Axis Retirement Fund - Dynamic Plan - Regular Growth
Fund House: Axis Mutual Fund
Category: Retirement Fund
Status: Open Ended Schemes
Launch Date: 05-12-2019
Minimum Investment: 5000.0
Asset Class: Mixed Asset
Minimum Topup: 1000.0
Benchmark: CRISIL Hybrid 35+65 Aggressive Index
Total Assets: 322.08 As on (31-07-2025)
Expense Ratio: 2.43% As on (31-07-2025)
Turn over: 81.00% | Exit Load: Nil
NAV as on 14-08-2025
19.35
0.0
CAGR Since Inception
12.41%
CRISIL Hybrid 35+65 Aggressive Index 12.22%
PERFORMANCE
| Scheme Performance (%) | 1-Year Ret (%) | 3-Yrs Ret (%) | 5-Yrs Ret (%) | 10-Yrs Ret (%) | Since Launch Ret (%) |
|---|---|---|---|---|---|
| Axis Retirement Fund - Dynamic Plan - Regular Growth | 1.26 | 12.46 | 14.59 | - | 12.41 |
| Benchmark | - | - | - | - | - |
| Retirement Fund | 3.72 | 12.17 | 13.22 | 9.52 | 11.54 |
Funds Manager
Mr. Jayesh Sundar, Mr. Devang Shah, Mr. Hardik Shah, Ms. Krishnaa N
RETURNS CALCULATORS for Axis Retirement Fund - Dynamic Plan - Regular Growth
Growth of 10000 In SIP (Fund vs Benchmark)
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Growth of 10000 In LUMPSUM (Fund vs Benchmark)
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PORTFOLIO ANALYSIS of Axis Retirement Fund - Dynamic Plan - Regular Growth
Portfolio Holdings
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Sector Allocation
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PEER COMPARISION of Axis Retirement Fund - Dynamic Plan - Regular Growth
| Scheme Name | Inception Date | 1 Year Rtn (%) | 2 Year Rtn (%) | 3 Year Rtn (%) | 5 Year Rtn (%) | 10 Year Rtn (%) |
|---|---|---|---|---|---|---|
| Axis Retirement Fund Dyn Reg Gr | 05-12-2019 | 1.26 | 17.96 | 12.46 | 14.59 | 0.0 |
| ICICI Pru Retrmnt Pure Equity Gr | 01-02-2019 | 9.32 | 25.91 | 22.82 | 27.21 | 0.0 |
| ICICI Pru Retrmnt Hybrid Cons Gr | 05-02-2019 | 6.97 | 11.2 | 10.56 | 8.93 | 0.0 |
| ICICI Pru Retrmnt Pure Debt Gr | 05-02-2019 | 6.81 | 6.95 | 6.56 | 5.24 | 0.0 |
| PGIM India Retirement Fund Reg Gr | 15-04-2024 | 6.77 | 0.0 | 0.0 | 0.0 | 0.0 |
| ICICI Pru Retrmnt Hybrid Ag Gr | 02-02-2019 | 6.28 | 21.79 | 19.35 | 20.11 | 0.0 |
| ABSL Retrmnt The 40s Reg Gr | 01-03-2019 | 5.79 | 13.86 | 12.48 | 12.54 | 0.0 |
| ABSL Retrmnt The 50s Plus-Debt Reg Gr | 05-03-2019 | 5.67 | 5.85 | 5.41 | 3.91 | 0.0 |
| ABSL Retrmnt The 50s Reg Gr | 05-03-2019 | 5.59 | 8.43 | 8.09 | 5.47 | 0.0 |
| SBI Retrmnt Benefit Cons Reg Gr | 05-02-2021 | 5.31 | 8.65 | 8.71 | 0.0 | 0.0 |
Asset Allocation (%)
Key Performance and Risk Statistics of Axis Retirement Fund - Dynamic Plan - Regular Growth
| Key Statistics | Volatility | Sharpe Ratio | Alpha | Beta | Yield to Maturity | Average Maturity |
|---|---|---|---|---|---|---|
| Axis Retirement Fund - Dynamic Plan - Regular Growth | 11.27 | 0.72 | 6.72 | 0.17 | 7.09 | 23.88 |
| Retirement Fund | - | - | - | - | - | - |