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: 310.36 As on (29-08-2025)

Expense Ratio: 2.43% As on (31-08-2025)

Turn over: 81.00% | Exit Load: Nil

NAV as on 07-10-2025

19.74

0.06

CAGR Since Inception

12.46%

CRISIL Hybrid 35+65 Aggressive Index 12.34%

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 -0.3 13.6 14.72 - 12.46
Benchmark - - - - -
Retirement Fund 3.25 12.88 13.12 9.76 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)

Amount

Period

Start

End

Growth of 10000 In LUMPSUM (Fund vs Benchmark)

Amount

Start

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 -0.3 16.91 13.6 14.72 0.0
ICICI Pru Retrmnt Pure Equity Gr 01-02-2019 8.0 25.59 23.76 27.65 0.0
ICICI Pru Retrmnt Hybrid Ag Gr 02-02-2019 7.21 22.3 20.65 20.73 0.0
ICICI Pru Retrmnt Hybrid Cons Gr 05-02-2019 6.96 11.27 10.94 9.25 0.0
ICICI Pru Retrmnt Pure Debt Gr 05-02-2019 6.61 7.01 6.59 5.32 0.0
ABSL Retrmnt The 50s Plus-Debt Reg Gr 05-03-2019 5.35 6.07 5.75 4.01 0.0
ABSL Retrmnt The 50s Reg Gr 05-03-2019 5.23 8.72 8.65 5.69 0.0
SBI Retrmnt Benefit Cons Reg Gr 05-02-2021 4.99 8.67 8.77 0.0 0.0
Franklin India Retirement Fund Gr 31-03-1997 4.52 11.04 10.76 10.38 8.17
ABSL Retrmnt The 40s Reg Gr 01-03-2019 4.45 13.9 13.58 12.31 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 0.63 6.05 0.19 7.09 23.88
Retirement Fund - - - - - -