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Mutual funds · Retirement Funds

Axis Retirement Fund - Aggressive Plan

Axis Mutual Fund · Direct plan · Growth option

₹20.8200NAV on 2026-11-09 (AMFI)Compare

NAV history

14.4716.1317.7919.4621.12 Nov 23Nov 24Nov 25Nov 26
NAV history: mfapi.in (AMFI data).

Scheme facts

Scheme code
147825
Category
Solution Oriented Schemes ** - Retirement Fund
ISIN
INF846K01S86
Plan / option
Direct / Growth
Fund age
6.9 years
Rank in category
9 of 27 by 3-year CAGR
Expense ratio (TER)
1.24% a year declared 2026-11-08, AMFI
AUM
Not in free feeds

Returns and risk

1 month▲ +6.8%
3 months▲ +0.4%
6 months▲ +5.9%
1 year▲ +1.7%
3-year CAGR▲ +12.1%
5-year CAGR▲ +7.6%
10-year CAGR–
Volatility (3y)11.1%
Sharpe (3y)0.56
Sortino (3y)0.78
Beta vs NIFTY 500.81
Max fall (3y)-14.0%
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

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.