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Axis Retirement Fund Dynamic Plan Growth
+11.11%
3Y annualised
+0.27% 1D
NAV: 05 Jun '26
₹18.69
Min. for SIP
₹1,000
Fund size (AUM)
₹283.00 Cr
Expense ratio
2.47%
Rating
2
Return calculator
Monthly investment
₹5,000
| Over the past | Total investment | Would've become | Historic returns | Returns |
|---|---|---|---|---|
| 6 months | ₹30,000 | ₹29,703 | -0.99% | |
| 1 year | ₹60,000 | ₹58,121 | -3.13% | |
| 3 years | ₹1,80,000 | ₹1,89,098 | +5.05% | |
| 5 years | ₹3,00,000 | ₹3,57,458 | +19.15% |
Holdings (98)
| Name | Sector | Instruments | Assets |
|---|---|---|---|
| Reliance Industries Ltd | Energy & Utilities | Equity | 5.90% |
| ICICI Bank Ltd | Financial | Equity | 5.66% |
| HDFC Bank Ltd | Financial | Equity | 5.47% |
| GOVERNMENT OF INDIA 33071 GOI 19JU53 7.3 FV RS 100 | Entities | GOI Securities | 5.13% |
| Others CBLO | Unspecified | CBLO | 4.53% |
| Infosys Ltd | Technology | Equity | 3.33% |
| State Bank of India | Financial | Equity | 3.19% |
| Larsen & Toubro Ltd | Industrials | Equity | 3.17% |
| Bharti Airtel Ltd | Technology | Equity | 2.92% |
| GOVERNMENT OF INDIA 33002 GOI 12JU63 7.25 FV RS 100 | Entities | GOI Securities | 2.66% |
| Pidilite Industries Ltd | Materials | Equity | 2.19% |
| Mahindra & Mahindra Ltd | Consumer Discretionary | Equity | 2.13% |
| Kotak Mahindra Bank Ltd | Financial | Equity | 1.85% |
| Vijaya Diagnostic Centre Ltd | Healthcare | Equity | 1.84% |
| Bajaj Finance Ltd | Financial | Equity | 1.80% |
| GOI Sec 7.18 24/07/2037 | Entities | GOI Securities | 1.77% |
| Apar Industries Ltd | Diversified | Equity | 1.61% |
| NTPC Ltd | Energy & Utilities | Equity | 1.43% |
| Fortis Healthcare Ltd | Healthcare | Equity | 1.38% |
| Divi's Laboratories Ltd | Healthcare | Equity | 1.36% |
| PNB Housing Finance Ltd | Financial | Equity | 1.20% |
| Minda Corporation Ltd | Consumer Discretionary | Equity | 1.16% |
| CG Power & Industrial Solutions Ltd | Industrials | Equity | 1.16% |
| Apollo Hospitals Enterprise Ltd | Healthcare | Equity | 1.09% |
| Varun Beverages Ltd | Consumer Staples | Equity | 0.99% |
| Mankind Pharma Ltd. | Healthcare | Equity | 0.94% |
| Sansera Engineering Ltd | Consumer Discretionary | Equity | 0.92% |
| GOVERNMENT OF INDIA 34208 GOI 08AP34 7.1 FV RS 100 | Entities | GOI Securities | 0.89% |
| Phoenix Mills Ltd | Real Estate | Equity | 0.86% |
| Samvardhana Motherson International Ltd | Consumer Discretionary | Equity | 0.86% |
| HDFC Life Insurance Co Ltd | Financial | Equity | 0.85% |
| JK Cement Ltd | Materials | Equity | 0.84% |
| Premier Energies Ltd. | Energy & Utilities | Equity | 0.84% |
| Sun Pharmaceutical Industries Ltd | Healthcare | Equity | 0.82% |
| Britannia Industries Ltd | Consumer Staples | Equity | 0.79% |
| Tata Power Company Ltd | Energy & Utilities | Equity | 0.79% |
| Titan Company Ltd | Consumer Discretionary | Equity | 0.79% |
| Zomato Ltd | Technology | Equity | 0.78% |
| United Spirits Ltd | Consumer Staples | Equity | 0.78% |
| eClerx Services Ltd | Technology | Equity | 0.77% |
| Tata Consultancy Services Ltd | Technology | Equity | 0.77% |
| Shriram Transport Finance Company Ltd | Financial | Equity | 0.76% |
| Interglobe Aviation Ltd | Industrials | Equity | 0.74% |
| Axis Bank Ltd | Financial | Equity | 0.74% |
| Sona BLW Precision Forgings Ltd | Consumer Discretionary | Equity | 0.73% |
| DOMS Industries Ltd. | Industrials | Equity | 0.72% |
| Torrent Power Ltd | Energy & Utilities | Equity | 0.70% |
| Abbott India Ltd | Healthcare | Equity | 0.69% |
