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

You can easily invest in Axis Retirement Savings Fund Dynamic Plan Regular Growth 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 Growth 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 Growth as SIP or lumpsum as per your investment objective and risk tolerance

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

The Axis Retirement Savings Fund Dynamic Plan Regular Growth has been there from 20 Dec 2019 and the average annual returns provided by this fund is -1.95% since its inception.

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

The term Expense Ratio used for Axis Retirement Savings Fund Dynamic Plan Regular Growth 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 Growth is 2.36% as of 31 Mar 2023...

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

The AUM, short for Assets Under Management of Axis Retirement Savings Fund Dynamic Plan Regular Growth is ₹270.78Cr as of 31 Mar 2023.

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

If you want to sell your Axis Retirement Savings Fund Dynamic Plan Regular Growth 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 Growth?

The PE ratio ratio of Axis Retirement Savings Fund Dynamic Plan Regular Growth 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 Growth - NAV, Mutual Fund Performance & Portfolio

Axis Retirement Savings Fund Dynamic Plan Regular Growth
Solution Oriented
Retirement
Moderately High Risk
5Y Lock In
11.44%
3Y annualised
+0.48% 1D
1M
6M
1Y
3Y
All
 NAV: 29 Mar 2023₹12.56
Min. SIP amountNot Supported
Rating2
Fund size₹270.78Cr
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 returnsNA-1.9%11.4%7.2%
Category averageNA2.2%15.0%NA
Rank with in categoryNA2517NA
Understand terms
Holdings (22)NameSectorInstrumentAssets
Pidilite Industries Ltd.ChemicalsEquity8.9%
Torrent Power Ltd.EnergyEquity8.7%
Kotak Mahindra Bank Ltd.FinancialEquity7.3%
Bajaj Finance Ltd.FinancialEquity7.3%
ICICI Bank Ltd.FinancialEquity5.9%
Nestle India Ltd.Consumer StaplesEquity5.7%
Info Edge (India) Ltd.ServicesEquity5.4%
Avenue Supermarts Ltd.ServicesEquity4.9%
TTK Prestige Ltd.Consumer DiscretionaryEquity4.6%
Tata Consultancy Services Ltd.TechnologyEquity4.3%
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
28 Feb 2023 - Present
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: 2.36%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.
Also manages these schemes
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Axis Dynamic Bond Fund Growth
Axis Dynamic Bond Fund IDCW Quarterly
Axis Dynamic Bond Fund IDCW Half Yearly
Axis Capital Protection Oriented Fund Series 5 Growth
Axis Capital Protection Oriented Fund Series 5 IDCW
Axis Dynamic Bond Direct Fund IDCW Half Yearly
Axis Dynamic Bond Direct Fund Growth
Axis Dynamic Bond Direct Fund IDCW Quarterly
Axis Triple Advantage Direct Plan IDCW
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Axis Equity Saver Fund Direct Growth
Axis Equity Saver Fund Direct IDCW Monthly
Axis Equity Saver Fund Regular Growth
Axis Equity Saver Fund Regular IDCW Monthly
Axis Equity Saver Fund Direct IDCW Quarterly
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Axis Children's Gift Fund Regular Compulsory Lock In Growth
Axis Children's Gift Fund Regular Compulsory Lock In IDCW
Axis Children's Gift Fund Regular No Lock In IDCW
Axis Children's Gift Fund Direct Compulsory Lock In Growth
Axis Children's Gift Fund Direct No Lock In IDCW
Axis Children's Gift Fund Direct No Lock In Growth
Axis Children's Gift Fund Direct Compulsory Lock In IDCW
Axis Children's Gift Fund Regular No Lock In Growth
Axis Equity Saver Fund Direct IDCW
Axis Equity Saver Fund Regular IDCW
Axis Balanced Advantage Fund Direct Growth
Axis Balanced Advantage Fund Direct IDCW
Axis Balanced Advantage Fund Regular Growth
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Axis Equity Hybrid Fund Regular Growth
Axis Equity Hybrid Fund Direct Growth
Axis Equity Hybrid Fund Direct IDCW
Axis Equity Hybrid Fund Regular IDCW
Axis Equity Hybrid Fund Direct IDCW Monthly
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Axis Equity Hybrid Fund Regular IDCW Monthly
Axis Equity Hybrid Fund Regular IDCW Quarterly
Axis Retirement Savings Fund Aggressive Plan Direct IDCW
Axis Retirement Savings Fund Aggressive Plan Regular Growth
