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Axis Retirement Fund Aggressive Plan Growth
+11.54%
3Y annualised
-0.32% 1D
NAV: 26 Aug '26
₹18.62
Min. for SIP
₹1,000
Fund size (AUM)
₹709.04 Cr
Expense ratio
2.48%
Rating
2
Return calculator
Monthly investment
₹5,000
| Over the past | Total investment | Would've become | Historic returns | Returns |
|---|---|---|---|---|
| 6 months | ₹30,000 | ₹30,959 | +3.20% | |
| 1 year | ₹60,000 | ₹61,289 | +2.15% | |
| 3 years | ₹1,80,000 | ₹1,95,145 | +8.41% | |
| 5 years | ₹3,00,000 | ₹3,67,475 | +22.49% |
Holdings (98)
| Name | Sector | Instruments | Assets |
|---|---|---|---|
| GOVERNMENT OF INDIA 34208 GOI 08AP34 7.1 FV RS 100 | Entities | GOI Securities | 6.12% |
| Reliance Industries Ltd | Energy & Utilities | Equity | 5.34% |
| ICICI Bank Ltd | Financial | Equity | 5.03% |
| GOVERNMENT OF INDIA 35031 GOI 07OT34 6.79 FV RS 100 | Entities | GOI Securities | 4.94% |
| HDFC Bank Ltd | Financial | Equity | 4.62% |
| GOVERNMENT OF INDIA 33002 GOI 12JU63 7.25 FV RS 100 | Entities | GOI Securities | 3.38% |
| Others CBLO | Unspecified | CBLO | 3.02% |
| GOI Sec 7.18 24/07/2037 | Entities | GOI Securities | 2.89% |
| Bharti Airtel Ltd | Technology | Equity | 2.88% |
| Infosys Ltd | Technology | Equity | 2.50% |
| State Bank of India | Financial | Equity | 2.48% |
| Mahindra & Mahindra Ltd | Consumer Discretionary | Equity | 2.31% |
| Bajaj Finance Ltd | Financial | Equity | 2.15% |
| Pidilite Industries Ltd | Materials | Equity | 2.12% |
| Larsen & Toubro Ltd | Industrials | Equity | 2.03% |
| Kotak Mahindra Bank Ltd | Financial | Equity | 1.99% |
| NTPC Ltd | Energy & Utilities | Equity | 1.63% |
| Solar Industries India Ltd | Materials | Equity | 1.61% |
| Zomato Ltd | Technology | Equity | 1.40% |
| CENTRAL GOVERNMENT LOAN 21658 GOI 17JU33 7.57 FV RS 100 | Entities | GOI Securities | 1.33% |
| Minda Corporation Ltd | Consumer Discretionary | Equity | 1.22% |
| Fortis Healthcare Ltd | Healthcare | Equity | 1.20% |
| Apollo Hospitals Enterprise Ltd | Healthcare | Equity | 1.17% |
| PNB Housing Finance Ltd | Financial | Equity | 1.14% |
| Divi's Laboratories Ltd | Healthcare | Equity | 1.09% |
| Axis Bank Ltd | Financial | Equity | 1.01% |
| Samvardhana Motherson International Ltd | Consumer Discretionary | Equity | 1.00% |
| GMR AIRPORTS LIMITED 5 BD 13FB27 FVRS1LAC | Industrials | Bonds | 0.97% |
| Phoenix Mills Ltd | Real Estate | Equity | 0.95% |
| Hindustan Aeronautics Ltd | Industrials | Equity | 0.93% |
| Sun Pharmaceutical Industries Ltd | Healthcare | Equity | 0.88% |
| Premier Energies Ltd. | Energy & Utilities | Equity | 0.87% |
| Sona BLW Precision Forgings Ltd | Consumer Discretionary | Equity | 0.86% |
| Interglobe Aviation Ltd | Industrials | Equity | 0.84% |
| Titan Company Ltd | Consumer Discretionary | Equity | 0.83% |
| Shriram Transport Finance Company Ltd | Financial | Equity | 0.82% |
| United Spirits Ltd | Consumer Staples | Equity | 0.78% |
| HDFC Life Insurance Co Ltd | Financial | Equity | 0.76% |
| Varun Beverages Ltd | Consumer Staples | Equity | 0.75% |
| Britannia Industries Ltd | Consumer Staples | Equity | 0.74% |
| CG Power & Industrial Solutions Ltd | Industrials | Equity | 0.73% |
| MUTHOOT FINANCE LIMITED 9.02 NCD 14JL27 FVRS1LAC | Financial | Debenture | 0.71% |
| Dixon Technologies (India) Ltd | Consumer Discretionary | Equity | 0.70% |
| MUTHOOT FINANCE LIMITED OP I 7.88 NCD 22NV28 FVRS1LAC | Financial | Non Convertible Debenture | 0.70% |
| DOMS Industries Ltd. | Industrials | Equity | 0.68% |
| Net Receivables | Unspecified | Net Receivables | 0.67% |
