Axis Retirement Fund Aggressive Plan Direct Growth

Scheme code: INF846K01S86 NAV value: ₹ 18.7900 NAV date: 19 March, 2026 TER: 1.06%

Fund option: Direct Fund type: Growth

Asset class: Solution Oriented Asset category: Retirement Fund

Rolling returns

Duration	Min (%)	Max (%)	Median (%)	Average return (%)	Category average return (%)
1 year	-11.45	58.57	12.13	15.78	13.66
3 year	7.10	19.56	13.13	13.18	12.89
5 year	8.47	19.32	14.72	14.27	12.87

Index

Metrics

NIFTY 50

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-7.02	20.62	5.61	15.78
3 year	6.28	30.95	15.04	13.18
5 year	8.38	26.02	14.22	14.27
7 year	10.18	15.62	12.93
10 year	11.42	12.93	12.18
15 year	-5.65	15.88	6.78

NIFTY 100

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-8.47	19.78	4.49	15.78
3 year	6.56	19.64	13.57	13.18
5 year	9.22	12.29	10.75	14.27

NIFTY 200

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-8.39	20.91	4.75	15.78
3 year	7.68	21.49	15.06	13.18
5 year	10.37	13.5	11.93	14.27

NIFTY 500

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-8.47	20.67	4.16	15.78
3 year	8.04	32.03	17.81	13.18
5 year	8.18	28.64	15.34	14.27
7 year	10.64	16.42	13.77
10 year	12.56	14.06	13.31

If you invest ₹1 lakh per month in this fund through SIP, here are the estimated returns over different timeframes.

Duration	Invested amount	Final value	Return	CAGR (%)

Index	Metrics

- Total Invested Amount: ₹12,00,000 - Final Portfolio Value: ₹12,78,571 - Absolute Returns: ₹78,571 - CAGR: %

- Total Invested Amount: ₹36,00,000 - Final Portfolio Value: ₹43,68,709 - Absolute Returns: ₹7,68,709 - CAGR: %

- Total Invested Amount: ₹60,00,000 - Final Portfolio Value: ₹83,19,327 - Absolute Returns: ₹23,19,327 - CAGR: %

Max Drawdown

-25.88 %

Drawdown Duration

1 months

Recovery Time

8 months

Avg Drawdown

-5.62 %

1 Y

0.6098

3 Y

0.5093

5 Y

0.5515

vs NIFTY 50

Duration	Alpha	Beta	Upside Capture	Downside Capture	Fund CAGR	Benchmark CAGR
1 year	-0.62	0.78	80.5	79.5	3.94 %	4.00 %
3 years	4.31	0.74	78.3	70.3	14.36 %	11.28 %
5 years	0.09	0.70	70.4	67.8	8.66 %	9.44 %
7 years	1.06	0.63	67.3	63.7	9.56 %	9.69 %
10 years	-0.02	0.63	67.3	63.7	6.60 %	6.69 %
12 years	-0.43	0.63	67.3	63.7	5.47 %	5.54 %
15 years	-0.84	0.63	67.3	63.7	4.35 %	4.41 %