| Arvind Fashions Ltd | Consumer Discretionary | Equity | 0.67% |
| Sundaram Finance Ltd | Financial | Equity | 0.65% |
| Jyoti CNC Automation Ltd. | Industrials | Equity | 0.62% |
| SBI Life Insurance Company Ltd | Financial | Equity | 0.62% |
| PI Industries Ltd | Materials | Equity | 0.59% |
| PG Electroplast Ltd | Industrials | Equity | 0.58% |
| Awfis Space Solutions Ltd. | Industrials | Equity | 0.58% |
| Dixon Technologies (India) Ltd | Consumer Discretionary | Equity | 0.58% |
| Hindustan Aeronautics Ltd | Industrials | Equity | 0.55% |
| Coforge Ltd | Technology | Equity | 0.54% |
| Cipla Ltd | Healthcare | Equity | 0.52% |
| Hindustan Unilever Ltd | Consumer Staples | Equity | 0.50% |
| REC Ltd | Financial | Equity | 0.50% |
| Tata Steel Ltd | Materials | Equity | 0.50% |
| Brigade Enterprises Ltd | Real Estate | Equity | 0.49% |
| Kaynes Technology India Ltd | Industrials | Equity | 0.47% |
| Mphasis Ltd | Technology | Equity | 0.46% |
| Avenue Supermarts Ltd | Consumer Staples | Equity | 0.46% |
| Tata Motors Ltd | Industrials | Equity | 0.44% |
| Cholamandalam Investment & Finance Company Ltd | Financial | Equity | 0.44% |
| Voltamp Transformers Ltd | Industrials | Equity | 0.43% |
| ITC Ltd | Consumer Staples | Equity | 0.39% |
| Jyothy Labs Ltd | Consumer Staples | Equity | 0.37% |
| Suven Pharmaceuticals Ltd | Healthcare | Equity | 0.35% |
| Tech Mahindra Ltd | Technology | Equity | 0.33% |
| The Indian Hotels Company Ltd | Consumer Discretionary | Equity | 0.31% |
| Jubilant FoodWorks Ltd | Consumer Discretionary | Equity | 0.30% |
| Bank Of Baroda | Financial | Equity | 0.30% |
| Schaeffler India Ltd | Industrials | Equity | 0.29% |
| Net Receivables | Unspecified | Net Receivables | 0.27% |
| ICICI Prudential Life Insurance Company Ltd | Financial | Equity | 0.27% |
| Hindalco Industries Ltd | Materials | Equity | 0.25% |
| Zydus Lifesciences Ltd | Healthcare | Equity | 0.23% |
| Bharat Electronics Ltd | Industrials | Equity | 0.22% |
| RHI Magnesita India Ltd | Materials | Equity | 0.21% |
| GE T&D India Ltd | Industrials | Equity | 0.20% |
| Bharat Petroleum Corporation Ltd | Energy & Utilities | Equity | 0.19% |
| Hyundai Motor India Ltd. | Consumer Discretionary | Equity | 0.18% |
| ITC Hotels Ltd | Consumer Discretionary | Equity | 0.14% |
| Oil & Natural Gas Corporation Ltd | Energy & Utilities | Equity | 0.13% |
| Titagarh Wagons Ltd | Industrials | Equity | 0.11% |
| HCL Technologies Ltd | Technology | Equity | 0.10% |
| Indusind Bank Ltd | Financial | Equity | 0.10% |
| Coal India Ltd | Materials | Equity | 0.09% |
| Computer Age Management Services Ltd | Financial | Equity | 0.06% |
| Nestle India Ltd | Consumer Staples | Equity | 0.06% |
| Exide Industries Ltd | Consumer Discretionary | Equity | 0.05% |
| Power Grid Corporation of India Ltd | Energy & Utilities | 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 | -4.5% | +11.1% | +8.2% | +10.1% |
| Category average (Hybrid Dynamic Asset Allocation) | +4.6% | +11.9% | +10.7% | -- |
| Rank (Hybrid Dynamic Asset Allocation) | 35 | 7 | 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) | |
|---|---|---|---|---|
 | -0.23% | +17.59% | 901.32 | |
 | -1.56% | +14.07% | 1,05,377.65 | |
 | +3.34% | +11.28% | 70,551.44 | |
 | +2.11% | +10.99% | 40,732.17 | |
 | +1.36% | +10.44% | 9,620.30 | |
| 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 ₹3,66,023 Cr and the Latest NAV as of 05 Jun 2026 is ₹18.69.
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₹3,66,022.79 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,