SolutionRetirement FundDirect · Growth
Axis Retirement Fund - Conservative Plan - Direct Growth
Axis · Scheme 147830
₹17.78▼ 0.29%NAV · 2026-08-05
Decent FundScore
AUM
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Expense ratio
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3Y CAGR
8.8%
Risk (SEBI)
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Min SIP
—
Benchmark
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NAV Growth
Loading NAV history…
Historical returns
| Period | Return |
|---|---|
| 1 Month | +0.65% |
| 3 Months | +2.79% |
| 6 Months | +0.40% |
| 1 Year | +2.28% |
| 3 Years (CAGR) | +8.82% |
| 5 Years (CAGR) | +7.28% |
| 10 Years (CAGR) | — |
| Since Launch | +9.09% |
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 →
Returns21
Consistency66
Risk-adjusted35
Downside protection98
Cost efficiency80
Portfolio quality50
Why this fund scores well
- ✓ Positive 3Y windows: 100% of rolling 3Y windows positive
- ✓ Return stability: rolling-return std 1.1%
- ✓ Volatility: 6% annualised
- ✓ Max drawdown: -13%
- ✓ Direct plan: no distributor commission
What to watch
- • 3Y CAGR: +8.8%
- • 3Y CAGR vs category: -1.9% vs category avg
- • Beat category: beat category in 0% of windows
- • Sharpe ratio: 0.42
Risk metrics
Sharpe ratio
0.42
Sortino ratio
0.51
Volatility
6.43%
Max drawdown
-12.73%
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.