How to Invest in Axis Retirement Savings Fund Dynamic Plan Regular IDCW?

You can easily invest in Axis Retirement Savings Fund Dynamic Plan Regular IDCW in a hassle-free manner on Groww. The process is extremely simple, quick and completely paperless. Invest in a few minutes with the following steps: Log on to your Groww account Search for Axis Retirement Savings Fund Dynamic Plan Regular IDCW from the search box In order to invest, you will have to complete all the KYC formalities which are completely online and paperless and take a few minutes to complete Once you are done with that, you can start investing in Axis Retirement Savings Fund Dynamic Plan Regular IDCW as SIP or lumpsum as per your investment objective and risk tolerance

What kind of returns does Axis Retirement Savings Fund Dynamic Plan Regular IDCW provide?

The Axis Retirement Savings Fund Dynamic Plan Regular IDCW has been there from 20 Dec 2019 and the average annual returns provided by this fund is 6.86% since its inception.

How much expense ratio is charged by Axis Retirement Savings Fund Dynamic Plan Regular IDCW?

The term Expense Ratio used for Axis Retirement Savings Fund Dynamic Plan Regular IDCW or any other mutual fund is the annual charges one needs to pay to the Mutual Fund company for managing your investments in that fund. The Expense Ratio of Axis Retirement Savings Fund Dynamic Plan Regular IDCW is 2.39% as of 02 Oct 2023...

What is the AUM of Axis Retirement Savings Fund Dynamic Plan Regular IDCW?

The AUM, short for Assets Under Management of Axis Retirement Savings Fund Dynamic Plan Regular IDCW is ₹292.84Cr as of 02 Oct 2023.

How to Redeem Axis Retirement Savings Fund Dynamic Plan Regular IDCW?

If you want to sell your Axis Retirement Savings Fund Dynamic Plan Regular IDCW holdings, go to your holding on the app or web and simply click on it. You will get two options - redeem & invest more; click on redeem and enter your desired amount or if you wish to redeem the entire holding amount then select the 'redeem all' checkbox.

What is the PE and PB ratio of Axis Retirement Savings Fund Dynamic Plan Regular IDCW?

The PE ratio ratio of Axis Retirement Savings Fund Dynamic Plan Regular IDCW is determined by dividing the market price by its earnings per share and the PB ratio of the same is evaluated by dividing the stock price per share by its book value per share (BVPS).

Axis Retirement Savings Fund Dynamic Plan Regular IDCW - NAV, Mutual Fund Performance & Portfolio

