Axis Retirement Fund - Aggressive Plan

SolutionDirect and Regular plans, Growth and IDCW options

Data as on 30-10-2026

Axis Retirement Fund - Aggressive Plan is a mutual fund run by Axis Mutual Fund. On 30-09-2026, it managed ₹666 Cr of investors' money. In the 3 years to 30-10-2026, its Direct plan returned 10.8% a year and its Regular plan returned 9.4% a year.

NAV (Direct plan): ₹19.59; ▲ 0.00%30-10-2026
NAV (Regular plan): ₹17.69; ▲ 0.00%30-10-2026
Expense ratio: 1.26%Direct2.51%Regular; 1.26%; A year
Riskometer: Very High; Set by the fund house
3 year return: 10.8%Direct9.4%Regular; 10.8%; A year

Axis Retirement Fund - Aggressive Plan NAV Today

NAV on 30-10-2026: Direct Plan Growth ₹19.59 (up 0.00% that day); Regular Plan Growth ₹17.69 (up 0.00% that day).

This fund (Direct plan)

₹19.59

Axis Retirement Fund - Aggressive Plan Returns

Returns as on 30-10-2026. Up to one year they are absolute returns. Longer periods are a rate per year.

Trailing returns
Period	1M	3M	6M	1Y	3Y	5Y	10Y
This fund (Direct)	+0.05%	−3.73%	−0.10%	−5.18%	+10.83%	+6.66%	--
This fund (Regular)	−0.06%	−4.02%	−0.67%	−6.35%	+9.43%	+5.18%	--
Category average	--	--	--	--	--	--	--
Best in category	--	--	--	--	--	--	--
Worst in category	--	--	--	--	--	--	--
Rank in category	--	--	--	--	--	--	--

No category comparison is shown: this fund's category is too broad to compare, or has fewer than five funds. This fund's benchmark is CRISIL Hybrid 25+75 - Aggressive Index. Returns of that index are not available to us.

Axis Retirement Fund - Aggressive Plan Year-wise Returns

Return of each calendar year
Year	Direct	Regular
2026to date	−4.53%	−5.50%
2025	+5.50%	+4.17%
2024	+20.73%	+19.24%
2023	+21.49%	+19.60%
2022	−5.62%	−7.08%
2021	+18.47%	+16.49%

Axis Retirement Fund - Aggressive Plan Rolling Returns

The return of every holding period in the fund's history, not only the one that ends today

Rolling returns

Each point is the yearly return of one 3-year holding period, plotted on the day it ended. There are 953 periods, one for each trading day from 27-12-2022 to 30-10-2026.

0%5%10%15%20%

Apr 2020
to
Apr 2023Dec 2020
to
Dec 2023Aug 2021
to
Aug 2024Apr 2022
to
Apr 2025Nov 2022
to
Nov 2025Jul 2023
to
Jul 2026

Axis Retirement Fund - Aggressive Plan (Direct)

Every holding period at a glance

Period	Periods	Median	Lowest	Highest	With a loss
1 year	1,447	10.2%	−11.5%	58.6%	23%
2 years	1,201	13.9%	−2.9%	30.1%	3%
3 years	953	13.0%	7.1%	19.6%	0%
5 years	460	12.1%	5.5%	19.3%	0%

Period	Periods	Median	Lowest	Highest	With a loss
1 year	71	10.2%	−19.6%	46.3%	23%
2 years	59	9.5%	−4.7%	33.6%	14%
3 years	47	12.5%	2.4%	24.4%	0%
5 years	23	12.5%	7.0%	17.0%	0%

Lumpsum: the yearly rate (CAGR) from the NAV on a period's first day to the NAV on its last. SIP: the XIRR of the monthly instalments and their value on the last day. "With a loss" counts the periods that ended below the money put in. Past returns do not promise future returns.

