TickerKhojAxis Mutual Fund · Solution Oriented · Retirement · Regular plan
Axis Retirement Fund - Aggressive Plan - Regular Plan - Growth
₹17.94NAV on 2 Nov 2026Expense ratio 2.51%
3 Nov 2025NAV low 16.6 · high 18.91-5.1%
In plain words
Over 3 years it returned +9.8% a year, against +8.0% for its benchmark index.
Its worst fall from a peak in the last 3 years was -14.4%.
On 3-year return it ranks 8 of 26 funds in Retirement.
A monthly SIP over 5 years ended ₹26,431 higher in the direct plan than the regular plan, because of the lower expense ratio.
Past returns, not a promise of future returns or a recommendation.
Returns vs benchmark
| Period | Fund | Benchmark |
|---|---|---|
| 1 month | +2.0% | +4.6% |
| 3 months | -3.0% | -3.8% |
| 6 months | +0.7% | -1.6% |
| 1 year | -4.5% | -8.1% |
| 3 years (yearly) | +9.8% | +8.0% |
| 5 years (yearly) | +5.3% | +6.5% |
| Since start (yearly) | +8.9% | +11.3% |
Monthly SIP of ₹10,000
| Period | Invested | Value now | Yearly return |
|---|---|---|---|
| 1 year | ₹1,20,000 | ₹1,18,645 | -2.1% |
| 3 years | ₹3,60,000 | ₹3,70,973 | +2.0% |
| 5 years | ₹6,00,000 | ₹7,05,787 | +6.4% |
Other plan of this fund: Axis Retirement Fund - Aggressive Plan - Direct Plan - Growth