Money Lancer
Retirement Fund
Axis Mutual Fund
Axis Mutual Fund · Retirement Fund

Axis Retirement Fund - Aggressive Plan - Regular Growth

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. To generate capital appreciation by predominantly investing in equity and equity related instruments. The Investment Plan may also invest in debt and money market instruments, units of Gold ETF or units of REITs & InvITs for income generation / wealth creation.

Mixed AssetBenchmark · CRISIL Hybrid 25+75 Aggressive IndexTER · 2.55%Inception · 01-12-2019
NAV
17.66
+0.74% · as of 14-05-2026
Since inception
9.30%
CAGR
Benchmark (inception)
11.90%
CAGR
Fund size
₹7 Cr
AUM
Expense ratio
2.55%
30-04-2026
Performance

Returns vs benchmark & category

Since inception: +9.30% CAGR vs benchmark +11.90%.

Portfolio

Where the money is invested

Top holdings

7.1% Government of India6.49%
RELIANCE INDUSTRIES LIMITED EQ5.91%
6.79% Government of India5.22%
HDFC BANK LIMITED EQ NEW FV RE. 1/-5.06%
ICICI BANK LIMITED EQ NEW FV RS. 2/-4.74%
INFOSYS LIMITED EQ FV RS 53.64%
7.25% Government of India3.55%
STATE BANK OF INDIA EQ NEW RE. 1/-3.27%
7.18% Government of India3.03%
Clearing Corporation of India Ltd2.83%

Sector allocation

Financial Services21.50%
Healthcare6.80%
Oil, Gas & Consumable Fuels6.25%
Information Technology5.92%
Automobile and Auto Components5.30%
Chemicals4.94%
Capital Goods4.22%
Fast Moving Consumer Goods3.78%
Power3.59%
Telecommunication2.80%
Riskometer
LowVery High
Very High

What if you'd SIP'd here?

@ 9.3% p.a.
₹10,000
10 years
Projected value
₹19,83,562
Invested: ₹12,00,000
Gained: ₹7,83,562
Start this SIP →

Illustration based on fund's since-inception return. Past performance is not indicative of future returns.

Risk Analysis

How this fund manages risk

Fund manager
M
Mr. Jayesh Sundar, Mr. Devang Shah, Mr. Hardik Shah, Ms. Krishnaa N
Manager since fund inception data not available
ISIN & identifiers
AMFI code
147823
ISIN (Growth)
INF846K01T02
ISIN (Div Re-inv)
Status
Open Ended Schemes
Peers

Other Retirement Fund funds

Want a personalised recommendation?

Our team will tell you whether this fund fits your goals, allocation and risk profile — and suggest peers if it doesn't.

Chat with us