RS
R SivakumarFund Manager Since 20 Dec 2019
AllocationRetirement
Axis Retirement Fund - Dynamic Plan Direct Growth
3Y Annualised
14.18%
-0.23% 1D
Fund Performance
Fund Multiplier
Fund Info
Peer Comparison
Fund Managers
AMC Details
Performance
1M Returns
2.03%
-0.23% 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
5 years 3 months
NIFTY 50
8 years
FD
9 years 7 months
Fund info
Fund size
₹282.85 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 30s Pln Direct Pyt of Inc Dis cum Cap Wdrl
2.79%
2nd
Aditya Birla Sun Life Retirement Fund - The 30s Pln Direct Reinvst of Inc Dis cum Cap Wdrl
2.79%
3rd
Aditya Birla Sun Life Retirement Fund - The 30s Pln Direct Growth
2.79%
4th
Aditya Birla Sun Life Retirement Fund - The 30s Pln Regular Growth
2.67%
5th
Aditya Birla Sun Life Retirement Fund - The 30s Pln Regular Reinvst of Inc Dis cum Cap Wdrl
2.67%
33rd
Axis Retirement Fund - Dynamic Plan Direct Growth
2.03%
Fund Managers
JG
Jinesh GopaniFund Manager Since 20 Dec 2019
HD
Hitesh DasFund Manager Since 20 Dec 2019
About Axis Retirement Fund - Dynamic Plan Direct Growth
Axis Retirement Fund - Dynamic Plan Direct Growth is a Allocation mutual fund scheme from Axis Asset Management Company Limited. This fund has been in existence for 6 years, having been launched on 2019-12-20. Axis Retirement Fund - Dynamic Plan Direct Growth has ₹282.85 Cr worth of assets under management (AUM) as of Wed Aug 12 2026. The latest Net Asset Value (NAV) of Axis Retirement Fund - Dynamic Plan Direct Growth as of Tue Aug 11 2026 is ₹22.12. The fund has an expense ratio of 1.37%, which is medium comparable to most other Allocation funds.
Axis Retirement Fund - Dynamic Plan Direct Growth returns for the last 1 year are 4.69%. Since launch, it has delivered 12.70% average annual returns.
The Axis Retirement Fund - Dynamic Plan Direct Growth has the majority of its money invested in Financial Services, Energy, null, Communication Services, Industrials, Basic Materials, Technology sectors.
Top 5 Holdings of Axis Retirement Fund - Dynamic Plan Direct Growth.
- ICICI Bank Ltd: 6.17%
- HDFC Bank Ltd: 5.40%
- Reliance Industries Ltd: 5.33%
- 7.3% Govt Stock 2053: 5.30%
- Bharti Airtel Ltd: 2.87%
AMC Information
| Name | Axis Asset Management Company Limited |
|---|---|
| Founding Date | 2019-12-20 |
| customerservice@axismf.com | |
| Phone | 8108622211 |
| Website | www.axismf.com |
| Address | Axis Asset Management Company Ltd.,22nd & 23rd Floor, One Lodha Place,Senapati Bapat Marg, Lower Parel,Mumbai, Maharashtra 400013 |
Tax Implications of Axis Retirement Fund - Dynamic Plan Direct 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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expense ratio
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Axis Multi Asset Allocation Fund Direct Plan Growth Option
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Calculate Your Returns
Estimated Returns in 3 Years (Based on past 3Y returns)
₹0
Total Amount
₹0
