Axis Retirement Fund Conservative Plan Direct Growth

Scheme code: INF846K01T69 NAV value: ₹ 17.3661 NAV date: 18 March, 2026 TER: 1.24%

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	-4.01	29.78	9.93	10.83	13.66
3 year	7.29	12.34	9.75	9.77	12.89
5 year	7.78	12.89	10.50	10.32	12.87

Index

Metrics

NIFTY 50

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-7.02	20.62	5.61	10.83
3 year	6.28	30.95	15.04	9.77
5 year	8.38	26.02	14.22	10.32
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	10.83
3 year	6.56	19.64	13.57	9.77
5 year	9.22	12.29	10.75	10.32

NIFTY 200

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-8.39	20.91	4.75	10.83
3 year	7.68	21.49	15.06	9.77
5 year	10.37	13.5	11.93	10.32

NIFTY 500

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-8.47	20.67	4.16	10.83
3 year	8.04	32.03	17.81	9.77
5 year	8.18	28.64	15.34	10.32
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: ₹12,56,958 - Absolute Returns: ₹56,958 - CAGR: %

- Total Invested Amount: ₹36,00,000 - Final Portfolio Value: ₹41,47,847 - Absolute Returns: ₹5,47,847 - CAGR: %

- Total Invested Amount: ₹60,00,000 - Final Portfolio Value: ₹76,17,369 - Absolute Returns: ₹16,17,369 - CAGR: %

Max Drawdown

-12.73 %

Drawdown Duration

1 months

Recovery Time

4 months

Avg Drawdown

-1.73 %

1 Y

0.8506

3 Y

0.7673

5 Y

0.8105

vs NIFTY 50

Duration	Alpha	Beta	Upside Capture	Downside Capture	Fund CAGR	Benchmark CAGR
1 year	-0.11	0.39	43.3	38.0	5.42 %	4.00 %
3 years	2.41	0.36	42.5	33.8	10.65 %	11.28 %
5 years	0.34	0.34	37.4	31.9	7.84 %	9.44 %
7 years	0.70	0.29	34.5	28.8	8.12 %	9.69 %
10 years	-0.94	0.29	34.5	28.8	5.61 %	6.69 %
12 years	-1.56	0.29	34.5	28.8	4.66 %	5.54 %
15 years	-2.19	0.29	34.5	28.8	3.71 %	4.41 %