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Axis Retirement Fund - Aggressive Plan - Regular Growth
★★★★★ monitor_heart Health Score: 48/100 · WeakAxis Mutual Fund · Hybrid · Aggressive Hybrid
₹18.12
AUM: ₹1,455 Cr
NAV updated 5 days ago
Plan
Regular
Option
Growth
Risk
High
Expense Ratio
1.16%
Exit Load
Exit Load for units in excess of 10% of the investment,1% will be charged for redemption within 12 months.
Fund Manager
R Sivakumar, Shreyash Devalkar, Ashish Naik
Inception
Aug 2018
Benchmark
CRISIL Hybrid 35+65 Aggressive Index
Sharpe Ratio
-0.56
Std Dev (1Y)
11.1%
Historical Returns (CAGR)
Annualized trailing returns computed from NAV history — past performance only, not a guarantee of future results.
1m
+1.81%
3m
+1.86%
6m
+2.82%
1y
+1.5%
3y
+9.99%
5y
+8.99%
10y
—
since inception
+9.72%
rate_review TopFund's Take on Axis Retirement Fund - Aggressive Plan - Regular Growth
Axis Retirement Fund - Aggressive Plan - Regular Growth lags behind most of its peers in the Aggressive Hybrid category, currently carrying a 1-star rating. TopFund's composite Health Score, which weighs rating, 3-year CAGR, expense ratio and fund size, puts it at 48/100.
Cost: At 1.16%, the expense ratio runs 15% above the Aggressive Hybrid category average of 1.01%. That gap is worth weighing against the fund's actual performance versus cheaper peers before committing to a long SIP.
Risk-adjusted performance: Over the trailing 1-year period, the fund shows a negative Sharpe ratio of -0.56 — over the past year, returns haven't kept pace with the volatility involved, even before accounting for the risk-free rate. Separately, annualised volatility of 11.1% is on the lower side, suggesting a comparatively smoother ride.
Who should invest: This fund is best suited to investors who want a single fund blending equity growth with debt-driven stability. The High risk rating means near-term volatility should be expected — this isn't a fund to check daily.
This is an automated, data-driven analysis based on the fund's own metrics and its category peers — not personalized investment advice. Consult a SEBI-registered advisor before investing.
donut_small Sector Allocation
pie_chart Asset Allocation
info Fund Snapshot
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tips_and_updates Tools & Guides for This Fund
Frequently Asked Questions about Axis Retirement Fund - Aggressive Plan - Regular Growth
The current NAV (Net Asset Value) of Axis Retirement Fund - Aggressive Plan - Regular Growth is ₹18.12. NAV is updated every business day after market close by AMFI.
1Y: 1.5% · 3Y CAGR: 9.99% · 5Y CAGR: 8.99%
The expense ratio is 1.16% per annum — the annual fee deducted from your investment to cover fund management costs.
Axis Retirement Fund - Aggressive Plan - Regular Growth is managed by R Sivakumar, Shreyash Devalkar, Ashish Naik at Axis Mutual Fund.
Axis Retirement Fund - Aggressive Plan - Regular Growth is a High risk fund. Suitable for investors with a 3+ year horizon.
Axis Retirement Fund - Aggressive Plan - Regular Growth is a Aggressive Hybrid fund. SIP suitability depends on your investment goal and risk profile.
The Assets Under Management (AUM) of Axis Retirement Fund - Aggressive Plan - Regular Growth is ₹1,456 crore as of the latest data.
* Past performance is not indicative of future results. Mutual fund investments are subject to market risks.