Axis Retirement Fund - Dynamic Plan Regular Growth
3Y Annualised
11.52%
% 1D
Fund Performance
Fund Multiplier
Fund Info
Peer Comparison
Fund Managers
AMC Details
Performance
1M Returns
-2.55%
0.00% 1D
Benchmark
Nifty 50 Index Fund
Fund Multiplier
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
6 years 4 months
5 years 7 months
9 years 7 months
Fund info
Fund size
₹320.90 Cr
Min. SIP amount
₹1000
Min. Lumpsum amount
₹5000
Exit load
0%
Nil
Risk Profile
High Risk
This Fund's Performance Compared With Peers
Over the Period of oneMonth
1st
Aditya Birla Sun Life Retirement Fund - The 50s Pls - Dbt Pln Direct Reinvst of Inc Dis cum Cap Wdrl
2nd
Aditya Birla Sun Life Retirement Fund - The 50s Pls - Dbt Pln Direct Pyt of Inc Dis cum Cap Wdrl
3rd
Aditya Birla Sun Life Retirement Fund - The 50s Plus - Debt Pln Direct Growth
4th
Aditya Birla Sun Life Retirement Fund - The 50s Pln Direct Growth
5th
Aditya Birla Sun Life Retirement Fund - The 50s Pln Direct Reinvst of Inc Dis cum Cap Wdrl
112nd
Axis Retirement Fund - Dynamic Plan Regular Growth
Fund Managers
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 5 years, having been launched on 2019-12-20. Axis Retirement Fund - Dynamic Plan Regular Growth has ₹320.90 Cr worth of assets under management (AUM) as of Sun Aug 31 2025. The latest Net Asset Value (NAV) of Axis Retirement Fund - Dynamic Plan Regular Growth as of Sun Aug 31 2025 is ₹19.11. The fund has an expense ratio of 2.43%, which is medium comparable to most other Allocation funds.
Axis Retirement Fund - Dynamic Plan Regular Growth returns for the last 1 year are -4.35%. Since launch, it has delivered 12.04% average annual returns.
The Axis Retirement Fund - Dynamic Plan Regular Growth has the majority of its money invested in Financial Services, Energy, null, Technology, Industrials, Communication Services sectors.
Top 5 Holdings of Axis Retirement Fund - Dynamic Plan Regular Growth.
- HDFC Bank Ltd: 6.51%
- ICICI Bank Ltd: 5.86%
- Reliance Industries Ltd: 5.03%
- 7.3% Govt Stock 2053: 4.82%
- Infosys Ltd: 3.74%
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 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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FAQs
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