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Axis Retirement Fund Aggressive Plan Growth
+8.98%
3Y annualised
+0.11% 1D
NAV: 16 Sep '26
₹17.96
Min. for SIP
₹1,000
Fund size (AUM)
₹705.82 Cr
Expense ratio
2.50%
Rating
2
Return calculator
Monthly investment
₹5,000
| Over the past | Total investment | Would've become | Historic returns | Returns |
|---|---|---|---|---|
| 6 months | ₹30,000 | ₹30,505 | +1.68% | |
| 1 year | ₹60,000 | ₹60,205 | +0.34% | |
| 3 years | ₹1,80,000 | ₹1,90,222 | +5.68% | |
| 5 years | ₹3,00,000 | ₹3,60,173 | +20.06% |
Holdings (99)
| Name | Sector | Instruments | Assets |
|---|---|---|---|
| GOVERNMENT OF INDIA 34208 GOI 08AP34 7.1 FV RS 100 | Entities | GOI Securities | 6.10% |
| Reliance Industries Ltd | Energy & Utilities | Equity | 5.24% |
| ICICI Bank Ltd | Financial | Equity | 5.11% |
| GOVERNMENT OF INDIA 35031 GOI 07OT34 6.79 FV RS 100 | Entities | GOI Securities | 4.93% |
| HDFC Bank Ltd | Financial | Equity | 4.40% |
| Others CBLO | Unspecified | CBLO | 3.71% |
| GOVERNMENT OF INDIA 33002 GOI 12JU63 7.25 FV RS 100 | Entities | GOI Securities | 3.36% |
| GOI Sec 7.18 24/07/2037 | Entities | GOI Securities | 2.87% |
| Bharti Airtel Ltd | Technology | Equity | 2.66% |
| State Bank of India | Financial | Equity | 2.57% |
| Infosys Ltd | Technology | Equity | 2.33% |
| Mahindra & Mahindra Ltd | Consumer Discretionary | Equity | 2.24% |
| Kotak Mahindra Bank Ltd | Financial | Equity | 2.15% |
| Larsen & Toubro Ltd | Industrials | Equity | 2.10% |
| Bajaj Finance Ltd | Financial | Equity | 1.85% |
| Solar Industries India Ltd | Materials | Equity | 1.47% |
| Pidilite Industries Ltd | Materials | Equity | 1.43% |
| Zomato Ltd | Technology | Equity | 1.42% |
| NTPC Ltd | Energy & Utilities | Equity | 1.34% |
| CENTRAL GOVERNMENT LOAN 21658 GOI 17JU33 7.57 FV RS 100 | Entities | GOI Securities | 1.33% |
| Divi's Laboratories Ltd | Healthcare | Equity | 1.29% |
| Minda Corporation Ltd | Consumer Discretionary | Equity | 1.25% |
| PNB Housing Finance Ltd | Financial | Equity | 1.18% |
| Axis Bank Ltd | Financial | Equity | 1.18% |
| Apollo Hospitals Enterprise Ltd | Healthcare | Equity | 1.16% |
| Fortis Healthcare Ltd | Healthcare | Equity | 0.98% |
| GMR AIRPORTS LIMITED 5 BD 13FB27 FVRS1LAC | Industrials | Bonds | 0.97% |
| Hindustan Aeronautics Ltd | Industrials | Equity | 0.96% |
| Phoenix Mills Ltd | Real Estate | Equity | 0.95% |
| Premier Energies Ltd. | Energy & Utilities | Equity | 0.88% |
| Shriram Transport Finance Company Ltd | Financial | Equity | 0.88% |
| Interglobe Aviation Ltd | Industrials | Equity | 0.85% |
| Sun Pharmaceutical Industries Ltd | Healthcare | Equity | 0.83% |
| Samvardhana Motherson International Ltd | Consumer Discretionary | Equity | 0.81% |
| Titan Company Ltd | Consumer Discretionary | Equity | 0.80% |
| Sona BLW Precision Forgings Ltd | Consumer Discretionary | Equity | 0.80% |
| Dixon Technologies (India) Ltd | Consumer Discretionary | Equity | 0.78% |
| United Spirits Ltd | Consumer Staples | Equity | 0.77% |
| HDFC Life Insurance Co Ltd | Financial | Equity | 0.76% |
| Britannia Industries Ltd | Consumer Staples | Equity | 0.73% |
| CG Power & Industrial Solutions Ltd | Industrials | Equity | 0.72% |
| MUTHOOT FINANCE LIMITED 9.02 NCD 14JL27 FVRS1LAC | Financial | Debenture | 0.71% |
| MUTHOOT FINANCE LIMITED OP I 7.88 NCD 22NV28 FVRS1LAC | Financial | Non Convertible Debenture | 0.70% |
| The Indian Hotels Company Ltd | Consumer Discretionary | Equity | 0.69% |
| DOMS Industries Ltd. | Industrials | Equity | 0.68% |
| Mankind Pharma Ltd. | Healthcare | Equity | 0.64% |
| Bharat Highways InvIT | Industrials | Infrastructure Investment Trust | 0.62% |
