Fund Overview

NAV (29 Sep 25)

18.19

AUM (in Cr)

₹ 756.75

5 Years CAGR

% 13.72

Risk Level 

Very High

Fund Performance

Name
1 Month%
3 Month%
6 Month%
1 Year%
3 Year%
5 Year%
Axis Retirement Fund - Aggressive Plan
-0.11
-3.09
4.18
-5.46
12.82
13.72
Retirement
0.97
-1.62
6.58
-3.12
12.63
11.86

Note:  Benchmark Performance is not available due to periodic changes in underlying Benchmark composition. Performance related to other similar category of funds are displayed here. Information available here is on the basis of internal data, publicly available information and other sources believed to be reliable, produced for information purpose only and should not be construed as investment advice to any party.

Scheme Information

Investment Objective

The investment objective of the Investment Plan(s) under the Scheme is to provide long-term capital appreciation / income by investing in a mix of equity, debt and other instruments to help investors meet their retirement goals. However, there can be no assurance that the investment objective of the Scheme will be achieved.

Expense Ratio
% 2.32
Benchmark
0% Nifty Hybrid Composite Debt Index
AUM
₹ 756.75
Inception Date
29 Nov 2019
Turnover Ratio
-
Exit Load
Nil
Asset Class
Others
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