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Axis Retirement Fund Dynamic Plan Growth
+11.20%
3Y annualised
0.00% 1D
NAV: 16 Jul '26
₹19.50
Min. for SIP
₹1,000
Fund size (AUM)
₹282.85 Cr
Expense ratio
2.55%
Rating
2
Return calculator
Monthly investment
₹5,000
| Over the past | Total investment | Would've become | Historic returns | Returns |
|---|---|---|---|---|
| 6 months | ₹30,000 | ₹31,002 | +3.34% | |
| 1 year | ₹60,000 | ₹60,793 | +1.32% | |
| 3 years | ₹1,80,000 | ₹1,95,325 | +8.51% | |
| 5 years | ₹3,00,000 | ₹3,70,064 | +23.35% |
Holdings (99)
| Name | Sector | Instruments | Assets |
|---|---|---|---|
| ICICI Bank Ltd | Financial | Equity | 6.17% |
| Others CBLO | Unspecified | CBLO | 6.13% |
| HDFC Bank Ltd | Financial | Equity | 5.40% |
| Reliance Industries Ltd | Energy & Utilities | Equity | 5.33% |
| GOVERNMENT OF INDIA 33071 GOI 19JU53 7.3 FV RS 100 | Entities | GOI Securities | 5.30% |
| Bharti Airtel Ltd | Technology | Equity | 2.87% |
| GOVERNMENT OF INDIA 33002 GOI 12JU63 7.25 FV RS 100 | Entities | GOI Securities | 2.76% |
| Larsen & Toubro Ltd | Industrials | Equity | 2.72% |
| State Bank of India | Financial | Equity | 2.55% |
| Pidilite Industries Ltd | Materials | Equity | 2.54% |
| Infosys Ltd | Technology | Equity | 2.50% |
| Mahindra & Mahindra Ltd | Consumer Discretionary | Equity | 2.11% |
| Vijaya Diagnostic Centre Ltd | Healthcare | Equity | 2.06% |
| Kotak Mahindra Bank Ltd | Financial | Equity | 2.02% |
| Bajaj Finance Ltd | Financial | Equity | 1.93% |
| GOI Sec 7.18 24/07/2037 | Entities | GOI Securities | 1.82% |
| Minda Corporation Ltd | Consumer Discretionary | Equity | 1.56% |
| Fortis Healthcare Ltd | Healthcare | Equity | 1.43% |
| Apar Industries Ltd | Diversified | Equity | 1.39% |
| Zomato Ltd | Technology | Equity | 1.34% |
| NTPC Ltd | Energy & Utilities | Equity | 1.28% |
| Apollo Hospitals Enterprise Ltd | Healthcare | Equity | 1.24% |
| PNB Housing Finance Ltd | Financial | Equity | 1.20% |
| Sansera Engineering Ltd | Consumer Discretionary | Equity | 1.16% |
| Axis Bank Ltd | Financial | Equity | 1.06% |
| Samvardhana Motherson International Ltd | Consumer Discretionary | Equity | 1.05% |
| Varun Beverages Ltd | Consumer Staples | Equity | 1.01% |
| Phoenix Mills Ltd | Real Estate | Equity | 0.99% |
| Mankind Pharma Ltd. | Healthcare | Equity | 0.98% |
| Divi's Laboratories Ltd | Healthcare | Equity | 0.98% |
| CG Power & Industrial Solutions Ltd | Industrials | Equity | 0.97% |
| Interglobe Aviation Ltd | Industrials | Equity | 0.96% |
| GOVERNMENT OF INDIA 34208 GOI 08AP34 7.1 FV RS 100 | Entities | GOI Securities | 0.90% |
| Premier Energies Ltd. | Energy & Utilities | Equity | 0.87% |
| Shriram Transport Finance Company Ltd | Financial | Equity | 0.85% |
| Sun Pharmaceutical Industries Ltd | Healthcare | Equity | 0.84% |
| Hindustan Aeronautics Ltd | Industrials | Equity | 0.84% |
| HDFC Life Insurance Co Ltd | Financial | Equity | 0.83% |
| United Spirits Ltd | Consumer Staples | Equity | 0.79% |
| Titan Company Ltd | Consumer Discretionary | Equity | 0.76% |
| Sona BLW Precision Forgings Ltd | Consumer Discretionary | Equity | 0.74% |
| DOMS Industries Ltd. | Industrials | Equity | 0.72% |
| Britannia Industries Ltd | Consumer Staples | Equity | 0.71% |
| Arvind Fashions Ltd | Consumer Discretionary | Equity | 0.71% |
| Abbott India Ltd | Healthcare | Equity | 0.69% |
| Tata Power Company Ltd | Energy & Utilities | Equity | 0.69% |
| Dixon Technologies (India) Ltd | Consumer Discretionary | Equity | 0.65% |
| Sundaram Finance Ltd | Financial | Equity | 0.64% |
