Why Invest in Solution Oriented Funds?
Overview
Benefits
A moderately high risk fund suitable for an investment horizon of more than 2 years
Brings stability to your portfolio by investing primarily in fixed income instruments
Offers the potential for capital growth through limited exposure to equity instruments
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 regular income through investments predominantly in debt and money market instruments and to generate long term capital appreciation by investing certain portion of the portfolio in equity and equity related securities. The Investment Plan may also invest in 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 & income generation over long term.
- Investments in debt and money market instruments as well as equity and equity related instruments
Performance
Returns Calculator
Returns Over The Years
Performance of Axis Retirement Fund - Conservative Plan - Direct Growth as of February 28, 2026
| CRISIL Hybrid 75+25 - Conservative Index | Current Value of Rs.10,000 Invested | |||||
|---|---|---|---|---|---|---|
| Annualised(%) | CRISIL Hybrid 75+25 - Conservative Index Benchmark(%) | NIFTY 10 yr Benchmark G-Sec Additional Benchmark(%) | Annualised(₹) | CRISIL Hybrid 75+25 - Conservative Index Benchmark(₹) | NIFTY 10 yr Benchmark G-Sec Additional Benchmark(₹) | |
| Since Inception 2019-12-20 | 9.71% | 9.27% | 5.76% | 17,758 | 17,316 | 14,150 |
| 5 Years | 8.64% | 8.47% | 5.64% | 15,139 | 15,023 | 13,158 |
| 3 Years | 11.51% | 10.19% | 8.22% | 13,865 | 13,380 | 12,676 |
| 1 Year | 9.85% | 9.35% | 6.05% | 10,983 | 10,932 | 10,603 |
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 | 9,50,457.11 | 7.50% | 8.72% | 6.16% | 9,87,841.61 | 9,10,964.35 |
| 5 Years | 6,00,000 | 7,16,010.63 | 7.02% | 8.30% | 6.70% | 7,39,120.79 | 7,10,136.58 |
| 3 Years | 3,60,000 | 3,98,992.90 | 6.83% | 7.99% | 7.06% | 4,05,888.14 | 4,00,396.60 |
| 1 Year | 1,20,000 | 1,22,278.84 | 3.59% | 5.25% | 3.38% | 1,23,323.65 | 1,22,145.80 |
Fund Quants
Portfolio
Asset Cap Mix
Portfolio Summary
Holdings
| Stocks | % of holdings |
|---|---|
| 7.18% GOI (MD 24/07/2037) | 31.99 |
| 7.34% GOI (MD 22/04/2064) | 14.51 |
| 7.1% GOI (MD 08/04/2034) | 10.3 |
| Reliance Industries Limited | 4.73 |
| State Bank of India | 3.2 |
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Documents
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