
Axis Retirement Fund - Dynamic Plan - Regular Plan - IDCW
- Solution Oriented
- Retirement Funds
- Status: Open
Historical NAV & Returns
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Axis Retirement Fund - Dynamic Plan - Regular Plan - IDCW
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SIP Amount
Investment Duration
Estimated average annual return of 12% over 5 years.
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Fund Overview
₹309.24 Cr.
₹1000
₹5000
INF846K01T51
2.44%
~5 Yr
Trailing Returns
View full Return AnalysisAs of September 12, 2025
Risk Analysis
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Suitable for balanced investments and investors with medium risk tolerance.
About This Fund
More InformationAxis Retirement Fund - Dynamic Plan - Regular Plan - IDCW is a scheme launched by Axis Mutual Fund on December 20, 2019, and falls under the Retirement Funds fund category. It currently manages an AUM of Rs 309.24 crore. The fund permits investments with a minimum SIP of Rs 1000 and a lump sum of Rs 5000. It charges an expense ratio of 2.44% for managing the portfolio.
Investing Strategy:
The Investment Plan has a dual objective of generating capital appreciation by investing in equity and equity related securities as well as generating income by investing in debt and money market securities, while attempting to manage risk from the market through active asset allocation.
Performance:
Axis Retirement Fund - Dynamic Plan - Regular Plan - IDCW trailing returns over different times are 0% (1 year), 0% (3 year) and 0% (5 year). The average annual return of this fund stands at 0%.
SIP Amount
Monthly SIP Date
Axis Retirement Fund - Dynamic Plan - Regular Plan - IDCW


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