icon
AllocationRetirement

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)

This Fund

6 years 4 months

NIFTY 50

5 years 7 months

FD

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

Fund Managers

RS
R SivakumarFund Manager Since 20 Dec 2019
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 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.

  1. HDFC Bank Ltd: 6.51%
  2. ICICI Bank Ltd: 5.86%
  3. Reliance Industries Ltd: 5.03%
  4. 7.3% Govt Stock 2053: 4.82%
  5. Infosys Ltd: 3.74%

AMC Information

NameAxis Asset Management Company Limited
Founding Date2019-12-20
Emailcustomerservice@axismf.com
Phone+91 22 43255161
Websitewww.axismf.com
AddressAxis 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 GainsIncome tax rate applicable to the Unitholders as per their income slabs.
Long Term GainsIncome tax rate applicable to the Unitholders as per their income slabs.

Similar Funds from Axis Asset Management Company Limited

Calculate Your Returns

Estimated Returns in 3 Years

₹0

Total Amount

₹0

Invest Nowcta image

FAQs

View All

Money Talks,
Wealth Commands

Scan this QR to download the App

stack mb