Axis Retirement Fund Conservative Plan Direct Growth

Scheme code: INF846K01T69 NAV value: ₹ 17.3310 NAV date: 7 May, 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	2.83	25.17	16.63	20.32
3 year	7.05	12.39	9.26	13.44
5 year	9.19	13.07	10.73	12.17

Index

Metrics

NIFTY 50

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-4.56	37.53	15.51	16.63
3 year	6.28	33.32	15.79	9.26
5 year	3.54	26.02	13.5	10.73
7 year	3.33	15.62	11.71
10 year	3.49	17.22	10.6
12 year	3.07	16.17	10.84
15 year	6.95	15.66	10.88

NIFTY 100

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-57.24	250.45	139.06	16.63
3 year	9.08	58.7	29.31	9.26
5 year	3.67	48	18.04	10.73
7 year	3.8	31.03	14.14
10 year	3.8	28.93	12.39
12 year	3.63	26.65	12.59
15 year	7.01	32.26	12.89

NIFTY 200

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-6.49	46.37	20.76	16.63
3 year	7.68	33.37	17.09	9.26
5 year	2.35	27.63	13.51	10.73
7 year	3.76	16.01	12.07
10 year	3.56	16.94	10.92
12 year	3.31	16.54	11.01
15 year	6.56	16.42	10.96

NIFTY 500

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-7.69	47.75	19.68	16.63
3 year	8.04	34.46	18.26	9.26
5 year	3.37	28.64	14.21	10.73
7 year	3.97	16.42	12.41
10 year	3.53	17.72	11.22
12 year	3.1	16.97	11.31
15 year	6.68	16.96	11.22

- Average return: 16.63% - Median return: 18.73% - Average standard deviation: 2.01

- Average return: 9.26% - Median return: 9.35% - Average standard deviation: 0.68

- Average return: 10.73% - Median return: 10.78% - Average standard deviation: 0.63

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	12,76,062	76,062	6.34
3 year	36,00,000	41,28,722	5,28,722	4.68
5 year	60,00,000	77,26,359	17,26,359	5.19

Index

Metrics

NIFTY 50

NIFTY 100

NIFTY 200

NIFTY 500

- Total Invested Amount: ₹12,00,000 - Final Portfolio Value: ₹12,76,062 - Absolute Returns: ₹76,062 - CAGR: 6.34%

- Total Invested Amount: ₹36,00,000 - Final Portfolio Value: ₹41,28,722 - Absolute Returns: ₹5,28,722 - CAGR: 4.68%

- Total Invested Amount: ₹60,00,000 - Final Portfolio Value: ₹77,26,359 - Absolute Returns: ₹17,26,359 - CAGR: 5.19%