otherModerate risk

Axis Retirement Fund - Aggressive Plan - Direct Plan - Growth Option

A specialised fund. Check the scheme details for what it invests in. From Axis Mutual Fund. It's been running since 27 Dec 2019.

Latest price per unit

₹20.42

▼ 0.05% today

As of 4 Sep 2026 · updated once each business day

What ₹1 lakh would have become

Based on past returns

Invested 1 year ago

₹1.02 L

▲ ₹2.4k gain · 2.4% / year

Invested 3 years ago

₹1.41 L

▲ ₹41.1k gain · 12.2% / year

Invested 5 years ago

₹1.45 L

▲ ₹44.7k gain · 7.7% / year

These are calculations from the fund's past prices, not a prediction. Real future returns can and often do differ.

Price over time

How the per-unit price has moved. Tap a range to zoom in.

Bumpiness & worst drops

Day-to-day bumpiness

10.9%

The value swings roughly 11% up or down in a typical year. Finance-speak calls this volatility.

Worst drop ever

-25.88%

A lump sum invested at the previous peak would have temporarily lost about this much before recovering. Finance-speak calls this max drawdown.

Technical details (for the pros)

CAGR — 1 year2.41%

CAGR — 3 years12.16%

CAGR — 5 years7.67%

CAGR — since launch11.25%

Volatility — 1 year (annualised)10.86%

Volatility — 3 years (annualised)10.91%

Max drawdown — 1 year-12.04%

Max drawdown — 3 years-13.96%

Sharpe ratio — 1 year (rf=6%)-0.33

Sharpe ratio — 3 years (rf=6%)0.52

Fund info

Fund house: Axis Mutual Fund
Category: Solution Oriented Schemes ** - Retirement Fund
Plan: Direct
Option: Growth
ISIN (Growth): INF846K01S86
ISIN (Div re-invest): —
Fund code: 147825
First price on record: 27 Dec 2019 · 1,660 daily prices

Numbers are computed from stored daily prices from mfapi.in/AMFI. This is descriptive analytics, not investment advice. Past performance is not indicative of future returns.