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Axis Retirement Fund - Aggressive Plan - Regular Plan - IDCW
★★★★★ 3rd-party
External rating
- Source: Third-party data provider (Groww/CRISIL)
- Original rating: 1/5, displayed as-is — TopFund does not modify third-party ratings
- Refresh frequency: Whenever TopFund re-syncs this fund's data
- Limitations: The provider's own rating methodology isn't disclosed here — see the provider's own site for their criteria
TopFund Score: 46/100 · Weak
How this score is calculated
- Star rating (35%)1/5
- 3Y CAGR (30%)8.87%
- Expense ratio (20%)1.19%
- AUM (15%)₹1,471 Cr
Not investment advice — an analytical read of public fund data. Methodology →
Axis Mutual Fund · Hybrid · Aggressive Hybrid
₹22.7
AUM: ₹1,471 Cr
NAV updated 10 days ago
Plan
Regular
Option
Idcw
Risk
High
Expense Ratio
1.19%
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
-1.16
Std Dev (1Y)
13.33%
Historical Returns (CAGR)
Annualized trailing returns computed from NAV history — past performance only, not a guarantee of future results.
1m
-2.83%
3m
+0.49%
6m
+4.56%
1y
-0.35%
3y
+8.87%
5y
+6.62%
10y
—
since inception
+7.83%
TopFund's Take on Axis Retirement Fund - Aggressive Plan - Regular Plan - IDCW
Axis Retirement Fund - Aggressive Plan - Regular Plan - IDCW 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 46/100.
Cost: At 1.19%, the expense ratio runs 38% above the Aggressive Hybrid category average of 0.86%. 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 -1.16 — 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 13.33% is fairly typical for Aggressive Hybrid funds.
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.
Sector Allocation
Asset Allocation
Fund Snapshot
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Tools & Guides for This Fund
Frequently Asked Questions about Axis Retirement Fund - Aggressive Plan - Regular Plan - IDCW
The current NAV (Net Asset Value) of Axis Retirement Fund - Aggressive Plan - Regular Plan - IDCW is ₹22.7. NAV is updated every business day after market close by AMFI.
1Y: -0.35% · 3Y CAGR: 8.87% · 5Y CAGR: 6.62%
The expense ratio of Axis Retirement Fund - Aggressive Plan - Regular Plan - IDCW is 1.19% per annum. This is the annual fee charged by the fund to manage your investment.
Axis Retirement Fund - Aggressive Plan - Regular Plan - IDCW is managed by R Sivakumar, Shreyash Devalkar, Ashish Naik at Axis Mutual Fund.
Axis Retirement Fund - Aggressive Plan - Regular Plan - IDCW is classified as a High risk fund. It is suitable for investors with a long-term horizon of 3+ years.
Axis Retirement Fund - Aggressive Plan - Regular Plan - IDCW is a Aggressive Hybrid fund. SIP suitability depends on your investment goal and risk profile.
You can start a SIP in Axis Retirement Fund - Aggressive Plan - Regular Plan - IDCW with as little as ₹500 per month through most mutual fund platforms. The minimum lump sum investment is typically ₹1,000.
The Assets Under Management (AUM) of Axis Retirement Fund - Aggressive Plan - Regular Plan - IDCW is ₹1,471 crore. AUM indicates the total market value of assets managed by the fund.
* Past performance is not indicative of future results. Mutual fund investments are subject to market risks.
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