Axis Mutual Fund
Axis Retirement Fund - Dynamic Plan - Direct Plan - Growth Option
Retirement
+11.6% 3Y CAGR
Axis Mutual Fund
Retirement · Direct · Growth
NAV as of 30 Oct 2026 · Source: AMFI
Axis Retirement Fund - Conservative Plan is a Retirement fund from Axis Mutual Fund, with NAVs going back to December 2019. This page covers its direct plan, growth option. It manages ₹43 crore, the 3rd largest of 3 Retirement funds. Its expense ratio is 1.27% a year, in line with the median of 1.27% for Retirement funds.
Over the last three years it returned 7.20% a year, 3rd of 3 Retirement funds (median 10.79%). Over five years it returned 5.76% a year, 3rd of 3. It is 0.32 percentage points a year behind its benchmark, the CRISIL Hybrid 75+25 - Conservative Index, over three years, on AMFI's figures. Its biggest fall from a peak in the last three years was 7.0%, and AMFI's riskometer rates it High.
Annualised (CAGR) for periods over a year, calculated from AMFI NAVs up to 30 Oct 2026. Past performance does not guarantee future returns. How we calculate returns
1 Year
-2.73%
3 Years
+7.20%
5 Years
+5.76%
Since launch (27 Dec 2019)
+8.22%
Fund and benchmark returns as published by AMFI for 29 Oct 2026, so both sides use the same date and method. They can differ slightly from the figures above.
| Period | This fund | Benchmark | Difference |
|---|---|---|---|
| 1 Year | -3.39% | -0.37% | -3.02 pts |
| 3 Years | +7.10% | +7.42% | -0.32 pts |
| 5 Years | +5.71% | +6.40% | -0.69 pts |
| Since launch | +8.18% | +8.21% | -0.03 pts |
Measured from this fund's own daily NAVs over the last three years.
Volatility (annualised)
5.6%
How much the NAV typically swings in a year. Higher means a bumpier ride.
Worst fall from a peak
-7.0%
The biggest drop from a high to a later low. A sense of what a bad stretch has looked like.
Daily NAV since 27 Dec 2019.
These come from the fund's monthly factsheet and Scheme Information Document (SID). We don't show them yet, because we can't keep them accurate. Check them on Axis Mutual Fund's website before you invest.
Funds next to Axis Retirement Fund - Conservative Plan, in the same category, ranked by 3-year return.
Axis Mutual Fund
Retirement
+11.6% 3Y CAGR
Axis Mutual Fund
Retirement
+10.8% 3Y CAGR
Axis Retirement Fund - Conservative Plan - Direct Plan - Growth Option
Research-only · No transactions