Overview / Mutual Fund Discovery / Open Ended Schemes ( Solution Oriented Schemes ** - Retirement Fund ) / AMFI 147822

Axis Retirement Fund - Aggressive Plan - Direct Plan - IDCW

Axis Mutual Fund • Open Ended Schemes ( Solution Oriented Schemes ** - Retirement Fund ) • Direct Plan • IDCW Option

Data last synced: 2026-11-10 09:32 (Latest NAV: 2026-11-09)

Latest NAV (2026-11-09)
₹19.1500
AMFI Code / ISIN
147822 / INF846K01S94
Category Peer Standing
#9 of 22 ranked peers in Open Ended Schemes ( Solution Oriented Schemes ** - Retirement Fund ) by 3Y Sortino
Historical Track
2019-12-27 to 2026-11-09 (1,705 daily observations)
Expense Ratio (TER)
Data unavailable (published only when verified against AMC statutory disclosures)
SEBI Riskometer
Data unavailable

Trailing CAGR, Rolling Returns & Risk Ratios

1Y CAGR
-6.19% p.a.
3Y CAGR
+9.16% p.a.
5Y CAGR
+5.85% p.a.
10Y CAGR
N/A
Since Inception CAGR
+9.90% p.a.
Sortino Ratio (3Y)
0.29
Sharpe Ratio (3Y)
0.23
Calmar Ratio
0.35
Annualized Volatility (3Y)
+11.82%
Maximum Drawdown
-26.07%
1Y / 3Y / 5Y Rolling Mean CAGR
+13.38% / +12.76% / +11.96%

Learn Sortino, Sharpe, Calmar & Drawdown in Knowledge Centre Module 3 • Quantitative Methodology

Monthly Portfolio Holdings & Overlap Check

Verified monthly AMC portfolio disclosure holdings are queried on demand for covered schemes and never fabricated. Learn multi-fund portfolio overlap analysis.

Related Open Ended Schemes ( Solution Oriented Schemes ** - Retirement Fund ) Funds