NSE ScannerAxis Mutual Fund · Solution Oriented · Retirement · Direct plan
Axis Retirement Fund - Dynamic Plan - Direct Plan - Growth
₹20.94NAV on 30 Oct 2026Expense ratio 1.35%
29 Oct 2025NAV low 19.2 · high 22.24-5.8%
In plain words
Over 3 years it returned +11.6% a year, against +7.4% for its benchmark index.
Its worst fall from a peak in the last 3 years was -15.7%.
On 3-year return it ranks 5 of 26 funds in Retirement.
A monthly SIP over 5 years ended ₹26,227 higher in the direct plan than the regular plan, because of the lower expense ratio.
Past returns, not a promise of future returns or a recommendation.
Returns vs benchmark
| Period | Fund | Benchmark |
|---|---|---|
| 1 month | -0.2% | +1.9% |
| 3 months | -3.5% | -5.1% |
| 6 months | +0.5% | -3.2% |
| 1 year | -5.4% | -10.2% |
| 3 years (yearly) | +11.6% | +7.4% |
| 5 years (yearly) | +7.1% | +6.5% |
| Since start (yearly) | +11.4% | +11.2% |
Monthly SIP of ₹10,000
| Period | Invested | Value now | Yearly return |
|---|---|---|---|
| 1 year | ₹1,20,000 | ₹1,17,638 | -3.2% |
| 3 years | ₹3,60,000 | ₹3,78,399 | +3.1% |
| 5 years | ₹5,90,000 | ₹7,20,830 | +7.8% |
Other plan of this fund: Axis Retirement Fund - Dynamic Plan - Regular Plan - Growth