Axis Retirement Fund - Conservative Plan Regular-Growth
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Hybrid, Conservative Hybrid, Principal at high risk
1 Year Return 4.87% at 23 Dec 2025 09:48 AM
Fund Details
NAV 16.2365
Sub-Type Conservative Hybrid
Rating 1
Min. SIP Amount ₹1000.0
Fund Age(Year) 6.01
Fund Size(in Crores) 54.37
Fund Performance
1 Month -0.04%
3 Month 1.84%
6 Month 1.95%
1 Year 4.87%
3 Year 9.9%
5 Year 7.7%
Know This Fund
As on 23 Dec 2025
Investment strategy that balances risk & reward by dividing the investment portfolio among different types of asset classes.
Equity (0%) Market Cap Top Sectors Financial 95.46 Top Holding
Debt & Others (100%) Sector Allocation Foreign Mutual Funds 98.61 Net Receivables 0.02 Reverse Repo 1.37 Debt Credit Ratings Debt Category Others 1.39 Black Rock Global Funds - New Energy Fund 98.61
Comparison with same funds
Equity, Flexi Cap funds Aditya Birla Sun Life Global Emerging Opportunities Fund Regular-Growth Ret 1M 3.31% Ret 1Y 12.44% Ret 3Y 14.94% Ret 5Y 9.86%
Equity, Flexi Cap funds Aditya Birla Sun Life Global Emerging Opportunities Fund Regular-IDCW Payout Ret 1M 3.31% Ret 1Y 12.44% Ret 3Y 14.94% Ret 5Y 9.86%
Equity, Flexi Cap funds Aditya Birla Sun Life Global Emerging Opportunities Fund Regular-IDCW Reinvestment Ret 1M 3.31% Ret 1Y 12.44% Ret 3Y 14.94% Ret 5Y 9.86%
Equity, Flexi Cap funds Aditya Birla Sun Life Global Excellence Equity FoF Regular-Growth Ret 1M 3.39% Ret 1Y 17.61% Ret 3Y 22.02% Ret 5Y 13.76%
Equity, Flexi Cap funds Aditya Birla Sun Life Global Excellence Equity FoF Regular-IDCW Payout Ret 1M 3.39% Ret 1Y 17.61% Ret 3Y 22.02% Ret 5Y 13.76%
Equity, Flexi Cap funds Aditya Birla Sun Life Global Excellence Equity FoF Regular-IDCW Reinvestment Ret 1M 3.39% Ret 1Y 17.61% Ret 3Y 22.02% Ret 5Y 13.76%
Equity, Flexi Cap funds Aditya Birla Sun Life International Equity Fund Regular-Growth Ret 1M 4.69% Ret 1Y 34.25% Ret 3Y 16.06% Ret 5Y 11.38%
Equity, Flexi Cap funds Aditya Birla Sun Life International Equity Fund Regular-IDCW Ret 1M 4.69% Ret 1Y 34.25% Ret 3Y 16.06% Ret 5Y 11.38%
Equity, Flexi Cap funds Aditya Birla Sun Life International Equity Fund Regular-IDCW Reinvestment Ret 1M 4.69% Ret 1Y 34.25% Ret 3Y 16.06% Ret 5Y 11.38%
Equity, Flexi Cap funds Aditya Birla Sun Life US Equity Passive FoF Regular-Growth Ret 1M 4.12% Ret 1Y 24.49% Ret 3Y 34.42% Ret 5Y 0%
Equity, Flexi Cap funds Aditya Birla Sun Life US Equity Passive FoF Regular-IDCW Payout Ret 1M 4.12% Ret 1Y 24.49% Ret 3Y 34.42% Ret 5Y 0%
Charges & Taxes Expense Ratio
Returns are taxed as per your Income Tax Slab.
Expense Ratio (Inclusive of GST): 2.15%
Exit Load 0%
Stamp Duty 0.005%
Fund Management
The various expenses, charges and taxes associated with your Mutual Fund
Jayesh Sundar
Education Mr. Sundar is a Chartered Accountant
Experience Prior to joining Axis MF, he has worked with Aviva Life Insurance Company, Tata Securities Ltd., Collins Stewart India Pvt. Ltd., IL&FS Investsmart and CRISIL
Nitin Arora
Education Mr. Arora has done M.Sc in Finance and Investments
Experience Prior to joining Axis Mutual Fund, he has worked with Aviva Life Insurance Company India Ltd., Emkay Global Financial Services Ltd., Nirmal Bang Institutional Equities Ltd. and Bloomberg UTV Ltd..
Krishnaa Narayan
Education She is a Chartered Accountant
Experience Prior to joining Axis Mutual Fund, she has worked with Price Waterhouse Coopers
Hardik Shah
Education Mr. Shah has done B.E. Information Technology and MBA Finance.
Experience Prior to joining Axis Mutual Fund, he has worked with Nippon India Mutual Fund, Quantum Asset Management Company and ICAP India (P) Ltd.
Devang Shah
Education Mr. Shah is B.Com and ACA.
Experience Prior to joining Axis AMC he has worked with ICICI Prudential AMC, Deutsche Asset Management (India) Pvt. Ltd. and Pricewaterhouse Coopers.
Riskometer
Mutual Fund Investments are subject to market risk. Read all scheme related documents carefully.
Principal at high risk
AMC and Fund details
Rank (total sets) 19
Date of Incorporation 2019-12-20
Total AUM 2025-11-30
The Scheme Seeks to generate returns from a portfolio of pure debt oriented funds accessed through the diverse investment styles of underlying schemes selected in accordance with the BSLAMC process.
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