The current NAV of Axis Retirement Fund-Aggressive Plan is ₹18.71, as of 4th December 2025.

The Axis Retirement Fund-Aggressive Plan was launched on 20th December 2019. This mutual fund's past returns are as follows:

• 1 Year Returns: 1.30%
• 3 Year Returns: 13.28%
• 5 Year Returns: 11.09%

The top sectors Axis Retirement Fund-Aggressive Plan has invested in are as follows:

• G-Sec | 17.23%
• Private Banks | 11.69%
• IT Services & Consulting | 6.65%
• Oil & Gas - Refining & Marketing | 6.65%
• Pharmaceuticals | 5.60%

This data is as on 4th December 2025.

The top 5 holdings for Axis Retirement Fund-Aggressive Plan are as follows:

• HDFC Bank Ltd | 5.90%
• 7.1% Government of India (08/04/2034) | 5.64%
• Reliance Industries Ltd | 5.50%
• 6.79% Government of India (07/10/2034) | 4.56%
• ICICI Bank Ltd | 4.38%

This data is as on 4th December 2025.

The asset allocation for Axis Retirement Fund-Aggressive Plan is as follows:

• Equity | 78.54%
• Government Securities | 17.23%
• Cash & Equivalents | 3.06%
• Corporate Debt | 0.65%
• REITs & InvIT | 0.51%

This data is as on 4th December 2025.

The AUM (i.e. assets under management) of Axis Retirement Fund-Aggressive Plan is ₹778.13 Cr as of 4th December 2025.

The expense ratio of Axis Retirement Fund-Aggressive Plan Plan is 2.30 as of 4th December 2025.

The Axis Retirement Fund-Aggressive Plan has a lock-in period of 5 years.

The volatility or standard deviation for the Axis Retirement Fund-Aggressive Plan is 10.39

Standard deviation measures the volatility or risk associated with the returns of a mutual fund. A higher standard deviation indicates higher volatility, suggesting that the returns of the mutual fund are more spread out from the average. On the other hand, a lower standard deviation implies lower volatility and a more stable performance.

The Sharpe ratio for the Axis Retirement Fund-Aggressive Plan is -0.23

The Sharpe ratio is a measure of risk-adjusted return that evaluates the performance of a mutual fund, by adjusting for its risk. Higher Sharpe ratio indicates a better risk-adjusted performance. A positive Sharpe ratio indicates that the MF has provided a return in excess of the risk-free rate for the amount of risk taken. Conversely, a negative Sharpe ratio suggests that the MF did not adequately compensate for the risk.

The Sortino Ratio for the Axis Retirement Fund-Aggressive Plan is -0.02

The Sortino ratio of a mutual fund is a measure of its risk-adjusted return, considering only downside volatility. It helps investors evaluate how well a fund is performing relative to its downside risk. A higher Sortino ratio (value >1) means the fund generates better returns for the downside risk taken.