Axis Retirement Savings Fund Aggressive Plan Regular Plan Growth

Risk: Very High
₹ 18.04
NAV (Jul 26,2024)

Introducing the Axis Retirement Savings Fund - Aggressive Plan - Regular Plan - Growth. With an expense ratio of 2.29%, this fund aims to help you build a substantial retirement corpus. The minimum investment required is ₹5000, and the lock-in period is 5 years. Established on December 20, 2019, this fund has accumulated assets worth ₹799.97 crores. Start planning for your retirement today with Axis Retirement Savings Fund.

Axis Retirement Savings Fund Aggressive Plan Regular Plan Growth Latest Trend

  • 1M
  • 2M
  • 3M

Axis Retirement Savings Fund Aggressive Plan Regular Plan Growth Latest Trend

Risk Ratios

  • P/E Ratio
    UM_URBAN_MONEY

    0
  • P/B Ratio
    UM_URBAN_MONEY

    0
  • Alpha
    UM_URBAN_MONEY

    0
  • Beta
    UM_URBAN_MONEY

    0
  • Sharpe
    UM_URBAN_MONEY

    0.15
  • Sortino
    UM_URBAN_MONEY

    0.23

Fund Overview

Expense ratio
UM_URBAN_MONEY

2.22%

Exit Load
UM_URBAN_MONEY

0%

Lock-in
UM_URBAN_MONEY

No Lock-in

AUM (Fund Size)
UM_URBAN_MONEY

₹ 894.08 Cr

Index
UM_URBAN_MONEY

Min. Investment
UM_URBAN_MONEY

SIP ₹5000.00

Scheme Riskometer

Investors understand that their principal will be at
Very High

Investment Return Calculator

as on Jul 27, 2024

Total Invested Amount

3 Months Absolute Return (In %)

6 Months Absolute Return (In %)

1 Year Absolute Return (In %)

3 Year Absolute Return (In %)

5 Year Absolute Return (In %)

₹ 10,000₹ 10,879.12 (8.79%)₹ 11,864.18 (18.64%)₹ 13,170.73 (31.71%)₹ 13,771.25 (37.71%)₹ -- (--)
₹ 30,000₹ 32,637.36 (8.79%)₹ 35,592.54 (18.64%)₹ 39,512.19 (31.71%)₹ 41,313.75 (37.71%)₹ -- (--)
₹ 50,000₹ 54,395.6 (8.79%)₹ 59,320.9 (18.64%)₹ 65,853.65 (31.71%)₹ 68,856.25 (37.71%)₹ -- (--)
₹ 80,000₹ 87,032.96 (8.79%)₹ 94,913.44 (18.64%)₹ 1,05,365.84 (31.71%)₹ 1,10,170 (37.71%)₹ -- (--)
₹ 1,00,000₹ 1,08,791.2 (8.79%)₹ 1,18,641.8 (18.64%)₹ 1,31,707.3 (31.71%)₹ 1,37,712.5 (37.71%)₹ -- (--)

Calculate Your Mutual Fund Returns

₹
  • ₹ 500
  • ₹ 1 Lac
Years
  • 1
  • 30
%
  • 1
  • 30
₹

Total investment

+
₹

Profit

YearInvested Amount(₹)Wealth Gained(₹)Expected Amount(₹)

