Stocks
Invest in Stocks
Invest in stocks, ETFs, IPOs with fast orders. Track returns on your stock holdings and view real-time P&L on your positions.
F&O
Mutual Funds
Invest in Mutual Funds
Invest in direct mutual funds at zero charges via lump sump investments or SIPs
Axis Retirement Fund Aggressive Plan Growth
+10.51%
3Y annualised
0.00% 1D
NAV: 16 Jul '26
₹18.33
Min. for SIP
₹1,000
Fund size (AUM)
₹704.41 Cr
Expense ratio
2.47%
Rating
2
Return calculator
Monthly investment
₹5,000
| Over the past | Total investment | Would've become | Historic returns | Returns |
|---|---|---|---|---|
| 6 months | ₹30,000 | ₹30,810 | +2.70% | |
| 1 year | ₹60,000 | ₹60,600 | +1.00% | |
| 3 years | ₹1,80,000 | ₹1,94,274 | +7.93% | |
| 5 years | ₹3,00,000 | ₹3,64,812 | +21.60% |
Holdings (98)
| Name | Sector | Instruments | Assets |
|---|---|---|---|
| GOVERNMENT OF INDIA 34208 GOI 08AP34 7.1 FV RS 100 | Entities | GOI Securities | 6.18% |
| Reliance Industries Ltd | Energy & Utilities | Equity | 5.32% |
| ICICI Bank Ltd | Financial | Equity | 5.17% |
| GOVERNMENT OF INDIA 35031 GOI 07OT34 6.79 FV RS 100 | Entities | GOI Securities | 4.99% |
| HDFC Bank Ltd | Financial | Equity | 4.96% |
| GOVERNMENT OF INDIA 33002 GOI 12JU63 7.25 FV RS 100 | Entities | GOI Securities | 3.46% |
| Others CBLO | Unspecified | CBLO | 2.97% |
| GOI Sec 7.18 24/07/2037 | Entities | GOI Securities | 2.92% |
| Bharti Airtel Ltd | Technology | Equity | 2.72% |
| Larsen & Toubro Ltd | Industrials | Equity | 2.69% |
| State Bank of India | Financial | Equity | 2.54% |
| Infosys Ltd | Technology | Equity | 2.50% |
| Pidilite Industries Ltd | Materials | Equity | 2.10% |
| Mahindra & Mahindra Ltd | Consumer Discretionary | Equity | 2.10% |
| Solar Industries India Ltd | Materials | Equity | 2.04% |
| Kotak Mahindra Bank Ltd | Financial | Equity | 2.02% |
| Bajaj Finance Ltd | Financial | Equity | 1.90% |
| NTPC Ltd | Energy & Utilities | Equity | 1.68% |
| Zomato Ltd | Technology | Equity | 1.36% |
| Fortis Healthcare Ltd | Healthcare | Equity | 1.35% |
| CENTRAL GOVERNMENT LOAN 21658 GOI 17JU33 7.57 FV RS 100 | Entities | GOI Securities | 1.34% |
| Minda Corporation Ltd | Consumer Discretionary | Equity | 1.32% |
| Apollo Hospitals Enterprise Ltd | Healthcare | Equity | 1.14% |
| PNB Housing Finance Ltd | Financial | Equity | 1.14% |
| Axis Bank Ltd | Financial | Equity | 1.06% |
| Samvardhana Motherson International Ltd | Consumer Discretionary | Equity | 1.02% |
| Phoenix Mills Ltd | Real Estate | Equity | 0.98% |
| Divi's Laboratories Ltd | Healthcare | Equity | 0.97% |
| Interglobe Aviation Ltd | Industrials | Equity | 0.97% |
| Net Receivables | Unspecified | Net Receivables | 0.97% |
| Varun Beverages Ltd | Consumer Staples | Equity | 0.95% |
| Mankind Pharma Ltd. | Healthcare | Equity | 0.90% |
| Premier Energies Ltd. | Energy & Utilities | Equity | 0.90% |
| Hindustan Aeronautics Ltd | Industrials | Equity | 0.83% |
| Sun Pharmaceutical Industries Ltd | Healthcare | Equity | 0.83% |
| Shriram Transport Finance Company Ltd | Financial | Equity | 0.83% |
| CG Power & Industrial Solutions Ltd | Industrials | Equity | 0.81% |
| HDFC Life Insurance Co Ltd | Financial | Equity | 0.80% |
| Titan Company Ltd | Consumer Discretionary | Equity | 0.76% |
| MUTHOOT FINANCE LIMITED 9.02 NCD 14JL27 FVRS1LAC | Financial | Debenture | 0.72% |
| Britannia Industries Ltd | Consumer Staples | Equity | 0.71% |
| MUTHOOT FINANCE LIMITED OP I 7.88 NCD 22NV28 FVRS1LAC | Financial | Non Convertible Debenture | 0.70% |
| United Spirits Ltd | Consumer Staples | Equity | 0.70% |
| DOMS Industries Ltd. | Industrials | Equity | 0.70% |
| Sona BLW Precision Forgings Ltd | Consumer Discretionary | Equity | 0.68% |
