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Mutual Fund Details – Invest Smart, Grow Wealth

Discover a variety of mutual funds tailored to your goals, from equity and debt to hybrid options. Track performance, compare funds, and get expert insights to make informed investment decisions. Grow your wealth with Motilal Oswal’s trusted mutual fund solutions.

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Axis Retirement Fund - Conservative Plan Regular-Growth

Hybrid, Conservative Hybrid, Principal at high risk

1 Year Return 6.81%

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Fund Details

NAV 16.2237

Sub-Type Conservative Hybrid

Rating 1

Min. SIP Amount 1000.0

Fund Age(Year) 6.17

Fund Size 50.59

Fund Performance

1 Month 0.51%

3 Month 0.15%

6 Month 2.64%

1 Year 6.81%

3 Year 9.78%

5 Year 6.82%

Comparison with same funds

Equity, Flexi Cap funds Aditya Birla Sun Life Conservative Hybrid Active FoF Regular-Growth Ret 1M 0.63% Ret 1Y 8.91% Ret 3Y 11.46% Ret 5Y 9.37%

Equity, Flexi Cap funds Aditya Birla Sun Life Conservative Hybrid Active FoF Regular-IDCW Quarterly Ret 1M 0.63% Ret 1Y 8.91% Ret 3Y 11.46% Ret 5Y 9.37%

Equity, Flexi Cap funds Aditya Birla Sun Life Conservative Hybrid Active FoF Regular-IDCW Quarterly Payout Ret 1M 0.63% Ret 1Y 8.91% Ret 3Y 11.46% Ret 5Y 9.37%

Equity, Flexi Cap funds Aditya Birla Sun Life Regular Savings Fund Regular-Growth Ret 1M 0.96% Ret 1Y 9.19% Ret 3Y 9.43% Ret 5Y 8.46%

Equity, Flexi Cap funds Aditya Birla Sun Life Regular Savings Fund Regular-Growth Monthly Payment Ret 1M 0.96% Ret 1Y 9.19% Ret 3Y 9.43% Ret 5Y 8.46%

Equity, Flexi Cap funds Aditya Birla Sun Life Regular Savings Fund Regular-IDCW Monthly Ret 1M 0.96% Ret 1Y 9.19% Ret 3Y 9.43% Ret 5Y 8.46%

Equity, Flexi Cap funds Aditya Birla Sun Life Regular Savings Fund Regular-IDCW Monthly Reinvestment Ret 1M 0.96% Ret 1Y 9.19% Ret 3Y 9.43% Ret 5Y 8.46%

Equity, Flexi Cap funds Aditya Birla Sun Life Retirement Fund - The 50s Plan Regular-Growth Ret 1M 1.24% Ret 1Y 8.55% Ret 3Y 8.7% Ret 5Y 5.97%

Equity, Flexi Cap funds Aditya Birla Sun Life Retirement Fund - The 50s Plan Regular-IDCW Ret 1M 1.24% Ret 1Y 8.55% Ret 3Y 8.7% Ret 5Y 5.97%

Equity, Flexi Cap funds Aditya Birla Sun Life Retirement Fund - The 50s Plan Regular-IDCW Reinvestment Ret 1M 1.24% Ret 1Y 8.55% Ret 3Y 8.7% Ret 5Y 5.97%

Equity, Flexi Cap funds Axis Conservative Hybrid Fund Regular-Growth Ret 1M 0.36% Ret 1Y 6.46% Ret 3Y 7.44% Ret 5Y 6.34%

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

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.

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

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) 25

Date of Incorporation 2019-12-20

Total AUM 2026-01-31

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.