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InvestVerdict

Axis Retirement Fund - Aggressive Plan

Direct Plan · Growth Option · Retirement Funds · Scheme code 147825

NAV₹20.5400as on 27 Aug 2026
Fund houseAxis Mutual Fund
CategoryRetirement Funds
Plan & optionDirect · Growth Option
History6.7 years

Returns (%)

 1M3M6M1Y3Y5Y7Y10YLaunch
This scheme 1.734.211.43 3.3712.918.37 ——11.38
Nifty 100
benchmark		 0.253.49-1.52 1.8410.529.38 ——12.79
Retirement Funds
category median		 ——— 4.709.919.47 —10.66—

Over a year annualised (CAGR), under a year absolute. Computed from AMFI's published NAV history for this scheme.

Risk

 VolatilitySharpeSortinoBetaAlphaMax fallR²
This scheme 12.6% 0.51 0.68 0.73 0.26% -25.9% 87.93
Nifty 100
benchmark		 17.1%0.23 0.32—— -37.0%—

Risk-free rate 6.5%. Beta, alpha and R² are regressed on the 80 months this scheme and its benchmark share.

Growth of ₹100 since launch

721201682172020202220242026InvestVerdict

Drawdown from peak (%)

0%-8%-17%-25%2020202220242026

Every one-year period it has lived through

WindowsWorstMedianBestPeriods that lost money
281 -10.9% 10.4% 49.3% 21%

Every one-year holding period in this scheme's history, not just the last one — the spread a real investor would have met depending only on when they started.

InvestVerdict

Axis Retirement Fund - Aggressive Plan

Direct Plan · Growth Option

Allocation

By asset

Equity77.57%
Debt20.29%
Cash & Equivalents2.14%

By market cap

Large Cap57.94%
Mid Cap11.48%
Small Cap7.56%
Unclassified20.88%

Concentration

Number of stocks98
Top 5 stocks26.26%
Top 10 stocks41.39%
Top 20 stocks59.96%
Largest holding6.19%
Largest sectorCARE A1+ —
Effective stocks40.4
Cash2.14%
InvestVerdict

Axis Retirement Fund - Aggressive Plan

Direct Plan · Growth Option · holdings

Top 18 holdings

#CompanySector% of fund
1— Sovereign6.19%
2— Petroleum Products5.54%
3— Sovereign4.99%
4— Banks4.82%
5— Banks4.72%
6— Sovereign3.41%
7— IT - Software3.22%
8— Sovereign2.92%
9— Banks2.83%
10— Construction2.75%
11— Telecom - Services2.74%
12— Chemicals & Petrochemicals2.18%
13— Automobiles2.13%
14— Chemicals & Petrochemicals2.00%
15— Banks1.97%
16— Power1.86%
17— Finance1.76%
18— Unclassified1.73%

Sector split

Sovereign — 18.9%Banks — 15.5%IT - Software — 5.8%Petroleum Products — 5.7%Finance — 5.2%Chemicals & Petrochemicals — 4.6%Pharmaceuticals & Biotechnology — 4.0%Auto Components — 3.4%Power — 3.1%Other — 33.8%Sovereign18.9%Banks15.5%IT - Software5.8%Petroleum Products5.7%Finance5.2%Chemicals & Petrochemicals4.6%Pharmaceuticals & Biotech…4.0%Auto Components3.4%Power3.1%Other33.8%
Sovereign18.85%
Banks15.53%
IT - Software5.83%
Petroleum Products5.74%
Finance5.16%
Chemicals & Petrochemicals4.62%
Pharmaceuticals & Biotechnology3.98%
Auto Components3.37%
Power3.11%
Telecom - Services2.90%

A ₹10,000 monthly SIP over five years

InvestedValueGainXIRR
₹600,000 ₹769,280 ₹169,280 9.89%

XIRR, not CAGR — a SIP's money arrives over sixty months, so each instalment has been invested for a different length of time.

Not investment advice. InvestVerdict is not a SEBI-registered Investment Adviser or Research Analyst. Every figure is computed from AMFI's published NAV history and the portfolio the AMC filed with AMFI; none of it is a recommendation to buy, hold or sell. Past returns do not predict future ones. Generated 29 Aug 2026.