Axis Retirement Fund Conservative Plan Direct Growth

Scheme code: INF846K01T69 NAV value: ₹ 16.6690 NAV date: 29 January, 2025
Fund option: Direct Fund type: Growth
Asset class: Solution Oriented Asset category: Retirement Fund

Rolling returns

Summary

Duration Min (%) Max (%) Average XIRR (%) Category average XIRR (%)
1 year 10.80 25.17 19.10 25.46
3 year 7.89 10.98 9.34 13.97
5 year 10.67 11.23 10.96 14.42

Comparison vs benchmark returns

Index Metrics
NIFTY 50
Duration Min (%) Max (%) Average return (%) Fund's return (%)
1 year 3.31 36.8 23.16 19.1
3 year 7.63 16.87 13.32 9.34
5 year 12.6 19.62 15.37 10.96
7 year 10.81 15.2 13.42
10 year 9.81 13.99 12.12
NIFTY 100
Duration Min (%) Max (%) Average return (%) Fund's return (%)
1 year 4.39 43.15 27.99 19.1
3 year 7.94 17.89 14.14 9.34
5 year 13.28 20.23 15.93 10.96
7 year 10.62 15.28 13.42
10 year 10.08 14.47 12.61
NIFTY 200
Duration Min (%) Max (%) Average return (%) Fund's return (%)
1 year 4.97 45.4 30.7 19.1
3 year 9.26 19.51 15.7 9.34
5 year 14.45 21.69 17.28 10.96
7 year 11.07 15.88 13.98
10 year 10.64 15.2 13.25
NIFTY 500
Duration Min (%) Max (%) Average return (%) Fund's return (%)
1 year 5.16 46.61 32.69 19.1
3 year 9.84 20.48 16.73 9.34
5 year 15.2 22.82 18.38 10.96
7 year 11.31 16.28 14.37
10 year 11.16 15.89 13.85
NIFTY500 MULTICAP 50:25:25
Duration Min (%) Max (%) Average return (%) Fund's return (%)
1 year -68.54 302.46 219.33 19.1
10 year 4.92 20.34 12.6

Rolling return for 1 year

Average return: 19.10%
Min Max Min-Max Max-Min Standard Deviation Mean From To
13.25 10.8 13.25 10.8 1.22 12.02 01-2024 01-2025
16.64 14.67 18.45 12.92 2.08 15.67 12-2023 12-2024
19.37 17.49 21.31 15.61 2.12 18.44 11-2023 11-2024
21.11 22.82 24.46 19.5 1.85 21.97 10-2023 10-2024
21.6 22.91 25.17 19.41 2.09 22.27 09-2023 09-2024
19.56 22.22 23.2 18.61 1.88 20.9 08-2023 08-2024
18.94 18.99 21.72 16.27 1.93 18.98 07-2023 07-2024
16.41 18.86 20.69 14.65 2.3 17.65 06-2023 06-2024
19.06 18.04 21.3 15.86 1.96 18.56 05-2023 05-2024
21.09 20.74 22.67 19.18 1.24 20.92 04-2023 04-2024
21.85 21.66 23.77 19.77 1.42 21.76 03-2023 03-2024
19.12 20.89 22.32 17.72 1.74 20.01 02-2023 02-2024

Rolling return for 3 year

Average return: 9.34%
Min Max Min-Max Max-Min Standard Deviation Mean From To
9.23 7.97 9.23 7.97 0.63 8.6 01-2022 01-2025
8.99 8.77 9.55 8.21 0.48 8.88 12-2021 12-2024
8.77 8.47 9.36 7.89 0.53 8.62 11-2021 11-2024
9.07 9.34 10.06 8.35 0.61 9.2 10-2021 10-2024
9.91 9.81 10.98 8.76 0.79 9.86 09-2021 09-2024
9.58 10.11 10.67 9.02 0.61 9.84 08-2021 08-2024
9.55 10.01 10.4 9.17 0.46 9.78 07-2021 07-2024
8.66 9.49 9.98 8.18 0.7 9.08 06-2021 06-2024
9.72 9.14 10.4 8.47 0.71 9.43 05-2021 05-2024
9.88 9.75 10.36 9.27 0.39 9.82 04-2021 04-2024
9.8 9.48 10.37 8.9 0.53 9.64 03-2021 03-2024
9.19 9.46 10.16 8.49 0.6 9.32 02-2021 02-2024

Rolling return for 5 year

Average return: 10.96%
Min Max Min-Max Max-Min Standard Deviation Mean From To
11.05 10.67 11.05 10.67 0.19 10.86 01-2020 01-2025
10.89 11.22 11.23 10.88 0.17 11.06 12-2019 12-2024