Axis Mutual FundSolution Oriented Schemes ** - Retirement FundDirectGrowth

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

Scheme code #147825 · Open Ended Schemes

₹20.42

Latest NAV

04-09-2026

-0.05%

Day change

₹20.76

52-week high

₹18.26

52-week low

NAV history

Returns

1 month	-0.87%
3 months	5.10%
6 months	4.08%
1 year (absolute)	2.41%
3 years (absolute)	41.12%
5 years (absolute)	44.72%
1Y CAGR	2.41%
3Y CAGR	12.16%
5Y CAGR	7.67%
Since inception CAGR	11.25%

Risk metrics

Volatility (1Y, annualized σ)	10.86%
Volatility (3Y, annualized σ)	10.91%
Max drawdown (1Y)	-12.04%
Max drawdown (3Y)	-13.96%
Max drawdown (all time)	-25.88%
Sharpe ratio (1Y, rf=6%)	-0.33
Sharpe ratio (3Y, rf=6%)	0.52

Scheme metadata

Fund house	Axis Mutual Fund
Scheme type	Open Ended Schemes
Scheme category	Solution Oriented Schemes ** - Retirement Fund
Plan	Direct
Option	Growth
ISIN (Growth)	INF846K01S86
ISIN (Div reinvest)	—
AMC code	A
Scheme code	147825
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.