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Axis Retirement Fund - Aggressive Plan - Regular Growth

Fund House: Axis Mutual Fund
Invest in this Scheme
Category: Retirement Fund
Launch Date: 01-12-2019
Asset Class: Mixed Asset
Benchmark: CRISIL Hybrid 25+75 Aggressive Index
TER: 2.27% As on (31-01-2025)
Status: Open Ended Schemes
Minimum Investment: 5000.0
Minimum Topup: 1000.0
Total Assets: 825.28 Cr As on 31-01-2025(Source:AMFI)
Turn over: - | Exit Load: Nil
NAV as on 25-02-2025

16.78

-0.01 (-0.0596%)

CAGR Since Inception

10.51%

Benchmark: 12.24%

PERFORMANCE

Returns Type:
of  : 
Start :  
End : 
Period:  
This Scheme
-
vs
AK Hybrid Aggressive TRI
-
Gold
-
PPF
-
Returns Type:
of  : 
  Period:  

Start :  
Period:  

RETURNS ANALYSIS

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Fund Multiplier

Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)

Time Taken To Multiply
2x
4x
5x
10x
FUND
There is no value for 2x
There is no value for 4x
There is no value for 5x
There is no value for 10x
FD
11 years 10 Months
GOLD
8 years 9 Months
NIFTY
5 years 5 Months

 

Investment Objective

The schemes seeks to generate capital appreciation by predominantly investing in equity and equity related instruments.

Current Asset Allocation (%)

Indicators

Standard Deviation 11.29
Sharpe Ratio 0.46
Alpha -1.59
Beta 0.87
Yield to Maturity 7.14
Average Maturity 19.12

PEER COMPARISON

Scheme Name Inception
Date		 1 Year
Return(%)		 2 Year
Return(%)		 3 Year
Return(%)		 5 Year
Return(%)		 10 Year
Return(%)
Axis Retirement Fund - Aggressive Plan - Regular Growth 01-12-2019 6.29 17.08 10.17 10.27 -
UTI Retirement Fund - Regular Plan 26-12-1994 7.81 14.0 11.35 12.67 8.89
ICICI Prudential Retirement Fund - Pure Debt - Growth Option 05-02-2019 7.24 6.85 5.59 5.51 -
Tata Retirement Savings Fund- Moderate Plan-Regular Plan-Growth Option 01-11-2011 6.98 17.73 12.51 12.72 10.99
Tata Gilt Retirement Plan 28/2/25 Growth Option 29-09-2003 6.58 7.71 6.31 5.25 6.23
Axis Retirement Fund - Dynamic Plan - Regular Growth 20-12-2019 6.53 18.51 10.89 11.75 -
Tata Retirement Savings Fund - Progressive Plan -Regular Plan-Growth Option 01-11-2011 5.91 19.46 13.35 13.18 11.56
Aditya Birla Sun Life Retirement Fund-The 50s Plus-Debt Plan-Regular Plan-Growth 05-03-2019 5.89 5.85 4.24 3.94 -
Franklin India Pension Plan-Growth 31-03-1997 5.88 12.19 9.46 8.62 7.72
SBI Retirement Benefit Fund - Conservative Plan - Regular Plan - Growth 05-02-2021 5.87 9.27 8.12 - -

Scheme Characteristics

Equity & Equity related instruments - between 65% and 80% of total assets; Debt instruments - between 20% and 35% of total assets.

Riskometer

riskometer

PORTFOLIO

Market Cap Distribution

Small Cap

9.18%

Others

23.39%

Large Cap

51.4%

Mid Cap

16.0%

Scheme Documents

January 2025

Monthly Portfolio Disclosure - January 2025

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