Which funds are similar to Axis Retirement Fund - Aggressive Plan Direct-Growth?
Funds similar to Axis Retirement Fund - Aggressive Plan Direct-Growth in the Hybrid: Aggressive Hybrid category include SBI Aggressive Hybrid Fund Direct Plan-Growth, ICICI Prudential Aggressive Hybrid Fund Direct-Growth, and HDFC Aggressive Hybrid Fund Direct Plan-Growth. These funds follow a comparable investment mandate and are benchmarked against similar indices. You can compare them in detail — across returns, risk metrics, expense ratio, and portfolio composition — using the fund comparison tool on sharpely.
What is the rank of Axis Retirement Fund - Aggressive Plan Direct-Growth in its category?
On a 3-year return basis Axis Retirement Fund - Aggressive Plan Direct-Growth is ranked 24 out of 41 funds in the Hybrid: Aggressive Hybrid category as of 9 Oct 2026. On a 5-year return basis it ranks 37 out of 41. Consistently ranking in the top across multiple time periods is a stronger signal of fund quality than a single-period rank.
How does Axis Retirement Fund - Aggressive Plan Direct-Growth's expense ratio compare to similar funds?
Axis Retirement Fund - Aggressive Plan Direct-Growth has an expense ratio of 1.26%. The peers SBI Aggressive Hybrid Fund Direct Plan-Growth has an expense ratio of 0.76% and ICICI Prudential Aggressive Hybrid Fund Direct-Growth has 1.07%. Over the long term, a higher expense ratio can meaningfully drag on returns, so it is worth evaluating whether the fund's performance justifies the additional cost.
How does Axis Retirement Fund - Aggressive Plan Direct-Growth's AUM compare to similar funds?
Axis Retirement Fund - Aggressive Plan Direct-Growth has an AUM of ₹665.98 crore. The peers SBI Aggressive Hybrid Fund Direct Plan-Growth has an AUM of ₹86,162.8 crore and ICICI Prudential Aggressive Hybrid Fund Direct-Growth has ₹50,706.1 crore. A large AUM can sometimes limit a fund's ability to take meaningful positions in mid and small-cap stocks, as larger trades can move prices. This is particularly relevant for funds that invest outside large caps.
Which fund has the best 3-year returns in the Hybrid: Aggressive Hybrid?
The top performing fund in the Hybrid: Aggressive Hybrid category on a 3-year basis is Bank of India Aggressive Hybrid Fund Direct-Growth with a CAGR of 16.89% as of 9 Oct 2026. Axis Retirement Fund - Aggressive Plan Direct-Growth has delivered 9.99% CAGR over the same period, ranking 24 out of 41 funds. You can view and compare the full category ranking on sharpely.
How does Axis Retirement Fund - Aggressive Plan Direct-Growth rank in risk-adjusted returns vs peers?
On a risk-adjusted basis, Axis Retirement Fund - Aggressive Plan Direct-Growth has a Sharpe ratio of 0.38 compared to the Hybrid: Aggressive Hybrid average of 0.40 as of 9 Oct 2026. It ranks 25 out of 43 funds in its category on Sharpe ratio.