Fund Portfolio Allocation

  • Holdings
  • Sectors

Name

Assets

  • Government of India17.23%
  • Reliance Industries Limited5.04%
  • HDFC Bank Limited3.80%
  • ICICI Bank Limited3.62%
  • Infosys Limited2.97%
  • Bajaj Finance Limited2.52%
  • Tata Consultancy Services Limited2.49%
  • Pidilite Industries Limited2.26%
  • Mahindra & Mahindra Limited2.25%
  • Torrent Power Limited2.08%
  • PI Industries Limited2.03%
  • Solar Industries India Limited1.91%
  • Net Receivables Payables1.77%
  • Larsen & Toubro Limited1.72%
  • V Guard Industries Limited1.64%
  • Bharti Airtel Limited1.62%
  • Cholamandalam Investment and Finance Company Ltd1.61%
  • Tech Mahindra Limited1.60%
  • Sundaram Finance Limited1.55%
  • Avenue Supermarts Limited1.40%
  • Zomato Limited1.33%
  • Info Edge India Limited1.29%
  • Sun Pharmaceutical Industries Limited1.28%
  • Minda Corporation Limited1.12%
  • Jupiter Life Line Hospitals Limited1.07%
  • Inox India Limited1.04%
  • The Federal Bank Limited1.02%
  • Schaeffler India Limited0.99%
  • Bharat Dynamics Limited0.99%
  • R R Kabel Limited0.99%
  • Titagarh Rail Systems Limited0.93%
  • Mankind Pharma Limited0.91%
  • Tata Power Company Limited0.90%
  • Apollo Hospitals Enterprise Limited0.89%
  • Ajanta Pharma Limited0.89%
  • Coforge Limited0.89%
  • ICICI Prudential Life Insurance Company Limited0.86%
  • Fortis Healthcare Limited0.85%
  • NTPC Limited0.85%
  • Indian Bank0.84%
  • Nestle India Limited0.83%
  • Brigade Enterprises Limited0.82%
  • UNO Minda Limited0.81%
  • Tata Motors Limited0.80%
  • Computer Age Management Services Limited0.78%
  • Clearing Corporation of India Ltd0.78%
  • Linde India Limited0.77%
  • Suzlon Energy Limited0.76%
  • DLF Limited0.74%
  • The Phoenix Mills Limited0.72%
  • PNB Housing Finance Limited0.72%
  • Can Fin Homes Limited0.72%
  • MphasiS Limited0.70%
  • TVS Motor Company Limited0.66%
  • Bajaj Auto Limited0.64%
  • Central Depository Services India Limited0.64%
  • Bharat Electronics Limited0.59%
  • Voltas Limited0.58%
  • Oil & Natural Gas Corporation Limited0.57%
  • Indian Railway Finance Corporation Limited0.56%
  • Hindustan Unilever Limited0.55%
  • State Bank of India0.54%
  • United Spirits Limited0.52%
  • Coal India Limited0.43%
  • Power Grid Corporation of India Limited0.43%
  • eClerx Services Limited0.41%
  • Bharat Highways Invit0.39%
  • Hindalco Industries Limited0.38%
  • Jubilant Foodworks Limited0.28%
  • Birlasoft Limited0.25%
  • Bank of Baroda0.19%
  • RHI Magnesita India Limited0.13%
  • Kotak Mahindra Bank Limited0.12%
  • Honasa Consumer Limited0.09%
  • Union Bank of India0.04%

Holdings Analysis

Peer Comparison

Pick your choice with our quick comparitive analysis

  • 6M
  • 1Y
  • 3Y
  • 5Y
Mutual Fund SchemesCategoryRiskAbsolute Return (6M)

ICICI Prudential Retirement Fund - Pure Equity Plan - GrowthICICI Prudential Retirement Fund - Pure Equity Plan - Growth

OTHER

Very High

45.97%

Tata Retirement Savings Fund Moderate Plan - GrowthTata Retirement Savings Fund Moderate Plan - Growth

OTHER

Very High

36.70%

Nippon India Retirement Fund - Wealth Creation Scheme - GrowthNippon India Retirement Fund - Wealth Creation Scheme - Growth

OTHER

Very High

34.34%

Union Retirement Fund - Regular Plan - GrowthUnion Retirement Fund - Regular Plan - Growth

OTHER

Very High

30.65%

HDFC Retirement Savings Fund - Equity Plan - Regular Plan - GrowthHDFC Retirement Savings Fund - Equity Plan - Regular Plan - Growth

OTHER

Very High

29.32%

UTI Retirement FundUTI Retirement Fund

OTHER

High

23.86%

SBI Retirement Benefit Fund - Aggressive Plan - Regular Plan - GrowthSBI Retirement Benefit Fund - Aggressive Plan - Regular Plan - Growth

OTHER

Very High

21.43%

Franklin India Pension Plan - GrowthFranklin India Pension Plan - Growth

OTHER

High

20.03%

LIC MF Unit Linked Insurance SchemeLIC MF Unit Linked Insurance Scheme

OTHER

Very High

17.94%

Aditya Birla Sun Life Retirement Fund - The 30s Plan - Regular Plan - GrowthAditya Birla Sun Life Retirement Fund - The 30s Plan - Regular Plan - Growth

OTHER

Very High

17.92%

Mutual Fund SchemesCategoryRiskAbsolute Return (6Y)

ICICI Prudential Retirement Fund - Pure Equity Plan - GrowthICICI Prudential Retirement Fund - Pure Equity Plan - Growth

OTHER

Very High

47.95%

Nippon India Retirement Fund - Wealth Creation Scheme - GrowthNippon India Retirement Fund - Wealth Creation Scheme - Growth

OTHER

Very High

41.74%

HDFC Retirement Savings Fund - Equity Plan - Regular Plan - GrowthHDFC Retirement Savings Fund - Equity Plan - Regular Plan - Growth

