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Axis Retirement Fund - Dynamic Plan Growth Return

  • 1M
  • 3M
  • 6M
  • 1Y
  • 3Y
  • 5Y
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Showing Funds Performance since Sep 07, 2020

Axis Retirement Fund - Dynamic Plan Growth Fund Overview

Min. investment

SIP ₹1000 & Lump. ₹5000

AUM (Fund size)

₹283 Cr

Lock In Period

5 Years

Expense Ratio

2.58

Exit Load

Nil

Benchmark

CRISIL Hybrid 35+65 - Aggressive Index

Summary

Axis Retirement Fund - Dynamic Plan Growth NAV is ₹18.76 as of 23 May, 2026. Axis Retirement Fund - Dynamic Plan Growth has delivered 40.92% returns since its launch. The minimum SIP investment amount in Axis Retirement Fund - Dynamic Plan Growth is ₹1000. The AUM of Axis Retirement Fund - Dynamic Plan Growth is ₹283 Cr. The expense ratio of the fund is 2.58%, and its benchmark is CRISIL Hybrid 35+65 - Aggressive Index. The current exit load of the fund is Nil. In the last 1M months, Axis Retirement Fund - Dynamic Plan Growth has delivered -2.35% returns.

Axis Retirement Fund - Dynamic Plan Growth Calculate Returns

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M-2.350.0115.47
6M-6.451.7611.45
1Y-3.465.0121.62
3Y12.1116.8796.66

Portfolio Analysis

  • Equity: 84.74%
  • Debt: 15.25%
  • Others
As on: 2026-04-30
View allocation % by

1. ICICI Bank Limited5.66%
2. HDFC Bank Limited5.47%
3. Kotak Mahindra Bank Limited1.85%
4. Axis Bank Limited0.74%
5. IndusInd Bank Limited0.10%

1. Reliance Industries Limited5.90%
2. Bharat Petroleum Corporation Limited0.19%

1. Infosys Limited3.33%
2. Tata Consultancy Services Limited0.77%
3. Coforge Limited0.54%
4. Mphasis Limited0.46%
5. Tech Mahindra Limited0.33%
6. HCL Technologies Limited0.10%

1. Divi's Laboratories Limited1.36%
2. Mankind Pharma Limited0.94%
3. Sun Pharmaceutical Industries Limited0.82%
4. Abbott India Limited0.69%
5. Cipla Limited0.52%
6. Cohance Lifesciences Limited0.35%
7. Zydus Lifesciences Limited0.23%

1. Vijaya Diagnostic Centre Limited1.84%
2. Fortis Healthcare Limited1.38%
3. Apollo Hospitals Enterprise Limited1.09%

1. Pidilite Industries Limited2.19%
2. Apar Industries Limited1.61%

1. Bajaj Finance Limited1.80%
2. Shriram Finance Limited0.76%
3. Sundaram Finance Limited0.65%
4. Cholamandalam Investment and Finance Company Ltd0.44%

1. State Bank of India3.19%
2. Bank of Baroda0.30%

1. Larsen & Toubro Limited3.17%

1. Bharti Airtel Limited2.92%

1. NTPC Limited1.43%
2. Tata Power Company Limited0.79%
3. Torrent Power Limited0.70%

1. Mahindra & Mahindra Limited2.13%
2. Hyundai Motor India Ltd0.18%

1. CG Power and Industrial Solutions Limited1.16%
2. Premier Energies Limited0.84%

1. HDFC Life Insurance Company Limited0.85%
2. SBI Life Insurance Company Limited0.62%
3. ICICI Prudential Life Insurance Company Limited0.27%

1. The Phoenix Mills Limited0.86%
2. Brigade Enterprises Limited0.49%

1. PNB Housing Finance Limited1.20%

1. Minda Corporation Limited1.16%

1. PG Electroplast Limited0.58%
2. Dixon Technologies (India) Limited0.58%

About Fund Axis Retirement Fund - Dynamic Plan Growth

Axis Retirement Fund - Dynamic Plan Growth managed by Axis Mutual Fund,is a Asset Allocationscheme with Assets Under Management of ₹283 Crore. The fund benchmarks its performance against the CRISIL Hybrid 35+65 - Aggressive Index while maintaining an expense ratio of 2.58. 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.

Fund Managers

Devang Shah

Mr. Devang holds B.Com, A.C.A. He has over 10 years of experience as Fund Manager. Prior to joining Axis Mutual Fund, he has worked with ICICI Prudential Asset Management Company Limited (April 2008 - October 2012) as Fund Manager, Deutsche Asset Management (India) Pvt. Ltd. (2006-2008) as Analayst, Pricewaterhouse Coopers (2004-2006)as Assistant Manager.

Peer Comparison

Fund NameRatingsAUMExpense Ratio
Navi 3 in 1 Fund Growth015.89 CR2.25
Axis Retirement Fund - Dynamic Plan Growth0283 CR2.58
SBI Multi Asset Allocation Fund Growth418039.89 CR1.84
Quant Multi Asset Allocation Fund Growth45257.41 CR2.57
Fund Name1Y3Y
This FundNavi 3 in 1 Fund Growth0.363331.5275
This FundAxis Retirement Fund - Dynamic Plan Growth-3.45940.9194
This FundSBI Multi Asset Allocation Fund Growth14.285162.4464
This FundQuant Multi Asset Allocation Fund Growth20.15589.1424

Axis Retirement Fund - Dynamic Plan Growth 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 2.58. 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 : -2.35%
  • 6 Months : -6.45%
  • 1 Year : -3.46%
  • 3 Years : 12.11%
Returns of Axis Retirement Fund - Dynamic Plan Growth are updated daily based on NAV of ₹ 18.76 as on May 22,2026. Since inception, the return has been 40.92%.

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 ₹283 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.