| Tata Power Company Ltd | Energy & Utilities | Equity | 0.66% |
| Mankind Pharma Ltd. | Healthcare | Equity | 0.65% |
| Tata Consultancy Services Ltd | Technology | Equity | 0.65% |
| Sundaram Finance Ltd | Financial | Equity | 0.64% |
| The Indian Hotels Company Ltd | Consumer Discretionary | Equity | 0.63% |
| Bharat Highways InvIT | Industrials | Infrastructure Investment Trust | 0.61% |
| Arvind Fashions Ltd | Consumer Discretionary | Equity | 0.60% |
| Cipla Ltd | Healthcare | Equity | 0.55% |
| PG Electroplast Ltd | Industrials | Equity | 0.51% |
| Tech Mahindra Ltd | Technology | Equity | 0.50% |
| Coforge Ltd | Technology | Equity | 0.50% |
| REC Ltd | Financial | Equity | 0.48% |
| Cholamandalam Investment & Finance Company Ltd | Financial | Equity | 0.48% |
| Info Edge (India) Ltd | Technology | Equity | 0.47% |
| Mphasis Ltd | Technology | Equity | 0.44% |
| Ather Energy Ltd. | Consumer Discretionary | Equity | 0.43% |
| Jubilant FoodWorks Ltd | Consumer Discretionary | Equity | 0.38% |
| Piramal Pharma Ltd | Healthcare | Equity | 0.38% |
| Awfis Space Solutions Ltd. | Industrials | Equity | 0.38% |
| Jyoti CNC Automation Ltd. | Industrials | Equity | 0.36% |
| Berger Paints India Ltd | Materials | Equity | 0.35% |
| ITC Hotels Ltd | Consumer Discretionary | Equity | 0.35% |
| Hindustan Unilever Ltd | Consumer Staples | Equity | 0.33% |
| Avenue Supermarts Ltd | Consumer Staples | Equity | 0.32% |
| Gujarat Fluorochemicals Ltd | Materials | Equity | 0.31% |
| ITC Ltd | Consumer Staples | Equity | 0.31% |
| Amber Enterprises India Ltd | Consumer Discretionary | Equity | 0.30% |
| Tata Motors Ltd | Industrials | Equity | 0.30% |
| Schaeffler India Ltd | Industrials | Equity | 0.28% |
| Zydus Lifesciences Ltd | Healthcare | Equity | 0.28% |
| Tata Steel Ltd | Materials | Equity | 0.27% |
| Computer Age Management Services Ltd | Financial | Equity | 0.27% |
| Exide Industries Ltd | Consumer Discretionary | Equity | 0.27% |
| Indus Towers Ltd | Technology | Equity | 0.26% |
| TVS Motor Company Ltd | Consumer Discretionary | Equity | 0.26% |
| Suven Pharmaceuticals Ltd | Healthcare | Equity | 0.25% |
| Hyundai Motor India Ltd. | Consumer Discretionary | Equity | 0.22% |
| Hindalco Industries Ltd | Materials | Equity | 0.22% |
| Kaynes Technology India Ltd | Industrials | Equity | 0.21% |
| Bharat Electronics Ltd | Industrials | Equity | 0.20% |
| Maruti Suzuki India Ltd | Consumer Discretionary | Equity | 0.20% |
| PI Industries Ltd | Materials | Equity | 0.20% |
| RBL Bank Ltd | Financial | Equity | 0.20% |
| HCL Technologies Ltd | Technology | Equity | 0.16% |
| Voltas Ltd | Industrials | Equity | 0.15% |
| Titagarh Wagons Ltd | Industrials | Equity | 0.13% |
| Indusind Bank Ltd | Financial | Equity | 0.11% |
| The Federal Bank Ltd | Financial | Equity | 0.10% |
| GE T&D India Ltd | Industrials | Equity | 0.10% |
| Kirloskar Oil Engines Ltd | Industrials | Equity | 0.05% |
| 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 | +2.3% | +11.5% | +7.0% | +9.7% |
| Category average (Hybrid Aggressive Hybrid) | +4.7% | +14.3% | +13.9% | -- |
| Rank (Hybrid Aggressive Hybrid) | 29 | 16 | 37 | -- |
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) | |
|---|---|---|---|---|
 | +14.87% | +17.37% | 1,840.69 | |
 | +3.62% | +14.47% | 52,432.51 | |
 | +4.58% | +13.24% | 3,907.28 | |
 | +3.04% | +13.00% | 703.72 | |
 | +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 ₹3,77,427 Cr and the Latest NAV as of 26 Aug 2026 is ₹18.62.
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₹3,77,427.21 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,