Axis Mutual FundSolution Oriented Schemes ** - Retirement FundDirectGrowth

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

Scheme code #147830 · Open Ended Schemes

₹17.5812

Latest NAV

04-09-2026

0.00%

Day change

₹17.9283

52-week high

₹16.8217

52-week low

NAV history

Returns

1 month	-1.14%
3 months	2.38%
6 months	0.06%
1 year (absolute)	1.68%
3 years (absolute)	26.55%
5 years (absolute)	37.41%
1Y CAGR	1.68%
3Y CAGR	8.16%
5Y CAGR	6.56%
Since inception CAGR	8.78%

Risk metrics

Volatility (1Y, annualized σ)	5.82%
Volatility (3Y, annualized σ)	5.51%
Max drawdown (1Y)	-6.17%
Max drawdown (3Y)	-7.00%
Max drawdown (all time)	-12.73%
Sharpe ratio (1Y, rf=6%)	-0.74
Sharpe ratio (3Y, rf=6%)	0.38

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)	INF846K01T69
ISIN (Div reinvest)	—
AMC code	A
Scheme code	147830
Earliest NAV date	27-12-2019
Total NAV observations	1,629
History last refreshed	2026-09-06 10:52:43 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.