Axis Retirement Fund - Aggressive Plan Risk

How much it swings, and the falls an investor had to sit through

Risk and return

Measure	Axis Retirement Fund - Aggressive Plan (Direct)This fund
Return (CAGR)	−5.18%
Standard deviation	11.31%
Sharpe ratio	-0.92
Sortino ratio	-1.24
Maximum drawdown	−11.9% (30-03-2026)

From daily NAVs, 30-10-2025 to 30-10-2026. Standard deviation: how much the daily value swings, scaled to a year. Sharpe: return above the risk-free rate (NSE's overnight rate index) per unit of swing. Sortino: the same, counting only the falls.

Measure	Axis Retirement Fund - Aggressive Plan (Direct)This fund
Return (CAGR)	+10.83%
Standard deviation	10.95%
Sharpe ratio	0.44
Sortino ratio	0.60
Maximum drawdown	−14.0% (28-02-2025)

From daily NAVs, 30-10-2023 to 30-10-2026. Standard deviation: how much the daily value swings, scaled to a year. Sharpe: return above the risk-free rate (NSE's overnight rate index) per unit of swing. Sortino: the same, counting only the falls.

Measure	Axis Retirement Fund - Aggressive Plan (Direct)This fund
Return (CAGR)	+6.66%
Standard deviation	10.98%
Sharpe ratio	0.08
Sortino ratio	0.11
Maximum drawdown	−19.1% (17-06-2022)

From daily NAVs, 29-10-2021 to 30-10-2026. Standard deviation: how much the daily value swings, scaled to a year. Sharpe: return above the risk-free rate (NSE's overnight rate index) per unit of swing. Sortino: the same, counting only the falls.

Measure	Axis Retirement Fund - Aggressive Plan (Direct)This fund
Return (CAGR)	+10.31%
Standard deviation	12.56%
Sharpe ratio	0.41
Sortino ratio	0.55
Maximum drawdown	−25.9% (23-03-2020)

From daily NAVs, 27-12-2019 to 30-10-2026. Standard deviation: how much the daily value swings, scaled to a year. Sharpe: return above the risk-free rate (NSE's overnight rate index) per unit of swing. Sortino: the same, counting only the falls.

Drawdowns

How far below its previous high each one was on every day: the falls an investor had to sit through. 0% means it was at a new high.

−30%−25%−20%−15%−10%−5%0%

2020202120222023202420252026

Axis Retirement Fund - Aggressive Plan (Direct)

	Worst fall	High before it	Bottom	Back at the high	Time to climb back	Below its high today
Axis Retirement Fund - Aggressive Plan (Direct)	−25.9%	12-02-2020	23-03-2020	09-11-2020	8 months	−5.7%

From the Direct plan's daily NAV since 27-12-2019, adjusted for unit splits. "Time to climb back" runs from the bottom to the first day back at the old high.

Axis Retirement Fund - Aggressive Plan Expense Ratio and Costs

What each plan charges a year, in force from 22-10-2026

Plan	Base expense ratio	Brokerage	Transaction costs	Levies and GST	Total expense ratio
Direct	1.00%	0.03%	0.00%	0.23%	1.26%
Regular	2.05%	0.03%	0.00%	0.43%	2.51%

The expense ratio comes out of the fund's assets every day, so every return on this page is already after it. Base expense ratio: the fund house's own fee. The total adds brokerage, the cost of executing trades, and statutory levies with GST. From AMFI's expense ratio file.

Direct vs Regular: what the gap cost

Both plans own the same portfolio, so the difference in what they earned is the Regular plan's extra cost, taken out of its NAV.

Over the last	Regular	Direct	Direct earned more by	₹1 lakh became (Regular)	₹1 lakh became (Direct)
1 year	−6.35%	−5.18%	1.17%	₹93,650	₹94,820
3 years	9.43%	10.83%	1.40% a year	₹1,31,042	₹1,36,136
5 years	5.18%	6.66%	1.48% a year	₹1,28,726	₹1,38,041

Returns over more than 1 year are a rate a year (CAGR). ₹1 lakh invested once at the start of each period, valued on the last NAV.

