Axis Retirement Fund - Conservative Plan Regular Growth is a mutual fund scheme from Axis Asset Management Company Limited. The fund was launched on 20 December 2019 and is managed by Hardik Shah, Devang Shah, Krishnaa N, and Jayesh Sundar. As of 15 October 2026, the fund has an AUM of ₹44.70 Cr and its latest NAV is ₹15.49. The fund has a High Risk risk rating.
The fund allows minimum SIP of ₹1,000 and lumpsum investment starting from ₹5,000.
The fund primarily invests in Financial Services, Healthcare, and Technology and its top holdings include 7.18% Govt Stock 2037, 7.34% Govt Stock 2064, 7.1% Govt Stock 2034, Reliance Industries Ltd, and Apollo Hospitals Enterprise Ltd. The fund has delivered -3.7% returns over the last 1 year, 5.3% annualised returns over 3 years, 3.8% annualised returns over 5 years, and 6.5% annualised returns since inception.
Axis Retirement Fund - Conservative Plan Regular Growth may be suitable for investors looking for long-term wealth creation and who are comfortable with High Risk risk.






