Axis Retirement Fund - Dynamic Plan - Direct - Growth
Solution Oriented Scheme by Axis Asset Management Co. Ltd.
3Y Returns (CAGR)
12.77%
Expense Ratio
1.39%
as of 01/07/2026
AUM
₹23.76 Cr
Qtr End: Mar 26
NAV
₹21.69
as of 17/07/2026
3Y Returns (CAGR)
12.77%
Expense Ratio
1.39%
as of 01/07/2026
AUM
₹23.76 Cr
Qtr End: Mar 26
NAV
₹21.69
as of 17/07/2026
Historical Performance
Investment growth and SIP performance over time.
Performance Metrics
Returns, CAGR, and Volatility.
| Period | Returns | CAGR | Volatility |
|---|---|---|---|
| 3M | 3.00% | 12.56% | 11.32% |
| 6M | 1.03% | 2.07% | 15.70% |
| 1Y | -0.28% | -0.28% | 12.44% |
| 3Y | 43.40% | 12.77% | 11.99% |
| 5Y | 61.03% | 10.00% | 11.26% |
Scheme Details
- Launch Date
- 29/11/2019
- Fund Age
- 6.6 years
- Minimum Investment
- ₹5,000
- Fund House
- Axis Mutual Fund
- Category
- Solution Oriented Scheme
- Sub-category
- Retirement Fund (Solution Oriented Scheme)
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