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Axis Retirement Fund Aggressive Plan Growth
+10.52%
3Y annualised
+0.11% 1D
NAV: 05 Jun '26
₹17.64
Min. for SIP
₹1,000
Fund size (AUM)
₹700.72 Cr
Expense ratio
2.43%
Rating
2
Return calculator
Monthly investment
₹5,000
| Over the past | Total investment | Would've become | Historic returns | Returns |
|---|---|---|---|---|
| 6 months | ₹30,000 | ₹29,635 | -1.22% | |
| 1 year | ₹60,000 | ₹58,200 | -3.00% | |
| 3 years | ₹1,80,000 | ₹1,88,911 | +4.95% | |
| 5 years | ₹3,00,000 | ₹3,53,772 | +17.92% |
Holdings (97)
| Name | Sector | Instruments | Assets |
|---|---|---|---|
| GOVERNMENT OF INDIA 34208 GOI 08AP34 7.1 FV RS 100 | Entities | GOI Securities | 6.09% |
| Reliance Industries Ltd | Energy & Utilities | Equity | 5.91% |
| HDFC Bank Ltd | Financial | Equity | 5.02% |
| GOVERNMENT OF INDIA 35031 GOI 07OT34 6.79 FV RS 100 | Entities | GOI Securities | 4.91% |
| ICICI Bank Ltd | Financial | Equity | 4.78% |
| GOVERNMENT OF INDIA 33002 GOI 12JU63 7.25 FV RS 100 | Entities | GOI Securities | 3.35% |
| Infosys Ltd | Technology | Equity | 3.23% |
| State Bank of India | Financial | Equity | 3.20% |
| Larsen & Toubro Ltd | Industrials | Equity | 2.98% |
| GOI Sec 7.18 24/07/2037 | Entities | GOI Securities | 2.86% |
| Bharti Airtel Ltd | Technology | Equity | 2.79% |
| Mahindra & Mahindra Ltd | Consumer Discretionary | Equity | 2.13% |
| Divi's Laboratories Ltd | Healthcare | Equity | 2.06% |
| Solar Industries India Ltd | Materials | Equity | 2.03% |
| Others CBLO | Unspecified | CBLO | 1.95% |
| NTPC Ltd | Energy & Utilities | Equity | 1.89% |
| Kotak Mahindra Bank Ltd | Financial | Equity | 1.88% |
| Pidilite Industries Ltd | Materials | Equity | 1.83% |
| Bajaj Finance Ltd | Financial | Equity | 1.79% |
| CENTRAL GOVERNMENT LOAN 21658 GOI 17JU33 7.57 FV RS 100 | Entities | GOI Securities | 1.32% |
| Fortis Healthcare Ltd | Healthcare | Equity | 1.31% |
| PNB Housing Finance Ltd | Financial | Equity | 1.15% |
| Apollo Hospitals Enterprise Ltd | Healthcare | Equity | 1.01% |
| Minda Corporation Ltd | Consumer Discretionary | Equity | 0.99% |
| Varun Beverages Ltd | Consumer Staples | Equity | 0.94% |
| Premier Energies Ltd. | Energy & Utilities | Equity | 0.87% |
| Linde India Ltd | Materials | Equity | 0.87% |
| CG Power & Industrial Solutions Ltd | Industrials | Equity | 0.86% |
| Phoenix Mills Ltd | Real Estate | Equity | 0.86% |
| Mankind Pharma Ltd. | Healthcare | Equity | 0.86% |
| Samvardhana Motherson International Ltd | Consumer Discretionary | Equity | 0.84% |
| HDFC Life Insurance Co Ltd | Financial | Equity | 0.82% |
| Zomato Ltd | Technology | Equity | 0.82% |
| Sun Pharmaceutical Industries Ltd | Healthcare | Equity | 0.81% |
| Tata Consultancy Services Ltd | Technology | Equity | 0.80% |
| Britannia Industries Ltd | Consumer Staples | Equity | 0.80% |
| Titan Company Ltd | Consumer Discretionary | Equity | 0.79% |
| Tata Power Company Ltd | Energy & Utilities | Equity | 0.78% |
| Interglobe Aviation Ltd | Industrials | Equity | 0.75% |
| Axis Bank Ltd | Financial | Equity | 0.75% |
| Shriram Transport Finance Company Ltd | Financial | Equity | 0.75% |
| Tech Mahindra Ltd | Technology | Equity | 0.74% |
| MUTHOOT FINANCE LIMITED 9.02 NCD 14JL27 FVRS1LAC | Financial | Debenture | 0.72% |
| Torrent Power Ltd | Energy & Utilities | Equity | 0.70% |
| DOMS Industries Ltd. | Industrials | Equity | 0.70% |
| United Spirits Ltd | Consumer Staples | Equity | 0.69% |
| Sundaram Finance Ltd | Financial | Equity | 0.63% |
