Axis Retirement Fund - Aggressive Plan Regular Growth
AllocationRetirement
17.97
0.13(0.73%)
NAV as on 17 Apr, 2026
CAGR
13.56%
- AUM (Crs.)658.35
- Expense Ratio2.34 %
- Sharpe Ratio / Category Average0.42
- Standard Deviation / Category Average11.80
- Beta / Category Average-
- Portfolio Turnover / Category Average43.39 / 44.31
- Top 5 Stocks Wt.27.42
- Top 10 Stocks Wt.43.74
- Top 3 Sectors Wt.39.14
- Investment StyleLarge Growth
- Morningstar Rating
Portfolio
Asset Allocation
Weightage by Market Cap
Concentration
- No. of Stocks--
- Avg. Market Cap--
- Top 10 Stocks--
- Top 5 Stocks--
- Top 3 Sectors--
View Holdings
Fundamentals
| Measures | Fund | Category Average |
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Risk Metrics
Peers
1Y3Y5Y10Y
| Mutual Fund | AUM (cr.) | 3YReturns |
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Holdings
Stocks
Sector
About
- Fund Manager(s)Check HistoryJayesh Sundar, Devang Shah, Hardik Shah, Krishnaa N
- Launch Date20 Dec, 2019
- BenchmarkCRISIL Hybrid 25+75-Aggressive TR INR
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.
Riskometer
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