Axis Retirement Fund - Conservative Plan Regular-Growth
Hybrid, Conservative Hybrid, Principal at high risk
1 Year Return -2.56% at 08 Jun 2026 01:20 PM
Axis Retirement Fund - Conservative Plan Regular-Growth: Mutual Fund Overview
Axis Retirement Fund - Conservative Plan Regular-Growth is an Conservative Hybrid mutual fund with over 6.47 years of performance history. The scheme manages an AUM of ₹47.59 Cr and has a NAV of ₹15.604. It is rated '1' stars by analysts. Investors can begin a SIP with as little as ₹1000.0, making it accessible for all types of investors. In the last 1 year, the fund has delivered a return of -2.56%.
Fund Details
NAV 15.604
Sub-Type Conservative Hybrid
Rating 1
Min. SIP Amount ₹1000.0
Fund Age(Year) 6.47
Fund Size(in Crores) 47.59
Fund Performance
1 Month -0.67%
3 Month -2.83%
6 Month -4.43%
1 Year -2.56%
3 Year 7.01%
5 Year 5.45%
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 (37.7%) Market Cap Large Cap 34.15 Mid Cap 3.47 Small Cap 0.08 Top Sectors Financial 8.64 Energy 6.38 Healthcare 5.56 Technology 4.74 Consumer Staples 3.62 Automobile 2.53 Communication 2.31 Insurance 2.17 Construction 1.68 Services 0.08 Top Holding Apollo Hospitals Enterprise 2.3 Bajaj Finance 0.18 Bank of Baroda 0.46 Bharat Petroleum Corporation 0.06 Bharti Airtel 2.31 Britannia Industries 0.76 Cipla 0.52 HCL Technologies 1.26 HDFC Bank 1.99 HDFC Life Insurance 0.51 Hero Motocorp 1.37 Hindustan Unilever 0.23 ICICI Bank 1.81 Infosys 2.38 ITC 1.5 ITC Hotels 0.08 JB Chemicals 1.02 Kotak Mahindra Bank 1.08 Larsen & Toubro 1.68 Life Insurance 1.65 Mahindra & Mahindra 1.16 Mankind Pharma 0.8 Nestle India 0.07 NTPC 1.23 Reliance Industries 5.09 State Bank of India 2.84 Sundaram Finance 0.28 Sun Pharmaceutical Industries 0.93 Tata Consultancy 0.41 Tech Mahindra 0.7 Varun Beverages 1.05
Debt & Others (62.300000000000004%) Sector Allocation Infrastructure Investment Trust 1.79 Net Receivables 0.81 CBLO 1.77 Debt Credit Ratings SOV 57.93 Cash & Call Money 2.58 Debt Category Others 2.58 GOI 57.93 Indus Infra Trust 1.79
Comparison with same funds
Equity, Flexi Cap funds Aditya Birla Sun Life Conservative Hybrid Active FoF Regular-Growth Ret 1M 0.18% Ret 1Y 1.92% Ret 3Y 9.89% Ret 5Y 8.65%
Equity, Flexi Cap funds Aditya Birla Sun Life Conservative Hybrid Active FoF Regular-IDCW Quarterly Ret 1M 0.18% Ret 1Y 1.92% Ret 3Y 9.89% Ret 5Y 8.65%
Equity, Flexi Cap funds Aditya Birla Sun Life Conservative Hybrid Active FoF Regular-IDCW Quarterly Payout Ret 1M 0.18% Ret 1Y 1.92% Ret 3Y 9.89% Ret 5Y 8.65%
Equity, Flexi Cap funds Aditya Birla Sun Life Regular Savings Fund Regular-Growth Ret 1M 0.18% Ret 1Y 3.48% Ret 3Y 8.08% Ret 5Y 7.8%
Equity, Flexi Cap funds Aditya Birla Sun Life Regular Savings Fund Regular-Growth Monthly Payment Ret 1M 0.18% Ret 1Y 3.48% Ret 3Y 8.08% Ret 5Y 7.8%
Equity, Flexi Cap funds Aditya Birla Sun Life Regular Savings Fund Regular-IDCW Monthly Ret 1M 0.18% Ret 1Y 3.48% Ret 3Y 8.08% Ret 5Y 7.8%
Equity, Flexi Cap funds Aditya Birla Sun Life Regular Savings Fund Regular-IDCW Monthly Reinvestment Ret 1M 0.18% Ret 1Y 3.48% Ret 3Y 8.08% Ret 5Y 7.8%
Equity, Flexi Cap funds Aditya Birla Sun Life Retirement Fund - The 50s Plan Regular-Growth Ret 1M 0.31% Ret 1Y 3.01% Ret 3Y 7.49% Ret 5Y 5.6%
Equity, Flexi Cap funds Aditya Birla Sun Life Retirement Fund - The 50s Plan Regular-IDCW Ret 1M 0.31% Ret 1Y 3.01% Ret 3Y 7.49% Ret 5Y 5.6%
Equity, Flexi Cap funds Aditya Birla Sun Life Retirement Fund - The 50s Plan Regular-IDCW Reinvestment Ret 1M 0.31% Ret 1Y 3.01% Ret 3Y 7.49% Ret 5Y 5.6%
Equity, Flexi Cap funds Axis Conservative Hybrid Fund Regular-Growth Ret 1M -0.29% Ret 1Y -0.3% Ret 3Y 5.73% Ret 5Y 5.39%
Charges & Taxes Expense Ratio
Returns are taxed as per your Income Tax Slab.
