Axis Retirement Fund - Dynamic Plan - Regular Plan - IDCW

Axis Retirement Fund - Dynamic Plan - Regular Plan - IDCW

Historical NAV & Returns

Current NAV(12 Sept 2025)
19.68
Returns
0.00%
Benchmark Rt
0.00%
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Axis Retirement Fund - Dynamic Plan - Regular Plan - IDCW

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.

Step-up

5 %
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Fund Overview

Fund Size:

₹309.24 Cr.

Minimum SIP:

₹1000

Minimum Lumpsum:

₹5000

ISIN:

INF846K01T51

Fund Rating:
Expense Ratio:

2.44%

Lock In:

~5 Yr

Exit Load:
Data not available.
Period1W1M3M6M
This Fund1.39%2.23%--
Category Average0.68%1.26%-0.16%10.31%
Benchmark Returns0.52%-1.36%-4.72%-6.02%
Risk Meter
MEDIUM RISK

Suitable for balanced investments and investors with medium risk tolerance.

About This Fund

More Information

Axis 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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Frequently Asked Questions

Everything You Need To Know To Get Started With Confidence

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 on 12-09-2025 is 19.68.