Axis Retirement Fund Aggressive Plan
Direct · Growth ₹19.77
20 Apr 2026
NAV
13.2%
3Y CAGR
13.9%
5Y CAGR
13.9%
Weighted CAGR
?
Weighted Mean CAGR
Gives more importance to longer time periods (10Y, 20Y) than shorter ones (1Y, 3Y). This balances out recent outperformance and gives a more realistic picture of what long-term returns might look like.
Gives more importance to longer time periods (10Y, 20Y) than shorter ones (1Y, 3Y). This balances out recent outperformance and gives a more realistic picture of what long-term returns might look like.
2.78
Sharpe
-25.9%
Max Drawdown
?
Max Drawdown
The largest peak-to-trough decline in the fund's NAV. Shows the worst-case loss an investor would have experienced at any point in the fund's history.
The largest peak-to-trough decline in the fund's NAV. Shows the worst-case loss an investor would have experienced at any point in the fund's history.
NA
TER
If you invested ₹1,00,000 every month via SIP, here's how this fund has historically performed across different time horizons.
| Duration | Invested | Median Value | XIRR | Min XIRR | Max XIRR |
|---|---|---|---|---|---|
| 1 Year | ₹12.00 L | ₹12.68 L | 16.0% | -26.7% | 60.2% |
| 3 Years | ₹36.00 L | ₹43.69 L | 13.2% | 2.2% | 26.4% |
| 5 Years | ₹60.00 L | ₹82.66 L | 13.2% | 6.5% | 17.7% |
Fund SIP vs NIFTY 50
| Duration | Fund XIRR | Benchmark CAGR | Difference |
|---|---|---|---|
| 1 Year | 16.0% | 2.1% | +13.9% |
| 3 Years | 13.2% | 11.2% | +2.0% |
| 5 Years | 13.2% | 11.1% | +2.1% |