SOLUTION ORIENTED•RETIREMENT FUND
Axis Retirement Fund Conservative Plan
3 Year return
8.95%
NAV on August 11, 2026
17.8973
1D Returns
+0.01%
Launched on November 2019(7 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
15.08%₹543
Total Value ₹4,143
Risk Involved
Your principal will be at
Very High Risk
Scheme Information
Asset Under Management
₹47.81 Cr.
Expense Ratio
1.25% (inclusive of GST)
Exit Load
Nil
Ratings
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 Jul 2019
HS
Hardik Shah
Fund Manager since Apr 2024
JS
Jayesh Sundar
Fund Manager since Jul 2026
KN
Krishnaa N
Fund Manager since Mar 2024
Fund House Details
Axis Mutual Fund
Asset management company
AUM
₹3,77,445.09 Cr.
No. of Schemes
276
Setup Date
January 2009
Peer Comparison
Comparison with other similar funds
| Funds | 3 Y Returns | ARQ Rating |
|---|---|---|
| HDFC Retirement Savings Fund Equity | 11.3436% | 5 |
| Aditya Birla Sun Life Retirement Fund The 30S Plan | 17.2624% | 0.5 |
| Nippon India Retirement Fund Wealth Creation Scheme | 13.35% | 3.5 |
Schemes by Axis Mutual Fund
List of mutual fund schemes by AMC
Funds
3 Years Returns
Hybrid . Aggressive Hybrid Fund
Axis Aggressive Hybrid Fund Direct Plan Monthly IDCW Reinvestment10.7535%
Hybrid . Aggressive Hybrid Fund
Axis Aggressive Hybrid Fund Direct Plan Quarterly IDCW Payout10.3579%
Hybrid . Aggressive Hybrid Fund
Axis Aggressive Hybrid Fund Direct Plan Quarterly IDCW Reinvestment10.3579%
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
7.388%
Expense Ratio
1.25%
Fund Manager
Devang Shah
Fund Size
₹47.81 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
| Name | Axis Mutual Fund |
| Launch Date | January 2009 |
| Address | Axis House, First Floor, C-2, Wadia International Centre, Pandurang Budhkar Marg, Worli, Mumbai - 400025 |
| Contact | 8108622211 |
| customerservice@axismf.com | |
| Website | https://www.axismf.com/ |
Disclaimer: Mutual funds are subject to market risk. Read all scheme-related documents carefully to make informed-decision.
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FAQs
What is today's NAV of Axis Retirement Fund Conservative Plan?
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 August 11, 2026, is ₹17.8973
What is the AUM of Axis Retirement Fund Conservative Plan?
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 ₹47.81 crore.
What is the expense ratio of Axis Retirement Fund Conservative Plan?
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 1.25%
What are the returns of Axis Retirement Fund Conservative Plan since inception?
The Axis Retirement Fund Conservative Plan was launched on November 29, 2019. The fund has delivered a CAGR of undefined since inception.
What is the minimum SIP amount to invest in Axis Retirement Fund Conservative Plan?
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 ₹1000.
How do I invest in Axis Retirement Fund Conservative Plan?
- Make sure you are logged in to Angel One.
- Select the type of investment: SIP or one-time.
- 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.
- Proceed by clicking the pay button and choosing your mode of payment.
- Your portfolio will be updated with this investment in 3-5 working days.
How to start an SIP in Axis Retirement Fund Conservative Plan?
- Click on the ‘Invest’ button.
- Enter your desired SIP amount and the SIP date.
- You can uncheck the ‘Make first payment now’ box if you don’t want to make the payment right away.
- Choose your payment method between UPI and Net Banking.
- Make your payment.
- Your SIP is created.
How do I automate an SIP in Axis Retirement Fund Conservative Plan?
- Once you create an SIP, click on ‘Set up autopay’
- Select your desired verification method - debit card, net banking or Aadhar method credentials - and click on submit.
- Once you verify the OTP, your mandate request will be created.
How can I withdraw/redeem my investment in Axis Retirement Fund Conservative Plan?
- Go to the ‘Investments’ section and click on the mutual fund scheme you want to withdraw.
- Enter the amount you want to withdraw and tap the ‘Withdraw’ button.
- Verify the details on the ‘Confirm withdraw’ screen.
- Select the bank account in which you want to receive the funds.
- You will receive your funds within three working days of placing the order.
- You can track your order in the ‘Orders’ section.
ENTER AMOUNT
₹
₹4,143 in 3Y at 8.9462% returns
SIP Date1st of every month
Your next SIP Payment will be on 11 September 2026
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