Axis Retirement Fund Aggressive Direct Growth
Get the latest NAV of Axis Retirement Fund Aggressive Direct Growth. View historical returns compared to its benchmark and category average. Know which stocks and sectors the fund is investing in. Get an estimate of returns from the SIP and lump sum returns calculator. View detailed holding analysis and peer comparison. Get INDmoney ranking of the fund.
₹19.79
▲2.8%1D
NAV as on 12 May 2025
13.49%/per year
Since Inception
▲▼
151 people have invested ₹ 12.5L in Axis Retirement Fund Aggressive Direct Growth in the last three months
Fund Performance
as on (12-May-25)
Peer comparison
Axis Retirement Fund Aggressive Returns Calculator
Calculate SIP and lumpsum returns based on historical performance
Total Investment
0
Profit
Total Corpus
0
Axis Retirement Fund Aggressive Asset Allocation
as on (31-Mar-25)
Fund Distribution
as on (31-Mar-25)
Equity 75.5%
Debt & Cash 24.5%
Axis Retirement Fund Aggressive Sector Allocation
as on (31-Mar-25)
Sector Allocation
Equity 75.5%
Debt & Cash 24.5%
Top 3 Sectors in March were Government, Financial Services & Tech
Government
82%
Financial Services
31%
Tech
11%
Government
86%
Financial Services
31%
Tech
12%
Axis Retirement Fund Aggressive Holdings Details
as on (30-Apr-25)
Equity
Debt & Cash
Axis Retirement Fund Aggressive Direct Growth Overview
Get key fund statistics, minimum investment details, AUM, expense ratio, exit load, and tax treatment.
| Expense ratio | 1.08% |
Benchmark | CRISIL Hybrid 25+75-Aggressive TR INR |
| AUM | ₹808 Cr |
| Inception Date | 20 December, 2019 |
| Min Lumpsum/SIP | ₹5000/₹1000 |
| Exit Load | 0% |
| Lock In | 5 Years |
TurnOver | 75.28% |
| STCG | Selling mutual fund before 1 year, returns taxed at 20%. |
| LTCG | After 1 year, 12.5% tax on returns over ₹1.25 lakh/year. |
| Risk |   Very High Risk |
About Axis Retirement Fund Aggressive
Axis Retirement Fund Aggressive Direct Growth is a hybrid fund. This fund was started on 20 December, 2019. The fund is managed by Devang Shah, Hardik Shah. This fund gives you the benefit of diversification.
Key Parameters
- Axis Retirement Fund Aggressive Direct Growth has ₹808 Cr worth of assets under management (AUM) as on Mar 2025 and is more than category average.
- The fund has an expense ratio 1.1.
Returns
Axis Retirement Fund Aggressive Direct Growth has given a CAGR return of 13.49% since inception. Over the last 1, 3 and 5 years the fund has given a CAGR return of 14.20%, 18.05% and 17.68% respectively.
Holdings
Axis Retirement Fund Aggressive Direct Growth has allocated its funds majorly in Government, Financial Services, Cash Equivalent, Tech, Health, Industrial, Energy, Basic Materials, Consumer Cyclical, Communication, Utilities, Consumer Defensive, Real Estate, Corporate.
Taxation
As it is a retirement mutual fund the taxation is as follows:If the fund is equity oriented i.e. asset allocation of more than 65% in equity instruments:For short term (less than a year) capital gains will be taxed at 20%For long term (more than 1 year) capital gains will be taxed at 12.5% without indexation benefitLong term gains up to Rs 1 lakh are exempt from taxation (more than 12 months).
Investment objective of Axis Retirement Fund Aggressive Direct 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.
Minimum Investment and lockin period
Minimum investment for lump sum payment is INR 5000.00 and for SIP is INR 1000.00. There is a lock in period for Axis Retirement Fund Aggressive Direct Growth of 5 Years
Fund Manager
Devang Shah
Fund Manager of Axis Retirement Fund Aggressive Direct Growth, since 5 April 2024
Hardik Shah
Fund Manager of Axis Retirement Fund Aggressive Direct Growth, since 5 April 2024
- AUM of the fund stands at 799.6 Cr as of Mar'25
- AUM increased by 35.9 Cr between Mar'25 and Feb'25
More funds from Axis
5Y CAGR
▲ 17.78
5Y CAGR
▲ 16.33
5Y CAGR
▲ 18.07
5Y CAGR
▲ 17.71
Frequently Asked Questions for Axis Retirement Fund Aggressive Direct Growth
What is the current NAV of Axis Retirement Fund Aggressive Direct Growth?
What are the average returns of Axis Retirement Fund Aggressive Direct Growth?
Axis Retirement Fund Aggressive Direct Growth | Absolute Returns | CAGR Returns |
1 Month Returns | 6.06% | 6.06% |
6 Month Returns | 1.64% | 1.64% |
1 Year Returns | 14.2% | 14.2% |
3 Years Returns | 64.51% | 18.05% |
How do I invest in Axis Retirement Fund Aggressive Direct Growth?
- Click Buy on the fund name.
- Input the amount you are looking to invest.
- Select Lump Sum or SIP (Weekly, Monthly or Quarterly).
- Select your bank account and proceed with Payment.
What is the expense ratio of Axis Retirement Fund Aggressive Direct Growth?
What is net assets under management (AUM) of Axis Retirement Fund Aggressive Direct Growth?
What are the top 5 holdings of Axis Retirement Fund Aggressive Direct Growth?
What are the top 3 sectors that this Axis Retirement Fund Aggressive Direct Growth has invested in?
What is the credit rating breakup of Axis Retirement Fund Aggressive Direct Growth?
AAA | 97.08 |
AA | 2.92 |