 14JL27 FVRS1LAC | Financial | Debenture | 0.75% |
| United Spirits Ltd | Consumer Staples | Equity | 0.75% |
| MUTHOOT FINANCE LIMITED OP I 7.88 NCD 22NV28 FVRS1LAC | Financial | Non Convertible Debenture | 0.74% |
| Dixon Technologies (India) Ltd | Consumer Discretionary | Equity | 0.73% |
| CG Power & Industrial Solutions Ltd | Industrials | Equity | 0.71% |
| Britannia Industries Ltd | Consumer Staples | Equity | 0.71% |
| Mankind Pharma Ltd. | Healthcare | Equity | 0.70% |
| DOMS Industries Ltd. | Industrials | Equity | 0.68% |
| Varun Beverages Ltd | Consumer Staples | Equity | 0.68% |
| Tata Power Company Ltd | Energy & Utilities | Equity | 0.66% |
| Net Receivables | Unspecified | Net Receivables | 0.64% |
| Bharat Highways InvIT | Industrials | Infrastructure Investment Trust | 0.64% |
| Titan Company Ltd | Consumer Discretionary | Equity | 0.57% |
| Arvind Fashions Ltd | Consumer Discretionary | Equity | 0.55% |
| Cipla Ltd | Healthcare | Equity | 0.53% |
| Ather Energy Ltd. | Consumer Discretionary | Equity | 0.51% |
| Tata Consultancy Services Ltd | Technology | Equity | 0.50% |
| Info Edge (India) Ltd | Technology | Equity | 0.50% |
| Tech Mahindra Ltd | Technology | Equity | 0.49% |
| Mphasis Ltd | Technology | Equity | 0.48% |
| Cholamandalam Investment & Finance Company Ltd | Financial | Equity | 0.44% |
| Indus Towers Ltd | Technology | Equity | 0.44% |
| RBL Bank Ltd | Financial | Equity | 0.44% |
| Sundaram Finance Ltd | Financial | Equity | 0.44% |
| PG Electroplast Ltd | Industrials | Equity | 0.43% |
| ITC Hotels Ltd | Consumer Discretionary | Equity | 0.43% |
| Jubilant FoodWorks Ltd | Consumer Discretionary | Equity | 0.42% |
| Piramal Pharma Ltd | Healthcare | Equity | 0.42% |
| Kirloskar Oil Engines Ltd | Industrials | Equity | 0.42% |
| Jyoti CNC Automation Ltd. | Industrials | Equity | 0.41% |
| Computer Age Management Services Ltd | Financial | Equity | 0.37% |
| Amber Enterprises India Ltd | Consumer Discretionary | Equity | 0.36% |
| Coforge Ltd | Technology | Equity | 0.36% |
| Awfis Space Solutions Ltd. | Industrials | Equity | 0.35% |
| Delhivery Ltd | Industrials | Equity | 0.35% |
| Gujarat Fluorochemicals Ltd | Materials | Equity | 0.34% |
| Berger Paints India Ltd | Materials | Equity | 0.33% |
| Hindustan Unilever Ltd | Consumer Staples | Equity | 0.32% |
| Bharat Electronics Ltd | Industrials | Equity | 0.31% |
| ITC Ltd | Consumer Staples | Equity | 0.31% |
| REC Ltd | Financial | Equity | 0.31% |
| Tata Motors Ltd | Industrials | Equity | 0.31% |
| Zydus Lifesciences Ltd | Healthcare | Equity | 0.31% |
| Cyient DLM Ltd. | Industrials | Equity | 0.30% |
| Schaeffler India Ltd | Industrials | Equity | 0.29% |
| Tata Steel Ltd | Materials | Equity | 0.28% |
| Suven Pharmaceuticals Ltd | Healthcare | Equity | 0.27% |
| Titagarh Wagons Ltd | Industrials | Equity | 0.27% |
| Exide Industries Ltd | Consumer Discretionary | Equity | 0.26% |
| TVS Motor Company Ltd | Consumer Discretionary | Equity | 0.26% |
| GE T&D India Ltd | Industrials | Equity | 0.25% |
| Global Health Ltd | Healthcare | Equity | 0.23% |
| Hindalco Industries Ltd | Materials | Equity | 0.23% |
| Hyundai Motor India Ltd. | Consumer Discretionary | Equity | 0.22% |
| Kaynes Technology India Ltd | Industrials | Equity | 0.20% |
| Maruti Suzuki India Ltd | Consumer Discretionary | Equity | 0.18% |
| HCL Technologies Ltd | Technology | Equity | 0.15% |
| Apar Industries Ltd | Diversified | Equity | 0.13% |
| Voltas Ltd | Industrials | Equity | 0.13% |
| Azad Engineering Ltd. | Industrials | Equity | 0.08% |
| Avenue Supermarts Ltd | Consumer Staples | Equity | 0.03% |
| Supreme Industries Ltd | Materials | 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 | -7.2% | +9.1% | +4.7% | +8.5% |
| Category average (Hybrid Aggressive Hybrid) | -5.9% | +8.9% | +7.5% | +13.2% |
| Rank (Hybrid Aggressive Hybrid) | 30 | 19 | 36 | -- |
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) | |
|---|---|---|---|---|
 | +6.78% | +14.29% | 2,195.61 | |
 | -6.19% | +11.46% | 50,706.13 | |
 | +6.97% | +10.83% | 20,080.76 | |
 | -4.16% | +10.81% | 3,874.96 | |
 | -7.66% | +9.77% | 653.52 | |
| 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 ₹3,65,899 Cr and the Latest NAV as of 27 Oct 2026 is ₹17.54.
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.
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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₹3,65,899.22 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,