Axis Retirement Fund-Aggressive Plan(G)-Direct Plan
+6.04%
5Y annualised
+6.04%
5Y annualised
-0.26% 1D
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NAV : 12 Oct 2026
₹19.45
Min. SIP amount
₹1,000
Fund size (AUM)
665 Cr
Expense ratio
1.06%
Launched on
20 Dec 2019
Lock-in period
5Y
Benchmark
Nifty 50
Fund Plan
Direct
NAV : 12 Oct 2026
₹19.45
Min. SIP amount
₹1,000
Fund size (AUM)
665 Cr
Expense ratio
1.06%
Launched on
20 Dec 2019
Lock-in period
5Y
Benchmark
Nifty 50
Fund Plan
Direct
SIP Calculator + Returns
Monthly investment
₹8,000
Stock Allocation
Fund Composition
Large Cap
52.57%
Mid Cap
10.42%
Small Cap
9.84%
Others
27.17%
Sector Allocation
Government Securities
19.40%
Bank
15.69%
Automobile & Ancillaries
6.95%
Healthcare
6.59%
Finance
5.56%
Crude Oil
5.16%
Cash & Cash Equivalents And Net Assets
4.60%
It
4.31%
Others
30.90%
Minimum investments
Returns vs rankings
Exit load, stamp duty and tax
Exit load
No exit load
Stamp duty on investment: 0.005% (from July 1st, 2020)
from July 1st 2020
Tax implication
If you redeem within less than 1 year, returns are taxed as per your Income Tax slab. If you redeem after more than 1 year, returns are taxed at 12.5%.
Fund management
Jayesh Sundar
Present
Devang Shah
Present
Hardik Shah
Present
Krishnaa N
Present
Similar/Peer Fund Comparison
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Aditya Birla SL Retirement Fund-50(G)-Direct Plan
Tata Retirement Sav Fund - Cons Plan(G)-Direct Plan
Tata Retirement Sav Fund - Mod Plan(G)-Direct Plan
ICICI Pru Retirement Fund-Hybrid Aggressive Plan(G)-Direct Plan
FAQs
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