Axis Retirement Fund - Aggressive Plan SIP Calculator

What a one-time or monthly investment in this fund would be worth today, from its own NAV history

Growth of an investment

Every month₹

Step up each year

PeriodFor

₹10,000 on the first trading day of every month, from 27-12-2019 to 30-10-2026: 83 instalments, ₹8,30,000 in all.

Investment	Invested	Value now	Gain	Return a year
Direct planAxis Retirement Fund - Aggressive Plan (Direct)	₹8,30,000	₹11,37,513	₹3,07,513	9.0%
Regular planAxis Retirement Fund - Aggressive Plan (Regular)	₹8,30,000	₹10,76,881	₹2,46,881	7.4%

₹0₹5.0 L₹10.0 L₹15.0 L

2020202120222023202420252026

Direct planAxis Retirement Fund - Aggressive Plan (Direct)Regular planAxis Retirement Fund - Aggressive Plan (Regular)Amount invested

From each plan's published NAV (Growth option), over the same days. Return a year: XIRR for a SIP, CAGR for a lumpsum, shown for a year or more. It does not include exit load, stamp duty or tax. Past returns do not promise future returns.

Axis Retirement Fund - Aggressive Plan Asset Allocation

Asset allocation as on 30-09-2026

What the fund holds

72.8%Equity

Asset	Fund
Equity	72.8%
Debt	21.9%
Cash and others	5.2%

Market cap of stocks

Market cap	Fund
Large Cap	52.3%
Mid Cap	10.8%
Small Cap	9.8%

Share of the whole fund. Groups follow AMFI's latest list, as SEBI defines them: Large Cap is the 100 largest companies, Mid Cap the next 150, Small Cap the rest.

Credit rating

Bonds and money market papers by credit rating, % of the fund.

Rating	Fund
Sovereign	19.4%
AA	2.5%

Axis Retirement Fund - Aggressive Plan Sector Allocation

Sector allocation of the fund's stocks as on 30-09-2026

Largest sectors

Banks15.7%
Petroleum Products5.2%
Finance4.9%
Pharmaceuticals & Biotechnology4.4%
IT - Software3.8%
Auto Components3.5%
Automobiles3.3%
Telecom - Services3.2%
Chemicals & Petrochemicals3.1%
Retailing2.5%

The ten largest of 31 sectors. The other 21 add up to 23.3%.

Sector changes

Sector	July 2026	August 2026	September 2026	Change
Banks	15.5%	15.7%	15.7%	+0.2%
Petroleum Products	5.3%	5.2%	5.2%	−0.1%
Finance	5.7%	5.3%	4.9%	−0.8%
Pharmaceuticals & Biotechnology	4.1%	4.3%	4.4%	+0.3%
IT - Software	4.8%	4.5%	3.8%	−1.0%

Each sector's share of the fund at the end of each month. The five largest sectors of September 2026. Change: from July 2026 to September 2026, in % of the fund.

