SolutionRetirement FundDirect · Growth
Axis Retirement Fund - Aggressive Plan - Direct Growth
Axis · Scheme 147825
₹20.60▼ 0.19%NAV · 2026-09-18
Decent FundScore
AUM
—
Expense ratio
—
3Y CAGR
13.4%
Risk level
Moderately High
Min SIP
—
Benchmark
Nifty 500 TRI
Decent · 59/100
A solid option with a few areas worth a closer look.
🎯 A dependable core holding for long-term SIP investors.
📈 Why it could do well
- ✓Very consistent — delivers dependably across market cycles, ideal for SIPs.
- ✓3Y CAGR: +13.4%
- ✓Positive 3Y windows: 100% of rolling 3Y windows positive
📉 What could drag it down
- •Weak risk-adjusted returns (Sharpe 0.42) — took on risk without enough payoff.
- •5Y CAGR: +8.9%
- •5Y CAGR vs category: -0.9% vs category avg
FundScore breakdown
59/100 · Decent
Returns
Weak
Consistency
Strong
Risk-adjusted
Weak
Downside protection
Decent
Cost efficiency
Excellent
Portfolio quality
Average
Each dial rates the fund 0–100 on one factor, computed from real NAV history. Fuller & greener = stronger.
SIP return calculator
Back-tested on this fund's actual historical NAVs. Past performance ≠ future returns.