Axis Retirement Fund - Aggressive Plan Regular-Growth

Fund Details

NAV 17.64

Sub-Type Aggressive Hybrid

Rating 2

Min. SIP Amount ₹1000.0

Fund Age(Year) 6.47

Fund Size(in Crores) 700.71

Fund Performance

1 Month -1.28%

3 Month -2.16%

6 Month -5.92%

1 Year -5.16%

3 Year 10.52%

5 Year 7.2%

Know This Fund

As on 08 Jun 2026

Investment strategy that balances risk & reward by dividing the investment portfolio among different types of asset classes.

Equity (77.79%) Market Cap Large Cap 59.29 Mid Cap 10.92 Small Cap 7.57 Top Sectors Financial 21.32 Energy 10.5 Healthcare 7.04 Technology 5.76 Automobile 5.54 Chemicals 5.32 Capital Goods 4.41 Construction 4.31 Consumer Staples 4.01 Services 3.76 Communication 2.79 Insurance 0.82 Consumer Discretionary 0.79 Metals & Mining 0.76 Textiles 0.59 Materials 0.08 Top Holding Apollo Hospitals Enterprise 1.01 Arvind Fashions 0.59 Avenue Supermarts 0.38 Awfis Space Solutions 0.48 Axis Bank 0.75 Bajaj Finance 1.79 Bank of Baroda 0.18 Bharat Electronics 0.23 Bharat Petroleum Corporation 0.2 Bharti Airtel 2.79 Brigade Enterprises 0.47 Britannia Industries 0.8 CAMS 0.06 CG Power 0.86 Cholamandalam Investment and Finance Company 0.45 Cipla 0.49 Coal India 0.08 Coforge 0.54 Cohance Lifesciences 0.28 Divi's Laboratories 2.06 Dixon Technologies (India) 0.51 DOMS Industries 0.7 eClerx Services 0.51 Eternal 0.82 Exide Industries 0.05 Fortis Healthcare 1.31 GE Vernova T&D 0.2 HCL Technologies 0.1 HDFC Bank 5.02 HDFC Life Insurance 0.82 Hindalco Industries 0.24 Hindustan Aero 0.55 Hindustan Unilever 0.47 Hyundai Motor 0.19 ICICI Bank 4.78 Indusind Bank 0.1 Infosys 3.23 Interglobe Aviation 0.75 ITC 0.35 ITC Hotels 0.15 Jubilant FoodWorks 0.3 Jyoti CNC Automation 0.59 Kaynes Technology India 0.47 Kotak Mahindra Bank 1.88 Larsen & Toubro 2.98 Linde India 0.87 Mahindra & Mahindra 2.13 Mankind Pharma 0.86 Minda Corporation 0.99 Mphasis 0.34 Nestle India 0.06 NTPC 1.89 ONGC 0.07 PG Electroplast 0.56 Pidilite Industries 1.83 PI Industries 0.6 PNB Housing Finance 1.15 Power Grid Corporation Of India 0.06 Premier Energies 0.87 REC 0.46 Reliance Industries 5.91 RHI Magnesita 0.1 Samvardhana Motherson 0.84 Schaeffler India 0.29 Shriram Finance 0.75 Solar Industries India 2.03 Sona BLW Precision Forgings 0.62 State Bank of India 3.2 Sundaram Finance 0.63 Sun Pharmaceutical Industries 0.81 Supreme Industries 0 Tata Consultancy 0.8 Tata Motors 0.45 Tata Power Company 0.78 Tata Steel 0.53 Tech Mahindra 0.74 The Federal Bank 0.14 The Indian Hotels Company 0.32 The Phoenix Mills 0.86 Titagarh Rail Systems 0.11 Titan Company 0.79 Torrent Power 0.7 TVS Motor Company 0.21 TVS Motor Company - Pref. Shares 0 Union Bank of India 0.06 United Spirits 0.69 Varun Beverages 0.94 Zydus Lifesciences 0.22

Debt & Others (22.21%) Sector Allocation GOI Securities 18.54 Infrastructure Investment Trust 0.61 CBLO 1.95 Debt Credit Ratings SOV 18.54 Cash & Call Money 2.34 AA+ 0.72 Debt Category Indus Infra Trust 0.61 Muthoot Finance 0.72 Others 2.34 GOI 18.54

Comparison with same funds

Equity, Flexi Cap funds Aditya Birla Sun Life Aggressive Hybrid Omni FoF Regular-Growth Ret 1M -0.52% Ret 1Y -0.05% Ret 3Y 11.29% Ret 5Y 9.85%

Equity, Flexi Cap funds Aditya Birla Sun Life Aggressive Hybrid Omni FoF Regular-IDCW Quarterly Ret 1M -0.52% Ret 1Y -0.05% Ret 3Y 11.29% Ret 5Y 9.85%

Equity, Flexi Cap funds Aditya Birla Sun Life Aggressive Hybrid Omni FoF Regular-IDCW Quarterly Payout Ret 1M -0.52% Ret 1Y -0.05% Ret 3Y 11.29% Ret 5Y 9.85%

Equity, Flexi Cap funds Aditya Birla Sun Life Equity Hybrid '95 Fund Regular-Growth Ret 1M -1.4% Ret 1Y -2.52% Ret 3Y 10.2% Ret 5Y 8.74%

Equity, Flexi Cap funds Aditya Birla Sun Life Equity Hybrid '95 Fund Regular-IDCW Ret 1M -1.4% Ret 1Y -2.52% Ret 3Y 10.2% Ret 5Y 8.74%

Equity, Flexi Cap funds Aditya Birla Sun Life Equity Hybrid '95 Fund Regular-IDCW Reinvestment Ret 1M -1.4% Ret 1Y -2.52% Ret 3Y 10.2% Ret 5Y 8.74%

Equity, Flexi Cap funds Aditya Birla Sun Life Retirement Fund - The 40s Plan Regular-Growth Ret 1M -0.83% Ret 1Y -0.31% Ret 3Y 11.99% Ret 5Y 8.18%

Equity, Flexi Cap funds Aditya Birla Sun Life Retirement Fund - The 40s Plan Regular-IDCW Ret 1M -0.83% Ret 1Y -0.31% Ret 3Y 11.99% Ret 5Y 8.18%

Equity, Flexi Cap funds Aditya Birla Sun Life Retirement Fund - The 40s Plan Regular-IDCW Reinvestment Ret 1M -0.83% Ret 1Y -0.31% Ret 3Y 11.99% Ret 5Y 8.18%

Equity, Flexi Cap funds Axis Aggressive Hybrid Fund Regular-Growth Ret 1M -1.53% Ret 1Y -2.21% Ret 3Y 8.91% Ret 5Y 7.52%

Equity, Flexi Cap funds Axis Aggressive Hybrid Fund Regular-IDCW Monthly Payout Ret 1M -1.53% Ret 1Y -2.21% Ret 3Y 8.91% Ret 5Y 7.52%

Charges & Taxes Expense Ratio

Returns are taxed as per your Income Tax Slab.

Expense Ratio (Inclusive of GST): 2.71%

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

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.

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.

Krishnaa Narayan

Education She is a Chartered Accountant

Experience Prior to joining Axis Mutual Fund, she has worked with Price Waterhouse Coopers

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..

Riskometer

Mutual Fund Investments are subject to market risk. Read all scheme related documents carefully.

Principal at very high risk

AMC and Fund details

Rank (total sets) 33

Date of Incorporation 2019-12-20

Total AUM 366022.79

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.