Axis Mutual FundSolution Oriented Schemes ** - Retirement FundRegularIDCW

Axis Retirement Fund - Conservative Plan - Regular Plan - IDCW Option

Scheme code #147833 · Open Ended Schemes

₹14.6662

Latest NAV

04-09-2026

-0.00%

Day change

₹16.3268

52-week high

₹14.6662

52-week low

NAV history

Returns

1 month	-1.22%
3 months	-5.86%
6 months	-8.20%
1 year (absolute)	-7.17%
3 years (absolute)	12.49%
5 years (absolute)	18.15%
1Y CAGR	-7.17%
3Y CAGR	4.00%
5Y CAGR	3.39%
Since inception CAGR	5.88%

Risk metrics

Volatility (1Y, annualized σ)	9.90%
Volatility (3Y, annualized σ)	7.20%
Max drawdown (1Y)	-10.17%
Max drawdown (3Y)	-10.17%
Max drawdown (all time)	-12.89%
Sharpe ratio (1Y, rf=6%)	-1.38
Sharpe ratio (3Y, rf=6%)	-0.27

Scheme metadata

Fund house	Axis Mutual Fund
Scheme type	Open Ended Schemes
Scheme category	Solution Oriented Schemes ** - Retirement Fund
Plan	Regular
Option	IDCW
ISIN (Growth)	INF846K01T93
ISIN (Div reinvest)	—
AMC code	A
Scheme code	147833
Earliest NAV date	27-12-2019
Total NAV observations	1,629
History last refreshed	2026-09-06 10:52:44 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.