RS
R SivakumarFund Manager Since 20 Dec 2019
AllocationRetirement
Axis Retirement Fund - Dynamic Plan Direct Growth
3Y Annualised
11.60%
-1.06% 1D
Fund Performance
Fund Multiplier
Fund Info
Peer Comparison
Fund Managers
AMC Details
Performance
1M Returns
-3.45%
-1.06% 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
6 years 4 months
NIFTY 50
8 years 7 months
FD
9 years 7 months
Fund info
Fund size
₹283.00 Cr
Min. SIP amount
₹1000
Min. Lumpsum amount
₹5000
Exit load
0%
Nil
Risk Profile
High Risk
Peer Comparison
This Fund's Performance Compared With Peers
Over the Period of oneMonth
1st
ICICI Prudential Retirement Fund Pure Debt Plan Direct Payout of Income Dist cum Cap Wdrl
0.46%
2nd
ICICI Prudential Retirement Fund Pure Debt Plan Direct Growth
0.46%
3rd
ICICI Prudential Retirement Fund Pure Debt Plan Regular Growth
0.38%
4th
ICICI Prudential Retirement Fund Pure Debt Plan Regular Payout of Income Dist cum Cap Wdrl
0.38%
5th
Aditya Birla Sun Life Retirement Fund - The 50s Pls - Dbt Pln Direct Reinvst of Inc Dis cum Cap Wdrl
0.29%
95th
Axis Retirement Fund - Dynamic Plan Direct Growth
-3.45%
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 6 years, having been launched on 2019-12-20. Axis Retirement Fund - Dynamic Plan Direct Growth has ₹283.00 Cr worth of assets under management (AUM) as of Tue Jun 09 2026. The latest Net Asset Value (NAV) of Axis Retirement Fund - Dynamic Plan Direct Growth as of Mon Jun 08 2026 is ₹20.46. 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 -5.37%. Since launch, it has delivered 11.71% average annual returns.
The Axis Retirement Fund - Dynamic Plan Direct Growth has the majority of its money invested in Energy, Financial Services, null, Technology, Industrials, Communication Services, Basic Materials sectors.
Top 5 Holdings of Axis Retirement Fund - Dynamic Plan Direct Growth.
- Reliance Industries Ltd: 5.90%
- ICICI Bank Ltd: 5.66%
- HDFC Bank Ltd: 5.47%
- 7.3% Govt Stock 2053: 5.13%
- Infosys Ltd: 3.33%
AMC Information
| Name | Axis Asset Management Company Limited |
|---|---|
| Founding Date | 2019-12-20 |
| customerservice@axismf.com | |
| Phone | 8108622211 |
| Website | www.axismf.com |
| Address | Axis Asset Management Company Ltd.,22nd & 23rd Floor, One Lodha Place,Senapati Bapat Marg, Lower Parel,Mumbai, Maharashtra 400013 |
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
6.51%
expense ratio
0.86%
fund size
₹438.39 Cr
Axis Corporate Bond Fund Regular Growth
Fixed IncomeCorporate Bond
3Y CAGR
7.00%
expense ratio
0.97%
fund size
₹8888.23 Cr
Axis Small Cap Fund Regular Growth
EquitySmall-Cap
3Y CAGR
14.74%
expense ratio
1.74%
fund size
₹27363.97 Cr
Axis Equity Savings Fund Regular Plan Growth
AllocationEquity Savings
3Y CAGR
8.56%
expense ratio
2.28%
fund size
₹865.89 Cr
Axis Multi Asset Allocation Fund Direct Plan Growth Option
AllocationMulti Asset Allocation
3Y CAGR
13.77%
expense ratio
1.44%
fund size
₹2228.78 Cr
Calculate Your Returns
Estimated Returns in 3 Years (Based on past 3Y returns)
₹0
Total Amount
₹0