| Tata Consultancy Services Ltd | Technology | Equity | 0.61% |
| Tata Power Company Ltd | Energy & Utilities | Equity | 0.60% |
| Arvind Fashions Ltd | Consumer Discretionary | Equity | 0.60% |
| Varun Beverages Ltd | Consumer Staples | Equity | 0.59% |
| Ather Energy Ltd. | Consumer Discretionary | Equity | 0.59% |
| Net Receivables | Unspecified | Net Receivables | 0.58% |
| Cipla Ltd | Healthcare | Equity | 0.53% |
| Sundaram Finance Ltd | Financial | Equity | 0.52% |
| Info Edge (India) Ltd | Technology | Equity | 0.51% |
| Tech Mahindra Ltd | Technology | Equity | 0.50% |
| PG Electroplast Ltd | Industrials | Equity | 0.48% |
| Cholamandalam Investment & Finance Company Ltd | Financial | Equity | 0.48% |
| Mphasis Ltd | Technology | Equity | 0.46% |
| Coforge Ltd | Technology | Equity | 0.44% |
| Jubilant FoodWorks Ltd | Consumer Discretionary | Equity | 0.43% |
| REC Ltd | Financial | Equity | 0.42% |
| Piramal Pharma Ltd | Healthcare | Equity | 0.41% |
| Computer Age Management Services Ltd | Financial | Equity | 0.40% |
| Indus Towers Ltd | Technology | Equity | 0.40% |
| ITC Hotels Ltd | Consumer Discretionary | Equity | 0.40% |
| Amber Enterprises India Ltd | Consumer Discretionary | Equity | 0.39% |
| Jyoti CNC Automation Ltd. | Industrials | Equity | 0.37% |
| Awfis Space Solutions Ltd. | Industrials | Equity | 0.35% |
| Berger Paints India Ltd | Materials | Equity | 0.34% |
| Kirloskar Oil Engines Ltd | Industrials | Equity | 0.34% |
| Gujarat Fluorochemicals Ltd | Materials | Equity | 0.34% |
| Delhivery Ltd | Industrials | Equity | 0.33% |
| Tata Motors Ltd | Industrials | Equity | 0.32% |
| Bharat Electronics Ltd | Industrials | Equity | 0.32% |
| Hindustan Unilever Ltd | Consumer Staples | Equity | 0.31% |
| RBL Bank Ltd | Financial | Equity | 0.30% |
| Zydus Lifesciences Ltd | Healthcare | Equity | 0.29% |
| ITC Ltd | Consumer Staples | Equity | 0.28% |
| Schaeffler India Ltd | Industrials | Equity | 0.28% |
| Suven Pharmaceuticals Ltd | Healthcare | Equity | 0.27% |
| Exide Industries Ltd | Consumer Discretionary | Equity | 0.26% |
| Tata Steel Ltd | Materials | Equity | 0.26% |
| Cyient DLM Ltd. | Industrials | Equity | 0.26% |
| TVS Motor Company Ltd | Consumer Discretionary | Equity | 0.26% |
| Titagarh Wagons Ltd | Industrials | Equity | 0.24% |
| Hindalco Industries Ltd | Materials | Equity | 0.23% |
| Hyundai Motor India Ltd. | Consumer Discretionary | Equity | 0.23% |
| Kaynes Technology India Ltd | Industrials | Equity | 0.20% |
| GE T&D India Ltd | Industrials | Equity | 0.20% |
| Maruti Suzuki India Ltd | Consumer Discretionary | Equity | 0.19% |
| HCL Technologies Ltd | Technology | Equity | 0.15% |
| Global Health Ltd | Healthcare | Equity | 0.14% |
| Voltas Ltd | Industrials | Equity | 0.14% |
| Apar Industries Ltd | Diversified | Equity | 0.13% |
| Avenue Supermarts Ltd | Consumer Staples | Equity | 0.12% |
| TVS Motor Company Ltd - Pref. Shares | Consumer Discretionary | Preference Shares | 0.00% |
| 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 | -3.4% | +9.0% | +5.1% | +9.1% |
| Category average (Hybrid Aggressive Hybrid) | +4.7% | +14.3% | +13.9% | -- |
| Rank (Hybrid Aggressive Hybrid) | 34 | 16 | 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) | |
|---|---|---|---|---|
 | +11.20% | +14.97% | 2,050.58 | |
 | -1.46% | +11.71% | 52,454.21 | |
 | +6.97% | +10.83% | 20,080.76 | |
 | -0.62% | +10.61% | 3,997.71 | |
 | -2.90% | +10.49% | 699.77 | |
| 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 ₹3,92,677 Cr and the Latest NAV as of 16 Sep 2026 is ₹17.96.
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₹3,92,677.12 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,