朕天下娛樂城
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Axis Retirement Fund Aggressive Plan Direct Growth
+11.88%
3Y annualised
-0.20% 1D
NAV: 19 Jun '26
?19.96
Min. for SIP
?1,000
Fund size (AUM)
?690.78 Cr
Expense ratio
1.57%
Rating
1
Return calculator
Monthly investment
?5,000
| Over the past | Total investment | Would've become | Historic returns | Returns |
|---|---|---|---|---|
| 6 months | ?30,000 | ?30,477 | +1.59% | |
| 1 year | ?60,000 | ?60,209 | +0.35% | |
| 3 years | ?1,80,000 | ?1,97,772 | +9.87% | |
| 5 years | ?3,00,000 | ?3,76,132 | +25.38% |
Holdings (100)
| Name | Sector | Instruments | Assets |
|---|---|---|---|
| GOVERNMENT OF INDIA 34208 GOI 08AP34 7.1 FV RS 100 | Entities | GOI Securities | 6.19% |
| Reliance Industries Ltd | Energy & Utilities | Equity | 5.54% |
| GOVERNMENT OF INDIA 35031 GOI 07OT34 6.79 FV RS 100 | Entities | GOI Securities | 4.99% |
| ICICI Bank Ltd | Financial | Equity | 4.82% |
| HDFC Bank Ltd | Financial | Equity | 4.72% |
| GOVERNMENT OF INDIA 33002 GOI 12JU63 7.25 FV RS 100 | Entities | GOI Securities | 3.41% |
| Infosys Ltd | Technology | Equity | 3.22% |
| GOI Sec 7.18 24/07/2037 | Entities | GOI Securities | 2.92% |
| State Bank of India | Financial | Equity | 2.83% |
| Larsen & Toubro Ltd | Industrials | Equity | 2.75% |
| Bharti Airtel Ltd | Technology | Equity | 2.74% |
| Solar Industries India Ltd | Materials | Equity | 2.18% |
| Mahindra & Mahindra Ltd | Consumer Discretionary | Equity | 2.13% |
| Pidilite Industries Ltd | Materials | Equity | 2.00% |
| Kotak Mahindra Bank Ltd | Financial | Equity | 1.97% |
| NTPC Ltd | Energy & Utilities | Equity | 1.86% |
| Bajaj Finance Ltd | Financial | Equity | 1.76% |
| Others CBLO | Unspecified | CBLO | 1.73% |
| CENTRAL GOVERNMENT LOAN 21658 GOI 17JU33 7.57 FV RS 100 | Entities | GOI Securities | 1.34% |
| Fortis Healthcare Ltd | Healthcare | Equity | 1.34% |
| Divi's Laboratories Ltd | Healthcare | Equity | 1.25% |
| Minda Corporation Ltd | Consumer Discretionary | Equity | 1.21% |
| PNB Housing Finance Ltd | Financial | Equity | 1.15% |
| Zomato Ltd | Technology | Equity | 1.13% |
| Apollo Hospitals Enterprise Ltd | Healthcare | Equity | 1.09% |
| Samvardhana Motherson International Ltd | Consumer Discretionary | Equity | 1.02% |
| Varun Beverages Ltd | Consumer Staples | Equity | 0.98% |
| Premier Energies Ltd. | Energy & Utilities | Equity | 0.92% |
| Axis Bank Ltd | Financial | Equity | 0.89% |
| Phoenix Mills Ltd | Real Estate | Equity | 0.87% |
| Mankind Pharma Ltd. | Healthcare | Equity | 0.86% |
| HDFC Life Insurance Co Ltd | Financial | Equity | 0.85% |
| CG Power & Industrial Solutions Ltd | Industrials | Equity | 0.84% |
| Sun Pharmaceutical Industries Ltd | Healthcare | Equity | 0.81% |
| Hindustan Aeronautics Ltd | Industrials | Equity | 0.80% |
| Interglobe Aviation Ltd | Industrials | Equity | 0.78% |
| Tech Mahindra Ltd | Technology | Equity | 0.77% |
| Shriram Transport Finance Company Ltd | Financial | Equity | 0.76% |
| Tata Power Company Ltd | Energy & Utilities | Equity | 0.75% |
| Tata Consultancy Services Ltd | Technology | Equity | 0.75% |
