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Showing Funds Performance since Sep 07, 2020

Fund Overview

Min. investment

SIP ₹1000 & Lump. ₹5000

AUM (Fund size)

₹262 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 ₹19.15 NAV as of Apr 21,2026 and returns since inception of 47.32%. Minimum investments start at SIP ₹1000. The Axis Retirement Fund - Dynamic Plan Growth AUM is ₹262 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 5.62% returns, against a category average of -0.08% and a category best of 15.47%.

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M5.62-0.0815.47
6M-5.331.5211.45
1Y1.394.4324.24
3Y13.7912.6094.74

Portfolio Analysis

  • Equity: 83.18%
  • Debt: 16.82%
  • Others
As on: 2026-03-31
View allocation % by

1. ICICI Bank Limited5.84%
2. HDFC Bank Limited5.60%
3. Kotak Mahindra Bank Limited1.66%
4. Axis Bank Limited0.73%
5. IndusInd Bank Limited0.09%

1. Reliance Industries Limited5.98%
2. Bharat Petroleum Corporation Limited0.20%

1. Infosys Limited3.80%
2. Tata Consultancy Services Limited0.79%
3. Mphasis Limited0.45%
4. Tech Mahindra Limited0.33%
5. Coforge Limited0.28%
6. HCL Technologies Limited0.12%

1. Divi's Laboratories Limited1.34%
2. Mankind Pharma Limited0.91%
3. Sun Pharmaceutical Industries Limited0.86%
4. Abbott India Limited0.76%
5. Cipla Limited0.52%
6. Zydus Lifesciences Limited0.24%
7. Cohance Lifesciences Limited0.24%

1. Vijaya Diagnostic Centre Limited1.52%
2. Fortis Healthcare Limited1.28%
3. Apollo Hospitals Enterprise Limited1.15%

1. Pidilite Industries Limited2.21%
2. Apar Industries Limited1.39%

1. State Bank of India3.27%
2. Bank of Baroda0.30%

1. Bajaj Finance Limited1.66%
2. Shriram Finance Limited0.76%
3. Sundaram Finance Limited0.67%
4. Cholamandalam Investment and Finance Company Ltd0.41%

1. NTPC Limited1.41%
2. Torrent Power Limited0.88%
3. Tata Power Company Limited0.79%

1. Larsen & Toubro Limited2.99%

1. Bharti Airtel Limited2.98%

1. Mahindra & Mahindra Limited2.19%
2. Hyundai Motor India Ltd0.19%

1. HDFC Life Insurance Company Limited0.92%
2. SBI Life Insurance Company Limited0.65%
3. ICICI Prudential Life Insurance Company Limited0.29%

1. CG Power and Industrial Solutions Limited1.01%
2. Premier Energies Limited0.79%

1. The Phoenix Mills Limited0.80%
2. Brigade Enterprises Limited0.43%
3. Anant Raj Limited0.07%

1. Minda Corporation Limited1.22%

1. PG Electroplast Limited0.56%
2. Dixon Technologies (India) Limited0.54%

About Fund

Axis Retirement Fund - Dynamic Plan Growth managed by Axis Mutual Fund,is a Asset Allocationscheme with Assets Under Management of ₹262 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.

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
This FundNavi 3 in 1 Fund Growth015.89 CR2.25
This FundAxis Retirement Fund - Dynamic Plan Growth0262.22 CR2.43
This FundICICI Prudential Multi Asset Fund Growth577658.27 CR1.31
This FundQuant Multi Asset Allocation Fund Growth44754.57 CR1.75
Fund Name1Y3Y
This FundNavi 3 in 1 Fund Growth0.363331.5275
This FundAxis Retirement Fund - Dynamic Plan Growth1.388147.3235
This FundICICI Prudential Multi Asset Fund Growth11.374167.2155
This FundQuant Multi Asset Allocation Fund Growth22.727687.2424

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 : 5.62%
  • 6 Months : -5.33%
  • 1 Year : 1.39%
  • 3 Years : 13.79%
Returns of Axis Retirement Fund - Dynamic Plan Growth are updated daily based on NAV of ₹ 19.15 as on Apr 21,2026. Since inception, the return has been 47.32%.

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 ₹262 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