Axis Retirement Fund - Aggressive Plan

RetirementSolution Oriented Rank 7 of 19

NAV · Direct-Growth

₹20.49-0.05-0.24%

As of 1 Sept 2026 · AMFI

NAV growth+3.4%

Sep ’25Sep ’26

Arthkar verdictA balanced read

Returns

Mixed vs category

1 of 3 periods ahead

Consistency

Steady

positive in 5 of 7 years

Beats its Retirement category on 3Y but trails on 1Y & 5Y.

1Y return

+3.4%

-2.4 vs cat

3Y CAGR

+12.4%

+1.9 vs cat

5Y CAGR

+7.8%

-1.3 vs cat

AUM

—

fund size

Expense

—

direct plan

Volatility 3Y

12.2%

3Y std dev

Go deeper on Axis Retirement Fund - Aggressive Plan

Two data-only views, computed from this fund's real NAV history — no projections.

Axis Retirement Fund - Aggressive Plan SIP returnsWhat ₹1,000–₹25,000/month actually became, 3 to 20 years — real results, with drawdowns and an FD comparison.Axis Retirement Fund - Aggressive Plan real oddsYour real chances over every start date in history — how often it made money and beat a fixed deposit.

In plain English

Axis Retirement Fund - Aggressive Plan is a Retirement scheme from Axis. Long-run track record: about 7.8% CAGR over 5 years. Worst historical drawdown: -26% in Mar 2020, recovered in 8 months.

Auto-generated from holdings, returns and risk data. No paid placement, no copy-pasted boilerplate.

NAV history

Showing Direct · Growth · INF846K01S86

NAV (Direct-Growth)

₹20.4900

Last 1Y

+3.38%

Sept 25Min ₹18.26 · Max ₹20.76 · 250 ptsSept 26

Drawdown stories

The crashes you should know about — and how long the fund took to recover.

Mar 2020

-25.9%

Peak ₹10.55 on 12 Feb 2020 → trough ₹7.82 on 23 Mar 2020 (1 months down).

Recovered in 8 months· 9 Nov 2020

Jun 2022

-21.0%

Peak ₹14.93 on 14 Oct 2021 → trough ₹11.79 on 17 Jun 2022 (8 months down).

Recovered in 17 months· 15 Nov 2023

Feb 2025 — ongoing

-14.0%

Peak ₹20.77 on 27 Sept 2024 → trough ₹17.87 on 28 Feb 2025 (5 months down).

Not yet recovered

Computed from the full NAV history. We show drawdowns deeper than 10%, sorted by depth.

Performance

Returns for various periods, with category average and peer rank.

Period	Returns	Category avg	Rank
1W	-0.73%	-0.72%	14/ 24
1M	+0.29%	+0.61%	14/ 22
3M	+5.78%	+5.12%	11/ 22
6M	+2.04%	+4.03%	14/ 22
YTD	-0.15%	+2.65%	19/ 22
1Y	+3.38%	+5.79%	18/ 22
2Y	+0.96%	+3.52%	19/ 22
3Y	+12.37%	+10.51%	7/ 19
5Y	+7.82%	+9.17%	11/ 18

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