Retirement Fundregulargrowth
Axis Retirement Fund - Conservative Plan - Regular Growth
Returns (Lumpsum)
CAGR for periods ≥ 1 year1 Week-1.58%
1 Month-5.36%
3 Months-5.76%
6 Months-3.23%
1 Year-0.94%
3 Years (CAGR)+8.15%
5 Years (CAGR)+5.85%
10 Years (CAGR)—
Since Inception (Dec 2019)+7.00%
SIP Returns (XIRR)
₹1,000/month SIP, annualised1 Year SIP-6.23%
3 Year SIP+2.90%
5 Year SIP+4.65%
Since Inception (Dec 2019)+5.59%
Fund Details
Fund HouseAxis Mutual Fund
CategoryRetirement Fund
Plan Typeregular
Optiongrowth
AUM₹50 Cr
Expense Ratio2.15%
Min SIP₹500
Min Lumpsum₹1,000
Launch Date27 Dec 2019
AMFI Code147832
Risk Metrics
—
Sharpe Ratio
—
Alpha
—
Beta
—
Sortino
—
Std Dev
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Max Drawdown
Performance Comparison
Performance Comparison
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Investment Objective
Axis Retirement Fund - Conservative Plan - Regular Growth by Axis Mutual Fund is a Retirement Fund fund that aims to generate optimal returns for investors based on its investment mandate. The fund follows a disciplined investment process aligned with SEBI regulations for the Retirement Fund category.
About This Fund
Axis Retirement Fund - Conservative Plan - Regular Growth is a Retirement Fund mutual fund offered by Axis Mutual Fund. The fund has been operational for over 6 years. It manages assets worth ₹50 Cr, reflecting investor confidence in the fund's strategy. The current expense ratio is 2.15%.
Who Should Invest?
- •Investors with a high risk appetite seeking long-term wealth creation
- •Investors with an investment horizon of 5 years or more
- •Individuals planning for retirement with a systematic long-term investment approach
- •SIP investors who can benefit from rupee cost averaging during market fluctuations