| Sona BLW Precision Forgings Ltd | Consumer Discretionary | Equity | 0.62% |
| Bharat Highways InvIT | Industrials | Infrastructure Investment Trust | 0.61% |
| PI Industries Ltd | Materials | Equity | 0.60% |
| Arvind Fashions Ltd | Consumer Discretionary | Equity | 0.59% |
| Jyoti CNC Automation Ltd. | Industrials | Equity | 0.59% |
| PG Electroplast Ltd | Industrials | Equity | 0.56% |
| Hindustan Aeronautics Ltd | Industrials | Equity | 0.55% |
| Coforge Ltd | Technology | Equity | 0.54% |
| Tata Steel Ltd | Materials | Equity | 0.53% |
| eClerx Services Ltd | Technology | Equity | 0.51% |
| Dixon Technologies (India) Ltd | Consumer Discretionary | Equity | 0.51% |
| Cipla Ltd | Healthcare | Equity | 0.49% |
| Awfis Space Solutions Ltd. | Industrials | Equity | 0.48% |
| Kaynes Technology India Ltd | Industrials | Equity | 0.47% |
| Brigade Enterprises Ltd | Real Estate | Equity | 0.47% |
| Hindustan Unilever Ltd | Consumer Staples | Equity | 0.47% |
| REC Ltd | Financial | Equity | 0.46% |
| Cholamandalam Investment & Finance Company Ltd | Financial | Equity | 0.45% |
| Tata Motors Ltd | Industrials | Equity | 0.45% |
| Net Receivables | Unspecified | Net Receivables | 0.39% |
| Avenue Supermarts Ltd | Consumer Staples | Equity | 0.38% |
| ITC Ltd | Consumer Staples | Equity | 0.35% |
| Mphasis Ltd | Technology | Equity | 0.34% |
| The Indian Hotels Company Ltd | Consumer Discretionary | Equity | 0.32% |
| Jubilant FoodWorks Ltd | Consumer Discretionary | Equity | 0.30% |
| Schaeffler India Ltd | Industrials | Equity | 0.29% |
| Suven Pharmaceuticals Ltd | Healthcare | Equity | 0.28% |
| Hindalco Industries Ltd | Materials | Equity | 0.24% |
| Bharat Electronics Ltd | Industrials | Equity | 0.23% |
| Zydus Lifesciences Ltd | Healthcare | Equity | 0.22% |
| TVS Motor Company Ltd | Consumer Discretionary | Equity | 0.21% |
| GE T&D India Ltd | Industrials | Equity | 0.20% |
| Bharat Petroleum Corporation Ltd | Energy & Utilities | Equity | 0.20% |
| Hyundai Motor India Ltd. | Consumer Discretionary | Equity | 0.19% |
| Bank Of Baroda | Financial | Equity | 0.18% |
| ITC Hotels Ltd | Consumer Discretionary | Equity | 0.15% |
| The Federal Bank Ltd | Financial | Equity | 0.14% |
| Titagarh Wagons Ltd | Industrials | Equity | 0.11% |
| RHI Magnesita India Ltd | Materials | Equity | 0.10% |
| HCL Technologies Ltd | Technology | Equity | 0.10% |
| Indusind Bank Ltd | Financial | Equity | 0.10% |
| Coal India Ltd | Materials | Equity | 0.08% |
| Oil & Natural Gas Corporation Ltd | Energy & Utilities | Equity | 0.07% |
| Nestle India Ltd | Consumer Staples | Equity | 0.06% |
| Power Grid Corporation of India Ltd | Energy & Utilities | Equity | 0.06% |
| Computer Age Management Services Ltd | Financial | Equity | 0.06% |
| Union Bank of India | Financial | Equity | 0.06% |
| Exide Industries Ltd | Consumer Discretionary | 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 | -4.8% | +10.5% | +7.2% | +9.2% |
| Category average (Hybrid Aggressive Hybrid) | +4.7% | +14.3% | +13.9% | -- |
| Rank (Hybrid Aggressive Hybrid) | 35 | 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) | |
|---|---|---|---|---|
 | +5.55% | +19.29% | 1,481.51 | |
 | +1.89% | +15.80% | 50,367.73 | |
 | -4.24% | +14.02% | 701.44 | |
 | -1.47% | +12.57% | 6,524.13 | |
 | +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 ₹3,66,023 Cr and the Latest NAV as of 05 Jun 2026 is ₹17.64.
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₹3,66,022.79 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,