Overview / Mutual Fund Discovery / Open Ended Schemes ( Solution Oriented Schemes ** - Retirement Fund ) / AMFI 147833

Axis Retirement Fund - Conservative Plan - Regular Plan - IDCW

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

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

Latest NAV (2026-11-09)
₹14.8159
AMFI Code / ISIN
147833 / INF846K01T93
Category Peer Standing
#22 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 (1,674 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
-7.90% p.a.
3Y CAGR
+3.92% p.a.
5Y CAGR
+3.02% p.a.
10Y CAGR
N/A
Since Inception CAGR
+5.87% p.a.
Sortino Ratio (3Y)
-0.43
Sharpe Ratio (3Y)
-0.36
Calmar Ratio
0.29
Annualized Volatility (3Y)
+7.19%
Maximum Drawdown
-13.57%
1Y / 3Y / 5Y Rolling Mean CAGR
+7.51% / +7.67% / +7.26%

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.

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