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Axis Retirement Fund Aggressive Plan Growth
ELSS • 5Y Lock-in
Hybrid
Aggressive Hybrid
Moderately High Risk
+14.04%
3Y annualised
-0.75% 1D
NAV: 09 Jan '26
₹18.53
Min. SIP amount
Not Supported
Fund size
₹755.92 Cr
Expense ratio
2.32%
Holdings (87)
| Name | Sector | Instruments | Assets |
|---|---|---|---|
| HDFC Bank Ltd. | Financial | Equity | 6.10% |
| Reliance Industries Ltd. | Energy | Equity | 6.01% |
| GOI | Sovereign | GOI Sec | 5.78% |
| GOI | Sovereign | GOI Sec | 4.67% |
| ICICI Bank Ltd. | Financial | Equity | 4.60% |
| Infosys Ltd. | Technology | Equity | 4.04% |
| GOI | Sovereign | GOI Sec | 3.25% |
| State Bank of India | Financial | Equity | 2.94% |
| Larsen & Toubro Ltd. | Construction | Equity | 2.92% |
| Bharti Airtel Ltd. | Communication | Equity | 2.88% |
| GOI | Sovereign | GOI Sec | 2.71% |
| Mahindra & Mahindra Ltd. | Automobile | Equity | 2.54% |
| Divi's Laboratories Ltd. | Healthcare | Equity | 2.08% |
| Bajaj Finance Ltd. | Financial | Equity | 1.95% |
| Pidilite Industries Ltd. | Chemicals | Equity | 1.83% |
| Solar Industries India Ltd. | Chemicals | Equity | 1.62% |
| NTPC Ltd. | Energy | Equity | 1.27% |
| GOI | Sovereign | GOI Sec | 1.25% |
| Fortis Healthcare Ltd. | Healthcare | Equity | 1.16% |
| Kotak Mahindra Bank Ltd. | Financial | Equity | 1.16% |
| Tata Consultancy Services Ltd. | Technology | Equity | 1.07% |
| Cipla Ltd. | Healthcare | Equity | 1.04% |
| Minda Corporation Ltd. | Automobile | Equity | 1.01% |
| HDFC Life Insurance Co Ltd. | Insurance | Equity | 0.97% |
| PNB Housing Finance Ltd. | Financial | Equity | 0.97% |
| Titan Company Ltd. | Consumer Discretionary | Equity | 0.93% |
| Shriram Finance Ltd | Financial | Equity | 0.93% |
| Sun Pharmaceutical Industries Ltd. | Healthcare | Equity | 0.92% |
| Apollo Hospitals Enterprise Ltd. | Healthcare | Equity | 0.86% |
| Eternal Ltd. | Services | Equity | 0.85% |
| The Phoenix Mills Ltd. | Construction | Equity | 0.83% |
| Torrent Power Ltd. | Energy | Equity | 0.80% |
| eClerx Services Ltd. | Services | Equity | 0.80% |
| Bharat Electronics Ltd. | Capital Goods | Equity | 0.79% |
| Sundaram Finance Ltd. | Financial | Equity | 0.78% |
| Varun Beverages Ltd. | Consumer Staples | Equity | 0.78% |
| Mankind Pharma Ltd. | Healthcare | Equity | 0.78% |
| Samvardhana Motherson International Ltd. | Automobile | Equity | 0.77% |
| DOMS Industries Ltd. | Consumer Staples | Equity | 0.73% |
| PI Industries Ltd. | Chemicals | Equity | 0.73% |
| GE Vernova T&D India Ltd | Capital Goods | Equity | 0.72% |
| Jyoti CNC Automation Ltd. | Capital Goods | Equity | 0.72% |
| United Spirits Ltd. | Consumer Staples | Equity | 0.70% |
| Tech Mahindra Ltd. | Technology | Equity | 0.69% |
| Muthoot Finance Ltd. | Financial | Debenture | 0.67% |
| Premier Energies Ltd. | Energy | Equity | 0.67% |
| Britannia Industries Ltd. | Consumer Staples | Equity | 0.67% |
| Linde India Ltd. | Chemicals | Equity | 0.66% |
| CG Power and Industrial Solutions Ltd. | Capital Goods | Equity | 0.64% |
| Awfis Space Solutions Ltd. | Services | Equity | 0.62% |
| Tata Power Company Ltd. | Energy | Equity | 0.62% |
| Arvind Fashions Ltd. | Textiles | Equity | 0.62% |
| Bharat Petroleum Corporation Ltd. | Energy | Equity | 0.61% |
| Tata Motors Ltd. | Automobile | Equity | 0.61% |
| Tata Steel Ltd. | Metals & Mining | Equity | 0.60% |
