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Axis Retirement Fund Dynamic Plan Growth
+9.64%
3Y annualised
+0.21% 1D
NAV: 16 Sep '26
₹19.12
Min. for SIP
₹1,000
Fund size (AUM)
₹284.67 Cr
Expense ratio
2.57%
Rating
2
Return calculator
Monthly investment
₹5,000
| Over the past | Total investment | Would've become | Historic returns | Returns |
|---|---|---|---|---|
| 6 months | ₹30,000 | ₹30,604 | +2.01% | |
| 1 year | ₹60,000 | ₹60,335 | +0.56% | |
| 3 years | ₹1,80,000 | ₹1,90,786 | +5.99% | |
| 5 years | ₹3,00,000 | ₹3,64,247 | +21.42% |
Holdings (97)
| Name | Sector | Instruments | Assets |
|---|---|---|---|
| Others CBLO | Unspecified | CBLO | 9.39% |
| ICICI Bank Ltd | Financial | Equity | 5.59% |
| Reliance Industries Ltd | Energy & Utilities | Equity | 5.23% |
| GOVERNMENT OF INDIA 33071 GOI 19JU53 7.3 FV RS 100 | Entities | GOI Securities | 5.10% |
| HDFC Bank Ltd | Financial | Equity | 4.77% |
| Bharti Airtel Ltd | Technology | Equity | 2.79% |
| GOVERNMENT OF INDIA 33002 GOI 12JU63 7.25 FV RS 100 | Entities | GOI Securities | 2.68% |
| State Bank of India | Financial | Equity | 2.57% |
| Infosys Ltd | Technology | Equity | 2.32% |
| Mahindra & Mahindra Ltd | Consumer Discretionary | Equity | 2.25% |
| Kotak Mahindra Bank Ltd | Financial | Equity | 2.15% |
| Larsen & Toubro Ltd | Industrials | Equity | 2.11% |
| Bajaj Finance Ltd | Financial | Equity | 1.87% |
| Vijaya Diagnostic Centre Ltd | Healthcare | Equity | 1.81% |
| GOI Sec 7.18 24/07/2037 | Entities | GOI Securities | 1.78% |
| Apar Industries Ltd | Diversified | Equity | 1.72% |
| Pidilite Industries Ltd | Materials | Equity | 1.43% |
| Minda Corporation Ltd | Consumer Discretionary | Equity | 1.39% |
| Zomato Ltd | Technology | Equity | 1.38% |
| Divi's Laboratories Ltd | Healthcare | Equity | 1.29% |
| Apollo Hospitals Enterprise Ltd | Healthcare | Equity | 1.27% |
| PNB Housing Finance Ltd | Financial | Equity | 1.18% |
| Axis Bank Ltd | Financial | Equity | 1.17% |
| NTPC Ltd | Energy & Utilities | Equity | 1.17% |
| Sansera Engineering Ltd | Consumer Discretionary | Equity | 1.01% |
| Fortis Healthcare Ltd | Healthcare | Equity | 0.98% |
| Hindustan Aeronautics Ltd | Industrials | Equity | 0.97% |
| Phoenix Mills Ltd | Real Estate | Equity | 0.96% |
| Shriram Transport Finance Company Ltd | Financial | Equity | 0.89% |
| GOVERNMENT OF INDIA 34208 GOI 08AP34 7.1 FV RS 100 | Entities | GOI Securities | 0.89% |
| Dixon Technologies (India) Ltd | Consumer Discretionary | Equity | 0.88% |
| United Spirits Ltd | Consumer Staples | Equity | 0.87% |
| Premier Energies Ltd. | Energy & Utilities | Equity | 0.85% |
| Interglobe Aviation Ltd | Industrials | Equity | 0.84% |
| Sun Pharmaceutical Industries Ltd | Healthcare | Equity | 0.84% |
| Sona BLW Precision Forgings Ltd | Consumer Discretionary | Equity | 0.82% |
| Samvardhana Motherson International Ltd | Consumer Discretionary | Equity | 0.81% |
| Titan Company Ltd | Consumer Discretionary | Equity | 0.79% |
