RS
R SivakumarFund Manager Since 20 Dec 2019
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
Peer Comparison
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
-0.32%
2nd
Aditya Birla Sun Life Retirement Fund - The 50s Pls - Dbt Pln Direct Pyt of Inc Dis cum Cap Wdrl
-0.32%
3rd
Aditya Birla Sun Life Retirement Fund - The 50s Plus - Debt Pln Direct Growth
-0.32%
4th
Aditya Birla Sun Life Retirement Fund - The 50s Pln Direct Growth
-0.35%
5th
Aditya Birla Sun Life Retirement Fund - The 50s Pln Direct Reinvst of Inc Dis cum Cap Wdrl
-0.35%
112nd
Axis Retirement Fund - Dynamic Plan Regular Growth
-2.55%
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 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. |
Similar Funds from Axis Asset Management Company Limited
Axis Gilt Fund Growth
Fixed IncomeGovernment Bond
3Y CAGR
6.86%
expense ratio
0.82%
fund size
₹614.97 Cr
Axis Corporate Bond Fund Regular Growth
Fixed IncomeCorporate Bond
3Y CAGR
7.44%
expense ratio
0.95%
fund size
₹9468.86 Cr
Axis Small Cap Fund Regular Growth
EquitySmall-Cap
3Y CAGR
18.20%
expense ratio
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fund size
₹26142.65 Cr
Axis Equity Savings Fund Regular Plan Growth
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9.18%
expense ratio
2.28%
fund size
₹945.30 Cr
Axis Multi Asset Allocation Fund Direct Plan Growth Option
AllocationMulti Asset Allocation
3Y CAGR
11.45%
expense ratio
1.02%
fund size
₹1499.90 Cr
FAQs
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