Why Invest in Solution Oriented Funds?
Overview
Benefits
Hybrid fund investing 65-80% in equity and rest in debt, Gold ETF or Units issues by REITs & InvITs
The fund will follow the Axis philosophy of bottom up investing in high quality stocks.
Potential capital appreciation of equity and stability of debt
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. 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.
Entry Load, Exit Load & Tax
Minimum Investment
This product is suitable for investors who are seeking*
- Capital appreciation over long term.
- Investments primarily in equity and equity related instruments
Performance
Returns Calculator
Returns Over The Years
Performance of Axis Retirement Fund - Aggressive Plan - Direct Growth as of February 28, 2026
| CRISIL Hybrid 25+75 - Aggressive Index | Current Value of Rs.10,000 Invested | |||||
|---|---|---|---|---|---|---|
| Annualised(%) | CRISIL Hybrid 25+75 - Aggressive Index Benchmark(%) | Nifty 50 TRI Additional Benchmark(%) | Annualised(₹) | CRISIL Hybrid 25+75 - Aggressive Index Benchmark(₹) | Nifty 50 TRI Additional Benchmark(₹) | |
| Since Inception 2019-12-20 | 11.91% | 13.62% | 13.60% | 20,080 | 22,056 | 22,032 |
| 5 Years | 10.49% | 12.55% | 12.93% | 16,473 | 18,069 | 18,379 |
| 3 Years | 15.92% | 15.08% | 14.64% | 15,578 | 15,242 | 15,066 |
| 1 Year | 12.40% | 14.70% | 15.12% | 11,237 | 11,466 | 11,507 |
Performance of SIP
| SIP Investments | Total Amount Invested | Market Value (As on 2026-02-27) | Returns (Annualised) | Benchmark Returns (Annualised) | Additional Benchmark Returns (Annualised) | Benchmark Market Value | Additional Benchmark Market Value |
|---|---|---|---|---|---|---|---|
| Since Inception 20 Dec 2019 | 7,50,000 | 10,31,156.15 | 10.08% | 13.06% | 13.56% | 11,32,376.89 | 11,50,291.38 |
| 5 Years | 6,00,000 | 7,52,983.41 | 9.04% | 11.17% | 11.04% | 7,93,824.93 | 7,91,191.81 |
| 3 Years | 3,60,000 | 4,08,787.60 | 8.47% | 9.79% | 9.28% | 4,16,733.80 | 4,13,671.83 |
| 1 Year | 1,20,000 | 1,20,746.53 | 1.17% | 6.02% | 4.67% | 1,23,807.99 | 1,22,959.96 |
Fund Quants
Portfolio
Asset Cap Mix
Portfolio Summary
Holdings
| Stocks | % of holdings |
|---|---|
| 7.1% GOI (MD 08/04/2034) | 5.99 |
| HDFC Bank Limited | 5.55 |
| Reliance Industries Limited | 5.54 |
| ICICI Bank Limited | 4.9 |
| 6.79% GOI (MD 07/10/2034) | 4.84 |
Outlook
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