Axis Mutual FundSolution Oriented Schemes ** - Retirement FundRegularGrowth

Axis Retirement Fund - Aggressive Plan - Regular Plan - Growth Option

Scheme code #147823 · Open Ended Schemes

₹18.47

Latest NAV

04-09-2026

-0.05%

Day change

₹18.98

52-week high

₹16.60

52-week low

NAV history

Returns

1 month	-0.97%
3 months	4.76%
6 months	3.42%
1 year (absolute)	1.15%
3 years (absolute)	35.81%
5 years (absolute)	34.82%
1Y CAGR	1.15%
3Y CAGR	10.74%
5Y CAGR	6.15%
Since inception CAGR	9.59%

Risk metrics

Volatility (1Y, annualized σ)	10.86%
Volatility (3Y, annualized σ)	10.91%
Max drawdown (1Y)	-12.54%
Max drawdown (3Y)	-14.40%
Max drawdown (all time)	-26.05%
Sharpe ratio (1Y, rf=6%)	-0.45
Sharpe ratio (3Y, rf=6%)	0.40

Scheme metadata

Fund house	Axis Mutual Fund
Scheme type	Open Ended Schemes
Scheme category	Solution Oriented Schemes ** - Retirement Fund
Plan	Regular
Option	Growth
ISIN (Growth)	INF846K01T02
ISIN (Div reinvest)	—
AMC code	A
Scheme code	147823
Earliest NAV date	27-12-2019
Total NAV observations	1,660
History last refreshed	2026-09-06 10:52:42 UTC

Returns and risk metrics are computed from the stored NAV series (daily observations, risk-free rate 6% for Sharpe). This is descriptive analytics, not investment advice.