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Showing Funds Performance since Sep 07, 2020

Fund Overview

Min. investment

SIP ₹1000 & Lump. ₹5000

AUM (Fund size)

₹293 Cr

Lock In Period

5 Years

Expense Ratio

2.43

Benchmark

CRISIL Hybrid 35+65 - Aggressive Index

Exit Load

Nil

Summary

Latest details for Axis Retirement Fund - Dynamic Plan Growth include a ₹17.67 NAV as of Apr 01,2026 and returns since inception of 37.69%. Minimum investments start at SIP ₹1000. The Axis Retirement Fund - Dynamic Plan Growth AUM is ₹293 Cr, with a lock-in of 5 Years years, expense ratio of 2.43%, and benchmark CRISIL Hybrid 35+65 - Aggressive Index. Exit load is - Nil. In the growth review for 1M Month/Year, the fund recorded -10.22% returns, against a category average of -2.07% and a category best of 15.47%.

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M-10.22-2.0715.47
6M-10.180.6811.45
1Y-5.954.4417.53
3Y11.2513.8586.28

Portfolio Analysis

  • Equity: 83.90%
  • Debt: 16.11%
  • Others
As on: 2026-02-28
View allocation % by

1. HDFC Bank Limited6.08%
2. ICICI Bank Limited5.97%
3. Kotak Mahindra Bank Limited1.34%
4. Axis Bank Limited0.19%
5. IndusInd Bank Limited0.10%

1. Reliance Industries Limited5.55%
2. Bharat Petroleum Corporation Limited0.40%

1. Infosys Limited3.50%
2. Tata Consultancy Services Limited0.79%
3. Mphasis Limited0.45%
4. Coforge Limited0.24%
5. HCL Technologies Limited0.12%

1. Divi's Laboratories Limited1.30%
2. Mankind Pharma Limited0.91%
3. Sun Pharmaceutical Industries Limited0.76%
4. Abbott India Limited0.70%
5. Cipla Limited0.52%
6. Zydus Lifesciences Limited0.23%
7. Cohance Lifesciences Limited0.22%

1. Bajaj Finance Limited1.96%
2. Sundaram Finance Limited0.87%
3. Shriram Finance Limited0.85%
4. Cholamandalam Investment and Finance Company Ltd0.47%

1. State Bank of India3.69%
2. Bank of Baroda0.35%

1. Vijaya Diagnostic Centre Limited1.58%
2. Fortis Healthcare Limited1.36%
3. Apollo Hospitals Enterprise Limited1.08%

1. Pidilite Industries Limited2.30%
2. Apar Industries Limited1.41%

1. Larsen & Toubro Limited3.26%

1. NTPC Limited1.30%
2. Torrent Power Limited0.94%
3. Tata Power Company Limited0.65%

1. Bharti Airtel Limited2.81%

1. Mahindra & Mahindra Limited2.26%
2. Hyundai Motor India Ltd0.21%

1. HDFC Life Insurance Company Limited1.00%
2. SBI Life Insurance Company Limited0.67%
3. ICICI Prudential Life Insurance Company Limited0.33%

1. CG Power and Industrial Solutions Limited1.00%
2. Premier Energies Limited0.58%

1. The Phoenix Mills Limited0.78%
2. Brigade Enterprises Limited0.41%
3. Anant Raj Limited0.20%

1. Minda Corporation Limited1.20%

1. PG Electroplast Limited0.66%
2. Dixon Technologies (India) Limited0.53%

1. Bharat Electronics Limited0.69%
2. Hindustan Aeronautics Limited0.48%

1. GE Vernova T&D India Limited0.74%
2. Voltamp Transformers Limited0.32%
3. Power Grid Corporation of India Limited0.01%

About Fund

Axis Retirement Fund - Dynamic Plan Growth managed by Axis Mutual Fund,is a Asset Allocationscheme with Assets Under Management of ₹293 Crore. The fund benchmarks its performance against the CRISIL Hybrid 35+65 - Aggressive Index while maintaining an expense ratio of 2.43. Under the expert guidance of Devang Shah ,the fund implements a disciplined investment approach aligned with its mandate. The scheme requires a minimum investment of ₹500 for SIP and ₹1,000 for lump sum investments, making it accessible to diverse investor profiles.

Peer Comparison

Fund NameRatingsAUMExpense Ratio
This FundICICI Prudential Multi Asset Fund - Instituional Plan Growth010605.85 CR1.28
This FundNavi 3 in 1 Fund Growth015.89 CR2.25
This FundAxis Retirement Fund - Dynamic Plan Growth0292.99 CR2.43
This FundSBI Multi Asset Allocation Fund Growth416294.67 CR1.37
This FundQuant Multi Asset Allocation Fund Growth44925.89 CR1.75
Fund Name1Y3Y
This FundICICI Prudential Multi Asset Fund - Instituional Plan Growth-14.20662.4522
This FundNavi 3 in 1 Fund Growth0.363331.5275
This FundAxis Retirement Fund - Dynamic Plan Growth-5.949237.688
This FundSBI Multi Asset Allocation Fund Growth13.142758.5614
This FundQuant Multi Asset Allocation Fund Growth16.106579.0704

FAQs

Axis Retirement Fund - Dynamic Plan Growth's fund is managed by experienced SEBI-registered investment fund manager , who implements the fund's strategy through research-backed decisions while adhering to its stated objectives.

The expense ratio of Axis Retirement Fund - Dynamic Plan Growth is 2.43. This expense ratio is calculated by dividing the fund's operating expenses by its net assets.

Axis Retirement Fund - Dynamic Plan Growth’s fund performance is as follows:
  • 1 Month : -10.22%
  • 6 Months : -10.18%
  • 1 Year : -5.95%
  • 3 Years : 11.25%
Returns of Axis Retirement Fund - Dynamic Plan Growth are updated daily based on NAV of ₹ 17.67 as on Apr 01,2026. Since inception, the return has been 37.69%.

You can invest in Axis Retirement Fund - Dynamic Plan Growth through SIP with a minimum of ₹500 monthly or make a lump sum investment of a minimum ₹1,000. Additional purchase minimums vary by scheme.

The fund size (AUM) of Axis Retirement Fund - Dynamic Plan Growth is ₹293 crore. It changes based on market performance, inflows, and outflows.

You can track your investment in Axis Retirement Fund - Dynamic Plan Growth through our website, our Choice FinX mobile app, regular statements, and email updates. Our customer support team is available for queries.
Min Inv Amount: ₹500