| HDFC Life Insurance Co Ltd | Financial | Equity | 0.78% |
| Britannia Industries Ltd | Consumer Staples | Equity | 0.72% |
| CG Power & Industrial Solutions Ltd | Industrials | Equity | 0.72% |
| Abbott India Ltd | Healthcare | Equity | 0.70% |
| DOMS Industries Ltd. | Industrials | Equity | 0.69% |
| The Indian Hotels Company Ltd | Consumer Discretionary | Equity | 0.69% |
| Arvind Fashions Ltd | Consumer Discretionary | Equity | 0.68% |
| Mankind Pharma Ltd. | Healthcare | Equity | 0.67% |
| Varun Beverages Ltd | Consumer Staples | Equity | 0.63% |
| Ather Energy Ltd. | Consumer Discretionary | Equity | 0.63% |
| Tata Power Company Ltd | Energy & Utilities | Equity | 0.61% |
| Tata Consultancy Services Ltd | Technology | Equity | 0.57% |
| Cipla Ltd | Healthcare | Equity | 0.56% |
| Sundaram Finance Ltd | Financial | Equity | 0.55% |
| SBI Life Insurance Company Ltd | Financial | Equity | 0.54% |
| PG Electroplast Ltd | Industrials | Equity | 0.51% |
| JK Cement Ltd | Materials | Equity | 0.49% |
| Mphasis Ltd | Technology | Equity | 0.48% |
| Cholamandalam Investment & Finance Company Ltd | Financial | Equity | 0.46% |
| REC Ltd | Financial | Equity | 0.45% |
| ITC Hotels Ltd | Consumer Discretionary | Equity | 0.44% |
| Jubilant FoodWorks Ltd | Consumer Discretionary | Equity | 0.43% |
| Awfis Space Solutions Ltd. | Industrials | Equity | 0.43% |
| Piramal Pharma Ltd | Healthcare | Equity | 0.41% |
| Tech Mahindra Ltd | Technology | Equity | 0.41% |
| Info Edge (India) Ltd | Technology | Equity | 0.41% |
| Computer Age Management Services Ltd | Financial | Equity | 0.41% |
| Amber Enterprises India Ltd | Consumer Discretionary | Equity | 0.40% |
| Indus Towers Ltd | Technology | Equity | 0.40% |
| Hindustan Unilever Ltd | Consumer Staples | Equity | 0.35% |
| Voltamp Transformers Ltd | Industrials | Equity | 0.35% |
| Berger Paints India Ltd | Materials | Equity | 0.34% |
| Kirloskar Oil Engines Ltd | Industrials | Equity | 0.34% |
| Gujarat Fluorochemicals Ltd | Materials | Equity | 0.34% |
| Jyoti CNC Automation Ltd. | Industrials | Equity | 0.33% |
| Suven Pharmaceuticals Ltd | Healthcare | Equity | 0.33% |
| Delhivery Ltd | Industrials | Equity | 0.33% |
| ITC Ltd | Consumer Staples | Equity | 0.31% |
| Tata Motors Ltd | Industrials | Equity | 0.31% |
| Bharat Electronics Ltd | Industrials | Equity | 0.31% |
| RBL Bank Ltd | Financial | Equity | 0.30% |
| Zydus Lifesciences Ltd | Healthcare | Equity | 0.29% |
| Schaeffler India Ltd | Industrials | Equity | 0.28% |
| Net Receivables | Unspecified | Net Receivables | 0.28% |
| ICICI Prudential Life Insurance Company Ltd | Financial | Equity | 0.27% |
| Exide Industries Ltd | Consumer Discretionary | Equity | 0.27% |
| Hindalco Industries Ltd | Materials | Equity | 0.24% |
| Titagarh Wagons Ltd | Industrials | Equity | 0.24% |
| Tata Steel Ltd | Materials | Equity | 0.24% |
| Hyundai Motor India Ltd. | Consumer Discretionary | Equity | 0.22% |