Axis Retirement Fund - Aggressive Plan Portfolio Holdings

As on 30-09-2026 · 97 holdings · from the fund house's monthly portfolio

Holdings	Sector / Rating	Weight%	1M change
7.1% Government of India (08/04/2034) · Government security	Sovereign	6.36%
Reliance Industries Limited	Petroleum Products	5.16%	0.0%
6.79% Government of India (07/10/2034) · Government security	Sovereign	5.14%
ICICI Bank Limited	Banks	4.93%	0.0%
HDFC Bank Limited	Banks	4.66%	0.0%
7.25% Government of India (12/06/2063) · Government security	Sovereign	3.52%
7.18% Government of India (24/07/2037) · Government security	Sovereign	2.99%
Bharti Airtel Limited	Telecom - Services	2.73%	0.0%
Kotak Mahindra Bank Limited	Banks	2.27%	0.0%
Mahindra & Mahindra Limited	Automobiles	2.14%	0.0%
State Bank of India	Banks	2.12%	−13.8%
Larsen & Toubro Limited	Construction	2.01%	−2.5%
Infosys Limited	IT - Software	1.82%	−15.9%
Bajaj Finance Limited	Finance	1.69%	−5.3%
Solar Industries India Limited	Chemicals & Petrochemicals	1.53%	0.0%
Eternal Limited	Retailing	1.47%	0.0%
NTPC Limited	Power	1.40%	0.0%
7.57% Government of India (17/06/2033) · Government security	Sovereign	1.38%
Divi's Laboratories Limited	Pharmaceuticals & Biotechnology	1.34%	0.0%
Minda Corporation Limited	Auto Components	1.29%	0.0%
Axis Bank Limited	Banks	1.28%	+8.7%
PNB Housing Finance Limited	Finance	1.22%	0.0%
Pidilite Industries Limited	Chemicals & Petrochemicals	1.22%	−7.3%
Apollo Hospitals Enterprise Limited	Healthcare Services	1.13%	0.0%
5% GMR Airports Limited (13/02/2027) · Bond	CRISIL AA-	1.04%
The Phoenix Mills Limited	Realty	1.03%	0.0%
Hindustan Aeronautics Limited	Aerospace & Defense	0.99%	0.0%
Sona BLW Precision Forgings Limited	Auto Components	0.86%	0.0%
InterGlobe Aviation Limited	Transport Services	0.86%	0.0%
Fortis Healthcare Limited	Healthcare Services	0.84%	−4.5%
Shriram Finance Limited	Finance	0.82%	0.0%
Sun Pharmaceutical Industries Limited	Pharmaceuticals & Biotechnology	0.81%	0.0%
Premier Energies Limited	Electrical Equipment	0.79%	0.0%
Samvardhana Motherson International Limited	Auto Components	0.77%	−6.3%
HDFC Life Insurance Company Limited	Insurance	0.77%	0.0%
The Indian Hotels Company Limited	Leisure Services	0.76%	+4.3%
United Spirits Limited	Beverages	0.75%	0.0%
9.02% Muthoot Finance Limited (14/07/2027) · Bond	CRISIL AA+	0.75%
7.88% Muthoot Finance Limited (22/11/2028) · Bond	CRISIL AA+	0.74%
Dixon Technologies (India) Limited	Consumer Durables	0.73%	0.0%
Britannia Industries Limited	Food Products	0.71%	0.0%
CG Power and Industrial Solutions Limited	Electrical Equipment	0.71%	0.0%
Mankind Pharma Limited	Pharmaceuticals & Biotechnology	0.70%	0.0%
Varun Beverages Limited	Beverages	0.68%	0.0%
Doms Industries Limited	Household Products	0.68%	0.0%
Tata Power Company Limited	Power	0.66%	0.0%
Indus Infra Trust	Transport Infrastructure	0.64%
Titan Company Limited	Consumer Durables	0.57%	−25.1%
Arvind Fashions Limited	Retailing	0.55%	0.0%
Cipla Limited	Pharmaceuticals & Biotechnology	0.53%	0.0%
Ather Energy Limited	Automobiles	0.51%	0.0%
Info Edge (India) Limited	Retailing	0.50%	0.0%
Tata Consultancy Services Limited	IT - Software	0.50%	−9.3%
Tech Mahindra Limited	IT - Software	0.49%	0.0%
Mphasis Limited	IT - Software	0.48%	+11.6%
Cholamandalam Investment and Finance Company Ltd	Finance	0.44%	0.0%
Sundaram Finance Limited	Finance	0.44%	−18.1%
Indus Towers Limited	Telecom - Services	0.44%	+7.9%
RBL Bank Limited	Banks	0.44%	+30.6%
PG Electroplast Limited	Consumer Durables	0.43%	0.0%
ITC Hotels Limited	Leisure Services	0.43%	0.0%
Jubilant Foodworks Limited	Leisure Services	0.42%	0.0%
Kirloskar Oil Engines Limited	Industrial Products	0.42%	+5.3%
Piramal Pharma Limited	Pharmaceuticals & Biotechnology	0.42%	0.0%
Jyoti CNC Automation Ltd	Industrial Manufacturing	0.41%	0.0%
Computer Age Management Services Limited	Capital Markets	0.37%	0.0%
Amber Enterprises India Limited	Consumer Durables	0.36%	0.0%
Coforge Limited	IT - Software	0.36%	−12.2%
Delhivery Limited	Transport Services	0.35%	+12.3%
Awfis Space Solutions Limited	Commercial Services & Supplies	0.35%	0.0%
Gujarat Fluorochemicals Limited	Chemicals & Petrochemicals	0.34%	0.0%
Berger Paints (I) Limited	Consumer Durables	0.33%	0.0%
Hindustan Unilever Limited	Diversified FMCG	0.32%	0.0%
Zydus Lifesciences Limited	Pharmaceuticals & Biotechnology	0.31%	0.0%
ITC Limited	Diversified FMCG	0.31%	0.0%
Tata Motors Ltd	Agricultural, Commercial & Construction Vehicles	0.31%	0.0%
REC Limited	Finance	0.31%	−25.1%
Bharat Electronics Limited	Aerospace & Defense	0.31%	0.0%
Cyient Dlm Ltd	Aerospace & Defense	0.30%	0.0%
Schaeffler India Limited	Auto Components	0.29%	0.0%
Tata Steel Limited	Ferrous Metals	0.28%	0.0%
Cohance Lifesciences Limited	Pharmaceuticals & Biotechnology	0.27%	0.0%
Titagarh Rail Systems Limited	Industrial Manufacturing	0.27%	+7.5%
Exide Industries Limited	Auto Components	0.26%	0.0%
TVS Motor Company Limited	Automobiles	0.26%	0.0%
GE Vernova T&D India Limited	Electrical Equipment	0.25%	+26.1%
Hindalco Industries Limited	Non - Ferrous Metals	0.23%	0.0%
Global Health Limited	Healthcare Services	0.23%	+62.0%
Hyundai Motor India Ltd	Automobiles	0.22%	0.0%
Kaynes Technology India Limited	Industrial Manufacturing	0.20%	0.0%
Maruti Suzuki India Limited	Automobiles	0.18%	0.0%
HCL Technologies Limited	IT - Software	0.15%	0.0%
Voltas Limited	Consumer Durables	0.13%	0.0%
Apar Industries Limited	Electrical Equipment	0.13%	0.0%
Azad Engineering Ltd	Electrical Equipment	0.08%	New
Avenue Supermarts Limited	Retailing	0.03%	−75.6%
Supreme Industries Limited	Industrial Products	0.00%	0.0%