Axis Retirement Savings Fund Dynamic Plan Regular IDCW
Solution Oriented
Retirement
Moderately High Risk
5Y Lock In
13.32%
3Y annualised
-0.21% 1D
1M
6M
1Y
3Y
All
 NAV: 29 Sep 2023₹14.33
Min. SIP amountNot Supported
Rating1
Fund size₹292.84Cr
Return calculator
Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of ₹0
Would have become ₹ (%)
Understand termsAnnualised returnsAverage of the yearly returns of a mutual fund over a given period.
Absolute returnsThe total return of a mutual fund over a given period.
Returns and rankingsCategory: Solution Oriented Retirement
Annualised returns
Absolute returns
6M1Y3YAll
Fund returnsNA6.9%13.3%10.0%
Category averageNA13.2%13.9%NA
Rank with in categoryNA3010NA
Understand terms
Holdings (45)NameSectorInstrumentAssets
Bajaj Finance Ltd.
FinancialEquity7.9%
ICICI Bank Ltd.
FinancialEquity6.1%
Avenue Supermarts Ltd.
ServicesEquity4.9%
Torrent Power Ltd.
EnergyEquity4.5%
Tata Consultancy Services Ltd.
TechnologyEquity4.1%
Nestle India Ltd.
Consumer StaplesEquity3.9%
Pidilite Industries Ltd.
ChemicalsEquity3.9%
HDFC Bank Ltd.
FinancialEquity3.8%
Sundaram Finance Ltd.
FinancialEquity3.4%
TTK Prestige Ltd.
Consumer DiscretionaryEquity2.9%
See All
Understand termsExpense ratioA fee payable to a mutual fund house for managing your mutual fund investments. It is the total percentage of a company’s fund assets used for administrative, management, advertising, and other expenses.
TaxA percentage of your capital gains payable to the government upon exiting your mutual fund investments. Taxation is categorized as long-term capital gains (LTCG) and short-term capital gains (STCG) depending on your holding period and the type of fund.
Exit loadA fee payable to a mutual fund house for exiting a fund (fully or partially) before the completion of a specified period from the date of investment.
Stamp dutyA form of tax payable for the purchase or sale of an asset or security. 
Past expense ratio & exit load
Expense ratio
Exit load
22 Sep 2023 - Present
2.39%
21 Sep 2023 - 22 Sep 2023
2.39%
20 Sep 2023 - 21 Sep 2023
2.39%
19 Sep 2023 - 20 Sep 2023
2.39%
18 Sep 2023 - 19 Sep 2023
2.39%
17 Sep 2023 - 18 Sep 2023
2.39%
16 Sep 2023 - 17 Sep 2023
2.39%
15 Sep 2023 - 16 Sep 2023
2.39%
14 Sep 2023 - 15 Sep 2023
2.39%
13 Sep 2023 - 14 Sep 2023
2.39%
12 Sep 2023 - 13 Sep 2023
2.39%
11 Sep 2023 - 12 Sep 2023
2.39%
10 Sep 2023 - 11 Sep 2023
2.39%
09 Sep 2023 - 10 Sep 2023
2.39%
08 Sep 2023 - 09 Sep 2023
2.39%
07 Sep 2023 - 08 Sep 2023
2.39%
06 Sep 2023 - 07 Sep 2023
2.39%
05 Sep 2023 - 06 Sep 2023
2.39%
04 Sep 2023 - 05 Sep 2023
2.39%
03 Sep 2023 - 04 Sep 2023
2.39%
02 Sep 2023 - 03 Sep 2023
2.39%
01 Sep 2023 - 02 Sep 2023
2.39%
31 Aug 2023 - 01 Sep 2023
2.39%
31 Jul 2023 - 31 Aug 2023
2.37%
30 Jun 2023 - 31 Jul 2023
2.36%
31 May 2023 - 30 Jun 2023
2.34%
30 Apr 2023 - 31 May 2023
2.33%
31 Mar 2023 - 30 Apr 2023
2.33%
28 Feb 2023 - 31 Mar 2023
2.36%
31 Jan 2023 - 28 Feb 2023
2.34%
31 Dec 2022 - 31 Jan 2023
2.35%
30 Nov 2022 - 31 Dec 2022
2.36%
30 Nov 2022 - 30 Nov 2022
2.36%
31 Oct 2022 - 30 Nov 2022
2.35%
31 Oct 2022 - 31 Oct 2022
2.35%
31 Oct 2022 - 31 Oct 2022
2.35%
30 Sep 2022 - 31 Oct 2022
2.34%
30 Sep 2022 - 30 Sep 2022
2.34%
30 Sep 2022 - 30 Sep 2022
2.34%
31 Aug 2022 - 30 Sep 2022
2.36%
31 Aug 2022 - 31 Aug 2022
2.36%
31 Jul 2022 - 31 Aug 2022
2.36%
31 Jul 2022 - 31 Jul 2022
2.36%
30 Jun 2022 - 31 Jul 2022
2.35%
30 Jun 2022 - 30 Jun 2022
2.35%
31 May 2022 - 30 Jun 2022
2.35%
31 May 2022 - 31 May 2022
2.35%
30 Apr 2022 - 31 May 2022
2.38%
30 Apr 2022 - 30 Apr 2022
2.38%
31 Mar 2022 - 30 Apr 2022
2.35%
31 Mar 2022 - 31 Mar 2022
2.35%
28 Feb 2022 - 31 Mar 2022
2.36%
28 Feb 2022 - 28 Feb 2022
2.36%
31 Jan 2022 - 28 Feb 2022
2.35%
31 Dec 2021 - 31 Jan 2022
2.37%
30 Nov 2021 - 31 Dec 2021
2.36%
31 Oct 2021 - 30 Nov 2021
2.33%
30 Sep 2021 - 31 Oct 2021
2.33%
31 Aug 2021 - 30 Sep 2021
2.34%
31 Jul 2021 - 31 Aug 2021
2.34%
30 Jun 2021 - 31 Jul 2021
2.39%
31 May 2021 - 30 Jun 2021
2.39%
30 Apr 2021 - 31 May 2021
2.35%
31 Mar 2021 - 30 Apr 2021
2.30%
28 Feb 2021 - 31 Mar 2021
2.38%
31 Jan 2021 - 28 Feb 2021
2.33%
31 Dec 2020 - 31 Jan 2021
2.33%
30 Nov 2020 - 31 Dec 2020
2.35%
31 Oct 2020 - 30 Nov 2020
2.35%
30 Sep 2020 - 31 Oct 2020
2.32%
31 Aug 2020 - 30 Sep 2020
2.35%
31 Jul 2020 - 31 Aug 2020
2.35%
30 Jun 2020 - 31 Jul 2020
2.35%
31 May 2020 - 30 Jun 2020
2.35%
30 Apr 2020 - 31 May 2020
2.33%
31 Mar 2020 - 30 Apr 2020
2.36%
29 Feb 2020 - 31 Mar 2020
2.33%
31 Jan 2020 - 29 Feb 2020
2.33%
Expense ratio, exit load and taxExpense ratio: 2.39%Inclusive of GST
Exit loadNil
Stamp duty0.005% (from July 1st, 2020)
Tax implicationReturns are taxed at 15%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 10% on returns of Rs 1 lakh+ in a financial year. 
Understand terms
Check past data
Minimum investment amountsMin. for 1st investmentNot Supported
Min. for 2nd investment onwardsNot Supported
Min. for SIPNot Supported
Fund managementR Sivakumar
Nov 2019 - Present
View details
Education
Mr. Sivakumar is a B.Tech from IIT Madras and MBA from IIM Ahmedabad.
Experience
Prior to joining Axis AMC he has worked with BNP Paribas Mutual Fund, Sundaram Mutual Fund (2001-2004), HDFC Mutual Fund and ITC Threadneedle.
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Axis Retirement Savings Fund Dynamic Plan Direct Growth
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Axis All Seasons Debt FoF Direct IDCW Monthly
Axis All Seasons Debt FoF Direct IDCW Quarterly
Axis All Seasons Debt FoF Direct IDCW Half Yearly
Axis All Seasons Debt FoF Direct IDCW Yearly
Axis All Seasons Debt FoF Regular IDCW Monthly
Axis All Seasons Debt FoF Regular IDCW Half Yearly
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Axis All Seasons Debt FoF Regular IDCW Quarterly
Axis Global Equity Alpha FoF Direct Growth
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Axis Global Equity Alpha FoF Direct IDCW
Axis Global Equity Alpha FoF Regular IDCW
Vinayak Jayanath
Jan 2023 - Present
View details
Also manages these schemes
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Axis Focused 25 Fund IDCW
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Nitin Arora
May 2023 - Present
View details
Education
Mr. Arora has done M.Sc in Finance and Investments
Experience
Prior to joining Axis Mutual Fund, he has worked with Aviva Life Insurance Company India Ltd., Emkay Global Financial Services Ltd., Nirmal Bang Institutional Equities Ltd. and Bloomberg UTV Ltd..
Also manages these schemes
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Axis Retirement Savings Fund Dynamic Plan Direct Growth
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Axis Retirement Savings Fund Dynamic Plan Regular IDCW
Axis Retirement Savings Fund Conservative Plan Direct Growth
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Fund house & investment objective
Axis Mutual Fund
Rank (total assets)#7 in India
Total AUM₹2,59,965.97Cr
Date of Incorporation04 Sep 2009
 Axis Retirement Savings Fund Dynamic Plan Regular IDCW is a Solution Oriented Mutual Fund Scheme launched by Axis Mutual Fund. This scheme was made available to investors on 04 Sep 2009. R Sivakumar is the Current Fund Manager of Axis Retirement Savings Fund Dynamic Plan Regular IDCW fund. The fund currently has an Asset Under Management(AUM) of ₹2,59,966 Cr and the Latest NAV as of 29 Sep 2023 is ₹14.33.
The Axis Retirement Savings Fund Dynamic Plan Regular IDCW is rated Moderately High risk. Minimum SIP Investment is set to ₹1,000.
;
Investment ObjectiveThe 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
Scheme Information Document(SID)
Fund house contact details
Address
"Axis House" - 1st Floor,C-2 - Wadia International Centre,Pandurang Budhkar Marg , Worli, Mumbai 400025
Phone
022-24255161
Launch Date
04 Sep 2009
E-mail
NA
Website
www.axismf.com
Axis Mutual Fund
Asset Management Company
Custodian
Deutsche Bank
Registrar & Transfer Agent
KFin Tech
Address
Karvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,
Email
[email protected]
Website
www.karvymfs.com
Compare funds
Axis Retirement Savings Fund Dynamic Plan Regular IDCW
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Add mutual fund to compare

