NSE ScannerAxis Mutual Fund · Solution Oriented · Retirement · Direct plan
Axis Retirement Fund - Conservative Plan - Direct Plan - Growth
₹17.1925NAV on 30 Oct 2026Expense ratio 1.27%
29 Oct 2025NAV low 16.82 · high 17.93-3.2%
In plain words
Over 3 years it returned +7.2% a year, against +7.4% for its benchmark index.
Its worst fall from a peak in the last 3 years was -7.0%.
On 3-year return it ranks 21 of 26 funds in Retirement.
A monthly SIP over 5 years ended ₹22,145 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 | +0.3% | +1.9% |
| 3 months | -3.1% | -5.1% |
| 6 months | -0.5% | -3.2% |
| 1 year | -2.7% | -10.2% |
| 3 years (yearly) | +7.2% | +7.4% |
| 5 years (yearly) | +5.8% | +6.5% |
| Since start (yearly) | +8.2% | +11.2% |
Monthly SIP of ₹10,000
| Period | Invested | Value now | Yearly return |
|---|---|---|---|
| 1 year | ₹1,20,000 | ₹1,17,577 | -3.3% |
| 3 years | ₹3,60,000 | ₹3,73,119 | +2.2% |
| 5 years | ₹5,90,000 | ₹6,75,971 | +5.3% |
Other plan of this fund: Axis Retirement Fund - Conservative Plan - Regular Plan - Growth