CALCULATE YOUR SIP RETURNS
Angel One - Share Market Trading and Stock Broking
START SIP NOWLogin
Axis Mutual Fund logo
SOLUTION ORIENTED•RETIREMENT FUND

Axis Retirement Fund Conservative Plan

3 Year return

11.10%
NAV on December 15, 2025
17.7957
1D Returns
+0.04%
Launched on November 2019(6 years)

Investment Details

₹1000
Minimum SIP Amount
₹5000
Minimum one time investment
Lock-in period: 5.0000 years

Calculate Returns

Based on past performance of this fund

₹
Your Investment₹3,600
Gain
19.11%₹688
Total Value ₹4,288

Risk Involved

scale
Your principal will be at
Very High Risk

Scheme Information

Asset Under Management
₹54.38 Cr.
Expense Ratio
1.22% (inclusive of GST)
Exit Load
Nil

Ratings

ARQ Rating
0

Ratings by other agencies

Value Research
0
Crisil
0
Morning Star
0

Tax Implications

Tax on gains as per your income tax bracket

Axis Mutual Fund Manager

DS

Devang Shah

Fund Manager since Nov 2012

HS

Hardik Shah

Fund Manager since Jan 2022

JS

Jayesh Sundar

Fund Manager since Jan 2024

KN

Krishnaa N

Fund Manager since Mar 2024

Fund House Details

Axis Mutual Fund

Axis Mutual Fund

Asset management company

AUM
₹3,54,362.32 Cr.
No. of Schemes
274
Setup Date
January 2009

Peer Comparison

Comparison with other similar funds

Funds3 Y ReturnsARQ Rating
HDFC Retirement Savings Fund Equity18.7003%
5
Nippon India Retirement Fund Wealth Creation Scheme16.8508%
3.5
HDFC Retirement Savings Fund Hybrid Equity15.3676%
5

Schemes by Axis Mutual Fund

List of mutual fund schemes by AMC

Funds
3 Years Returns
Axis Mutual Fund logo

Hybrid . Aggressive Hybrid Fund

Axis Aggressive Hybrid Fund Direct Plan Growth
12.1763%
Axis Mutual Fund logo

Hybrid . Aggressive Hybrid Fund

Axis Aggressive Hybrid Fund Direct Plan Monthly IDCW Payout
12.1662%
Axis Mutual Fund logo

Hybrid . Aggressive Hybrid Fund

Axis Aggressive Hybrid Fund Direct Plan Monthly IDCW Reinvestment
12.1662%
Axis Mutual Fund logo

Hybrid . Aggressive Hybrid Fund

Axis Aggressive Hybrid Fund Direct Plan Quarterly IDCW Payout
11.5333%
Axis Mutual Fund logo

Hybrid . Aggressive Hybrid Fund

Axis Aggressive Hybrid Fund Direct Plan Quarterly IDCW Reinvestment
11.5333%

About Axis Retirement Savings Fund Conservative Plan Direct Growth

Axis Retirement Savings Fund Conservative Plan Direct Growth is a retirement fund managed by Axis Mutual Fund. It is an equity fund, which means that it invests in the stocks of companies. Axis Retirement Savings Fund Conservative Plan Direct Growth is an open-ended fund. This means that investors can buy and sell units of the fund in the secondary market at any time. The expense ratio of the fund is lower than the category average.

Investment Objectives of the Scheme

The investment objective of Axis Retirement Savings Fund Conservative Plan Direct Growth is to provide investors with capital appreciation and regular income over the long term.

Key Features of The Fund

5-year return
9.2206%
Expense Ratio
1.22%
Fund Manager
Devang Shah
Fund Size
₹54.38 Cr.
Risk Profile
High

Is This Scheme Right for Me?

This fund is suitable for investors who are looking for capital appreciation and regular income and who are comfortable with the volatility of equity investments. This fund is a good option for investors who are willing to invest for at least 15 years and who are looking for a fund that can help them to achieve their retirement goals. However, talk to your financial advisor before making a decision.

AMC Contact Details

NameAxis Mutual Fund
Launch DateJanuary 2009
AddressAxis House, First Floor, C-2, Wadia International Centre, Pandurang Budhkar Marg, Worli, Mumbai - 400025
Contact8108622211
Emailcustomerservice@axismf.com
Websitehttps://www.axismf.com/
Disclaimer: Mutual funds are subject to market risk. Read all scheme-related documents carefully to make informed-decision.

Combat Inflation With SIP Investments

Beat inflation and watch your money grow with our SIP return calculator. Protect your purchasing power and ensure your investments outpace inflation. Start hedging against inflation and securing your financial future now!

FAQs

NAV, or Net Asset Value, is the price of a single unit of a mutual fund. It is calculated by dividing the current value of holdings held by the mutual fund scheme at the end of the day by the total number of units issued. The NAV changes every day. The NAV of Axis Retirement Fund Conservative Plan on December 15, 2025, is ₹17.7957
Short for Asset Under Management, AUM means the total assets held by a mutual fund scheme. The AUM of the fund changes every day based on the fluctuation in the price of the underlying assets. Fund houses don't update AUM on a daily basis. They only update it at the end of the month and release it within a few days of the following month. The AUM of Axis Retirement Fund Conservative Plan, is ₹54.38 crore.
The expense ratio is the annual charges you pay to the mutual fund house for managing your investments. It is a percentage of Assets Under Management. It is deducted from the fund's returns. The expense ratio of Axis Retirement Fund Conservative Plan is 1.22%
The Axis Retirement Fund Conservative Plan was launched on November 29, 2019. The fund has delivered a CAGR of undefined since inception.
A Systematic Investment Plan (SIP) in mutual funds allows you to invest small amounts periodically instead of a one-time investment. The frequency of investment can be monthly, quarterly, half-yearly or annually, as per your convenience. The minimum SIP for Axis Retirement Fund Conservative Plan is ₹undefined.
  1. Make sure you are logged in to Angel One.
  2. Select the type of investment: SIP or one-time.
  3. In case of an SIP, select the amount and date and click ‘Start SIP’. In case of a one-time investment, enter just the amount.
  4. Proceed by clicking the pay button and choosing your mode of payment.
  5. Your portfolio will be updated with this investment in 3-5 working days.
  1. Click on the ‘Invest’ button.
  2. Enter your desired SIP amount and the SIP date.
  3. You can uncheck the ‘Make first payment now’ box if you don’t want to make the payment right away.
  4. Choose your payment method between UPI and Net Banking.
  5. Make your payment.
  6. Your SIP is created.
  1. Once you create an SIP, click on ‘Set up autopay’
  2. Select your desired verification method - debit card, net banking or Aadhar method credentials - and click on submit.
  3. Once you verify the OTP, your mandate request will be created.
  1. Go to the ‘Investments’ section and click on the mutual fund scheme you want to withdraw.
  2. Enter the amount you want to withdraw and tap the ‘Withdraw’ button.
  3. Verify the details on the ‘Confirm withdraw’ screen.
  4. Select the bank account in which you want to receive the funds.
  5. You will receive your funds within three working days of placing the order.
  6. You can track your order in the ‘Orders’ section.

ENTER AMOUNT

₹
₹4,288 in 3Y at 11.0975% returns
SIP Date1st of every month

Your next SIP Payment will be on 16 January 2026

By proceeding, you accept AngelOne's T&C

Grow your wealth with SIP
4,000+ Mutual Funds to choose from