Fundalysisby DARKHORSESTOCKS

Scheme

Axis Retirement Fund Aggressive Plan

Holds 89 companies worth ₹489 Cr in Sept 2026.

  • Fund house

    AxisThe fund house that runs this scheme.

  • AUM

    ₹666 CrAxis Retirement Fund Aggressive Plan's AUM at the end of 30 Sept 2026, as AMFI reports it. Down 5.7% on Aug 2026, ₹707 Cr.

  • Largest holding

    Reliance IndustriesReliance Industries is 5.2% of this scheme's NAV.

  • Fund manager

    Jayesh SundarRuns its co-manager part since 24 Jan 2024, as the fund house dates it. With Devang Shah (co-manager), Hardik Shah (co-manager), Krishnaa N (overseas).

AUM(Dec 2019 – Sept 2026)

AUM at month end each month, and its change on the month before
12 months₹ CrChange
Sept 2026666−5.7%
Aug 2026707+0.1%
Jul 2026706+0.4%
Jun 2026703+0.7%
May 2026699−0.9%
Apr 2026705+7.1%
Mar 2026658−10.4%
Feb 2026734+0.7%
Jan 2026729−2.8%
Dec 2025750−2.7%
Nov 2025771−1.4%
Oct 2025782+3.0%
AUM at month end, Sept 2026
₹666 Cr
−14.8% since Oct 2025
Fig. 1.AUM at each month's end, ₹ crore; under All, the quarterly average since 2010. Source: AMFI.

Direct plans(Dec 2019 – Sept 2026)

Direct plans' share of AUM each quarter, and its change on the quarter before
4 quartersShareChange
Sept 20267.07%−0.34 pt
Jun 20267.41%+0.04 pt
Mar 20267.36%+0.24 pt
Dec 20257.12%+0.26 pt
Direct plans' share of AUM, Sept 2026
7.07%
−0.05 pt since Dec 2025
Fig. 2.Axis Retirement Fund Aggressive Plan's quarterly average AUM in direct plans, which pay no distributor; changes in points. Source: AMFI.

Returns(9 Oct 2026)

Growth · Direct and Regular plans

To 9 Oct 2026; past a year, a yearly rate. Benchmark: CRISIL Hybrid 25+75 - Aggressive Index. * From NAVs. Source: AMFI. Click a column's header to sort by it.
1 month *
−3.47%−3.56%––−3.16%
3 months *
−3.03%−3.35%––−2.75%
6 months *
+1.51%+0.86%––+2.21%
1 year
−3.75%−4.91%−4.15%+0.40 pt+0.55%
3 years
+9.99%+8.61%+8.32%+1.67 pt+8.61%
5 years
+6.04%+4.55%+7.36%−1.32 pt+8.18%
Since launch
+10.31%+8.68%+11.46%−1.15 pt+10.12%
Fig. 3.To 9 Oct 2026; past a year, a yearly rate. Benchmark: CRISIL Hybrid 25+75 - Aggressive Index. * From NAVs. Source: AMFI.