| Titan Company Ltd | Consumer Discretionary | Equity | 0.74% |
| Britannia Industries Ltd | Consumer Staples | Equity | 0.73% |
| MUTHOOT FINANCE LIMITED 9.02 NCD 14JL27 FVRS1LAC | Financial | Debenture | 0.73% |
| MUTHOOT FINANCE LIMITED OP I 7.88 NCD 22NV28 FVRS1LAC | Financial | Non Convertible Debenture | 0.71% |
| DOMS Industries Ltd. | Industrials | Equity | 0.68% |
| United Spirits Ltd | Consumer Staples | Equity | 0.67% |
| Coforge Ltd | Technology | Equity | 0.65% |
| Sona BLW Precision Forgings Ltd | Consumer Discretionary | Equity | 0.63% |
| Arvind Fashions Ltd | Consumer Discretionary | Equity | 0.63% |
| Bharat Highways InvIT | Industrials | Infrastructure Investment Trust | 0.59% |
| Sundaram Finance Ltd | Financial | Equity | 0.59% |
| eClerx Services Ltd | Technology | Equity | 0.55% |
| Cipla Ltd | Healthcare | Equity | 0.53% |
| Dixon Technologies (India) Ltd | Consumer Discretionary | Equity | 0.53% |
| Tata Steel Ltd | Materials | Equity | 0.52% |
| Torrent Power Ltd | Energy & Utilities | Equity | 0.50% |
| Jyoti CNC Automation Ltd. | Industrials | Equity | 0.46% |
| Awfis Space Solutions Ltd. | Industrials | Equity | 0.45% |
| Hindustan Unilever Ltd | Consumer Staples | Equity | 0.45% |
| Cholamandalam Investment & Finance Company Ltd | Financial | Equity | 0.45% |
| REC Ltd | Financial | Equity | 0.45% |
| Linde India Ltd | Materials | Equity | 0.44% |
| The Indian Hotels Company Ltd | Consumer Discretionary | Equity | 0.44% |
| Net Receivables | Unspecified | Net Receivables | 0.42% |
| PG Electroplast Ltd | Industrials | Equity | 0.41% |
| Brigade Enterprises Ltd | Real Estate | Equity | 0.40% |
| Info Edge (India) Ltd | Technology | Equity | 0.38% |
| PI Industries Ltd | Materials | Equity | 0.36% |
| Mphasis Ltd | Technology | Equity | 0.34% |
| Avenue Supermarts Ltd | Consumer Staples | Equity | 0.34% |
| Jubilant FoodWorks Ltd | Consumer Discretionary | Equity | 0.33% |
| ITC Ltd | Consumer Staples | Equity | 0.33% |
| ITC Hotels Ltd | Consumer Discretionary | Equity | 0.32% |
| Tata Motors Ltd | Industrials | Equity | 0.32% |
| Schaeffler India Ltd | Industrials | Equity | 0.29% |
| Zydus Lifesciences Ltd | Healthcare | Equity | 0.27% |
| Berger Paints India Ltd | Materials | Equity | 0.27% |
| Hindalco Industries Ltd | Materials | Equity | 0.26% |
| Suven Pharmaceuticals Ltd | Healthcare | Equity | 0.26% |
| Kaynes Technology India Ltd | Industrials | Equity | 0.22% |
| Bharat Electronics Ltd | Industrials | Equity | 0.22% |
| Exide Industries Ltd | Consumer Discretionary | Equity | 0.22% |
| TVS Motor Company Ltd | Consumer Discretionary | Equity | 0.21% |
| Hyundai Motor India Ltd. | Consumer Discretionary | Equity | 0.20% |
| Bharat Petroleum Corporation Ltd | Energy & Utilities | Equity | 0.20% |
| Amber Enterprises India Ltd | Consumer Discretionary | Equity | 0.16% |
| Indus Towers Ltd | Technology | Equity | 0.16% |
| The Federal Bank Ltd | Financial | Equity | 0.14% |
| Ather Energy Ltd. | Consumer Discretionary | Equity | 0.14% |
| GE T&D India Ltd | Industrials | Equity | 0.12% |
