Axis Retirement Fund - Aggressive Plan - Regular Plan - IDCW
Fund House: Axis Mutual Fund| Category: Retirement Fund |
| Launch Date: 20-12-2019 |
| Asset Class: Mixed Asset |
| Benchmark: CRISIL Hybrid 25+75 Aggressive Index |
| TER: 2.29% As on (31-05-2025) |
| Status: Open Ended Schemes |
| Minimum Investment: 5000.0 |
| Minimum Topup: 1000.0 |
| Total Assets: 815.11 Cr As on 30-05-2025(Source:AMFI) |
| Turn over: - | Exit Load: Nil |
18.83
0.06 (0.3186%)
12.16%
Benchmark: 12.22%
PERFORMANCE
Fund Multiplier
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
Investment Objective
The investment objective of the Investment Plan(s) under the Scheme is to provide long-term capital appreciation / income by investing in a mix of equity, debt, and other instruments to help investors meet their retirement goals. However, there can be no assurance that the investment objective of the Scheme will be achieved. To generate capital appreciation by predominantly investing in equity and equity related instruments. The Investment Plan may also invest in debt and money market instruments, units of Gold ETF or units of REITs & InvITs for income generation / wealth creation.
Current Asset Allocation (%)
Indicators
| Standard Deviation | 11.29 |
| Sharpe Ratio | 0.46 |
| Alpha | -1.59 |
| Beta | 0.87 |
| Yield to Maturity | 7.14 |
| Average Maturity | 19.12 |
PEER COMPARISON
Scheme Characteristics
Equity & Equity related instruments - between 65% and 80% of total assets; Debt instruments - between 20% and 35% of total assets.
Riskometer
PORTFOLIO
Market Cap Distribution
Small Cap
8.5%
Others
22.37%
Large Cap
53.11%
Mid Cap
16.08%
