RS
R SivakumarFund Manager Since 20 Dec 2019
AllocationRetirement
Axis Retirement Fund - Dynamic Plan Regular Growth
3Y Annualised
11.47%
-0.51% 1D
Fund Performance
Fund Multiplier
Fund Info
Peer Comparison
Fund Managers
AMC Details
Performance
1M Returns
-0.05%
-0.51% 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 5 months
NIFTY 50
8 years 10 months
FD
9 years 7 months
Fund info
Fund size
₹284.81 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
Aditya Birla Sun Life Retirement Fund - The 30s Pln Direct Pyt of Inc Dis cum Cap Wdrl
1.63%
2nd
Aditya Birla Sun Life Retirement Fund - The 30s Pln Direct Reinvst of Inc Dis cum Cap Wdrl
1.63%
3rd
Aditya Birla Sun Life Retirement Fund - The 30s Pln Direct Growth
1.63%
4th
Aditya Birla Sun Life Retirement Fund - The 30s Pln Regular Pyt of Inc Dis cum Cap Wdrl
1.51%
5th
Aditya Birla Sun Life Retirement Fund - The 30s Pln Regular Reinvst of Inc Dis cum Cap Wdrl
1.51%
75th
Axis Retirement Fund - Dynamic Plan Regular Growth
-0.05%
Fund Managers
JG
Jinesh GopaniFund Manager Since 20 Dec 2019
HD
Hitesh DasFund Manager Since 20 Dec 2019
About Axis Retirement Fund - Dynamic Plan Regular Growth
Axis Retirement Fund - Dynamic Plan Regular 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 Regular Growth has ₹284.81 Cr worth of assets under management (AUM) as of Thu Sep 03 2026. The latest Net Asset Value (NAV) of Axis Retirement Fund - Dynamic Plan Regular Growth as of Wed Sep 02 2026 is ₹19.64. The fund has an expense ratio of 2.55%, which is medium comparable to most other Allocation funds.
Axis Retirement Fund - Dynamic Plan Regular Growth returns for the last 1 year are 1.66%. Since launch, it has delivered 10.60% average annual returns.
The Axis Retirement Fund - Dynamic Plan Regular Growth has the majority of its money invested in Financial Services, Energy, null, Communication Services, Basic Materials, Technology, Consumer Cyclical sectors.
Top 5 Holdings of Axis Retirement Fund - Dynamic Plan Regular Growth.
- ICICI Bank Ltd: 5.52%
- Reliance Industries Ltd: 5.35%
- 7.3% Govt Stock 2053: 5.15%
- HDFC Bank Ltd: 5.03%
- Bharti Airtel Ltd: 3.03%
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 Regular 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. |
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expense ratio
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Axis Multi Asset Allocation Fund Direct Plan Growth Option
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3Y CAGR
14.45%
expense ratio
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fund size
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Calculate Your Returns
Estimated Returns in 3 Years (Based on past 3Y returns)
₹0
Total Amount
₹0
