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SOLUTION ORIENTED•RETIREMENT FUND

Axis Retirement Fund Conservative Plan Direct Plan IDCW Payout

3 Year return

11.18%
NAV on March 04, 2026
17.472
1D Returns
-0.1%
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
19.28%₹694
Total Value ₹4,294

Risk Involved

scale
Your principal will be at
Very High Risk

Scheme Information

Asset Under Management
₹50.6 Cr.
Expense Ratio
1.24% (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 Apr 2024

HS

Hardik Shah

Fund Manager since Apr 2024

JS

Jayesh Sundar

Fund Manager since Nov 2024

KN

Krishnaa N

Fund Manager since Mar 2024

Fund House Details

Axis Mutual Fund

Axis Mutual Fund

Asset management company

AUM
₹3,65,749.22 Cr.
No. of Schemes
275
Setup Date
January 2009

Peer Comparison

Comparison with other similar funds

Funds3 Y ReturnsARQ Rating
HDFC Retirement Savings Fund Equity18.6743%
5
SBI Retirement Benefit Fund Aggressive14.5152%
0
Nippon India Retirement Fund Wealth Creation Scheme19.4456%
3.5

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
13.2142%
Axis Mutual Fund logo

Hybrid . Aggressive Hybrid Fund

Axis Aggressive Hybrid Fund Direct Plan Monthly IDCW Payout
12.9731%
Axis Mutual Fund logo

Hybrid . Aggressive Hybrid Fund

Axis Aggressive Hybrid Fund Direct Plan Monthly IDCW Reinvestment
12.9731%
Axis Mutual Fund logo

Hybrid . Aggressive Hybrid Fund

Axis Aggressive Hybrid Fund Direct Plan Quarterly IDCW Payout
12.543%
Axis Mutual Fund logo

Hybrid . Aggressive Hybrid Fund

Axis Aggressive Hybrid Fund Direct Plan Quarterly IDCW Reinvestment
12.543%

Key Features of The Fund

5-year return
8.0093%
Expense Ratio
1.24%
Fund Manager
Devang Shah
Fund Size
₹50.6 Cr.
Risk Profile
High

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.

Plan Your Investments Efficiently

SIPs can help you invest with minimum contributions over a period of time. With Angel One's free SIP calculator online, you can set your end goal and determine the required contribution amount. Check how over time, with small contributions, you can build up enough to achieve your financial goals.

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 Direct Plan IDCW Payout on March 04, 2026, is ₹17.472
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 Direct Plan IDCW Payout, is ₹50.6 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 Direct Plan IDCW Payout is 1.24%
The Axis Retirement Fund Conservative Plan Direct Plan IDCW Payout 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 Direct Plan IDCW Payout is ₹1000.
  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

₹
₹4,294 in 3Y at 11.1795% returns
SIP Date1st of every month

Your next SIP Payment will be on 4 April 2026

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