
Axis Retirement Fund - Conservative Plan - Regular Plan - IDCW
- Solution Oriented
- Retirement Funds
- Status: Open
Historical NAV & Returns
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Axis Retirement Fund - Conservative Plan - Regular Plan - IDCW
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Fund Overview
₹54.91 Cr.
₹1000
₹5000
INF846K01T93
2.16%
~5 Yr
Trailing Returns
View full Return AnalysisAs of October 17, 2025
Risk Analysis
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Suitable for aggressive investments and investors with high-risk tolerance.
About This Fund
More InformationAxis Retirement Fund - Conservative Plan - Regular Plan - IDCW is a scheme launched by Mutual Fund on December 20, 2019, and falls under the Retirement Funds fund category. It currently manages an AUM of Rs 54.91 crore. The fund permits investments with a minimum SIP of Rs 1000 and a lump sum of Rs 5000. It charges an expense ratio of 2.16% for managing the portfolio.
Investing Strategy:
To generate regular income through investments predominantly in debt and money market instruments and to generate long term capital appreciation by investing certain portion of the portfolio in equity and equity related securities.
Performance:
Axis Retirement Fund - Conservative Plan - Regular Plan - IDCW trailing returns over different times are 2.62% (1 year), 9.83% (3 year) and 8.94% (5 year). The average annual return of this fund stands at 3.72%.
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Axis Retirement Fund - Conservative Plan - Regular Plan - IDCW


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