RS
R SivakumarFund Manager Since 20 Dec 2019
AllocationRetirement
Axis Retirement Fund - Dynamic Plan Direct Growth
3Y Annualised
18.18%
0.09% 1D
Fund Performance
Fund Multiplier
Fund Info
Peer Comparison
Fund Managers
AMC Details
Performance
1M Returns
3.19%
0.09% 1D
Benchmark
Nifty 50 Index Fund
Fund Multiplier
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
This Fund
4 years 2 months
NIFTY 50
4 years 11 months
FD
9 years 7 months
Fund info
Fund size
₹330.45 Cr
Min. SIP amount
₹1000
Min. Lumpsum amount
₹5000
Exit load
0%
Nil
Risk Profile
Very High Risk
Peer Comparison
This Fund's Performance Compared With Peers
Over the Period of oneMonth
1st
Aditya Birla Sun Life Retirement Fund - The 30s Pln Direct Reinvst of Inc Dis cum Cap Wdrl
6.35%
2nd
Aditya Birla Sun Life Retirement Fund - The 30s Pln Direct Pyt of Inc Dis cum Cap Wdrl
6.35%
3rd
Aditya Birla Sun Life Retirement Fund - The 30s Pln Direct Growth
6.35%
4th
Aditya Birla Sun Life Retirement Fund - The 30s Pln Regular Growth
6.25%
5th
Aditya Birla Sun Life Retirement Fund - The 30s Pln Regular Reinvst of Inc Dis cum Cap Wdrl
6.25%
35th
Axis Retirement Fund - Dynamic Plan Direct Growth
3.19%
Fund Managers
JG
Jinesh GopaniFund Manager Since 20 Dec 2019
HD
Hitesh DasFund Manager Since 20 Dec 2019
About Axis Retirement Fund - Dynamic Plan Direct Growth
Axis Retirement Fund - Dynamic Plan Direct Growth is a Allocation mutual fund scheme from Axis Asset Management Company Limited. This fund has been in existence for 5 years, having been launched on 2019-12-20. Axis Retirement Fund - Dynamic Plan Direct Growth has ₹330.45 Cr worth of assets under management (AUM) as of Sun Jun 01 2025. The latest Net Asset Value (NAV) of Axis Retirement Fund - Dynamic Plan Direct Growth as of Sat May 31 2025 is ₹21.36. The fund has an expense ratio of 1.3%, which is medium comparable to most other Allocation funds.
Axis Retirement Fund - Dynamic Plan Direct Growth returns for the last 1 year are 13.68%. Since launch, it has delivered 14.96% average annual returns.
The Axis Retirement Fund - Dynamic Plan Direct Growth has the majority of its money invested in Financial Services, Energy, null, Technology, Communication Services, Basic Materials, Utilities sectors.
Top 5 Holdings of Axis Retirement Fund - Dynamic Plan Direct Growth.
- ICICI Bank Ltd: 6.68%
- HDFC Bank Ltd: 6.03%
- Reliance Industries Ltd: 4.93%
- 7.3% Govt Stock 2053: 4.83%
- Infosys Ltd: 3.35%
AMC Information
| Name | Axis Asset Management Company Limited |
|---|---|
| Founding Date | 2019-12-20 |
| customerservice@axismf.com | |
| Phone | +91 22 43255161 |
| Website | www.axismf.com |
| Address | Axis Asset Management Company Ltd.,Axis House, 1st Floor, C-2, Wadia International Centre,,Pandurang Budhkar Marg, Worli, |
Tax Implications of Axis Retirement Fund - Dynamic Plan Direct Growth
| Short Term Gains | Income tax rate applicable to the Unitholders as per their income slabs. |
|---|---|
| Long Term Gains | Income tax rate applicable to the Unitholders as per their income slabs. |
Similar Funds from Axis Asset Management Company Limited
Axis Gilt Fund Growth
Fixed IncomeGovernment Bond
3Y CAGR
8.53%
expense ratio
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fund size
₹845.28 Cr
Axis Corporate Bond Fund Regular Growth
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expense ratio
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Axis Small Cap Fund Regular Growth
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Axis Multi Asset Allocation Fund Direct Plan Growth Option
AllocationMulti Asset Allocation
3Y CAGR
12.96%
expense ratio
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fund size
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FAQs
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