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SOLUTION ORIENTED•RETIREMENT FUND

Axis Retirement Fund Dynamic Plan

3 Year return

16.33%
NAV on January 16, 2026
21.52
1D Returns
-0.08%
Launched on November 2019(7 years)

Investment Details

₹1000
Minimum SIP Amount
₹5000
Minimum one time investment
Lock-in period: 5.0000 years

Calculate Returns

Based on past performance of this fund

₹
Your Investment₹3,600
Gain
29.67%₹1,068
Total Value ₹4,668

Risk Involved

scale
Your principal will be at
Very High Risk

Scheme Information

Asset Under Management
₹306.43 Cr.
Expense Ratio
1.21% (inclusive of GST)
Exit Load
Nil

Ratings

ARQ Rating
0

Ratings by other agencies

Value Research
0
Crisil
0
Morning Star
0

Tax Implications

Withdrawal within 1 year:
20% tax on gains
Withdrawal after 1 year:
12.5% tax on gains above ₹1.25 lakh per financial year

Axis Mutual Fund Manager

DS

Devang Shah

Fund Manager since Feb 2023

HS

Hardik Shah

Fund Manager since Jan 2022

JS

Jayesh Sundar

Fund Manager since Sep 2023

KN

Krishnaa N

Fund Manager since Nov 2025

Fund House Details

Axis Mutual Fund

Axis Mutual Fund

Asset management company

AUM
₹3,65,749.22 Cr.
No. of Schemes
277
Setup Date
January 2009

Peer Comparison

Comparison with other similar funds

Funds3 Y ReturnsARQ Rating
HDFC Retirement Savings Fund Equity18.7205%
5
Nippon India Retirement Fund Wealth Creation Scheme17.9414%
3.5
HDFC Retirement Savings Fund Hybrid Equity15.3351%
5

Schemes by Axis Mutual Fund

List of mutual fund schemes by AMC

Funds
3 Years Returns
Axis Mutual Fund logo

Hybrid . Aggressive Hybrid Fund

Axis Aggressive Hybrid Fund Direct Plan Growth
12.8598%
Axis Mutual Fund logo

Hybrid . Aggressive Hybrid Fund

Axis Aggressive Hybrid Fund Direct Plan Monthly IDCW Payout
12.8463%
Axis Mutual Fund logo

Hybrid . Aggressive Hybrid Fund

Axis Aggressive Hybrid Fund Direct Plan Monthly IDCW Reinvestment
12.8463%
Axis Mutual Fund logo

Hybrid . Aggressive Hybrid Fund

Axis Aggressive Hybrid Fund Direct Plan Quarterly IDCW Payout
12.2125%
Axis Mutual Fund logo

Hybrid . Aggressive Hybrid Fund

Axis Aggressive Hybrid Fund Direct Plan Quarterly IDCW Reinvestment
12.2125%

About Axis Retirement Savings Fund Dynamic Plan Direct Growth

Axis Retirement Savings Fund Dynamic Plan, managed by Axis Mutual Fund, falls under the category of retirement fund and is designed to cater to individuals planning for their retirement. This direct growth plan offers an opportunity for your investments to appreciate over time, along with income. The fund provides a strategic investment avenue for individuals looking to build wealth for their retirement years. With an expense ratio lower than the category average, the fund aims to attract investors seeking a tailored retirement-focused investment solution.

Investment Objective of the Scheme

The scheme's primary objective is to assist investors in building a retirement corpus by providing them with an avenue to systematically save and invest over the long term. Axis Retirement Savings Fund Dynamic Plan Direct Growth achieves this by investing in a mix of equity and debt instruments, strategically allocating assets based on market conditions and the investor's time horizon. The fund focuses on capital appreciation over the long term while managing risk.

Key Features of The Fund

5-year return
12.272%
Expense Ratio
1.21%
Fund Manager
Devang Shah
Fund Size
₹306.43 Cr.
Risk Profile
Very High

Is This Scheme Right for Me?

If you're planning for your retirement and looking for a systematic investment approach, Axis Retirement Savings Fund Dynamic Plan Direct Growth could be a suitable choice. This fund aligns with individuals seeking to build a retirement corpus through a combination of primarily equity and some debt investments. However, keep in mind that investment strategies come with associated risks. Assess your retirement goals, risk tolerance, and investment horizon before considering this fund. Seeking guidance from financial experts can provide personalised insights for well-informed decisions.

AMC Contact Details

NameAxis Mutual Fund
Launch DateJanuary 2009
AddressAxis House, First Floor, C-2, Wadia International Centre, Pandurang Budhkar Marg, Worli, Mumbai - 400025
Contact8108622211
Emailcustomerservice@axismf.com
Websitehttps://www.axismf.com/
Disclaimer: Mutual funds are subject to market risk. Read all scheme-related documents carefully to make informed-decision.

Retirement Reinvented: Secure Your Golden Years

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FAQs

NAV, or Net Asset Value, is the price of a single unit of a mutual fund. It is calculated by dividing the current value of holdings held by the mutual fund scheme at the end of the day by the total number of units issued. The NAV changes every day. The NAV of Axis Retirement Fund Dynamic Plan on January 16, 2026, is ₹21.52
Short for Asset Under Management, AUM means the total assets held by a mutual fund scheme. The AUM of the fund changes every day based on the fluctuation in the price of the underlying assets. Fund houses don't update AUM on a daily basis. They only update it at the end of the month and release it within a few days of the following month. The AUM of Axis Retirement Fund Dynamic Plan, is ₹306.43 crore.
The expense ratio is the annual charges you pay to the mutual fund house for managing your investments. It is a percentage of Assets Under Management. It is deducted from the fund's returns. The expense ratio of Axis Retirement Fund Dynamic Plan is 1.21%
The Axis Retirement Fund Dynamic Plan was launched on November 29, 2019. The fund has delivered a CAGR of undefined since inception.
A Systematic Investment Plan (SIP) in mutual funds allows you to invest small amounts periodically instead of a one-time investment. The frequency of investment can be monthly, quarterly, half-yearly or annually, as per your convenience. The minimum SIP for Axis Retirement Fund Dynamic Plan is ₹1000.
  1. Make sure you are logged in to Angel One.
  2. Select the type of investment: SIP or one-time.
  3. In case of an SIP, select the amount and date and click ‘Start SIP’. In case of a one-time investment, enter just the amount.
  4. Proceed by clicking the pay button and choosing your mode of payment.
  5. Your portfolio will be updated with this investment in 3-5 working days.
  1. Click on the ‘Invest’ button.
  2. Enter your desired SIP amount and the SIP date.
  3. You can uncheck the ‘Make first payment now’ box if you don’t want to make the payment right away.
  4. Choose your payment method between UPI and Net Banking.
  5. Make your payment.
  6. Your SIP is created.
  1. Once you create an SIP, click on ‘Set up autopay’
  2. Select your desired verification method - debit card, net banking or Aadhar method credentials - and click on submit.
  3. Once you verify the OTP, your mandate request will be created.
  1. Go to the ‘Investments’ section and click on the mutual fund scheme you want to withdraw.
  2. Enter the amount you want to withdraw and tap the ‘Withdraw’ button.
  3. Verify the details on the ‘Confirm withdraw’ screen.
  4. Select the bank account in which you want to receive the funds.
  5. You will receive your funds within three working days of placing the order.
  6. You can track your order in the ‘Orders’ section.

ENTER AMOUNT

₹
₹4,668 in 3Y at 16.3261% returns
SIP Date1st of every month

Your next SIP Payment will be on 16 February 2026

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