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Axis Retirement Fund - Conservative Plan
Fund Overview
| AUM (Fund size) | ₹55 Cr |
| Exit load | 0% |
| Lock-in Period | 5 Years |
| Age | 5 yrs 11 m since Nov 29, 2019 |
| Benchmark | CRISIL Hybrid 75+25 Conservative Index |
| Min. investment | SIP: ₹3000 & Lumpsum: ₹10000 |
| Expense ratio | 2.15% as on Oct 31, 2025 |
| Plan type | Regular |
| Risk | High |
Peer Comparison
| Fund Name | 1M | 6M | 1Y | 3Y | 5Y | 10Y |
|---|---|---|---|---|---|---|
| Axis Retirement Fund - Conservative Plan | 0.7% | 1.37% | 5.95% | 9.91% | 8.1% | N.A. |
| UTI Retirement Fund | 0.95% | 2.12% | 7.31% | 12.33% | 12.83% | 9.65% |
| HDFC Retirement Savings Fund - Hybrid Equity Plan | 0.69% | 3.54% | 7.28% | 15.01% | 16.29% | 14.77% |
| HDFC Retirement Savings Fund - Hybrid Debt Plan | 0.55% | 1.91% | 6.21% | 8.86% | 8.28% | 8.16% |
| ICICI Prudential Retirement Fund - Hybrid Conservative Plan | 0.89% | 4.72% | 8.97% | 11.19% | 8.74% | 5.94% |
| ICICI Prudential Retirement Fund - Hybrid Aggressive Plan | 1.15% | 9.65% | 14.5% | 21.27% | 19.51% | 10.5% |
| Fund Name | Std. deviation | Beta | Sharpe | Sortino |
|---|---|---|---|---|
| Axis Retirement Fund - Conservative Plan | 5.97 | 1.50 | 0.48 | 0.79 |
| UTI Retirement Fund | 5.63 | 0.61 | 0.96 | 1.43 |
| HDFC Retirement Savings Fund - Hybrid Equity Plan | 8.59 | 0.76 | 0.94 | 1.45 |
| HDFC Retirement Savings Fund - Hybrid Debt Plan | 3.48 | 0.87 | 0.69 | 1.14 |
| ICICI Prudential Retirement Fund - Hybrid Conservative Plan | 4.23 | 1.02 | 0.98 | 1.40 |
| ICICI Prudential Retirement Fund - Hybrid Aggressive Plan | 12.61 | 1.10 | 1.05 | 1.60 |
| Fund Name | AUM | Fund Age | Expense Ratio |
|---|---|---|---|
| Axis Retirement Fund - Conservative Plan | 55 Cr | 5 yrs 11 m | 2.15% |
| UTI Retirement Fund | 4,745 Cr | 30 yrs 10 m | 1.65% |
| HDFC Retirement Savings Fund - Hybrid Equity Plan | 1,729 Cr | 9 yrs 9 m | 2.06% |
| HDFC Retirement Savings Fund - Hybrid Debt Plan | 161 Cr | 9 yrs 9 m | 2.14% |
| ICICI Prudential Retirement Fund - Hybrid Conservative Plan | 88 Cr | 6 yrs 9 m | 2.12% |
| ICICI Prudential Retirement Fund - Hybrid Aggressive Plan | 998 Cr | 6 yrs 9 m | 2.17% |