OTHER

Very High

37.48%

Union Retirement Fund - Regular Plan - GrowthUnion Retirement Fund - Regular Plan - Growth

OTHER

Very High

35.99%

Tata Retirement Savings Fund Moderate Plan - GrowthTata Retirement Savings Fund Moderate Plan - Growth

OTHER

Very High

30.19%

SBI Retirement Benefit Fund - Aggressive Plan - Regular Plan - GrowthSBI Retirement Benefit Fund - Aggressive Plan - Regular Plan - Growth

OTHER

Very High

27.85%

Aditya Birla Sun Life Retirement Fund - The 30s Plan - Regular Plan - GrowthAditya Birla Sun Life Retirement Fund - The 30s Plan - Regular Plan - Growth

OTHER

Very High

26.68%

UTI Retirement FundUTI Retirement Fund

OTHER

High

20.62%

LIC MF Unit Linked Insurance SchemeLIC MF Unit Linked Insurance Scheme

OTHER

Very High

20.23%

Franklin India Pension Plan - GrowthFranklin India Pension Plan - Growth

OTHER

High

18.83%

Mutual Fund SchemesCategoryRiskAbsolute Return (6Y)

ICICI Prudential Retirement Fund - Pure Equity Plan - GrowthICICI Prudential Retirement Fund - Pure Equity Plan - Growth

OTHER

Very High

27.04%

HDFC Retirement Savings Fund - Equity Plan - Regular Plan - GrowthHDFC Retirement Savings Fund - Equity Plan - Regular Plan - Growth

OTHER

Very High

26.80%

Nippon India Retirement Fund - Wealth Creation Scheme - GrowthNippon India Retirement Fund - Wealth Creation Scheme - Growth

OTHER

Very High

19.81%

Tata Retirement Savings Fund Moderate Plan - GrowthTata Retirement Savings Fund Moderate Plan - Growth

OTHER

Very High

15.13%

UTI Retirement FundUTI Retirement Fund

OTHER

High

13.19%

LIC MF Unit Linked Insurance SchemeLIC MF Unit Linked Insurance Scheme

OTHER

Very High

13.04%

Aditya Birla Sun Life Retirement Fund - The 30s Plan - Regular Plan - GrowthAditya Birla Sun Life Retirement Fund - The 30s Plan - Regular Plan - Growth

OTHER

Very High

11.19%

Franklin India Pension Plan - GrowthFranklin India Pension Plan - Growth

OTHER

High

10.17%

SBI Retirement Benefit Fund - Conservative Plan - Regular Plan - GrowthSBI Retirement Benefit Fund - Conservative Plan - Regular Plan - Growth

OTHER

Moderate

8.77%

Mutual Fund SchemesCategoryRiskAbsolute Return (6Y)

HDFC Retirement Savings Fund - Equity Plan - Regular Plan - GrowthHDFC Retirement Savings Fund - Equity Plan - Regular Plan - Growth

OTHER

Very High

21.41%

Tata Retirement Savings Fund Moderate Plan - GrowthTata Retirement Savings Fund Moderate Plan - Growth

OTHER

Very High

16.51%

Nippon India Retirement Fund - Wealth Creation Scheme - GrowthNippon India Retirement Fund - Wealth Creation Scheme - Growth

OTHER

Very High

14.46%

UTI Retirement FundUTI Retirement Fund

OTHER

High

13.37%

LIC MF Unit Linked Insurance SchemeLIC MF Unit Linked Insurance Scheme

OTHER

Very High

12.55%

Franklin India Pension Plan - GrowthFranklin India Pension Plan - Growth

OTHER

High

10.23%

Show all Funds

Fund Managers

JS

Mr. Jayesh SundarFund Manager

NA

Mr. Nitin AroraFund Manager

DS

Mr. Devang ShahFund Manager - Fixed Income

Mr. Devang Shah has 9 years total experience. He is with Axis Asset Management Co. Ltd. from October 16, 2012 till date. His previous experience includes Pricewaterhouse Coopers, Deutsche AMC & ICICI Prudential AMC.

