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NAV: 27 Nov 2025
₹18.88
Rating
1
Min. SIP amount
Not Supported
Fund size
₹778.13Cr
Returns calculator
Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of ₹0
Would have become ₹ (%)
Holdings (90)
| Name | Sector | Instrument | Assets |
|---|---|---|---|
HDFC Bank Ltd. | Financial | Equity | 5.90% |
GOI | Sovereign | GOI Sec | 5.64% |
Reliance Industries Ltd. | Energy | Equity | 5.50% |
GOI | Sovereign | GOI Sec | 4.56% |
ICICI Bank Ltd. | Financial | Equity | 4.38% |
Infosys Ltd. | Technology | Equity | 3.69% |
GOI | Sovereign | GOI Sec | 3.17% |
Bharti Airtel Ltd. | Communication | Equity | 2.78% |
Larsen & Toubro Ltd. | Construction | Equity | 2.78% |
State Bank of India | Financial | Equity | 2.72% |
GOI | Sovereign | GOI Sec | 2.64% |
Mahindra & Mahindra Ltd. | Automobile | Equity | 2.32% |
Bajaj Finance Ltd. | Financial | Equity | 2.31% |
Divi's Laboratories Ltd. | Healthcare | Equity | 2.13% |
Solar Industries India Ltd. | Chemicals | Equity | 1.79% |
Pidilite Industries Ltd. | Chemicals | Equity | 1.73% |
Fortis Healthcare Ltd. | Healthcare | Equity | 1.45% |
NTPC Ltd. | Energy | Equity | 1.26% |
PI Industries Ltd. | Chemicals | Equity | 1.24% |
GOI | Sovereign | GOI Sec | 1.22% |
Kotak Mahindra Bank Ltd. | Financial | Equity | 1.08% |
Cipla Ltd. | Healthcare | Equity | 1.00% |
Tata Consultancy Services Ltd. | Technology | Equity | 0.99% |
Minda Corporation Ltd. | Automobile | Equity | 0.97% |
Eternal Ltd. | Services | Equity | 0.94% |
HDFC Life Insurance Co Ltd. | Insurance | Equity | 0.92% |
PNB Housing Finance Ltd. | Financial | Equity | 0.92% |
GE Vernova T&D India Ltd | Capital Goods | Equity | 0.88% |
Sun Pharmaceutical Industries Ltd. | Healthcare | Equity | 0.88% |
Apollo Hospitals Enterprise Ltd. | Healthcare | Equity | 0.86% |
Premier Energies Ltd. | Energy | Equity | 0.85% |
Kaynes Technology India Ltd. | Capital Goods | Equity | 0.84% |
Mankind Pharma Ltd. | Healthcare | Equity | 0.82% |
Bharat Electronics Ltd. | Capital Goods | Equity | 0.81% |
Torrent Power Ltd. | Energy | Equity | 0.78% |
eClerx Services Ltd. | Services | Equity | 0.78% |
Awfis Space Solutions Ltd. | Services | Equity | 0.74% |
Titan Company Ltd. | Consumer Discretionary | Equity | 0.74% |
The Phoenix Mills Ltd. | Construction | Equity | 0.74% |
Varun Beverages Ltd. | Consumer Staples | Equity | 0.72% |
CG Power and Industrial Solutions Ltd. | Capital Goods | Equity | 0.70% |
DOMS Industries Ltd. | Consumer Staples | Equity | 0.70% |
United Spirits Ltd. | Consumer Staples | Equity | 0.67% |
Sundaram Finance Ltd. | Financial | Equity | 0.66% |
Muthoot Finance Ltd. | Financial | Debenture | 0.65% |
Suzlon Energy Ltd. | Capital Goods | Equity | 0.65% |
Linde India Ltd. | Chemicals | Equity | 0.64% |
Dixon Technologies (India) Ltd. | Capital Goods | Equity | 0.63% |
Jyoti CNC Automation Ltd. | Capital Goods | Equity | 0.61% |
Arvind Fashions Ltd. | Textiles | Equity | 0.61% |
Tata Steel Ltd. | Metals & Mining | Equity | 0.60% |
Cholamandalam Investment and Finance Company Ltd. | Financial | Equity | 0.59% |
Tata Power Company Ltd. | Energy | Equity | 0.59% |
Hindalco Industries Ltd. | Metals & Mining | Equity | 0.59% |
Indian Bank | Financial | Equity | 0.56% |
Samvardhana Motherson International Ltd. | Automobile | Equity | 0.56% |
Brigade Enterprises Ltd. | Construction | Equity | 0.56% |
Avenue Supermarts Ltd. | Services | Equity | 0.56% |
Tech Mahindra Ltd. | Technology | Equity | 0.55% |
Britannia Industries Ltd. | Consumer Staples | Equity | 0.55% |
Hindustan Aeronautics Ltd. | Capital Goods | Equity | 0.53% |
Interglobe Aviation Ltd. | Services | Equity | 0.52% |
PG Electroplast Ltd. | Capital Goods | Equity | 0.52% |
Indus Infra Trust | Construction | InvITs | 0.51% |
Bharat Petroleum Corporation Ltd. | Energy | Equity | 0.50% |
Hindustan Unilever Ltd. | Consumer Staples | Equity | 0.46% |
Bank Of Baroda | Financial | Equity | 0.44% |
REC Ltd. | Financial | Equity | 0.44% |
Shriram Finance Ltd | Financial | Equity | 0.41% |
Cohance Lifesciences Ltd. | Healthcare | Equity | 0.40% |
Zydus Lifesciences Ltd. | Healthcare | Equity | 0.38% |
TVS Motor Company Ltd. | Automobile | Equity | 0.34% |
Coforge Ltd. | Technology | Equity | 0.33% |
The Federal Bank Ltd. | Financial | Equity | 0.33% |
