NRI from all over the world (excluding U.S.A. & Canada) can invest in this fund
SBNRI is a certified Mutual Fund distributor registered with Association of Mutual Funds in India (AMFI) with Reg. No. 246671
₹18.45
-0.05%
NAV as on 28 May 25, 12:00 AM
very high risk
retirement
equity
NAV as on 28 May 25, 12:00 AM
very high risk
retirement
equity
10.74%p.a.
Last 1Y
16.05%p.a.
Last 3Y
15.93%p.a.
Last 5Y
12.79%p.a.
Since Inception
NRIs can achieve long-term capital appreciation by investing in the Axis Retirement Fund - Aggressive Plan Growth scheme from Axis Asset Management Company Ltd. It is a Retirement mutual fund scheme that predominantly invests in Retirement stocks of companies. Launched on Dec 2019, Axis Retirement Fund - Aggressive Plan Growth is Retirement fund of its category with 921.99 Cr fund under management as on May 2025. The expense ratio of this fund is less than that of most other Fund category Retirement funds.
The investment objective of the Investment Plan(s) under the Scheme is to provide long-term capital appreciation / income by investing in a mix of equity, debt and other instruments to help investors meet their retirement goals. However, there can be no assurance that the investment objective of the Scheme will be achieved. To generate capital appreciation by predominantly investing in equity and equity related instruments. The Investment Plan may also invest in debt and money market instruments, units of Gold ETF or units of REITs & InvITs for income generation / wealth creation.
HDFC Bank Ltd
5.50%
7.34% Government of India (22/04/2064)
5.27%
7.25% Government of India (12/06/2063)
4.87%
ICICI Bank Ltd
4.80%
Reliance Industries Ltd
4.59%
Clearing Corporation of India Ltd
3.53%
Infosys Ltd
3.32%
Bajaj Finance Ltd
3.24%
7.09% Government of India (05/08/2054)
3.19%
7.3% Government of India (19/06/2053)
2.62%
View Scheme Document
If invested
per month
For a period of
Investment of ₹0 could have been
₹0(+0.0%)
₹0 (+0.0%)
This Fund
₹0 (+0.0%)
Fixed Deposit
Just like for resident investors, capital gains from mutual fund investments are subject to income tax for NRI investors.
Fund Type | Short-term Capital Gains (STCG) Tax | Long-term Capital Gains (LTCG) Tax |
---|---|---|
Equity mutual funds | 15% | 10% (above Rs. 1 lakh LTCG) without indexation* |
Debt & other types of funds | At tax slab rate | 20% with indexation benefits |
NRIs and OCIs can download the SBNRI app to invest in mutual funds from the country of their residence. Here are a few simple steps you need to take:
If all details are correct, your KYC will be approved within 7 to 8 business days.
Funds
3Y Return
very high risk | equity
22.3%
very high risk | equity
0.0%
very high risk | equity
20.7%