Axis Retirement Fund - Aggressive Plan Stocks Bought and Sold

All changes are between August 2026 and September 2026

Stocks bought and sold in September 2026

State Bank of India	Reduced	−13.8%	2.12%
Infosys Limited	Reduced	−15.9%	1.82%
Larsen & Toubro Limited	Reduced	−2.5%	2.01%
Bajaj Finance Limited	Reduced	−5.3%	1.69%
Pidilite Industries Limited	Reduced	−7.3%	1.22%
Axis Bank Limited	Added	+8.7%	1.28%
Fortis Healthcare Limited	Reduced	−4.5%	0.84%
Samvardhana Motherson International Limited	Reduced	−6.3%	0.77%
Titan Company Limited	Reduced	−25.1%	0.57%
The Indian Hotels Company Limited	Added	+4.3%	0.76%
Tata Consultancy Services Limited	Reduced	−9.3%	0.50%
Sundaram Finance Limited	Reduced	−18.1%	0.44%
Mphasis Limited	Added	+11.6%	0.48%
Indus Towers Limited	Added	+7.9%	0.44%
Coforge Limited	Reduced	−12.2%	0.36%
RBL Bank Limited	Added	+30.6%	0.44%
REC Limited	Reduced	−25.1%	0.31%
Kirloskar Oil Engines Limited	Added	+5.3%	0.42%
Delhivery Limited	Added	+12.3%	0.35%
Titagarh Rail Systems Limited	Added	+7.5%	0.27%
GE Vernova T&D India Limited	Added	+26.1%	0.25%
Global Health Limited	Added	+62.0%	0.23%
Avenue Supermarts Limited	Reduced	−75.6%	0.03%
Azad Engineering Ltd	New	New	0.08%

A change is counted by the number of shares the fund holds, not by price. A stock can become a smaller part of the fund in a month when the fund bought more of it, if its price fell. Debt papers are left out.

