Axis Retirement Fund - Dynamic Plan - Direct - Growth
Solution Oriented Schemes ** by Axis Asset Management Co. Ltd.
3Y Returns (CAGR)
11.75%
Expense Ratio
1.34%
as of 01/10/2026
AUM
₹23.49 Cr
Qtr End: Jun 26
NAV
₹21.1
as of 16/10/2026
3Y Returns (CAGR)
11.75%
Expense Ratio
1.34%
as of 01/10/2026
AUM
₹23.49 Cr
Qtr End: Jun 26
NAV
₹21.1
as of 16/10/2026
Historical Performance
Investment growth and SIP performance over time.
Performance Metrics
Returns, CAGR, and Volatility.
| Period | Returns | CAGR | Volatility |
|---|---|---|---|
| 3M | -2.72% | -10.44% | 9.43% |
| 6M | 0.57% | 1.15% | 10.38% |
| 1Y | -4.22% | -4.22% | 12.67% |
| 3Y | 39.55% | 11.75% | 12.07% |
| 5Y | 40.01% | 6.96% | 11.29% |
Scheme Details
- Launch Date
- 29/11/2019
- Fund Age
- 6.9 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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