Axis Retirement Fund Aggressive Plan
Direct · Growth ₹20.60
18 Aug 2026
NAV
13.2%
3Y CAGR
13.0%
5Y CAGR
13.2%
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.
2.11
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.
1.05%
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 | ₹12.58 L | 15.0% | -26.7% | 60.2% |
| 3 Years | ₹36.00 L | ₹43.20 L | 12.6% | 2.2% | 26.4% |
| 5 Years | ₹60.00 L | ₹81.84 L | 12.5% | 6.5% | 17.7% |
SIP returns vs benchmark & category
Annualised SIP return (XIRR) over each rolling horizon — like-for-like, not lump-sum.
| Duration | Fund SIP XIRR | NIFTY 50 | Category avg | Fund edge |
|---|---|---|---|---|
| 1 Year | 15.0% | 14.4% | 11.7% | +0.6% |
| 3 Years | 12.6% | 11.1% | 12.6% | +1.5% |
| 5 Years | 12.5% | 10.4% | 12.4% | +2.0% |
| Duration | Mean | Median | Min | Max | Sharpe | Sortino | % Positive | Cat. Mean | Cat. Median |
|---|---|---|---|---|---|---|---|---|---|
| 1 Year | 14.6% | 10.7% | -11.4% | 58.6% | 0.51 | 1.53 | 78% | — | — |
| 3 Years | 13.2% | 13.1% | 7.1% | 19.6% | 2.91 | — | 100% | — | — |
| 5 Years | 13.0% | 13.1% | 8.2% | 19.3% | 2.11 | — | 100% | — | — |
-25.9%
Max Drawdown
1 mo
Drawdown Duration
8 mo
Recovery Time
-5.6%
Avg Drawdown
Calmar Ratio by Duration
0.56
1Y
0.51
3Y
0.50
5Y
Compared against NIFTY 50
| Duration | Alpha | Beta | Upside Capture | Downside Capture | Fund CAGR | Bench CAGR |
|---|---|---|---|---|---|---|
| 1 Year | +4.36 | 0.81 | 82.7% | 75.7% | 3.3% | -2.9% |
| 3 Years | +5.98 | 0.77 | 82.1% | 73.0% | 13.4% | 7.8% |
| 5 Years | +1.44 | 0.72 | 73.0% | 68.9% | 8.9% | 7.8% |
| 7 Years | +2.00 | 0.64 | 68.3% | 64.1% | 10.8% | 10.2% |
| 10 Years | +0.64 | 0.64 | 68.3% | 64.1% | 7.5% | 7.0% |
| 12 Years | +0.12 | 0.64 | 68.3% | 64.1% | 6.2% | 5.8% |
| 15 Years | -0.39 | 0.64 | 68.3% | 64.1% | 4.9% | 4.6% |
87
Total Holdings
32.9%
Top 10 Weight
33
Sectors
| # | Stock | % of NAV |
|---|---|---|
| 1 | Reliance Industries Limited | 5.54% |
| 2 | ICICI Bank Limited | 4.82% |
| 3 | HDFC Bank Limited | 4.72% |
| 4 | Infosys Limited | 3.22% |
| 5 | State Bank of India | 2.83% |
| 6 | Larsen & Toubro Limited | 2.75% |
| 7 | Bharti Airtel Limited | 2.74% |
| 8 | Solar Industries India Limited | 2.18% |
| 9 | Mahindra & Mahindra Limited | 2.13% |
| 10 | Pidilite Industries Limited | 2.00% |