SolutionRetirement FundDirect · Growth
Axis Retirement Fund - Conservative Plan - Direct Growth
Axis · Scheme 147830
₹17.77▼ 0.24%NAV · 2026-09-18
Decent FundScore
AUM
—
Expense ratio
—
3Y CAGR
8.9%
Risk level
Moderate
Min SIP
—
Benchmark
Nifty 500 TRI
Decent · 56/100
A solid option with a few areas worth a closer look.
🎯 Best held for the long term (5+ years) as part of a diversified portfolio.
📈 Why it could do well
- ✓Protects capital well — worst-ever fall was only 13%.
- ✓Positive 3Y windows: 100% of rolling 3Y windows positive
- ✓Return stability: rolling-return std 1.1%
- ✓Volatility: 6% annualised
📉 What could drag it down
- •Weak risk-adjusted returns (Sharpe 0.41) — took on risk without enough payoff.
- •3Y CAGR vs category: -2.0% vs category avg
- •5Y CAGR: +7.1%
FundScore breakdown
56/100 · Decent
Returns
Weak
Consistency
Decent
Risk-adjusted
Weak
Downside protection
Excellent
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.