| PG Electroplast Ltd. | Capital Goods | Equity | 0.54% |
| Avenue Supermarts Ltd. | Services | Equity | 0.52% |
| Hindustan Aeronautics Ltd. | Capital Goods | Equity | 0.51% |
| Dixon Technologies (India) Ltd. | Capital Goods | Equity | 0.51% |
| Indus Infra Trust | Construction | InvITs | 0.51% |
| Brigade Enterprises Ltd. | Construction | Equity | 0.49% |
| Interglobe Aviation Ltd. | Services | Equity | 0.49% |
| Hindalco Industries Ltd. | Metals & Mining | Equity | 0.47% |
| Cholamandalam Investment and Finance Company Ltd. | Financial | Equity | 0.45% |
| Hindustan Unilever Ltd. | Consumer Staples | Equity | 0.44% |
| REC Ltd. | Financial | Equity | 0.43% |
| Bank Of Baroda | Financial | Equity | 0.39% |
| Kaynes Technology India Ltd. | Capital Goods | Equity | 0.38% |
| TVS Motor Company Ltd. | Automobile | Equity | 0.37% |
| Hyundai Motor India Ltd. | Automobile | Equity | 0.35% |
| Mphasis Ltd. | Technology | Equity | 0.32% |
| Coforge Ltd. | Technology | Equity | 0.32% |
| ITC Ltd. | Consumer Staples | Equity | 0.30% |
| Cohance Lifesciences Ltd. | Healthcare | Equity | 0.29% |
| Sona BLW Precision Forgings Ltd. | Automobile | Equity | 0.28% |
| Schaeffler India Ltd. | Capital Goods | Equity | 0.25% |
| Zydus Lifesciences Ltd. | Healthcare | Equity | 0.21% |
| The Federal Bank Ltd. | Financial | Equity | 0.12% |
| Titagarh Rail Systems Ltd. | Automobile | Equity | 0.11% |
| RHI Magnesita India Ltd. | Construction | Equity | 0.11% |
| Coal India Ltd. | Energy | Equity | 0.06% |
| Oil And Natural Gas Corporation Ltd. | Energy | Equity | 0.06% |
| Nestle India Ltd. | Consumer Staples | Equity | 0.05% |
| Union Bank of India | Financial | Equity | 0.05% |
| Power Grid Corporation Of India Ltd. | Energy | Equity | 0.05% |
| Kwality Walls 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
Not Supported
Min. for 2nd investment
Not Supported
Min. for SIP
Not Supported
Returns and rankings
Annualised returns
Absolute returns
| Name | 1Y | 3Y | 5Y | All |
|---|---|---|---|---|
| Fund returns | +4.0% | +14.0% | +9.1% | +10.7% |
| Category average (Hybrid Aggressive Hybrid) | +4.7% | +14.3% | +13.9% | -- |
| Rank (Hybrid Aggressive Hybrid) | 31 | 19 | 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
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.
Check past data
Compare similar funds
| Name | 1Y | 3Y | Fund Size(Cr) | |
|---|---|---|---|---|
ICICI Prudential Equity & Debt Fund Growth | +12.33% | +18.85% | 49,640.80 | |
JM Aggressive Hybrid Fund Growth | -2.14% | +17.30% | 785.33 | |
UTI Aggressive Hybrid Fund Plan Growth | +6.05% | +16.21% | 6,595.50 | |
Edelweiss Aggressive Hybrid Fund Growth | +5.38% | +16.08% | 3,316.79 | |
HDFC Balanced Fund Growth | +6.97% | +10.83% | 20,080.76 | |
| 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 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. Devang Shah is the Current Fund Manager of Axis Retirement Fund Aggressive Plan Growth fund. The fund currently has an Asset Under Management(AUM) of ₹3,62,655 Cr and the Latest NAV as of 09 Jan 2026 is ₹18.53.
The Axis Retirement Fund Aggressive Plan Growth is rated Moderately High risk. Minimum SIP Investment is set to ₹1,000.
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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₹3,62,655.43 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,