Axis Retirement Fund Aggressive Plan Direct Growth

Scheme code: INF846K01S86 NAV value: ₹ 18.7700 NAV date: 29 January, 2025
Fund option: Direct Fund type: Growth
Asset class: Solution Oriented Asset category: Retirement Fund

Rolling returns

Summary

Duration Min (%) Max (%) Average XIRR (%) Category average XIRR (%)
1 year 18.93 44.43 31.65 25.46
3 year 9.02 14.67 12.08 13.97
5 year 13.80 15.06 14.41 14.42

Comparison vs benchmark returns

Index Metrics
NIFTY 50
Duration Min (%) Max (%) Average return (%) Fund's return (%)
1 year 3.31 36.8 23.16 31.65
3 year 7.63 16.87 13.32 12.08
5 year 12.6 19.62 15.37 14.41
7 year 10.81 15.2 13.42
10 year 9.81 13.99 12.12
NIFTY 100
Duration Min (%) Max (%) Average return (%) Fund's return (%)
1 year 4.39 43.15 27.99 31.65
3 year 7.94 17.89 14.14 12.08
5 year 13.28 20.23 15.93 14.41
7 year 10.62 15.28 13.42
10 year 10.08 14.47 12.61
NIFTY 200
Duration Min (%) Max (%) Average return (%) Fund's return (%)
1 year 4.97 45.4 30.7 31.65
3 year 9.26 19.51 15.7 12.08
5 year 14.45 21.69 17.28 14.41
7 year 11.07 15.88 13.98
10 year 10.64 15.2 13.25
NIFTY 500
Duration Min (%) Max (%) Average return (%) Fund's return (%)
1 year 5.16 46.61 32.69 31.65
3 year 9.84 20.48 16.73 12.08
5 year 15.2 22.82 18.38 14.41
7 year 11.31 16.28 14.37
10 year 11.16 15.89 13.85
NIFTY500 MULTICAP 50:25:25
Duration Min (%) Max (%) Average return (%) Fund's return (%)
1 year -68.54 302.46 219.33 31.65
10 year 4.92 20.34 12.6

Rolling return for 1 year

Average return: 31.65%
Min Max Min-Max Max-Min Standard Deviation Mean From To
22.28 18.93 22.28 18.93 1.68 20.6 01-2024 01-2025
26.38 25.33 31.19 20.73 3.72 25.91 12-2023 12-2024
33.1 29.4 38.04 24.77 4.87 31.33 11-2023 11-2024
36.58 38.69 44.43 31.16 4.75 37.71 10-2023 10-2024
38.02 40.72 43.84 35.03 3.26 39.4 09-2023 09-2024
34.87 39.29 42.45 31.88 4.05 37.12 08-2023 08-2024
33.26 35.77 38.26 30.87 2.76 34.54 07-2023 07-2024
26 32.07 36.57 21.85 5.63 29.12 06-2023 06-2024
29.89 31.13 36.38 24.89 4.09 30.57 05-2023 05-2024
34.55 33.61 37.67 30.59 2.53 34.1 04-2023 04-2024
30.93 32.54 36.64 27 3.46 31.78 03-2023 03-2024
26.34 28.81 31.72 23.55 3.02 27.6 02-2023 02-2024

Rolling return for 3 year

Average return: 12.08%
Min Max Min-Max Max-Min Standard Deviation Mean From To
13.31 10.46 13.31 10.46 1.42 11.89 01-2022 01-2025
12.56 12.69 13.97 11.29 0.95 12.63 12-2021 12-2024
11.31 10.83 12.67 9.5 1.13 11.08 11-2021 11-2024
11.16 11.35 13.25 9.29 1.4 11.26 10-2021 10-2024
12.33 12.65 13.89 11.11 0.99 12.5 09-2021 09-2024
12.6 12.76 14.67 10.72 1.4 12.69 08-2021 08-2024
12.89 13.71 14.29 12.33 0.75 13.3 07-2021 07-2024
11.36 12.92 14.39 9.92 1.67 12.15 06-2021 06-2024
12.77 12.71 14.62 10.89 1.32 12.75 05-2021 05-2024
13.17 12.24 14.03 11.39 0.99 12.71 04-2021 04-2024
11.07 10.79 12.66 9.23 1.22 10.94 03-2021 03-2024
11.64 10.55 13.2 9.02 1.53 11.1 02-2021 02-2024

Rolling return for 5 year

Average return: 14.41%
Min Max Min-Max Max-Min Standard Deviation Mean From To
14.59 13.8 14.59 13.8 0.39 14.2 01-2020 01-2025
14.21 15.04 15.06 14.19 0.43 14.62 12-2019 12-2024