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Axis Retirement Fund - Aggressive Plan
Axis Mutual Fund · Regular plan · Growth option
NAV history
NAV history: mfapi.in (AMFI data).
Scheme facts
- Scheme code
- 147823
- Category
- Solution Oriented Schemes ** - Retirement Fund
- ISIN
- INF846K01T02
- Plan / option
- Regular / Growth
- Fund age
- 6.9 years
- Rank in category
- 8 of 27 by 3-year CAGR
- Expense ratio (TER)
- 2.49% a year declared 2026-11-08, AMFI
- AUM
- Not in free feeds
Returns and risk
1 month▲ +6.6%
3 months▲ +0.2%
6 months▲ +5.3%
1 year▲ +0.4%
3-year CAGR▲ +10.7%
5-year CAGR▲ +6.1%
10-year CAGR–
Volatility (3y)11.1%
Sharpe (3y)0.45
Sortino (3y)0.61
Beta vs NIFTY 500.81
Max fall (3y)-14.4%
Computed from NAV (1703 daily points to 2026-11-09). Returns are after expenses. Risk-free rate assumed 6.0% for Sharpe and Sortino.
Other plans of this scheme
| Direct · Growth | 20.8200 |
| Direct · IDCW | 19.1500 |
| Regular · IDCW | 17.3200 |
Information only, not investment advice. Past performance does not predict future results. Risk disclosure Mutual fund investments are subject to market risks; read all scheme-related documents carefully.