| Titagarh Wagons Ltd | Industrials | Equity | 0.11% |
| RHI Magnesita India Ltd | Materials | Equity | 0.11% |
| Indusind Bank Ltd | Financial | Equity | 0.10% |
| HCL Technologies Ltd | Technology | Equity | 0.10% |
| Coal India Ltd | Materials | Equity | 0.07% |
| Computer Age Management Services Ltd | Financial | Equity | 0.07% |
| Nestle India Ltd | Consumer Staples | Equity | 0.06% |
| Union Bank of India | Financial | Equity | 0.06% |
| TVS Motor Company Ltd - Pref. Shares | Consumer Discretionary | Preference Shares | 0.00% |
| Supreme Industries Ltd | Materials | Equity | 0.00% |
See All
Minimum investments
Min. for 1st investment
?5,000
Min. for 2nd investment
?1,000
Min. for SIP
?1,000
Returns and rankings
Annualised returns
Absolute returns
| Name | 1Y | 3Y | 5Y | All |
|---|---|---|---|---|
| Fund returns | +0.0% | +11.9% | +8.9% | +11.2% |
| Category average (Hybrid Aggressive Hybrid) | +4.7% | +14.3% | +13.9% | -- |
| Rank (Hybrid Aggressive Hybrid) | 35 | 27 | 38 | -- |
Exit load, stamp duty and tax
Exit load
Nil
Stamp duty on investment: 0.005% (from July 1st, 2020)
from July 1st 2020
Tax implication
If you redeem within one year, returns are taxed at 20%. If you redeem after one year, returns exceeding Rs 1.25 lakh in a financial year are taxed at 12.5%.
Check past data
Compare similar funds
| Name | 1Y | 3Y | Fund Size(Cr) | |
|---|---|---|---|---|
 | +4.73% | +16.96% | 50,032.71 | |
 | +4.28% | +15.71% | 3,667.10 | |
 | +5.48% | +14.07% | 84,010.97 | |
 | +3.94% | +13.23% | 3,937.15 | |
 | -0.20% | +12.67% | 2,289.68 | |
| Compare | ||||
Fund management
HSHardik ShahApr 2024 - PresentView details
HS
Hardik Shah
Apr 2024 - Present
View details
KNKrishnaa NarayanMar 2024 - PresentView details
KN
Krishnaa Narayan
Mar 2024 - Present
View details
DSDevang ShahApr 2024 - PresentView details
DS
Devang Shah
Apr 2024 - Present
View details
JSJayesh SundarJan 2024 - PresentView details
JS
Jayesh Sundar
Jan 2024 - Present
View details
About Axis Retirement Fund Aggressive Plan Direct Growth
Axis Retirement Fund Aggressive Plan Direct Growth is a Hybrid Mutual Fund Scheme launched by Axis Mutual Fund. This scheme was made available to investors on 04 Sep 2009. Hardik Shah is the Current Fund Manager of Axis Retirement Fund Aggressive Plan Direct Growth fund. The fund currently has an Asset Under Management(AUM) of ?3,69,123 Cr and the Latest NAV as of 19 Jun 2026 is ?19.96.
The Axis Retirement Fund Aggressive Plan Direct Growth is rated Very High risk. Minimum SIP Investment is set to ?1,000. Minimum Lumpsum Investment is ?5,000.
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Investment Objective
The schemes seeks to generate capital appreciation by predominantly investing in equity and equity related instruments.
Fund benchmarkCRISIL Hybrid 25+75 Aggressive Index
Fund house
Rank (total assets)#7 in India
Total AUM?3,69,123.21 Cr
Date of Incorporation04 Sep 2009
Launch Date04 Sep 2009
Address23rd Floor, One Lodha Place,S. B. Road, Lower Parel. Mumbai 400013
Websitewww.karvymfs.com
AddressKarvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,