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Axis Retirement Fund - Aggressive Plan

Solution Oriented

An open-ended retirement solution oriented scheme having a lock-in of 5 years or till retirement age (whichever is earlier)

Returns:

CAGR

Benchmark Returns

CRISIL Hybrid 25+75 - Aggressive Index

Risk

Very High

AUM (In Cr.)

₹ 728.34

As On Feb 28, 2026

Expense Ratio

2.33%

As On Mar 16, 2026

Lock in

5 years or till retirement age (whichever is earlier)

Age of Fund

6 years 3 months

Since Dec 20, 2019

Updated as on: March 25, 2025

Overview
Performance
Fund Quants
Portfolio
Outlook
Similar Funds
Scheme Documents

Overview

46.25%

Financial Services22.53%

Healthcare6.69%

Oil, Gas & Consumable Fuels6.08%

43.28%

7.1% GOI (MD 08/04/2034)5.99%

HDFC Bank Limited5.55%

Reliance Industries Limited5.54%

46.25%

Financial Services22.53%

Healthcare6.69%

Oil, Gas & Consumable Fuels6.08%

43.28%

7.1% GOI (MD 08/04/2034)5.99%

HDFC Bank Limited5.55%

Reliance Industries Limited5.54%

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

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

Entry LoadN/A

Exit LoadN/A

Tax implication

Click here to view the tax implication.

Minimum Investment

Lumpsum

Additional investment

SIP

This product is suitable for investors who are seeking*

Capital appreciation over long term.
Investments primarily in equity and equity related instruments

*Investors should consult their financial advisers if in doubt about whether the product is suitable for them

The risk of the scheme is Very High

The risk of the benchmark is Very High

Managing this fund since 24th Jan 2024View Details

Managing this fund since 05th Apr 2024View Details

Managing this fund since 05th Apr 2024View Details

Managing this fund since 01st Mar 2024View Details

Managing this fund since 24th Jan 2024View Details

Managing this fund since 05th Apr 2024View Details

Managing this fund since 01st Mar 2024View Details

Updated as on: February 28, 2026

Performance

₹

SIP

Lumpsum

From Date

To Date

The total value of your investment after NaN Years will be

₹ NaN

The total value of your investment after NaN Years will be

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Invested Amount

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Total Returns

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Diclaimer: The final amount is based on an assumed 10% annual rate of return.

Performance of Axis Retirement Fund - Aggressive Plan - Regular 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	10.23%	13.62%	13.60%	18,280	22,056	22,032
5 Years	8.88%	12.55%	12.93%	15,310	18,069	18,379
3 Years	14.40%	15.08%	14.64%	14,971	15,242	15,066
1 Year	11.02%	14.70%	15.12%	11,099	11,466	11,507

Disclaimer : Past performance may or may not be sustained in future. Different plans have different expense structure. Jayesh Sundar is managing the scheme since 24th January 2024 and he manages 8 schemes, Devang Shah is managing the scheme since 5th April 2024 and he manages 23 schemes, Hardik Shah is managing the scheme since 5th April 2024 and he manages 17 schemes & Krishnaa N is managing the scheme since 1st March 2024 and she manages 24 schemes of Axis Mutual Fund. Please refer to link for performance of all schemes managed by the fund manager. Returns greater than 1 year period are compounded annualised (CAGR). Face Value per unit : Rs. 10.

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

Disclaimer : ^Past performance may or may not be sustained in future.Returns greater than 1 year period are (CAGR)*. Benchmark:CRISIL Hybrid 25+75 - Aggressive Index .Additional Benchmark:Nifty 50 TRI .Inception Date: Dec 20, 2019. This scheme is managed by Jayesh Sundar & Krishnaa N & Devang Shah & Hardik Shahplease refer to the link to view the performance of other schemes managed by the Fund manager. SIP returns are computed after accounting for the cash flow by using XIRR method (investment internal rate of return). The performance of the schemes are benchmarked to the Total Return variant of the Benchmark Index (TRI) in terms of SEBI circular dated Jan. 4, 18. The above investment simulation is for illustrative purposes only and should not be construed as a promise on minimum returns and safeguard of capital. The AMC / Mutual Fund is not guaranteeing or promising or forecasting any returns. * Assuming 10,000 invested systematically on the first Business Day of every month over a period of time.

Updated as on: February 28, 2026

CAGR (3Y)

14.40%

Benchmark Returns (3Y)

15.08%

NAV

17.27As on Mar 16, 2026

Risk

Very High

AUM (In Cr.)

₹ 728.34As on Feb 28, 2026(in Cr.)

Expense Ratio

2.33%As on Mar 16, 2026

Worth of investments (3Y) ₹10,000 Monthly SIP grown to

₹ 4,08,704.81

Average Maturity

11.31 years

Modified Duration

6.03 years

Mac D

6.24 years

Portfolio Yield (Yield to Maturity&)- Monthly

6.63%

Disclaimer : @ Based on debt portfolio only. * For instruments with put/call option, the put/call date has been taken as the maturity date. & The yield to maturity given above is based on the portfolio of funds as on date given above. This should not be taken as an indication of the returns that maybe generated by the fund and the securities bought by the fund may or may not be held till their respective maturities. The calculation is based on the invested corpus of the debt portfolio. In case of semi annual YTM, it will be annualised

Updated as on: As of February 28, 2026

Asset Cap Mix

76.62%

0.57%

N/A%

22.81%

No. of stocks

Top 10 Stocks (%)

43.28%

Top 5 Stocks (%)

26.82%

Top 3 Stocks (%)

17.08%

Small Cap8.59%
Mid Cap14.03%
Large Cap77.38%

Financial Services22.53%
Healthcare6.69%
Oil, Gas & Consumable Fuels6.08%
Automobile and Auto Components5.52%
Information Technology5.43%

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
State Bank of India	3.73
Infosys Limited	3.38
7.25% GOI (MD 12/06/2063)	3.35
Larsen & Toubro Limited	3.17
7.18% GOI (MD 24/07/2037)	2.83

Updated as on: February 28, 2026

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Solution Oriented

Very High

Returns: 15.23%(3Y)

NAV (As On Mar 16, 2026)₹ 18.08

Min Investment Amount₹1000

Solution Oriented

High

Returns: 10.04%(3Y)

NAV (As On Mar 16, 2026)₹ 15.7264

Min Investment Amount₹1000

Documents

Axis Retirement Savings Fund - PPT

Axis Retirement Savings Fund - Aggressive Plan - Leaflet - Regular

SID - Axis Retirement Fund - Aggressive Plan

KIM and Application Form - Axis Retirement Savings Fund - Aggressive Plan

Updated as on: Invalid Date

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Statutory Details: Axis Mutual Fund has been established as a Trust under the Indian Trusts Act, 1882, sponsored by Axis Bank Ltd. (liability restricted to Rs.1 lakh).Trustee: Axis Mutual Fund Trustee Ltd. Investment Manager: Axis Asset Management Co. Ltd. (the AMC).Risk Factors: Axis Bank Ltd. is not liable or responsible for any loss or shortfall resulting from the operation of the scheme. Past performance may or may not be sustained in future. Please consult your financial advisor before investing.

Axis Retirement Fund - Aggressive Plan

Overview

Benefits

Investment Objective

Entry Load, Exit Load & Tax

Minimum Investment

This product is suitable for investors who are seeking*

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Returns Over The Years

Performance of Axis Retirement Fund - Aggressive Plan - Regular Growth as of February 28, 2026

Performance of SIP

Fund Quants

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Portfolio Summary

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Outlook

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