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Axis Retirement Fund Aggressive Plan Direct Growth
+14.03%
3Y annualised
-0.62% 1D
NAV: 15 Apr '26
₹19.61
Min. for SIP
₹1,000
Fund size (AUM)
₹658.35 Cr
Expense ratio
1.07%
Rating
2
Return calculator
Monthly investment
₹5,000
| Over the past | Total investment | Would've become | Historic returns | Returns |
|---|---|---|---|---|
| 6 months | ₹30,000 | ₹29,107 | -2.98% | |
| 1 year | ₹60,000 | ₹58,114 | -3.14% | |
| 3 years | ₹1,80,000 | ₹1,95,539 | +8.63% | |
| 5 years | ₹3,00,000 | ₹3,69,356 | +23.12% |
Holdings (93)
| Name | Sector | Instruments | Assets |
|---|---|---|---|
| GOI | Sovereign | GOI Sec | 6.49% |
| Reliance Industries Ltd. | Energy | Equity | 5.91% |
| GOI | Sovereign | GOI Sec | 5.22% |
| HDFC Bank Ltd. | Financial | Equity | 5.06% |
| ICICI Bank Ltd. | Financial | Equity | 4.74% |
| Infosys Ltd. | Technology | Equity | 3.64% |
| GOI | Sovereign | GOI Sec | 3.55% |
| State Bank of India | Financial | Equity | 3.27% |
| GOI | Sovereign | GOI Sec | 3.03% |
| Bharti Airtel Ltd. | Communication | Equity | 2.80% |
| Larsen & Toubro Ltd. | Construction | Equity | 2.77% |
| Mahindra & Mahindra Ltd. | Automobile | Equity | 2.17% |
| Divi's Laboratories Ltd. | Healthcare | Equity | 2.00% |
| NTPC Ltd. | Energy | Equity | 1.84% |
| Pidilite Industries Ltd. | Chemicals | Equity | 1.82% |
| Solar Industries India Ltd. | Chemicals | Equity | 1.69% |
| Bajaj Finance Ltd. | Financial | Equity | 1.63% |
| Kotak Mahindra Bank Ltd. | Financial | Equity | 1.61% |
| GOI | Sovereign | GOI Sec | 1.40% |
| Fortis Healthcare Ltd. | Healthcare | Equity | 1.20% |
| Apollo Hospitals Enterprise Ltd. | Healthcare | Equity | 1.04% |
| Minda Corporation Ltd. | Automobile | Equity | 1.02% |
| Torrent Power Ltd. | Energy | Equity | 0.92% |
| PNB Housing Finance Ltd. | Financial | Equity | 0.88% |
| HDFC Life Insurance Co Ltd. | Insurance | Equity | 0.88% |
| Titan Company Ltd. | Consumer Discretionary | Equity | 0.87% |
| Linde India Ltd. | Chemicals | Equity | 0.86% |
| Sun Pharmaceutical Industries Ltd. | Healthcare | Equity | 0.84% |
| Tata Consultancy Services Ltd. | Technology | Equity | 0.82% |
| Premier Energies Ltd. | Energy | Equity | 0.82% |
| Mankind Pharma Ltd. | Healthcare | Equity | 0.81% |
| Eternal Ltd. | Services | Equity | 0.80% |
| Britannia Industries Ltd. | Consumer Staples | Equity | 0.80% |
| The Phoenix Mills Ltd. | Construction | Equity | 0.78% |
| Samvardhana Motherson International Ltd. | Automobile | Equity | 0.77% |
| Tata Power Company Ltd. | Energy | Equity | 0.77% |
| Muthoot Finance Ltd. | Financial | Debenture | 0.77% |
| DOMS Industries Ltd. | Consumer Staples | Equity | 0.75% |
| Tech Mahindra Ltd. | Technology | Equity | 0.74% |
| Shriram Finance Ltd | Financial | Equity | 0.74% |
| CG Power and Industrial Solutions Ltd. | Capital Goods | Equity | 0.74% |
| Interglobe Aviation Ltd. | Services | Equity | 0.74% |
| Axis Bank Ltd. | Financial | Equity | 0.73% |
| Varun Beverages Ltd. | Consumer Staples | Equity | 0.70% |
| United Spirits Ltd. | Consumer Staples | Equity | 0.68% |
| Sundaram Finance Ltd. | Financial | Equity | 0.64% |
| Indus Infra Trust | Construction | InvITs | 0.62% |
| Jyoti CNC Automation Ltd. | Capital Goods | Equity | 0.60% |
| Arvind Fashions Ltd. | Textiles | Equity | 0.58% |
| PI Industries Ltd. | Chemicals | Equity | 0.57% |
| eClerx Services Ltd. | Services | Equity | 0.53% |
| PG Electroplast Ltd. | Capital Goods | Equity | 0.53% |
