How to check the XIRR of Axis Retirement Fund - Aggressive Plan - Direct Growth?

You can track the exact XIRR and portfolio overlapping of Axis Retirement Fund - Aggressive Plan - Direct Growth alongside your PMS and AIF investments using the MutualSaathi Portfolio Analyzer.

How to check portfolio overlap for Axis Retirement Fund - Aggressive Plan - Direct Growth?

Use the MutualSaathi Portfolio Analyzer to compare Axis Retirement Fund - Aggressive Plan - Direct Growth with other funds, PMS, and AIFs to detect hidden stock overlaps.

Axis Retirement Fund - Aggressive Plan - Direct Growth

Axis Mutual Fund

Expense Ratio: 1.07

Risk: Very High

Solution Oriented Scheme - Retirement Fund

Plan: Direct

Benchmark: CRISIL Hybrid 25+75 - Aggressive Index

Inception: 29-11-2019

Exit Load: Nil

Fund Size:₹758.89 Cr

Performance

Fund-0.39%

Cat. Avg.2.95%

Fund2.49%

Cat. Avg.4.69%

Fund11.97%

Cat. Avg.11.82%

Fund8.75%

Cat. Avg.10.72%

10Y

FundN/A

Cat. Avg.11.36%

Fund11.33%

Cat. Avg.11.69%

Fund Facts

Manager(s)

Mr. Hardik Shah

Beta

0.91

Std Dev

12.20%

Taxation

Any Holding Period (STCG & LTCG):As per Income Slab Rate

*Tax rates as per Finance Act 2024. Surcharge & cess may apply.

Allocation

Visualizing Fund's Exposure

Asset Class

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Market Cap

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Top Sectors

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Asset Class

Market Cap

Top Sectors

Portfolio Holdings

Detailed breakdown of instruments.

	Instrument	Type	Sub-Cat	Cap	Sector	YTM	Val (Cr)	% Assets
1	7.1% Government of India (08/04/2034)	DEBT	G-Sec		Sovereign	7.15%	42.69	6.49%
2	Reliance Industries Limited	Equity	Listed	Large Cap	Petroleum Products		38.91	5.91%
3	6.79% Government of India (07/10/2034)	DEBT	G-Sec		Sovereign	7.19%	34.39	5.22%
4	HDFC Bank Limited	Equity	Listed	Large Cap	Banks		33.32	5.06%
5	ICICI Bank Limited	Equity	Listed	Large Cap	Banks		31.23	4.74%
6	Infosys Limited	Equity	Listed	Large Cap	IT - Software		23.94	3.64%
7	7.25% Government of India (12/06/2063)	DEBT	G-Sec		Sovereign	7.92%	23.35	3.55%
8	State Bank of India	Equity	Listed	Large Cap	Banks		21.55	3.27%
9	7.18% Government of India (24/07/2037)	DEBT	G-Sec		Sovereign	7.33%	19.96	3.03%
10	Clearing Corporation of India Ltd	CASH	CCIL		CCIL	6.27%	18.60	2.83%

Similar Funds

SIP Returns

Amount (₹)

Date

7th

Period	SIP Date	Inv(₹)	Val(₹)	Abs(%)	XIRR
1Y	07 Aug, 25	60000	60840	+1.4%	+3.0%
2Y	07 Aug, 24	1.20 L.	1.23 L.	+2.5%	+2.6%
3Y	07 Aug, 23	1.80 L.	1.98 L.	+10.0%	+6.5%
5Y	09 Aug, 21	3 L.	3.79 L.	+26.2%	+9.5%
SI	07 Jan, 20	3.95 L.	5.59 L.	+41.6%	+10.6%

Lumpsum Returns

Amount (₹)

Period	Inv Date	Inv(₹)	Val(₹)	Abs(%)	CAGR
1Y	15 Jul, 25	1 L.	99606	-0.4%	-0.4%
2Y	15 Jul, 24	1 L.	1.05 L.	+5.0%	+2.5%
3Y	17 Jul, 23	1 L.	1.40 L.	+40.3%	+12.0%
5Y	15 Jul, 21	1 L.	1.52 L.	+52.1%	+8.8%
SI	27 Dec, 19	1 L.	2.02 L.	+102.1%	+11.3%

SIP Planner

Visualize how small monthly investments grow over time.

Monthly SIP Amount

HNI/UHNI? Enter manually (Max: ₹10 Cr)

₹

Investment Tenure

Max: 40 Years

Years

Expected Annual Return (SIP)

Max: 30%

Expected Inflation

Max: 20%

Annual Step-up

Beat inflation and compound wealth faster with an annual step-up.

Max: 500%

Initial Lumpsum

HNI/UHNI? Enter manually (Max: ₹1000 Cr)

₹

Expected Return on Lumpsum

Max: 30%

Future Value

₹23.80L

With SIP Amount ₹5,000

Total Invested

₹9.00L

Total Gained

₹14.80L

SIP Invested₹9.00L

SIP Gain₹14.80L

Lumpsum Inv.₹0

Lumpsum Gain₹0

Reality Check: Your future value will be today's ₹8.62L at inflation rate 7%

Tip: You can set a Goal first in the Goal Planner to calculate SIP targets adjusted for inflation.