Axis Retirement Fund Aggressive Plan Direct Growth

Scheme code: INF846K01S86 NAV value: ₹ 19.0100 NAV date: 15 April, 2025

Fund option: Direct Fund type: Growth

Asset class: Solution Oriented Asset category: Retirement Fund

Rolling returns

Duration	Min (%)	Max (%)	Average return (%)	Category average return (%)
1 year	3.77	44.43	26.09	20.32
3 year	6.74	18.46	12.20	13.44
5 year	11.12	19.59	14.66	12.17

Index

Metrics

NIFTY 50

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-4.56	37.53	17.43	26.09
3 year	6.28	33.32	15.57	12.2
5 year	0.74	26.02	12.91	14.66
7 year	3.33	15.62	11.64
10 year	3.49	17.22	10.65
12 year	3.07	16.17	10.8
15 year	6.95	15.66	10.87

NIFTY 100

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-6.1	44.02	20.9	26.09
3 year	6.56	32.12	15.66	12.2
5 year	1	26.2	12.75	14.66
7 year	3.8	15.42	11.84
10 year	3.8	18	11.09
12 year	3.63	16.86	11.19
15 year	7.01	16.36	11.19

NIFTY 200

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-6.49	46.37	22.67	26.09
3 year	7.68	33.37	17	12.2
5 year	0.71	27.63	13.15	14.66
7 year	3.76	16.01	12.04
10 year	3.56	16.94	10.94
12 year	3.31	16.54	10.99
15 year	6.56	16.42	10.95

NIFTY 500

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-7.69	47.75	23.79	26.09
3 year	8.04	34.46	17.98	12.2
5 year	0.69	28.64	13.53	14.66
7 year	3.97	16.42	12.35
10 year	3.53	17.72	11.24
12 year	3.1	16.97	11.25
15 year	6.68	16.96	11.2

- Average return: 26.09% - Median return: 29.64% - Average standard deviation: 3.98

- Average return: 12.2% - Median return: 12.47% - Average standard deviation: 1.4

- Average return: 14.66% - Median return: 14.2% - Average standard deviation: 1.35

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 (%)
1 year	12,00,000	13,12,807	1,12,807	9.41
3 year	36,00,000	43,48,396	7,48,396	6.50
5 year	60,00,000	84,99,998	24,99,998	7.22

Index

Metrics

NIFTY 50

NIFTY 100

NIFTY 200

NIFTY 500

- Total Invested Amount: ₹12,00,000 - Final Portfolio Value: ₹13,12,807 - Absolute Returns: ₹1,12,807 - CAGR: 9.41%

- Total Invested Amount: ₹36,00,000 - Final Portfolio Value: ₹43,48,396 - Absolute Returns: ₹7,48,396 - CAGR: 6.5%

- Total Invested Amount: ₹60,00,000 - Final Portfolio Value: ₹84,99,998 - Absolute Returns: ₹24,99,998 - CAGR: 7.22%