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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
2.42
Benchmark
CRISIL Hybrid 35+65 - Aggressive Index
Exit Load
Nil
Summary
Latest details for Axis Retirement Fund - Dynamic Plan Growth include a ₹19.43 NAV as of Feb 19,2026 and returns since inception of 54.23%. 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 2.42%, and benchmark CRISIL Hybrid 35+65 - Aggressive Index. Exit load is - Nil. In the growth review for 1M Month/Year, the fund recorded 0.00% returns, against a category average of 0.00% and a category best of 0.00%.
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Growth Review
| Duration | Fund Return(%) | Category Average(%) | Category Best(%) |
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Portfolio Analysis
- Equity:
- Debt:
- Others
As on: 2026-01-31
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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 2.42. 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 Name | Ratings | AUM | Expense Ratio |
|---|---|---|---|
| This FundHDFC Multi-Asset Allocation Fund - Growth | 3 | 5713.61 CR | 1.86 |
| This FundAxis Retirement Fund - Dynamic Plan Growth | 0 | 292.84 CR | 2.42 |
| This FundSBI Multi Asset Allocation Fund Growth | 4 | 14943.8 CR | 1.38 |
| This FundQuant Multi Asset Allocation Fund Growth | 4 | 4763.3 CR | 1.75 |
| Fund Name | 1Y | 3Y |
|---|---|---|
| This FundHDFC Multi-Asset Allocation Fund - Growth | 16.3932 | 53.9341 |
| This FundAxis Retirement Fund - Dynamic Plan Growth | 10.0671 | 54.232 |
| This FundSBI Multi Asset Allocation Fund Growth | 23.1572 | 73.0801 |
| This FundQuant Multi Asset Allocation Fund Growth | 28.617 | 90.2946 |
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 2.42. 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 : %
- 6 Months : %
- 1 Year : %
- 3 Years : %
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