What Axis Retirement Fund - Aggressive Plan bought and sold

Axis Retirement Fund - Aggressive Plan Portfolio Overlap

Funds with the most similar portfolios, across every fund house and category

Fund	Overlap	Holdings in common
Axis Retirement Fund - Dynamic PlanSolution · Axis	75.3%	88	Compare
Axis Children's FundSolution · Axis	72.2%	87	Compare
Axis Aggressive Hybrid FundAggressive Hybrid · Axis	67.3%	86	Compare
Axis Balanced Advantage FundBalanced Advantage · Axis	58.8%	77	Compare
Canara Robeco ELSS - Tax Saver FundELSS · Canara Robeco	49.8%	45	Compare
DSP MSCI India ETFETF · DSP	48.7%	57	Compare
Kotak MSCI India ETFETF · Kotak Mahindra	48.7%	57	Compare
Aditya Birla Sun Life Msci India ETFETF · Aditya Birla Sun Life	48.6%	57	Compare

Overlap: for each holding both funds own, the smaller of its two weights, added up. 40% means 40% of each fund's money sits in positions the other also holds. From each fund's latest monthly portfolio, matched by ISIN. Cash and hedged positions are left out. Funds that overlap under 10% are not listed. A high overlap does not make two funds the same: their costs, lock-in and category can differ.

Axis Retirement Fund - Aggressive Plan Overview

Fund facts from the scheme summary document, as on 16-10-2026

Expense ratio (Direct): 1.26%
Expense ratio (Regular): 2.51%
Category: Solution
Risk: Very High
Benchmark: CRISIL Hybrid 25+75 - Aggressive Index
Launch date: 20-12-2019
Minimum investment: ₹5,000
Minimum additional investment: ₹1,000
AUM: ₹665.98 Cr (30-09-2026)
Lock in: 5 years, or until retirement if earlier
Scheme code (Direct): 147825
ISIN (Direct): INF846K01S86
Scheme code (Regular): 147823
ISIN (Regular): INF846K01T02
NAV history: From 27-12-2019, 6.8 years

Exit load: Nil

Tax on Axis Retirement Fund - Aggressive Plan returns

How the gain is taxed depends on what the fund holds. A fund with 65% or more in Indian stocks is taxed as an equity fund: 20% within 1 year, 12.5% after, on gains above ₹1.25 lakh a year.
A fund with 65% or more in debt is taxed at your slab rate. Any other fund: your slab rate within 2 years, 12.5% after.
IDCW (dividend) payouts are added to your income and taxed at your slab rate.
A stamp duty of 0.005% is deducted when you invest.

Rules in force from 23-07-2024 (Finance Act 2024). Tax depends on your own income; this is general information, not tax advice.

All plans and options

Plan	Option	NAV	As on
direct	Growth	₹19.59	30-10-2026
direct	IDCW	₹18.02	30-10-2026
regular	Growth	₹17.69	30-10-2026
regular	IDCW	₹16.31	30-10-2026

About Axis Retirement Fund - Aggressive Plan

Axis Retirement Fund - Aggressive Plan is a mutual fund from Axis Mutual Fund. Its category is Solution. It was launched on 20-12-2019. Its benchmark is CRISIL Hybrid 25+75 - Aggressive Index. At the end of September 2026 it held 97 securities.

