AXIS Retirement Fund - CP - Direct (G) logo

AXIS Retirement Fund CP Direct Growth

Solution Oriented

|

Retirement Fund

NAV ₹17.77 as on 17 Nov 2025

RiskHigh

Fund Size₹54.62Cr

NAV₹17.77 as on 17 Nov 2025
RiskHigh
Fund Size₹54.62Cr

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Investment Details
Top Rated Funds

Lock-in

5 Years

Min One Time Amount

₹5,000

Min Withdrawal Amount

₹-

Min SIP Amount

₹1,000

Min Additional Amount

₹1,000

Exit Load

Nil

Basic Details

Age

5 years 11 months (Since Dec 20, 2019)

Return since Launch

10.20%

Expense ratio

1.11%

Type

OPEN

AUM (Fund Size)

₹54.62

Risk Grade

High

Benchmark

CRISIL Hybrid 75+25 - Conservative Index

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Returns
Total investment of ₹2,40,000
Would have become ₹61,949 (+209.74%)
Fund Manager

Name:

Jayesh Sundar

Experience:

Axis Asset Management Company Ltd (Fund Manager) September 21, 2023 - Current. Aviva Life Insurance India Ltd (Equity Fund Management) October 16, 2012 - September 08, 2023

Asset Allocation

GSEC2037 33.82%

GSEC2064 14.69%

GSEC2034 9.45%

Indus Inf. Trust 1.45%

C C I 0.91%

Net CA & Others 0.80%

See All
Scheme Holding Summary

Govt. Securities

Refineries

Banks

IT - Software

Automobile

Telecom-Service

Healthcare

Tobacco Products

ITC Ltd

1.75%

Insurance

Infrastructure Developers & Operators

Debt Others

Clearing Corporation of India Ltd

0.91%

Power Generation & Distribution

NTPC Ltd

0.90%

FMCG

Pharmaceuticals

Cipla Ltd

0.78%

Finance

Hotels & Restaurants

See All
RiskometerLevel of risk in the scheme
Moderate
High
Low
Very
High

Your investment will be at High Risk

Fund house & investment objective
Rank (total assets)#8 in India
Total AUM₹3,54,362.32Cr
Date of Incorporation13 Jan 2009
AXIS Retirement Fund CP Direct Growth is a Solution Oriented Mutual Fund Scheme launched by Axis Mutual Fund. This scheme was made available to investors on 20 Dec 2019. The fund currently has an Asset Under Management(AUM) of ₹3,54,362.32 Cr and the Latest NAV as of 17 Nov 2025 is ₹17.77.
The AXIS Retirement Fund CP Direct Growth is rated High. Minimum SIP Investment is set to ₹1,000 . Minimum Lumpsum Investment is ₹5,000. Exit load of Nil.
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Returns and Rankings

Category: Solution Oriented Retirement Fund

1Y3Y5YAll
Fund returns6.75%3.58%1.90%1.96%
Category average7.78%4.25%2.47%-
Rank within category151411-

FAQ’s

What kind of returns does AXIS Retirement Fund CP Direct Growth provide?

AXIS Retirement Fund CP Direct Growth has given a return of 11.14% in the past 3 years.

What is the expense ratio charged by AXIS Retirement Fund CP Direct Growth?

The Expense Ratio charged by AXIS Retirement Fund CP Direct Growth is 1.11%.

What is the AUM size of AXIS Retirement Fund CP Direct Growth?

The AUM size of AXIS Retirement Fund CP Direct Growth is ₹54.62Cr.

What is the minimum SIP amount that you can invest in AXIS Retirement Fund CP Direct Growth?

₹1,000 is the minimum SIP amount that you can invest in AXIS Retirement Fund CP Direct Growth .

What are the top stock holdings of AXIS Retirement Fund CP Direct Growth?

The top stock holdings of AXIS Retirement Fund CP Direct Growth include

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start building your wealth journey

*By clicking, I agree to the T&C and Whatsapp updates.