Hyundai Motor India Ltd. | Automobile | Equity | 0.33% |
Mphasis Ltd. | Technology | Equity | 0.31% |
Schaeffler India Ltd. | Capital Goods | Equity | 0.25% |
Sona BLW Precision Forgings Ltd. | Automobile | Equity | 0.23% |
ITC Ltd. | Consumer Staples | Equity | 0.20% |
UNO Minda Ltd. | Automobile | Equity | 0.18% |
RHI Magnesita India Ltd. | Construction | Equity | 0.11% |
Titagarh Rail Systems Ltd. | Automobile | Equity | 0.11% |
Tata Motors Passenger Vehicles Ltd. | Automobile | Equity | 0.09% |
Oil And Natural Gas Corporation Ltd. | Energy | Equity | 0.06% |
Tata Motors Ltd. | Automobile | Equity | 0.06% |
Coal India Ltd. | Energy | Equity | 0.05% |
Power Grid Corporation Of India Ltd. | Energy | Equity | 0.05% |
Nestle India Ltd. | Consumer Staples | Equity | 0.05% |
Union Bank of India | Financial | Equity | 0.05% |
TVS Motor Company Ltd - Pref. Shares | Automobile | Pref. Shares | 0.00% |
See All
Minimum investment amounts
| Min. for 1st investment | Not Supported |
| Min. for 2nd investment onwards | Not Supported |
| Min. for SIP | Not Supported |
Returns and rankings
Category: Hybrid Aggressive Hybrid
Annualised returns
Absolute returns
| 1Y | 3Y | 5Y | All | |
|---|---|---|---|---|
| Fund returns | 3.8% | 14.0% | 11.5% | 11.3% |
| Category average | 5.9% | 14.3% | 15.5% | NA |
| Rank with in category | 32 | 21 | 34 | NA |
Understand terms
Peer Comparison
| Hybrid, Aggressive Hybrid funds | Rating | 1Y | 3Y | Fund Size(Cr) |
|---|---|---|---|---|
ICICI Prudential Equity & Debt Fund Growth | 5 | 12.1% | 19.0% | 48,071.30 |
JM Aggressive Hybrid Fund Growth | 5 | -1.3% | 18.7% | 815.80 |
Edelweiss Aggressive Hybrid Fund Growth | 5 | 7.4% | 16.5% | 3,316.79 |
UTI Aggressive Hybrid Fund Plan Growth | 5 | 5.5% | 16.3% | 6,595.50 |
HDFC Balanced Fund Growth | 4 | 7.0% | 10.8% | 20,080.76 |
Expense ratio, exit load and tax
Expense ratio: 2.31%
Inclusive of GST
Exit load
Nil
Stamp duty
0.005% (from July 1st, 2020)
Tax implication
Returns are taxed at 20%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 12.5% on returns of Rs 1.25 lakh+ in a financial year.
Understand terms
Check past data
Fund management
Devang ShahApr 2024 - PresentView details
Devang Shah
Apr 2024 - Present
View details
Education
Mr. Shah is B.Com and ACA.
Experience
Prior to joining Axis AMC he has worked with ICICI Prudential AMC, Deutsche Asset Management (India) Pvt. Ltd. and Pricewaterhouse Coopers.
Also manages these schemes
Hardik ShahApr 2024 - PresentView details
Hardik Shah
Apr 2024 - Present
View details
Education
Mr. Shah has done B.E. Information Technology and MBA Finance.
Experience
Prior to joining Axis Mutual Fund, he has worked with Nippon India Mutual Fund, Quantum Asset Management Company and ICAP India (P) Ltd.
Also manages these schemes
Nitin AroraMay 2023 - PresentView details
Nitin Arora
May 2023 - Present
View details
Education
Mr. Arora has done M.Sc in Finance and Investments
Experience
Prior to joining Axis Mutual Fund, he has worked with Aviva Life Insurance Company India Ltd., Emkay Global Financial Services Ltd., Nirmal Bang Institutional Equities Ltd. and Bloomberg UTV Ltd..
Also manages these schemes
Jayesh SundarJan 2024 - PresentView details
Jayesh Sundar
Jan 2024 - Present
View details
Education
Mr. Sundar is a Chartered Accountant
Experience
Prior to joining Axis MF, he has worked with Aviva Life Insurance Company, Tata Securities Ltd., Collins Stewart India Pvt. Ltd., IL&FS Investsmart and CRISIL
Also manages these schemes
Krishnaa NarayanMar 2024 - PresentView details
Krishnaa Narayan
Mar 2024 - Present
View details
Education
She is a Chartered Accountant
Experience
Prior to joining Axis Mutual Fund, she has worked with Price Waterhouse Coopers
Also manages these schemes
Fund house & investment objective
Fund house contact details
Address
23rd Floor, One Lodha Place,S. B. Road, Lower Parel. Mumbai 400013
Phone
022-24255161
Launch Date
04 Sep 2009
E-mail
NAWebsite
www.axismf.com
Axis Mutual Fund
Asset Management Company
Custodian
Deutsche Bank
Registrar & Transfer Agent
KFin Tech
Address
Karvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,
Email
[email protected]Website
www.karvymfs.comCompare funds
Axis Retirement Fund Aggressive Plan Growth
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