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Axis Retirement Fund - Conservative Plan
Axis Mutual Fund · Direct plan · Growth option
NAV history
NAV history: mfapi.in (AMFI data).
Scheme facts
- Scheme code
- 147830
- Category
- Solution Oriented Schemes ** - Retirement Fund
- ISIN
- INF846K01T69
- Plan / option
- Direct / Growth
- Fund age
- 6.9 years
- Rank in category
- 19 of 27 by 3-year CAGR
- Expense ratio (TER)
- 1.28% a year declared 2026-11-08, AMFI
- AUM
- Not in free feeds
Returns and risk
1 month▲ +4.3%
3 months▼ -0.6%
6 months▲ +3.1%
1 year▲ +0.8%
3-year CAGR▲ +8.1%
5-year CAGR▲ +6.1%
10-year CAGR–
Volatility (3y)5.7%
Sharpe (3y)0.39
Sortino (3y)0.55
Beta vs NIFTY 500.42
Max fall (3y)-7.0%
Computed from NAV (1672 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 · IDCW | 16.2096 |
| Regular · Growth | 16.0781 |
| Regular · IDCW | 14.8159 |
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.