Axis Retirement Fund - Aggressive Plan
Open in live screener →Key metrics
Further reading: Median maximum drawdown by fund category, measured across 1,767 funds
Trailing returns
| Period | 1W | 1M | 3M | 6M | 1Y | 3Y | 5Y | 7Y | 10Y |
|---|---|---|---|---|---|---|---|---|---|
| Return | -1.68% | -3.44% | -4.02% | -2.52% | -6.11% | 9.66% | 6.10% | – | – |
NAV history
About this fund
Axis Retirement Fund - Aggressive Plan is a solution fund offered by Axis Mutual Fund, classified under Solution as Solution Oriented Scheme - Retirement Fund. Its risk profile depends on its holdings and category. Its latest NAV is ₹19.36, with assets under management of about ₹696 Cr (April - June 2026).
Further reading: What a category rank actually tells you
Performance analysis
Over the trailing one year, Axis Retirement Fund - Aggressive Plan has recorded a return of about -6.1%, with a three-year return of 9.7% and a five-year return of 6.1%. Its annualised volatility is 12.8% — moderate fluctuations — and its Sharpe ratio is -0.99, a measure of return per unit of risk taken. The direct-plan base expense ratio is 1.02%, deducted daily from the NAV.
Further reading: Reading a fund page: what each number does and doesn't say
Rolling returns
| Window | Avg | Median | Min | Max | % Pos | % >12 |
|---|---|---|---|---|---|---|
| 1Y | 14.12 | 10.05 | -11.45 | 58.57 | 77% | 45% |
| 3Y | 13.04 | 12.98 | 7.10 | 19.56 | 100% | 69% |
| 5Y | 12.38 | 12.19 | 5.54 | 19.40 | 100% | 53% |
Further reading: Why a single trailing return misleads, measured across 830 funds
Frequently asked questions
Compare with peers
Further reading: Every fund measured against the best performer in its own category
| Fund | 1M | 3M | 6M | 1Y | 3Y | 5Y | 10Y | TER % |
|---|---|---|---|---|---|---|---|---|
| Axis Retirement Fund - Dynamic Plan Solution Oriented Scheme - Retirement Fund | -4.09 | -3.95 | -2.18 | -6.31 | 10.32 | 7.01 | – | 1.11 |
| Axis Retirement Fund - Conservative Plan Solution Oriented Scheme - Retirement Fund | -2.31 | -3.30 | -2.06 | -3.80 | 6.61 | 5.45 | – | 1.06 |
| SBI Retirement Benefit Fund - Aggressive Plan Solution Oriented Scheme - Retirement Fund | -5.81 | -5.19 | -3.86 | -6.62 | 6.89 | 9.12 | – | 0.82 |
| SBI Retirement Benefit Fund - Aggressive Hybrid Plan Solution Oriented Scheme - Retirement Fund | -5.43 | -4.22 | -2.93 | -3.96 | 7.75 | 9.21 | – | 0.91 |
| SBI Retirement Benefit Fund - Conservative Plan Solution Oriented Scheme - Retirement Fund | -1.56 | -1.30 | 0.43 | 0.07 | 6.16 | 6.53 | – | 0.79 |
| SBI Retirement Benefit Fund - Conservative Hybrid Plan Solution Oriented Scheme - Retirement Fund | -2.75 | -2.39 | -0.96 | -1.76 | 6.15 | 6.93 | – | 1.00 |
| Union Retirement Fund Solution Oriented Scheme - Retirement Fund | -6.15 | -6.96 | -3.92 | -3.63 | 10.75 | – | – | 0.98 |
| BANDHAN RETIREMENT FUND Solution Oriented Scheme - Retirement Fund | -2.51 | -3.60 | -2.70 | -4.16 | 8.38 | – | – | 0.71 |
| Fund | 1M | 3M | 6M | 1Y | 3Y | 5Y | 10Y | TER % |
|---|---|---|---|---|---|---|---|---|
| AXIS Corporate Bond Fund Debt Scheme - Corporate Bond Fund | -0.43 | 0.16 | 2.08 | 4.25 | 7.47 | 6.64 | – | 0.30 |
| Axis Balanced Advantage Fund Hybrid Scheme - Balanced Advantage Fund | -2.34 | -2.86 | -2.01 | -2.17 | 10.64 | 8.82 | – | 0.71 |
| Axis Flexi Cap Fund Equity Scheme - Flexi Cap Fund | -6.79 | -3.44 | 0.58 | -2.83 | 11.92 | 7.19 | – | 0.67 |
| Axis Aggressive Hybrid Fund Hybrid Scheme - Aggressive Hybrid Fund | -3.15 | -3.11 | -1.73 | -3.95 | 8.64 | 5.68 | – | 0.93 |
| Axis Ultra Short Term Fund Debt Scheme - Ultra Short Duration Fund | 0.29 | 1.52 | 3.18 | 6.57 | 7.38 | 6.79 | – | – |
| Axis Large & Mid Cap Fund Equity Scheme - Large & Mid Cap Fund | -6.09 | -4.76 | -0.63 | -1.75 | 13.18 | 10.30 | – | 0.57 |
| Axis Overnight Fund Debt Scheme - Overnight Fund | 0.44 | 1.29 | 2.60 | 5.28 | 6.06 | 5.79 | – | 0.06 |
| Axis Money Market Fund Debt Scheme - Money Market Fund | 0.29 | 1.54 | 3.13 | 6.42 | 7.38 | 6.78 | – | 0.13 |