Axis Retirement Fund - Conservative Plan - Regular Growth
Fund House: Axis Mutual Fund
Category: Retirement Fund
Status: Open Ended Schemes
Launch Date: 05-12-2019
Minimum Investment: 5000.0
Asset Class: Mixed Asset
Minimum Topup: 1000.0
Benchmark: CRISIL Hybrid 75+25 Conservative Index
Total Assets: 55.17 As on (29-08-2025)
Expense Ratio: 2.15% As on (31-08-2025)
Turn over: 81.00% | Exit Load: Nil
NAV as on 07-10-2025
15.9572
0.0024
CAGR Since Inception
8.4%
CRISIL Hybrid 75+25 Conservative Index 9.83%
PERFORMANCE
| Scheme Performance (%) | 1-Year Ret (%) | 3-Yrs Ret (%) | 5-Yrs Ret (%) | 10-Yrs Ret (%) | Since Launch Ret (%) |
|---|---|---|---|---|---|
| Axis Retirement Fund - Conservative Plan - Regular Growth | 1.78 | 9.34 | 8.89 | - | 8.4 |
| Benchmark | - | - | - | - | - |
| Retirement Fund | 3.25 | 12.88 | 13.12 | 9.76 | 11.54 |
Funds Manager
Mr. Jayesh Sundar, Mr. Devang Shah, Mr. Hardik Shah, Ms. Krishnaa N
RETURNS CALCULATORS for Axis Retirement Fund - Conservative Plan - Regular Growth
Growth of 10000 In SIP (Fund vs Benchmark)
Amount
Period
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Growth of 10000 In LUMPSUM (Fund vs Benchmark)
Amount
Start
PORTFOLIO ANALYSIS of Axis Retirement Fund - Conservative Plan - Regular Growth
Portfolio Holdings
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Sector Allocation
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PEER COMPARISION of Axis Retirement Fund - Conservative Plan - Regular Growth
| Scheme Name | Inception Date | 1 Year Rtn (%) | 2 Year Rtn (%) | 3 Year Rtn (%) | 5 Year Rtn (%) | 10 Year Rtn (%) |
|---|---|---|---|---|---|---|
| Axis Retirement Fund Cons Reg Gr | 05-12-2019 | 1.78 | 10.18 | 9.34 | 8.89 | 0.0 |
| ICICI Pru Retrmnt Pure Equity Gr | 01-02-2019 | 8.0 | 25.59 | 23.76 | 27.65 | 0.0 |
| ICICI Pru Retrmnt Hybrid Ag Gr | 02-02-2019 | 7.21 | 22.3 | 20.65 | 20.73 | 0.0 |
| ICICI Pru Retrmnt Hybrid Cons Gr | 05-02-2019 | 6.96 | 11.27 | 10.94 | 9.25 | 0.0 |
| ICICI Pru Retrmnt Pure Debt Gr | 05-02-2019 | 6.61 | 7.01 | 6.59 | 5.32 | 0.0 |
| ABSL Retrmnt The 50s Plus-Debt Reg Gr | 05-03-2019 | 5.35 | 6.07 | 5.75 | 4.01 | 0.0 |
| ABSL Retrmnt The 50s Reg Gr | 05-03-2019 | 5.23 | 8.72 | 8.65 | 5.69 | 0.0 |
| SBI Retrmnt Benefit Cons Reg Gr | 05-02-2021 | 4.99 | 8.67 | 8.77 | 0.0 | 0.0 |
| Franklin India Retirement Fund Gr | 31-03-1997 | 4.52 | 11.04 | 10.76 | 10.38 | 8.17 |
| ABSL Retrmnt The 40s Reg Gr | 01-03-2019 | 4.45 | 13.9 | 13.58 | 12.31 | 0.0 |
Asset Allocation (%)
Key Performance and Risk Statistics of Axis Retirement Fund - Conservative Plan - Regular Growth
| Key Statistics | Volatility | Sharpe Ratio | Alpha | Beta | Yield to Maturity | Average Maturity |
|---|---|---|---|---|---|---|
| Axis Retirement Fund - Conservative Plan - Regular Growth | 5.39 | 0.52 | 2.09 | 0.27 | 7.19 | 17.28 |
| Retirement Fund | - | - | - | - | - | - |