Axis Retirement-Aggressive Plan Reg-IDCW

Fund Category: Retirement

Fund Category Retirement

Very High Other IDCW

0 Morning Star

1 Value Research

NAV( 13 Aug 2025)

₹ 18.16

-2.43%

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Axis Retirement-Aggressive Plan Reg-IDCW

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Performance

11.79%3y Returns

0.5% 1D Returns

Investment details

Min SIP amount

₹ 1000
Min Lumpsum

₹ 5000
Lock In

1825
Expense ratio

2.31%
Exit load

NIL

L After 365 days

Fund details

View Fund Documents

Fund size

₹ 782 Cr
Plan

REGULAR
Launch date

29 Nov 2019
Fund type

OPEN
Fund benchmark

CRISIL Hybrid 25+75 Aggressive Index
ISIN

INF846K01T10

Fund allocation

Asset allocation

Company holdings

Company	Allocation %
Minda Corporation Ltd	0.85%
ITC Ltd	0.09%
Oil And Natural Gas Corporation Ltd	0.05%
Info Edge (India) Ltd	1.11%
Infosys Ltd	3.64%
GOI Sec 7.25 12/06/2063	4.55%
GOI Sec 7.30 19/06/2053	1.32%
GOI Sec 7.10 08/04/2034	5.67%
GOI Sec 7.57 17/06/2033	1.23%
GOI Sec 7.18 24/07/2037	2.67%
GOI Sec 7.34 22/04/2064	3.29%
Schaeffler India Ltd	0.26%
Hindustan Unilever Ltd	0.09%
Inox India Ltd	0.85%
Indus Infra Trust InvITs	0.49%
Arvind Fashions Ltd	0.67%
Mankind Pharma Ltd	0.88%
Varun Beverages Ltd	0.8%
Ajanta Pharma Ltd	0.68%
Fortis Healthcare Ltd	1.62%
Jyoti CNC Automation Ltd	0.71%
RHI Magnesita India Ltd	0.12%
HDFC Bank Ltd	6.0%
Coal India Ltd	0.05%
Awfis Space Solutions Ltd	0.66%
Net Receivables	0.83%
Others CBLO	0.53%
Sona BLW Precision Forgings Ltd	0.21%
Hyundai Motor India Ltd	0.29%
Eternal Ltd	0.91%
GE Vernova T&D India Ltd	0.89%
Kaynes Technology India Ltd	0.71%
Britannia Industries Ltd	0.28%
Brigade Enterprises Ltd	0.65%
Cipla Ltd	1.03%
The Phoenix Mills Ltd	0.36%
Pidilite Industries Ltd	1.99%
Cholamandalam Investment & Finance Company Ltd	0.84%
Apollo Hospitals Enterprise Ltd	0.83%
DOMS Industries Ltd	0.56%
ICICI Bank Ltd	4.8%
Samvardhana Motherson International Ltd	0.51%
PI Industries Ltd	1.59%
Linde India Ltd	0.7%
Bajaj Finance Ltd	2.63%
HDFC Life Insurance Co Ltd	1.24%
Dixon Technologies (India) Ltd	0.61%
The Federal Bank Ltd	0.28%
Larsen & Toubro Ltd	2.34%
Premier Energies Ltd	0.66%
Jupiter Life Line Hospitals Ltd	0.31%
Zydus Lifesciences Ltd	0.49%
Mahindra & Mahindra Ltd	2.29%
Bank Of Baroda	0.38%
Interglobe Aviation Ltd	0.55%
Mphasis Ltd	0.29%
UNO Minda Ltd	0.39%
TVS Motor Company Ltd	0.27%
Union Bank of India	0.04%
Titagarh Rail Systems Ltd	0.11%
Titan Company Ltd	0.37%
Bharat Petroleum Corporation Ltd	0.78%
eClerx Services Ltd	0.71%
Muthoot Finance Ltd Debenture 9.02 14/07/2027	0.65%
Indian Bank	0.97%
Power Grid Corporation of India Ltd	0.05%
PNB Housing Finance Ltd	1.15%
Tata Motors Ltd	0.49%
Suzlon Energy Ltd	0.68%
CG Power & Industrial Solutions Ltd	0.58%
Bharti Airtel Ltd	2.58%
Kotak Mahindra Bank Ltd	0.43%
Solar Industries India Ltd	1.92%
DLF Ltd	0.81%
Hindalco Industries Ltd	0.47%
Sundaram Finance Ltd	0.67%
Nestle India Ltd	0.04%
Sun Pharmaceutical Industries Ltd	1.16%
United Spirits Ltd	0.63%
V-Guard Industries Ltd	0.46%
Reliance Industries Ltd	5.12%
Tech Mahindra Ltd	0.44%
Torrent Power Ltd	1.36%
Bharat Electronics Ltd	0.68%
NTPC Ltd	1.01%
REC Ltd	0.46%
PG Electroplast Ltd	0.74%
Coforge Ltd	0.42%
State Bank of India	2.19%
Tata Power Company Ltd	0.46%
Tata Consultancy Services Ltd	1.2%
Avenue Supermarts Ltd	0.57%

