SolutionRetirement FundDirect · Growth
Axis Retirement Fund - Aggressive Plan - Direct Growth
Axis · Scheme 147825
₹20.60▼ 0.34%NAV · 2026-08-05
Decent FundScore
AUM
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Expense ratio
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3Y CAGR
12.8%
Risk (SEBI)
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Min SIP
—
Benchmark
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NAV Growth
Loading NAV history…
Historical returns
| Period | Return |
|---|---|
| 1 Month | +1.88% |
| 3 Months | +4.67% |
| 6 Months | +1.63% |
| 1 Year | +2.95% |
| 3 Years (CAGR) | +12.78% |
| 5 Years (CAGR) | +8.95% |
| 10 Years (CAGR) | — |
| Since Launch | +11.55% |
Returns ≥ 1 year are annualised (CAGR); shorter periods are absolute. Past performance does not guarantee future returns.
FundScore breakdown
Six explainable dimensions. How the score works →
Returns41
Consistency79
Risk-adjusted30
Downside protection68
Cost efficiency80
Portfolio quality50
Why this fund scores well
- ✓ 3Y CAGR vs category: +2.0% vs category avg
- ✓ Positive 3Y windows: 100% of rolling 3Y windows positive
- ✓ Return stability: rolling-return std 2.3%
- ✓ Volatility: 13% annualised
- ✓ Max drawdown: -26%
What to watch
- • 5Y CAGR vs category: -1.0% vs category avg
- • 1Y return: +3.0%
- • Sharpe ratio: 0.43
- • Sortino ratio: 0.49
Risk metrics
Sharpe ratio
0.43
Sortino ratio
0.49
Volatility
12.78%
Max drawdown
-25.88%
Downside capture
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SIP return calculator
Back-tested on this fund's actual historical NAVs. Past performance ≠ future returns.
Portfolio & holdings
Top holdings, sector allocation and market-cap split require a paid factsheet feed and are coming soon. Everything above is computed from official daily NAV history and is fully real.