| Tata Power Company Ltd | Energy & Utilities | Equity | 0.67% |
| Arvind Fashions Ltd | Consumer Discretionary | Equity | 0.63% |
| Sundaram Finance Ltd | Financial | Equity | 0.62% |
| Bharat Highways InvIT | Industrials | Infrastructure Investment Trust | 0.59% |
| Jyoti CNC Automation Ltd. | Industrials | Equity | 0.58% |
| Dixon Technologies (India) Ltd | Consumer Discretionary | Equity | 0.57% |
| Tata Consultancy Services Ltd | Technology | Equity | 0.56% |
| Cipla Ltd | Healthcare | Equity | 0.55% |
| Cholamandalam Investment & Finance Company Ltd | Financial | Equity | 0.51% |
| The Indian Hotels Company Ltd | Consumer Discretionary | Equity | 0.51% |
| Tech Mahindra Ltd | Technology | Equity | 0.51% |
| Coforge Ltd | Technology | Equity | 0.48% |
| REC Ltd | Financial | Equity | 0.47% |
| PG Electroplast Ltd | Industrials | Equity | 0.44% |
| Hindustan Unilever Ltd | Consumer Staples | Equity | 0.44% |
| Tata Steel Ltd | Materials | Equity | 0.42% |
| Awfis Space Solutions Ltd. | Industrials | Equity | 0.41% |
| Info Edge (India) Ltd | Technology | Equity | 0.36% |
| ITC Hotels Ltd | Consumer Discretionary | Equity | 0.36% |
| Avenue Supermarts Ltd | Consumer Staples | Equity | 0.36% |
| Jubilant FoodWorks Ltd | Consumer Discretionary | Equity | 0.34% |
| ITC Ltd | Consumer Staples | Equity | 0.32% |
| Mphasis Ltd | Technology | Equity | 0.32% |
| Tata Motors Ltd | Industrials | Equity | 0.29% |
| Schaeffler India Ltd | Industrials | Equity | 0.29% |
| Zydus Lifesciences Ltd | Healthcare | Equity | 0.28% |
| Ather Energy Ltd. | Consumer Discretionary | Equity | 0.27% |
| Suven Pharmaceuticals Ltd | Healthcare | Equity | 0.27% |
| Berger Paints India Ltd | Materials | Equity | 0.27% |
| Brigade Enterprises Ltd | Real Estate | Equity | 0.25% |
| PI Industries Ltd | Materials | Equity | 0.23% |
| Exide Industries Ltd | Consumer Discretionary | Equity | 0.23% |
| Torrent Power Ltd | Energy & Utilities | Equity | 0.22% |
| eClerx Services Ltd | Technology | Equity | 0.22% |
| Hindalco Industries Ltd | Materials | Equity | 0.22% |
| Kaynes Technology India Ltd | Industrials | Equity | 0.22% |
| Bharat Electronics Ltd | Industrials | Equity | 0.22% |
| TVS Motor Company Ltd | Consumer Discretionary | Equity | 0.21% |
| Hyundai Motor India Ltd. | Consumer Discretionary | Equity | 0.20% |
| Amber Enterprises India Ltd | Consumer Discretionary | Equity | 0.19% |
| The Federal Bank Ltd | Financial | Equity | 0.16% |
| Voltas Ltd | Industrials | Equity | 0.15% |
| Indus Towers Ltd | Technology | Equity | 0.14% |
| Titagarh Wagons Ltd | Industrials | Equity | 0.12% |
| GE T&D India Ltd | Industrials | Equity | 0.11% |
| Indusind Bank Ltd | Financial | Equity | 0.10% |
| Gujarat Fluorochemicals Ltd | Materials | Equity | 0.10% |
| RHI Magnesita India Ltd | Materials | Equity | 0.09% |
| HCL Technologies Ltd | Technology | Equity | 0.09% |
| Coal India Ltd | Materials | Equity | 0.07% |
| Computer Age Management Services Ltd | Financial | Equity | 0.06% |
| 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 | -1.7% | +10.5% | +7.2% | +9.7% |
| Category average (Hybrid Aggressive Hybrid) | +4.7% | +14.3% | +13.9% | -- |
| Rank (Hybrid Aggressive Hybrid) | 31 | 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) | |
|---|---|---|---|---|
 | +7.76% | +18.57% | 1,695.32 | |
 | +3.20% | +15.34% | 51,480.53 | |
 | -4.27% | +13.38% | 692.05 | |
 | -0.57% | +11.83% | 6,648.24 | |
 | +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 ₹3,56,814 Cr and the Latest NAV as of 16 Jul 2026 is ₹18.33.
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₹3,56,814.22 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,