Axis Retirement Fund - Dynamic Plan Growth Return

  • 1M
  • 3M
  • 6M
  • 1Y
  • 3Y
  • 5Y
This Fund:
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BankFD:

Showing Funds Performance since Sep 07, 2020

Axis Retirement Fund - Dynamic Plan Growth Fund Overview

Min. investment

SIP ₹1000 & Lump. ₹5000

AUM (Fund size)

₹285 Cr

Lock In Period

5 Years

Expense Ratio

2.55

Exit Load

Nil

Benchmark

CRISIL Hybrid 35+65 - Aggressive Index

Axis Retirement Fund - Dynamic Plan Growth Calculate Returns

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M1.640.7715.47
6M2.002.9611.45
1Y1.385.5620.46
3Y12.7116.2687.66

Portfolio Analysis

  • Equity: 80.99%
  • Debt: 19.01%
  • Others
As on: 2026-07-31
View allocation % by

1. ICICI Bank Limited5.52%
2. HDFC Bank Limited5.03%
3. Kotak Mahindra Bank Limited2.00%
4. Axis Bank Limited1.01%
5. RBL Bank Limited0.20%
6. IndusInd Bank Limited0.11%

1. Reliance Industries Limited5.35%

1. Divi's Laboratories Limited1.10%
2. Sun Pharmaceutical Industries Limited0.89%
3. Abbott India Limited0.75%
4. Mankind Pharma Limited0.68%
5. Cipla Limited0.58%
6. Piramal Pharma Limited0.38%
7. Cohance Lifesciences Limited0.31%
8. Zydus Lifesciences Limited0.28%

1. Infosys Limited2.50%
2. Tata Consultancy Services Limited0.62%
3. Mphasis Limited0.47%
4. Tech Mahindra Limited0.41%
5. HCL Technologies Limited0.16%
6. Coforge Limited0.06%

1. Bajaj Finance Limited2.18%
2. Shriram Finance Limited0.84%
3. Sundaram Finance Limited0.66%
4. Cholamandalam Investment and Finance Company Ltd0.46%

1. Pidilite Industries Limited2.55%
2. Apar Industries Limited1.27%
3. Gujarat Fluorochemicals Limited0.31%

1. Vijaya Diagnostic Centre Limited1.65%
2. Apollo Hospitals Enterprise Limited1.27%
3. Fortis Healthcare Limited1.20%

1. Bharti Airtel Limited3.03%

1. Mahindra & Mahindra Limited2.32%
2. Hyundai Motor India Ltd0.22%
3. Maruti Suzuki India Limited0.20%

1. State Bank of India2.49%

1. Larsen & Toubro Limited2.05%

1. NTPC Limited1.24%
2. Tata Power Company Limited0.67%

1. CG Power and Industrial Solutions Limited0.87%
2. Premier Energies Limited0.84%

1. HDFC Life Insurance Company Limited0.79%
2. SBI Life Insurance Company Limited0.63%
3. ICICI Prudential Life Insurance Company Limited0.27%

1. Dixon Technologies (India) Limited0.79%
2. PG Electroplast Limited0.53%
3. Voltas Limited0.15%

1. Minda Corporation Limited1.36%

1. Eternal Limited1.36%

1. The Indian Hotels Company Limited0.63%
2. Jubilant Foodworks Limited0.38%
3. ITC Hotels Limited0.35%

1. PNB Housing Finance Limited1.21%

1. Hindustan Aeronautics Limited0.94%
2. Bharat Electronics Limited0.20%

1. Sansera Engineering Limited1.04%

1. Samvardhana Motherson International Limited1.03%
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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 ₹285 Crore. The fund benchmarks its performance against the CRISIL Hybrid 35+65 - Aggressive Index while maintaining an expense ratio of 2.55. 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
HDFC Multi-Asset Allocation Fund - Growth35,979 CR2.03
Axis Retirement Fund - Dynamic Plan Growth0284 CR2.55
SBI Multi Asset Allocation Fund Growth420,240 CR1.44
Quant Multi Asset Allocation Fund Growth46,356 CR2.38
Fund Name1Y3Y
This FundHDFC Multi-Asset Allocation Fund - Growth5.646540.9966
This FundAxis Retirement Fund - Dynamic Plan Growth1.376143.1965
This FundSBI Multi Asset Allocation Fund Growth13.513854.7252
This FundQuant Multi Asset Allocation Fund Growth19.021480.6618

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 2.55. 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 : 1.64%
  • 6 Months : 2.00%
  • 1 Year : 1.38%
  • 3 Years : 12.71%
Returns of Axis Retirement Fund - Dynamic Plan Growth are updated daily based on NAV of ₹ 19.89 as on Aug 20,2026. Since inception, the return has been 43.20%.

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 ₹285 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.