Sectors

Company	Allocation %
Others	1.36%
Automobile	5.41%
Construction	4.65%
Consumer Staples	2.49%
Materials	0.05%
Financial	21.49%
Capital Goods	5.98%
Consumer Discretionary	0.83%
Chemicals	6.20%
Textiles	0.67%
Services	4.51%
Sovereign	18.73%
Energy	9.49%
Technology	5.99%
Insurance	1.24%
Metals & Mining	1.32%
Healthcare	7.00%
Communication	2.58%

Risk Associated

Very High

Investors be aware that principal under this fund will be at Very High risk.
This product is suitable for investors who are seeking capital appreciation over long term

About AMC

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Axis Mutual Fund >

Contact Information

Address:

Axis House,1st FLOOR,Bombay Dyeing Mill Compound Pandurang Budhkar Marg, Worli

Email:

customerservice@axismf.com
Website

http://www.axismf.com
Phone:

2243255161

Funds Offered

76
AUM

₹ 3,41,860 Cr
Website

http://www.axismf.com

About

Axis Mutual Fund launched its first scheme in October 2009. Since then Axis Mutual fund has grown strongly. They attribute their success thus far to three founding principles - Long term wealth creation, Outside in (Customer) view and Long term relationship.

Fund Manager

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R Sivakumar

Funds Offered

9
AUM

₹ 11,162 Cr
Highest Return

13.0%

About

R Sivakumar Fund Manager - Role of a fund manager includes buying and selling of securities based on their research and analysis. Check out the mutual fund managers across all the categories for best guidance now

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Frequently Asked Questions

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What is the current NAV of Axis Retirement-Aggressive Plan Reg-IDCW?

The current NAV of Axis Retirement-Aggressive Plan Reg-IDCW is ₹ 18.16

How much does Axis Retirement-Aggressive Plan Reg-IDCW charge as expense ratio?

The expense ratio of Axis Retirement-Aggressive Plan Reg-IDCW is 2.31%

How to Redeem Axis Retirement-Aggressive Plan Reg-IDCW Regular Growth?

To redeem, follow the steps below:

1. Login to your Moneyfy Account by Tata Capital.
2. Click on the "Portfolio" button on the bottom left of the home screen.
3. Click "View Funds" on the My Portfolio page.
4. Click on the three dots (⋮) next to the fund you want to redeem.
5. Click "Redeem" from the list to complete the process.

What are the steps to invest in Axis Retirement-Aggressive Plan Reg-IDCW?

To invest, follow the steps below:

1. Login to your Moneyfy Account by Tata Capital.
2. Click on the "Mutual Funds" button on the home screen.
3. Search for the fund name in the search bar at the top of the screen.
4. Click on the "Invest Now" button at the bottom.
5. Choose between SIP or Lumpsum option, enter the amount you wish to invest, and then click on "Proceed to pay".
6. Complete the payment and OTP process to confirm your investments.

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Can I invest in Axis Retirement-Aggressive Plan Reg-IDCW through both SIP and lump sum?

You can invest in Both SIP & Lumpsum in Axis Retirement-Aggressive Plan Reg-IDCW based on your investment objective and risk profile.

What is the return of Axis Retirement-Aggressive Plan Reg-IDCW?

For Axis Retirement-Aggressive Plan Reg-IDCW, 3-year return is 11.79% per annum and 5-year return is 13.5% per annum. Check the return performance in detail on the page.