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Axis Retirement Fund - Dynamic Plan - Regular Plan - IDCW
- Solution Oriented
- Retirement Funds
- Very High
-
₹18.94
(-0.05%)
Current NAV 02-05-2025
-
8.98%
Returns
-
Min. SIP ₹1000
Min. Investment ₹5000
Fund Suitability Test
Returns (NAV as on 02-May-2025)
Track investment returns to meet financial goals.
| This Fund | Category Avg. | Benchmark | |
|---|---|---|---|
| 1W | 0.64% | 0.58% | 0.17% |
| 1M | 2.93% | 2.44% | 1.46% |
| 3M | 1.12% | 2.01% | 2.03% |
| 6M | -3.12% | -0.6% | 5.29% |
| 1Y | 8.98% | 7.24% | 7.49% |
| 2Y | 20.12% | 15.97% | 8.29% |
| 3Y | 13.29% | 12.32% | 5.99% |
| 5Y | 14.87% | 14.36% | 7.41% |
| ALL | 12.63% | 11.54% | 8.74% |
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Risk Analysis
| Standard Dev | Sharpe | Beta | Alpha | |
|---|---|---|---|---|
| Fund | 11.27% | 0.58% | 0.86% | -0.22% |
| Category | 0% | 0% | 0% | 0% |
Riskometer
Comparison Of Axis Retirement Fund - Dynamic Plan - Regular Plan - IDCW
Compare your fund with the top category schemes.
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LIC MF Gold ETF Fund of Fund -Regular Plan-Growth
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DSP GOLD ETF FUND OF FUND REGULAR PLAN GROWTH
3Y Returns0% (p.a.)
ICICI Prudential Corporate Bond Fund - Growth
3Y Returns7.68% (p.a.)
UTI Corporate Bond Fund - Regular Plan - Growth Option
3Y Returns7.1% (p.a.)
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Start SIPPortfolio Summary (as on 31-Mar-2025)
An insight into your portfolio composition.
Equity84.71% Debt10.93%
Equity Market Cap
Top 5 Sectors of Equity
Banks 16%
Finance 8%
IT - Software 6%
Pharmaceuticals & Biotechnology 5%
Petroleum Products 5%
Top 5 Companies of Equity
ICICI BANK LIMITED EQ NEW FV RS. 2/- 6%
HDFC BANK LIMITED EQ NEW FV RE. 1/- 6%
RELIANCE INDUSTRIES LIMITED EQ 5%
INFOSYS LIMITED EQ FV RS 5 4%
BAJAJ FINANCE LIMITED EQ NEW FV RS. 2/- 3%
Debt Market Cap
Top 5 Sectors of Debt
11%
Top 5 Companies of Debt
7.3% Government of India (19/06/2053) 5%
7.25% Government of India (12/06/2063) 3%
7.34% Government of India (22/04/2064) 2%
7.18% Government of India (24/07/2037) 2%
Check out the favourite sectors and companies of this fund
Detail Portfolio AnalysisAlternative Fund Category Peer View
Check out the other Mutual Funds in this category
More Funds From Axis Mutual Fund
| Scheme Name | 1M | 3M | 6M | 1Y | 5Y | |
|---|---|---|---|---|---|---|
| Axis Silver ETF | 6.41% | -1.01% | 11.8% | 28.47% | 0% | |
| Axis Gold Fund - Regular Plan - Growth Option | 3.04% | 13.45% | 17.18% | 28.1% | 12.79% | |
| Axis Silver Fund of Fund -Regular Plan- Growth Option | -5.24% | 1.48% | -2.52% | 16.51% | 0% | |
| Axis NASDAQ 100 Fund of Fund - Regular Plan - Growth | 0.33% | -10.9% | -0.07% | 15.07% | 0% | |
| Axis Global Equity Alpha Fund of Fund - Regular Plan - Growth Option | 2.41% | -6.36% | 3.5% | 13.49% | 0% | |
| Axis Balanced Advantage Fund - Regular Plan - Growth | 2.64% | 2.85% | 1.73% | 12.95% | 13.9% | |
| Axis Long Duration Fund - Regular Plan - Growth | 1.45% | 4.62% | 5.68% | 12.84% | 0% |
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Chat with usFrequently Asked Questions
What is the current NAV of Axis Retirement Fund - Dynamic Plan - Regular Plan - IDCW?
Net asset value is the per unit price of the mutual fund. The NAV of funds changes every day. The latest NAV of Axis Retirement Fund - Dynamic Plan - Regular Plan - IDCW as of 02-05-2025 is 18.94.
What is the benchmark of Axis Retirement Fund - Dynamic Plan - Regular Plan - IDCW?
Axis performance is primarily benchmarked against the NIFTY 500 TRI with NIFTY 50 TRI serving as an addition.
Is Axis Retirement Fund - Dynamic Plan - Regular Plan - IDCW a safe fund to invest?
Every fund has different types of risk which are mentioned in the risko-meter. The investors are advised to understand their risk tolerance and decide which type of fund they can invest in.
What are the top 5 holdings of Axis Retirement Fund - Dynamic Plan - Regular Plan - IDCW?
The fund's top 5 sectors holdings are Banks, Finance, IT - Software, Pharmaceuticals & Biotechnology, Petroleum Products,
How can I redeem my investments in Axis Retirement Fund - Dynamic Plan - Regular Plan - IDCW?
Redeeming your investments in Axis Retirement Fund - Dynamic Plan - Regular Plan - IDCW is super easy.
• If you have invested this fund via MySIPonline, just log into the app, go to the investment section, and place your redemption request.
• If you have invested this fund from elsewhere, go to the fund house website and place your redemption request from there.
Who manages this fund, and what is their expertise?
Devang Shah, Hardik Shah, Nitin Arora, Jayesh Sundar, Krishnaa N, with an extensive experience of 15 years while managing equity & related investments. He is focused on picking quality companies and holds them for a long duration to generate good compounding returns in their funds.
What is the expense ratio of Axis Retirement Fund - Dynamic Plan - Regular Plan - IDCW?
The expense ratio of a mutual fund means the charges that you pay to the mutual fund company for managing your investments in the fund. This fund has an expense ratio of 1.37%.
What is the AUM or size of Axis Retirement Fund - Dynamic Plan - Regular Plan - IDCW?
AUM or asset under management is the total value of the assets held by a mutual fund scheme. A fund with a high AUM means a lot of money has been invested in it. The AUM of Axis Retirement Fund - Dynamic Plan - Regular Plan - IDCW is Rs 340.55 Crs. Crs.
Should I invest in Axis Retirement Fund - Dynamic Plan - Regular Plan - IDCW?
This fund has a consistency rating of which indicates that the fund has generated average returns. However, whatever returns that the fund delivers, it does so with exceptional consistency. You can consider this fund if the predictability of returns is what you are looking for.
How to start online SIP in Axis Retirement Fund - Dynamic Plan - Regular Plan - IDCWs?
MySIPonline is a dedicated platform to start online SIP or mutual funds in any scheme of mutual funds. Firstly, the investor needs to complete KYC details, choose the best fund, add it to the cart, and make the payment through UPI, net banking, or debit card available on our site.
Is there any brokerage/advisory fees on Mutual Fund SIP transactions?
At MySIPonline, we do not charge any fees related to brokerage & advisory part. That makes us more accessible and cost-effective for a broader range of investors.
