Axis Retirement Fund - Aggressive Plan - Direct Plan - IDCW
Axis Mutual Fund Solution Oriented Retirement Fund
Expense Ratio
1.07%
AUM
₹1.28 Cr
Plan Type
Direct
Market Cap
NA
Risk Level
Moderate-High
Performance Analysis
NAV trends and returns overview
Returns Performance
Compound Annual Growth Rate (CAGR) across different periods
1 Month
-39.14%
Poor
6 Months
-2.82%
Poor
1 Year
+4.40%
Poor
3 Years
+15.12%
Good
5 Years
+10.77%
Below Average
AUM Growth Analysis
Assets under management trends and growth patterns
Quarterly AUM Trend
Last 20 quarters
AUM Metrics
Key indicators
Current AUM
₹1.28 Cr
Recent Trend
Growing
Stability Score
16.4
Growth Assessment
Good Growth
Growth Performance
Historical returns
1Y
Annual Growth
+11.18%
3Y
3Y CAGR
+196.82%
5Y
5Y CAGR
+1066.15%
Growth Assessment: Good Growth
• Steady growth in investor base
• Low liquidity risk with stable flows
Risk Analysis
Volatility metrics and risk assessment indicators
Risk level: Moderate - Balanced risk with moderate price fluctuations
Volatility
11.00%
Annualized standard deviation
Sharpe Ratio
0.734
Fair - Risk-adjusted return
Max Drawdown
-21.10%
High - Worst decline
Consistency
67.4%
Performance consistency
Volatility Breakdown
Daily Volatility
0.69%
Average daily price movement
Annualized Volatility
11.00%
Expected annual price range
Risk Assessment Guide
• Volatility: Higher volatility means greater price fluctuations and investment risk
• Sharpe Ratio: Higher values indicate better risk-adjusted returns (>1.0 is good)
• Max Drawdown: Shows the largest peak-to-trough decline in value
• Consistency: Higher percentages indicate more predictable performance