Axis Retirement Fund Conservative Plan
Direct · Growth ₹17.31
23 Apr 2026
NAV
9.8%
3Y CAGR
10.2%
5Y CAGR
10.1%
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.
2.77
Sharpe
-12.7%
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 | ₹12.54 L | 10.7% | -11.0% | 31.5% |
| 3 Years | ₹36.00 L | ₹41.51 L | 9.6% | 3.5% | 16.4% |
| 5 Years | ₹60.00 L | ₹75.83 L | 9.7% | 6.0% | 11.8% |
Fund SIP vs NIFTY 50
| Duration | Fund XIRR | Benchmark CAGR | Difference |
|---|---|---|---|
| 1 Year | 10.7% | -0.6% | +11.3% |
| 3 Years | 9.6% | 10.9% | -1.2% |
| 5 Years | 9.7% | 11.0% | -1.3% |