otherLow risk

Axis Retirement Fund - Conservative 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

₹17.5812

▲ 0.00% 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

▲ ₹1.7k gain · 1.7% / year

Invested 3 years ago

₹1.27 L

▲ ₹26.5k gain · 8.2% / year

Invested 5 years ago

₹1.37 L

▲ ₹37.4k gain · 6.6% / 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

5.5%

The value swings roughly 6% up or down in a typical year. Finance-speak calls this volatility.

Worst drop ever

-12.73%

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 year1.68%

CAGR — 3 years8.16%

CAGR — 5 years6.56%

CAGR — since launch8.78%

Volatility — 1 year (annualised)5.82%

Volatility — 3 years (annualised)5.51%

Max drawdown — 1 year-6.17%

Max drawdown — 3 years-7.00%

Sharpe ratio — 1 year (rf=6%)-0.74

Sharpe ratio — 3 years (rf=6%)0.38

Fund info

Fund house: Axis Mutual Fund
Category: Solution Oriented Schemes ** - Retirement Fund
Plan: Direct
Option: Growth
ISIN (Growth): INF846K01T69
ISIN (Div re-invest): —
Fund code: 147830
First price on record: 27 Dec 2019 · 1,629 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.