TickerKhojAxis Mutual Fund · Solution Oriented · Retirement · Direct plan
Axis Retirement Fund - Aggressive Plan - Direct Plan - Growth
₹19.59NAV on 30 Oct 2026Expense ratio 1.25%
29 Oct 2025NAV low 18.26 · high 20.76-5.6%
In plain words
Over 3 years it returned +10.8% a year, against +7.4% for its benchmark index.
Its worst fall from a peak in the last 3 years was -14.0%.
On 3-year return it ranks 8 of 26 funds in Retirement.
A monthly SIP over 5 years ended ₹25,566 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 | +0.1% | +1.9% |
| 3 months | -3.7% | -5.1% |
| 6 months | -0.1% | -3.2% |
| 1 year | -5.2% | -10.2% |
| 3 years (yearly) | +10.8% | +7.4% |
| 5 years (yearly) | +6.7% | +6.5% |
| Since start (yearly) | +10.3% | +11.2% |
Monthly SIP of ₹10,000
| Period | Invested | Value now | Yearly return |
|---|---|---|---|
| 1 year | ₹1,20,000 | ₹1,17,161 | -3.8% |
| 3 years | ₹3,60,000 | ₹3,76,701 | +2.8% |
| 5 years | ₹5,90,000 | ₹7,11,446 | +7.3% |
Other plan of this fund: Axis Retirement Fund - Aggressive Plan - Regular Plan - Growth