| Kaynes Technology India Ltd | Industrials | Equity | 0.20% |
| Maruti Suzuki India Ltd | Consumer Discretionary | Equity | 0.19% |
| GE T&D India Ltd | Industrials | Equity | 0.19% |
| Avenue Supermarts Ltd | Consumer Staples | Equity | 0.19% |
| HCL Technologies Ltd | Technology | Equity | 0.15% |
| Voltas Ltd | Industrials | Equity | 0.14% |
| Coforge Ltd | Technology | Equity | 0.01% |
| Rites Ltd | Industrials | Equity | 0.00% |
| Supreme Industries Ltd | Materials | Equity | 0.00% |
See All
Minimum investments
Min. for 1st investment
₹5,000
Min. for 2nd investment
₹1,000
Min. for SIP
₹1,000
Returns and rankings
Annualised returns
Absolute returns
| Name | 1Y | 3Y | 5Y | All |
|---|---|---|---|---|
| Fund returns | -3.4% | +9.6% | +6.1% | +10.1% |
| Category average (Hybrid Dynamic Asset Allocation) | +4.6% | +11.9% | +10.7% | -- |
| Rank (Hybrid Dynamic Asset Allocation) | 30 | 6 | 17 | -- |
Exit load, stamp duty and tax
Exit load
Nil
Stamp duty on investment: 0.005% (from July 1st, 2020)
from July 1st 2020
Tax implication
If you redeem within one year, returns are taxed at 20%. If you redeem after one year, returns exceeding Rs 1.25 lakh in a financial year are taxed at 12.5%.
Check past data
Compare similar funds
| Name | 1Y | 3Y | Fund Size(Cr) | |
|---|---|---|---|---|
 | -1.89% | +10.05% | 1,07,295.79 | |
 | +2.17% | +9.89% | 75,399.17 | |
 | +3.77% | +9.78% | 10,125.45 | |
| -0.05% | +9.43% | 3,835.99 | |
 | +0.60% | +8.85% | 9,917.50 | |
| Compare | ||||
Fund management
HSHardik ShahApr 2024 - PresentView details
HS
Hardik Shah
Apr 2024 - Present
View details
KNKrishnaa NarayanMar 2024 - PresentView details
KN
Krishnaa Narayan
Mar 2024 - Present
View details
DSDevang ShahApr 2024 - PresentView details
DS
Devang Shah
Apr 2024 - Present
View details
JSJayesh SundarJan 2024 - PresentView details
JS
Jayesh Sundar
Jan 2024 - Present
View details
About Axis Retirement Fund Dynamic Plan Growth
Axis Retirement Fund Dynamic Plan Growth is a Hybrid Mutual Fund Scheme launched by Axis Mutual Fund. This scheme was made available to investors on 04 Sep 2009. Hardik Shah is the Current Fund Manager of Axis Retirement Fund Dynamic Plan Growth fund. The fund currently has an Asset Under Management(AUM) of ₹3,92,677 Cr and the Latest NAV as of 16 Sep 2026 is ₹19.12.
The Axis Retirement Fund Dynamic Plan Growth is rated Very High risk. Minimum SIP Investment is set to ₹1,000. Minimum Lumpsum Investment is ₹5,000.
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Investment Objective
The schemes seeks to 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.
Fund benchmarkCRISIL Hybrid 35+65 Aggressive Index
Fund house
Rank (total assets)#7 in India
Total AUM₹3,92,677.12 Cr
Date of Incorporation04 Sep 2009
Launch Date04 Sep 2009
Address23rd Floor, One Lodha Place,S. B. Road, Lower Parel. Mumbai 400013
Websitewww.karvymfs.com
AddressKarvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,