	6M	1Y	3Y	All
Fund returns	NA	6.9%	13.3%	10.0%
Category average	NA	13.2%	13.9%	NA
Rank with in category	NA	30	10	NA

Name	Sector	Instrument	Assets
Bajaj Finance Ltd.	Financial	Equity	7.9%
ICICI Bank Ltd.	Financial	Equity	6.1%
Avenue Supermarts Ltd.	Services	Equity	4.9%
Torrent Power Ltd.	Energy	Equity	4.5%
Tata Consultancy Services Ltd.	Technology	Equity	4.1%
Nestle India Ltd.	Consumer Staples	Equity	3.9%
Pidilite Industries Ltd.	Chemicals	Equity	3.9%
HDFC Bank Ltd.	Financial	Equity	3.8%
Sundaram Finance Ltd.	Financial	Equity	3.4%
TTK Prestige Ltd.	Consumer Discretionary	Equity	2.9%

Min. for 1st investment	Not Supported
Min. for 2nd investment onwards	Not Supported

Rating	1
Fund size	₹292.84Cr

Axis Retirement Savings Fund Dynamic Plan Regular IDCW

Return calculator

Understand terms

Annualised returns

Absolute returns

Returns and rankings

Holdings (45)

Understand terms

Expense ratio

Tax

Exit load

Stamp duty

Past expense ratio & exit load

Expense ratio, exit load and tax

Expense ratio: 2.39%

Exit load

Stamp duty

Tax implication

Minimum investment amounts

Fund management

R SivakumarNov 2019 - PresentView details

Vinayak JayanathJan 2023 - PresentView details

Nitin AroraMay 2023 - PresentView details

Fund house & investment objective

Fund house contact details

Compare funds

R Sivakumar
Nov 2019 - Present
View details

Vinayak Jayanath
Jan 2023 - Present
View details

Nitin Arora
May 2023 - Present
View details