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Axis Retirement Fund - Conservative Plan - Regular Plan - IDCW

Axis · Index Funds
High
₹14.16
Current NAV
23 Oct 2026
-12.3%
1Y Return
2.6%
3Y CAGR
2.4%
5Y CAGR
Watchlist
NAV History (1 Year)
Analysis & Suitability
Pros / Upsides
  • Highly cost-efficient with a low expense ratio of 0.99%.
  • Generates significant excess returns relative to benchmark index (Alpha: 6.39).
  • Well-diversified portfolio aligned with the Index Funds mandate.
Cons / Risks
  • Subject to high equity market volatility and short-term capital fluctuations.
  • Sluggish 3-year performance, lagging behind primary equity benchmarks.
Suitable for
  • Long-term wealth creation (5+ years horizon) like retirement or child education.
  • Investors seeking exposure to stable, blue-chip market leaders.
Not suitable for
  • Short-term goals (under 3 years) where preserving the capital is the main priority.
  • Short-term trading or speculative investment horizons.
Risk Profile: High Risk
Low Moderate High Very High
Risk Metrics
0.89
Sharpe Ratio
1.39
Beta
6.39
Alpha
1.06
Sortino
Fund Details
Fund House Axis
Category Index Funds
AUM ₹9440 Cr
Expense Ratio 0.99%
Min SIP ₹500
Min Lumpsum ₹1000
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