Official AMFI data
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Axis

Axis Retirement Fund - Conservative Plan

NAV · Direct-Growth

₹17.81-0.09-0.51%

As of 17 Aug 2026 · AMFI

NAV growth+3.2%
Aug ’25Aug ’26
Arthkar verdictA balanced read

Consistency

Steady

positive in 5 of 7 years

1Y return

+3.0%

3Y CAGR

+9.0%

5Y CAGR

+7.1%

AUM

fund size

Expense

direct plan

Volatility 3Y

6.8%

3Y std dev

Go deeper on Axis Retirement Fund - Conservative Plan

Two data-only views, computed from this fund's real NAV history — no projections.

In plain English

Long-run track record: about 7.1% CAGR over 5 years. Worst historical drawdown: -13% in Mar 2020, recovered in 4 months.

Auto-generated from holdings, returns and risk data. No paid placement, no copy-pasted boilerplate.

NAV history

Showing Direct · Growth · INF846K01T69

NAV (Direct-Growth)

₹17.8119

Last 1Y

+3.20%

Aug 25Min ₹16.82 · Max ₹17.93 · 245 ptsAug 26

Drawdown stories

The crashes you should know about — and how long the fund took to recover.

Mar 2020

-12.8%

Peak ₹10.42 on 17 Feb 2020 → trough ₹9.09 on 23 Mar 2020 (1 months down).

Recovered in 4 months· 7 Jul 2020

Computed from the full NAV history. We show drawdowns deeper than 10%, sorted by depth.

Performance

Returns for various periods, with category average and peer rank.

PeriodReturnsCategory avgRank
1W-0.48%
1M+0.62%
3M+3.74%
6M-0.10%
YTD-0.38%
1Y+3.02%
2Y+3.43%
3Y+8.98%
5Y+7.13%

Available plans & options

PlanOptionFull nameISIN

Click a plan to see its NAV and chart above. Direct plans have lower expense ratios than Regular — same portfolio, more of the return stays with you.