Expense Ratio (Inclusive of GST): 2.18%
Exit Load 0%
Stamp Duty 0.005%
Fund Management
The various expenses, charges and taxes associated with your Mutual Fund
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..
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.
Krishnaa Narayan
Education She is a Chartered Accountant
Experience Prior to joining Axis Mutual Fund, she has worked with Price Waterhouse Coopers
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
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) 29
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.
Take Your Next Step
Axis Retirement Fund - Conservative Plan Regular-Growth FAQs
How to invest in Axis Retirement Fund - Conservative Plan Regular-Growth?
Investing in Axis Retirement Fund - Conservative Plan Regular-Growth through Motilal Oswal is simple and completely online. You just need to follow the step-by-step process below to get started in a few minutes.
- Log in to your Motilal Oswal account via the app or website
- Go to the Mutual Funds section
- Search for Axis Retirement Fund - Conservative Plan Regular-Growth in the search bar
- Select your preferred investment mode – Lumpsum or SIP
- Enter investment details such as amount and linked bank account
- Complete your KYC, if not already done
- Review and confirm details including fund name, plan type, amount, and bank account
- Make the payment using Net Banking, UPI, or other available options
- Receive transaction confirmation via email or SMS
What is the expense ratio of Axis Retirement Fund - Conservative Plan Regular-Growth?
The term expense ratio for Axis Retirement Fund - Conservative Plan Regular-Growth or any other mutual fund is the annual fee charged by the fund house for managing your investment scheme. The expense ratio of Axis Retirement Fund - Conservative Plan Regular-Growth is 2.18% as of 08 Jun 2026.
What is the NAV of Axis Retirement Fund - Conservative Plan Regular-Growth?
The NAV of Axis Retirement Fund - Conservative Plan Regular-Growth is ₹15.604 as of 08 Jun 2026.
What is the AUM of Axis Retirement Fund - Conservative Plan Regular-Growth?
The AUM (Assets Under Management) of Axis Retirement Fund - Conservative Plan Regular-Growth is the total value of assets managed by the fund at a given time, which is updated regularly. The AUM of Axis Retirement Fund - Conservative Plan Regular-Growth is ₹47.59 Cr as of 08 Jun 2026.
What is the PE and PB ratio of Axis Retirement Fund - Conservative Plan Regular-Growth?
The PE ratio of Axis Retirement Fund - Conservative Plan Regular-Growth shows how much investors are paying for the fund's underlying earnings, while the PB ratio indicates how the fund's holdings are valued compared to their book value.
Can I invest in SIP and Lump Sum in Axis Retirement Fund - Conservative Plan Regular-Growth?
Yes, you can invest in Axis Retirement Fund - Conservative Plan Regular-Growth through both SIP (Systematic Investment Plan) and lump sum options, depending on your investment preference and financial goals.
What is the return of Axis Retirement Fund - Conservative Plan Regular-Growth in the last 5 years?
The return of Axis Retirement Fund - Conservative Plan Regular-Growth in the last 5 years is 5.45%.
What is the minimum SIP investment required in Axis Retirement Fund - Conservative Plan Regular-Growth?
The minimum SIP investment in Axis Retirement Fund - Conservative Plan Regular-Growth depends on the fund's scheme rules and usually starts at a small amount. For Axis Retirement Fund - Conservative Plan Regular-Growth, the minimum SIP amount is ₹1000.0.
What is the current NAV of Axis Retirement Fund - Conservative Plan Regular-Growth?
The NAV of Axis Retirement Fund - Conservative Plan Regular-Growth, as of 08 Jun 2026, is ₹15.604.
Who manages the Axis Retirement Fund - Conservative Plan Regular-Growth?
The fund managers responsible for Axis Retirement Fund - Conservative Plan Regular-Growth are:
- Nitin Arora
- Hardik Shah
- Devang Shah
- Krishnaa Narayan
- Jayesh Sundar