| Jyoti CNC Automation Ltd. | Industrials | Equity | 0.63% |
| SBI Life Insurance Company Ltd | Financial | Equity | 0.60% |
| Cipla Ltd | Healthcare | Equity | 0.58% |
| Tata Consultancy Services Ltd | Technology | Equity | 0.53% |
| JK Cement Ltd | Materials | Equity | 0.52% |
| The Indian Hotels Company Ltd | Consumer Discretionary | Equity | 0.51% |
| REC Ltd | Financial | Equity | 0.51% |
| Awfis Space Solutions Ltd. | Industrials | Equity | 0.50% |
| Cholamandalam Investment & Finance Company Ltd | Financial | Equity | 0.50% |
| Hindustan Unilever Ltd | Consumer Staples | Equity | 0.47% |
| PG Electroplast Ltd | Industrials | Equity | 0.47% |
| Avenue Supermarts Ltd | Consumer Staples | Equity | 0.44% |
| Mphasis Ltd | Technology | Equity | 0.43% |
| Tata Steel Ltd | Materials | Equity | 0.39% |
| Voltamp Transformers Ltd | Industrials | Equity | 0.38% |
| ITC Hotels Ltd | Consumer Discretionary | Equity | 0.36% |
| ITC Ltd | Consumer Staples | Equity | 0.35% |
| Tech Mahindra Ltd | Technology | Equity | 0.35% |
| Jubilant FoodWorks Ltd | Consumer Discretionary | Equity | 0.34% |
| Suven Pharmaceuticals Ltd | Healthcare | Equity | 0.33% |
| eClerx Services Ltd | Technology | Equity | 0.33% |
| Schaeffler India Ltd | Industrials | Equity | 0.30% |
| Info Edge (India) Ltd | Technology | Equity | 0.29% |
| Zydus Lifesciences Ltd | Healthcare | Equity | 0.28% |
| Tata Motors Ltd | Industrials | Equity | 0.28% |
| Ather Energy Ltd. | Consumer Discretionary | Equity | 0.27% |
| Berger Paints India Ltd | Materials | Equity | 0.27% |
| Brigade Enterprises Ltd | Real Estate | Equity | 0.27% |
| Net Receivables | Unspecified | Net Receivables | 0.26% |
| ICICI Prudential Life Insurance Company Ltd | Financial | Equity | 0.25% |
| Exide Industries Ltd | Consumer Discretionary | Equity | 0.23% |
| PI Industries Ltd | Materials | Equity | 0.23% |
| Hindalco Industries Ltd | Materials | Equity | 0.23% |
| Torrent Power Ltd | Energy & Utilities | Equity | 0.22% |
| Kaynes Technology India Ltd | Industrials | Equity | 0.22% |
| Bharat Electronics Ltd | Industrials | Equity | 0.21% |
| Amber Enterprises India Ltd | Consumer Discretionary | Equity | 0.19% |
| Hyundai Motor India Ltd. | Consumer Discretionary | Equity | 0.19% |
| RHI Magnesita India Ltd | Materials | Equity | 0.19% |
| Voltas Ltd | Industrials | Equity | 0.15% |
| Indus Towers Ltd | Technology | Equity | 0.14% |
| Titagarh Wagons Ltd | Industrials | Equity | 0.12% |
| Indusind Bank Ltd | Financial | Equity | 0.10% |
| GE T&D India Ltd | Industrials | Equity | 0.10% |
| Gujarat Fluorochemicals Ltd | Materials | Equity | 0.10% |
| HCL Technologies Ltd | Technology | Equity | 0.09% |
| Coal India Ltd | Materials | Equity | 0.08% |
| Computer Age Management Services Ltd | Financial | Equity | 0.06% |
| Coforge Ltd | Technology | Equity | 0.05% |
| 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 | -1.7% | +11.2% | +8.4% | +10.7% |
| Category average (Hybrid Dynamic Asset Allocation) | +4.6% | +11.9% | +10.7% | -- |
| Rank (Hybrid Dynamic Asset Allocation) | 30 | 6 | 11 | -- |
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) | |
|---|---|---|---|---|
 | -0.31% | +14.81% | 905.21 | |
 | +0.03% | +13.50% | 1,06,456.16 | |
 | +4.93% | +11.45% | 72,486.28 | |
 | +3.34% | +10.68% | 9,796.34 | |
 | +4.07% | +10.41% | 3,749.13 | |
| 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 ₹3,56,814 Cr and the Latest NAV as of 16 Jul 2026 is ₹19.50.
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₹3,56,814.22 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,