| Tata Steel Ltd. | Metals & Mining | Equity | 0.51% |
| Cipla Ltd. | Healthcare | Equity | 0.49% |
| Sona BLW Precision Forgings Ltd. | Automobile | Equity | 0.48% |
| Dixon Technologies (India) Ltd. | Capital Goods | Equity | 0.47% |
| Hindustan Aeronautics Ltd. | Capital Goods | Equity | 0.47% |
| Tata Motors Ltd. | Automobile | Equity | 0.46% |
| Hindustan Unilever Ltd. | Consumer Staples | Equity | 0.45% |
| Bharat Electronics Ltd. | Capital Goods | Equity | 0.43% |
| REC Ltd. | Financial | Equity | 0.43% |
| Cholamandalam Investment and Finance Company Ltd. | Financial | Equity | 0.42% |
| Brigade Enterprises Ltd. | Construction | Equity | 0.41% |
| TVS Motor Company Ltd. | Automobile | Equity | 0.38% |
| Avenue Supermarts Ltd. | Services | Equity | 0.35% |
| ITC Ltd. | Consumer Staples | Equity | 0.34% |
| Awfis Space Solutions Ltd. | Services | Equity | 0.33% |
| Mphasis Ltd. | Technology | Equity | 0.32% |
| Schaeffler India Ltd. | Capital Goods | Equity | 0.28% |
| Coforge Ltd. | Technology | Equity | 0.28% |
| GE Vernova T&D India Ltd | Capital Goods | Equity | 0.27% |
| Jubilant FoodWorks Ltd. | Services | Equity | 0.27% |
| Kaynes Technology India Ltd. | Capital Goods | Equity | 0.26% |
| Zydus Lifesciences Ltd. | Healthcare | Equity | 0.23% |
| Hindalco Industries Ltd. | Metals & Mining | Equity | 0.22% |
| Bharat Petroleum Corporation Ltd. | Energy | Equity | 0.20% |
| Hyundai Motor India Ltd. | Automobile | Equity | 0.20% |
| Cohance Lifesciences Ltd. | Healthcare | Equity | 0.19% |
| Bank Of Baroda | Financial | Equity | 0.18% |
| The Federal Bank Ltd. | Financial | Equity | 0.14% |
| ITC Hotels Ltd. | Services | Equity | 0.13% |
| HCL Technologies Ltd. | Technology | Equity | 0.12% |
| RHI Magnesita India Ltd. | Construction | Equity | 0.09% |
| The Indian Hotels Company Ltd. | Services | Equity | 0.09% |
| Indusind Bank Ltd. | Financial | Equity | 0.09% |
| Titagarh Rail Systems Ltd. | Automobile | Equity | 0.08% |
| Coal India Ltd. | Energy | Equity | 0.07% |
| Oil And Natural Gas Corporation Ltd. | Energy | Equity | 0.07% |
| Power Grid Corporation Of India Ltd. | Energy | Equity | 0.06% |
| Union Bank of India | Financial | Equity | 0.06% |
| Nestle India Ltd. | Consumer Staples | Equity | 0.06% |
| TVS Motor Company Ltd - Pref. Shares | Automobile | Pref. Shares | 0.00% |
| Supreme Industries Ltd. | Chemicals | 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 | +3.5% | +14.0% | +9.9% | +11.0% |
| Category average (Hybrid Aggressive Hybrid) | +4.7% | +14.3% | +13.9% | -- |
| Rank (Hybrid Aggressive Hybrid) | 35 | 23 | 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 Direct Growth | +9.37% | +18.29% | 46,700.42 | |
JM Aggressive Hybrid Fund Direct Growth | +2.55% | +18.02% | 651.98 | |
Edelweiss Aggressive Hybrid Fund Direct Growth | +8.48% | +16.90% | 3,308.91 | |
Nippon India Aggressive Hybrid Fund Direct Growth | +8.70% | +14.36% | 3,700.53 | |
Franklin India Aggressive Hybrid Fund Direct Growth | +4.82% | +14.10% | 2,163.53 | |
| 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 Direct Growth
Axis Retirement Fund Aggressive Plan Direct 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 Direct Growth fund. The fund currently has an Asset Under Management(AUM) of ₹3,16,229 Cr and the Latest NAV as of 15 Apr 2026 is ₹19.61.
The Axis Retirement Fund Aggressive Plan Direct 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₹3,16,229.36 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,