Fund Manager

Jayesh Sundar
Fund manager of Axis Retirement Fund - Aggressive Plan, since 24-01-2024
Devang Shah
Fund manager of Axis Retirement Fund - Aggressive Plan, since 05-04-2024
Hardik Shah
Fund manager of Axis Retirement Fund - Aggressive Plan, since 05-04-2024
Krishnaa N
Fund manager of Axis Retirement Fund - Aggressive Plan, since 01-03-2024

See all funds of Axis Mutual Fund

AUM change

September 2026: ₹665.98 Cr; −5.64% from August 2026
August 2026: ₹705.82 Cr; −0.45% from July 2026
July 2026: ₹709.04 Cr; +0.66% from June 2026

AUM moves with money invested or taken out, and with the value of what the fund holds.

Compare Axis Retirement Fund - Aggressive Plan with Other Funds

Returns, risk, costs and the stocks they share, side by side

Axis Retirement Fund - Aggressive Plan vs Axis Retirement Fund - Dynamic Plan75.3% overlap
Axis Retirement Fund - Aggressive Plan vs Axis Children's72.2% overlap
Axis Retirement Fund - Aggressive Plan vs Axis Aggressive Hybrid67.3% overlap
Axis Retirement Fund - Aggressive Plan vs Axis Balanced Advantage58.8% overlap
Axis Retirement Fund - Aggressive Plan vs Canara Robeco ELSS - Tax Saver49.8% overlap
Axis Retirement Fund - Aggressive Plan vs DSP MSCI India ETF48.7% overlap
Axis Retirement Fund - Aggressive Plan vs Kotak MSCI India ETF48.7% overlap
Axis Retirement Fund - Aggressive Plan vs Aditya Birla Sun Life Msci India ETF48.6% overlap

Compare with any other fund

Frequently Asked Questions for Axis Retirement Fund - Aggressive Plan

What is the current NAV of Axis Retirement Fund - Aggressive Plan?

The Direct plan NAV is ₹19.59. The Regular plan NAV is ₹17.69, as on 30-10-2026.

What are the returns of Axis Retirement Fund - Aggressive Plan?

The Direct plan returned −5.18% in 1 year, +10.83% a year over 3 years, +6.66% a year over 5 years. The Regular plan returned −6.35% in 1 year, +9.43% a year over 3 years, +5.18% a year over 5 years. These figures are as on 30-10-2026.

What is the expense ratio of Axis Retirement Fund - Aggressive Plan?

The Direct plan charges 1.26% a year. The Regular plan charges 2.51% a year. This is the figure the fund house reported to AMFI, in force from 22-10-2026.

What is the AUM of Axis Retirement Fund - Aggressive Plan?

Axis Retirement Fund - Aggressive Plan managed ₹665.98 Cr on 30-09-2026, as its fund house reported in its monthly portfolio.

What are the top holdings of Axis Retirement Fund - Aggressive Plan?

At the end of September 2026 the largest holdings were 7.1% Government of India (08/04/2034) (6.36%), RELIANCE (5.16%), 6.79% Government of India (07/10/2034) (5.14%), ICICIBANK (4.93%), HDFCBANK (4.66%). The fund held 97 securities in all.

What did Axis Retirement Fund - Aggressive Plan buy and sell in September 2026?

It bought 1 new stock: Azad Engineering Ltd. It added shares in 10. It reduced 13.

How do I invest in Axis Retirement Fund - Aggressive Plan?

Through Axis Mutual Fund's website or app, a mutual fund distributor, or an investment platform. Choose the Direct plan to pay no distributor commission, or the Regular plan to invest through a distributor. The first investment is at least ₹5,000. You can invest once or through a monthly SIP.

Who is the fund manager of Axis Retirement Fund - Aggressive Plan?

Jayesh Sundar (since 24-01-2024), Devang Shah (since 05-04-2024), Hardik Shah (since 05-04-2024), Krishnaa N (since 01-03-2024).

Sources: NAV and expense ratio from AMFI. Holdings from the fund house's monthly portfolio statement. Fund facts from its scheme summary document, as on 16-10-2026.

This page is information, not investment advice. Mutual fund investments are subject to market risks; read all scheme related documents carefully. Past returns do not promise future returns. Figures come from AMFI, NSE, BSE and each fund house's own documents.