Explore
🏠 Home ⚙️ Dashboard 🔍 Explore 📈 Funds 🏢 AMC 🏭 Companies 📊 Sectors
Tools
🎯 Goal Planner 🔄 Fund Overlap 🧮 SIP Calculator ⏳ SWP Calculator 📊 Similar Funds

Axis Retirement Fund - Dynamic Plan

AMC: AXIS Moderate Risk • Solution Oriented • Retirement
⚖️ SIP Calculator

📊 Quick Summary Of This Page

Axis Retirement Fund - Dynamic Plan is a mutual fund managed by , offering diversified exposure across equities with holdings spanning key sectors and companies. Analyze its portfolio structure, sector allocation, NAV trend and SIP performance to understand its investment strategy and risk profile.
₹1,000
Minimum SIP
2.10%
Expense Ratio
Mr. Devang Shah
Fund Manager
Growth
Plan Type
29 Nov 2019
Launch Date
0%
Exit Load
NAV Momentum
1 Day
-1.60%
7 Days
-2.95%
15 Days
-3.78%
30 Days
-4.12%
60 Days
-0.93%
90 Days
-0.42%
180 Days
-3.93%
1 Year
4.38%
2 Years
32.22%
3 Years
46.43%
4 Years
90.04%
Fund Analysis

Axis Retirement Fund - Dynamic Plan does not yet have a 5-year performance history.

The average return for Retirement funds is 0.00% .

Holdings Insights

The fund currently owns more than 0 stocks.

The top 10 holdings account for 0.00% of total assets.

Based on portfolio allocation, this fund appears well diversified compared with peers.

Category Comparison
Metric Fund Category Avg
1 Year Return 4.38% N/A
2 Year Return 32.22% N/A
3 Year Return 46.43% N/A
4 Year Return 90.04% N/A
5 Year Return N/A N/A
6 Year Return N/A N/A
7 Year Return N/A N/A
Expense Ratio 2.10% -
NAV History
Fund Information

AMC: AXIS

Category: Solution Oriented • Retirement

Launch Date: 29 Nov 2019

Fund Manager: Mr. Devang Shah

Minimum Purchase: ₹5,000

Exit Load:

Lock-in: 0

Risk: Moderate Risk

About This Fund

Axis Retirement Fund - Dynamic Plan is managed by AXIS and belongs to the Solution Oriented category.

Investors often evaluate this fund using metrics such as portfolio holdings, diversification, expense ratio, risk profile and long-term NAV performance.

View Similar Funds
🚀 Explore The Complete Mutual Fund Universe
Discover top-ranked mutual funds, compare schemes, analyze portfolio holdings, explore AMCs, identify category leaders and use powerful investment planning tools — all from one place.
⭐ Top Ranked Funds 🏆 Category Leaders 🏢 AMC Insights 📈 Popular Stocks 🛠 Planning Tools 🔍 Similar Funds
Explore CheckPAN
Browse 7,500+ mutual funds, leading AMCs, portfolio companies and investment insights.
Frequently Asked Questions

Axis Retirement Fund - Dynamic Plan is a mutual fund managed by . It invests across equities and provides exposure to diversified companies and sectors.

SIP suitability of Axis Retirement Fund - Dynamic Plan depends on its historical NAV performance, volatility, portfolio quality, expense ratio and long-term consistency.

Axis Retirement Fund - Dynamic Plan holds companies such as and other stocks based on its latest portfolio disclosure.

is currently one of the highest allocated sectors in Axis Retirement Fund - Dynamic Plan, based on the latest portfolio data.

Axis Retirement Fund - Dynamic Plan currently holds approximately stocks across multiple sectors and market caps.

The expense ratio of Axis Retirement Fund - Dynamic Plan is , which represents the annual cost charged for managing the fund.

Axis Retirement Fund - Dynamic Plan manages assets worth approximately , representing the total investor capital under management.

Axis Retirement Fund - Dynamic Plan carries a risk profile based on its portfolio composition, volatility and market exposure.

Axis Retirement Fund - Dynamic Plan performance can be evaluated using historical NAV trends, SIP returns and long-term return consistency.

Yes, Axis Retirement Fund - Dynamic Plan can be compared with other funds based on returns, holdings, overlap, sector allocation and risk metrics.

Axis Retirement Fund - Dynamic Plan is evaluated against , which represents its benchmark index for performance comparison.

is the Asset Management Company responsible for managing Axis Retirement Fund - Dynamic Plan and making investment decisions.

Yes, Axis Retirement Fund - Dynamic Plan provides company-wise exposure showing which stocks the fund is invested in and their weightage.

Axis Retirement Fund - Dynamic Plan may be suitable for long-term investors depending on risk tolerance, investment goals and portfolio diversification needs.

The SIP calculator uses historical NAV data of Axis Retirement Fund - Dynamic Plan to estimate returns and wealth creation over different time periods.
© 2026 CheckPan