HS

Mr. Hardik ShahFund Manager - Fixed Income

Get your latest Credit Score, FREE

Compare with similar Funds

Axis Retirement Savings Fund - Aggressive Plan - Regular Plan - Growth

vs

UTI Retirement Fund

Axis Retirement Savings Fund - Aggressive Plan - Regular Plan - Growth

vs

SBI Retirement Benefit Fund - Aggressive Plan - Regular Plan - Growth

Axis Retirement Savings Fund - Aggressive Plan - Regular Plan - Growth

vs

Tata Retirement Savings Fund Moderate Plan - Growth

Axis Retirement Savings Fund - Aggressive Plan - Regular Plan - Growth

vs

Franklin India Pension Plan - Growth

Axis Retirement Savings Fund - Aggressive Plan - Regular Plan - Growth

vs

Union Retirement Fund - Regular Plan - Growth

Axis Retirement Savings Fund - Aggressive Plan - Regular Plan - Growth

vs

Nippon India Retirement Fund - Wealth Creation Scheme - Growth

Axis Retirement Savings Fund - Aggressive Plan - Regular Plan - Growth

vs

Baroda BNP Paribas Retirement Fund - Regular Plan - Growth

Axis Retirement Savings Fund - Aggressive Plan - Regular Plan - Growth

vs

Aditya Birla Sun Life Retirement Fund - The 30s Plan - Regular Plan - Growth

Axis Retirement Savings Fund - Aggressive Plan - Regular Plan - Growth

vs

LIC MF Unit Linked Insurance Scheme

Axis Retirement Savings Fund - Aggressive Plan - Regular Plan - Growth

vs

Bandhan Retirement Fund - Regular Plan - IDCW

FAQ's

What is the risk level associated with the Axis Retirement Savings Fund - Aggressive Plan - Regular Plan - Growth?

The Axis Retirement Savings Fund - Aggressive Plan - Regular Plan - Growth is a very high-risk mutual fund designed for retirement savings.

What is the current NAV (Net Asset Value) of the Axis Retirement Savings Fund - Aggressive Plan - Regular Plan - Growth as of Jul 26,2024?

The current NAV of the Axis Retirement Savings Fund - Aggressive Plan - Regular Plan - Growth as of Jul 26,2024 is INR 18.04.

What are the returns generated by the Axis Retirement Savings Fund - Aggressive Plan - Regular Plan - Growth over the past 1, 3, and 5 years?

The Axis Retirement Savings Fund - Aggressive Plan - Regular Plan - Growth has delivered impressive returns of 29.34% in the past year, 10.85% over three years, and $5yearret over five years.

What is the expense ratio associated with the Axis Retirement Savings Fund - Aggressive Plan - Regular Plan - Growth?

The Axis Retirement Savings Fund - Aggressive Plan - Regular Plan - Growth has a 2.26% expense ratio.

What is the minimum investment amount required for the Axis Retirement Savings Fund - Aggressive Plan - Regular Plan - Growth?

The Axis Retirement Savings Fund - Aggressive Plan - Regular Plan - Growth has a low minimum investment requirement of just INR 5000.

Is there a systematic investment plan (SIP) available for the Axis Retirement Savings Fund - Aggressive Plan - Regular Plan - Growth?

Yes, Axis Retirement Savings Fund offers a SIP investment option for the Aggressive Plan - Regular Plan - Growth with a starting investment amount of INR 5000 per month.

Most Popular on Urban Money

Scheme Other Funds

Most Trusted AMC

Mutual Funds Calculator

Best Other Mutual Funds

Mutual Funds Guide

Get in-depth knowledge about all things related to Mutual Funds and your finances

Mar 12, 2024

International Mutual Funds

\International mutual funds are hidden gems in investment. These ideally allow you to invest in different countries, empowering you to diversify the portfolio across various economies, currencies, and sectors. Internatio

Feb 29, 2024

​​10 Best SIP Plans for Rs. 1000

The need for disciplined and strategic investment is becoming increasingly apparent as the financial industry develops and changes. Investing in your future has never been easier or more accessible than with the 10 best

Feb 29, 2024

How to Invest in SIP

Mutual funds are the new piggy banks. Everyone looking to multiply their wealth via mutual funds ponders over one perennial question – how to invest in a SIP? While it might sound very complex and tedious, it actually is

Feb 29, 2024

Best Investment Plan for 1 Year

 For those seeking relatively quick returns or managing financial goals within a limited timeframe, mutual funds could make a substantial difference. Mutual funds, essentially pools of money managed by professionals, pro

Feb 29, 2024

How to stop a Mutual Fund SIP?

Investing in mutual funds through a Systematic Investment Plan (SIP) is a widely embraced strategy for those looking to gradually build wealth with disciplined and consistent contributions. However, life’s uncertainties

Feb 29, 2024

Withdrawing from Mutual Funds

When it comes to managing your investments, mutual funds are a popular choice for those looking to expand their portfolio and earn steady returns. However, there may come a time when you need to withdraw money from your