Axis Retirement Fund - Conservative Plan - Direct Plan - IDCW
Axis Mutual Fund Solution Oriented Retirement Fund
Expense Ratio
1.07%
AUM
₹14.85 Lakh
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
-19.91%
Poor
6 Months
+2.53%
Poor
1 Year
+4.95%
Poor
3 Years
+10.84%
Below Average
5 Years
+8.17%
Below Average
AUM Growth Analysis
Assets under management trends and growth patterns
Quarterly AUM Trend
Last 20 quarters
AUM Metrics
Key indicators
Current AUM
₹14.85 Lakh
Recent Trend
Growing
Stability Score
15.4
Growth Assessment
Excellent Growth
Growth Performance
Historical returns
1Y
Annual Growth
+28.24%
3Y
3Y CAGR
+107.40%
5Y
5Y CAGR
+773.53%
Growth Assessment: Excellent Growth
• Strong investor confidence with high inflows
• Low liquidity risk with stable flows
Risk Analysis
Volatility metrics and risk assessment indicators
Risk level: Low - Stable investment with occasional price movements
Volatility
5.50%
Annualized standard deviation
Sharpe Ratio
0.763
Fair - Risk-adjusted return
Max Drawdown
-8.50%
Low - Worst decline
Consistency
71.4%
Performance consistency
Volatility Breakdown
Daily Volatility
0.35%
Average daily price movement
Annualized Volatility
5.50%
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