Axis Retirement Fund - Dynamic Plan - Regular Growth

Fund House: Axis Mutual Fund
Category: Retirement Fund
Launch Date: 10-12-2019
Asset Class: Mixed Asset
Benchmark: CRISIL Hybrid 35+65 Aggressive Index
TER: 2.43% As on (31-05-2025)
Status: Open Ended Schemes
Minimum Investment: 5000.0
Minimum Topup: 1000.0
Total Assets: 331.51 Cr As on 30-04-2025(Source:AMFI)
Turn over: - | Exit Load: Nil

19.82

13.34%

PERFORMANCE

Returns Type:
of  
Start :  
End : 
Period:  
This Scheme
-
vs
AK Hybrid Aggressive TRI
-
Gold
-
PPF
-
Returns Type:
of  
  Period:  

Start :  
Period:  

RETURNS ANALYSIS

Fund Multiplier

Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)

Time Taken To Multiply
2x
4x
5x
10x
FUND
4 Years 9 Months
There is no value for 4x
There is no value for 5x
There is no value for 10x
FD
11 years 10 Months
GOLD
8 years 9 Months
NIFTY
5 years 5 Months

 

Investment Objective

The investment objective of the Investment Plan(s) under the Scheme is to provide long-term capital appreciation / income by investing in a mix of equity, debt and other instruments to help investors meet their retirement goals. However, there can be no assurance that the investment objective of the Scheme will be achieved. 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. The Investment Plan may also invest in units of Gold ETF or units of REITs & InvITs for income generation / wealth creation.

Current Asset Allocation (%)

Indicators

Standard Deviation 13.0
Sharpe Ratio 0.57
Alpha -0.07
Beta 1.25
Yield to Maturity 7.09
Average Maturity 23.88

PEER COMPARISON

Scheme Name Inception
Date
1 Year
Return(%)
2 Year
Return(%)
3 Year
Return(%)
5 Year
Return(%)
10 Year
Return(%)
Axis Retirement Fund - Dynamic Plan - Regular Growth 10-12-2019 10.42 19.51 17.25 16.03 -
PGIM India Retirement Fund - Regular Plan - Growth Option 15-04-2024 14.19 - - - -
ICICI Prudential Retirement Fund - Pure Equity - Growth Option 01-02-2019 12.32 31.85 26.37 29.97 -
Tata Retirement Savings Fund- Moderate Plan-Regular Plan-Growth Option 01-11-2011 12.06 20.37 17.99 18.22 12.62
Tata Retirement Savings Fund - Progressive Plan -Regular Plan-Growth Option 01-11-2011 11.3 22.82 19.62 19.87 14.05
Aditya Birla Sun Life Retirement Fund-The 40s Plan-Regular Plan-Growth 01-03-2019 11.06 18.96 15.59 14.54 -
Aditya Birla Sun Life Retirement Fund-The 30s Plan-Regular Growth 10-03-2019 10.64 21.45 17.71 16.97 -
Axis Retirement Fund - Aggressive Plan - Regular Growth 01-12-2019 10.31 19.23 16.24 15.42 -
UTI Retirement Fund - Regular Plan 26-12-1994 10.17 14.95 13.97 15.12 9.87
Baroda BNP Paribas Retirement Fund - Regular plan - Growth option 28-05-2024 9.06 - - - -

Scheme Characteristics

Invests in at least three asset classes with a minimum allocation of at least 10% each in all three asset classes.

Riskometer

riskometer

PORTFOLIO

Market Cap Distribution

Small Cap

12.72%

Others

14.87%

Large Cap

55.89%

Mid Cap

16.51%

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