Axis Retirement Savings Fund Aggressive Plan Regular IDCW
Axis Retirement Savings Fund Aggressive Plan Direct Growth
Axis Retirement Savings Fund Dynamic Plan Direct Growth
Axis Retirement Savings Fund Dynamic Plan Direct IDCW
Axis Retirement Savings Fund Dynamic Plan Regular Growth
Axis Retirement Savings Fund Dynamic Plan Regular IDCW
Axis Retirement Savings Fund Conservative Plan Direct Growth
Axis Retirement Savings Fund Conservative Plan Direct IDCW
Axis Retirement Savings Fund Conservative Plan Regular Growth
Axis Retirement Savings Fund Conservative Plan Regular IDCW
Axis All Seasons Debt FoF Regular IDCW
Axis All Seasons Debt FoF Direct Growth
Axis All Seasons Debt FoF Regular Growth
Axis All Seasons Debt FoF Direct IDCW
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
Axis All Seasons Debt FoF Regular IDCW Yearly
Axis All Seasons Debt FoF Regular IDCW Quarterly
Axis Global Equity Alpha FoF Direct Growth
Axis Global Equity Alpha FoF Regular Growth
Axis Global Equity Alpha FoF Direct IDCW
Axis Global Equity Alpha FoF Regular IDCW
Jinesh Gopani
Nov 2019 - Present
View details
Education
Mr. Gopani is a B. Com (H) and MMS from Bharati Vidyapeeth Institute of Management Studies and Research.
Experience
Prior to joining Axis AMC he has worked with Birla Sun Life AMC, Voyager India Capital Pvt. Ltd., Emkay Shares & Stock Brokers Limited and Net worth Stock Broking Limited.
Also manages these schemes
Axis Long Term Equity Fund IDCW
Axis Long Term Equity Fund Growth
Axis Focused 25 Fund IDCW
Axis Focused 25 Fund Growth
Axis Focused 25 Direct Plan IDCW
Axis Focused 25 Direct Plan Growth
Axis Long Term Equity Direct Plan IDCW
Axis Long Term Equity Direct Plan Growth
Axis Emerging Opportunities Fund Series 1 (1400 Days) Direct IDCW
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Axis Emerging Opportunities Fund Series 1 (1400 Days) Regular IDCW
Axis Emerging Opportunities Fund Series 1 (1400 Days) Regular Growth
Axis Emerging Opportunities Fund Series 2 (1400 Days) Direct IDCW
Axis Emerging Opportunities Fund Series 2 (1400 Days) Regular Growth
Axis Emerging Opportunities Fund Series 2 (1400 Days) Regular IDCW
Axis Emerging Opportunities Fund Series 2 (1400 Days) Direct Growth
Axis Growth Opportunities Fund Direct IDCW
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Axis Growth Opportunities Fund Regular IDCW
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Axis Retirement Savings Fund Aggressive Plan Direct IDCW
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Axis Retirement Savings Fund Aggressive Plan Regular IDCW
Axis Retirement Savings Fund Aggressive Plan Direct Growth
Axis Retirement Savings Fund Dynamic Plan Direct Growth
Axis Retirement Savings Fund Dynamic Plan Direct IDCW
Axis Retirement Savings Fund Dynamic Plan Regular Growth
Axis Retirement Savings Fund Dynamic Plan Regular IDCW
Axis Retirement Savings Fund Conservative Plan Direct Growth
Axis Retirement Savings Fund Conservative Plan Direct IDCW
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Axis Retirement Savings Fund Conservative Plan Regular IDCW
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Axis ESG Equity Fund Regular Growth
Axis ESG Equity Fund Regular IDCW
Axis ESG Equity Fund Direct IDCW
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Axis Value Fund Direct Growth
Axis Value Fund Regular Growth
Axis Value Fund Direct IDCW
Axis Nifty 50 Index Fund Regular Growth
Axis Nifty 50 Index Fund Regular IDCW
Axis Nifty 50 Index Fund Direct Growth
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Axis Nifty Next 50 Index Fund Direct Growth
Axis Nifty Next 50 Index Fund Regular Growth
Axis Nifty Next 50 Index Fund Regular IDCW
Axis Nifty Next 50 Index Fund Direct IDCW
Axis Nifty Smallcap 50 Index Fund Direct Growth
Axis Nifty Smallcap 50 Index Fund Direct IDCW
Axis Nifty Smallcap 50 Index Fund Regular Growth
Axis Nifty Smallcap 50 Index Fund Regular IDCW
Axis Nifty Midcap 50 Index Fund Direct IDCW
Axis Nifty Midcap 50 Index Fund Direct Growth
Axis Nifty Midcap 50 Index Fund Regular IDCW
Axis Nifty Midcap 50 Index Fund Regular Growth
Vinayak Jayanath
Jan 2023 - Present
View details
Also manages these schemes
Axis Bluechip Fund Growth
Axis Bluechip Fund IDCW
Axis Midcap Fund Growth
Axis Midcap Fund IDCW
Axis Focused 25 Fund IDCW
Axis Focused 25 Fund Growth
Axis Bluechip Fund Direct Plan Growth
Axis Bluechip Fund Direct Plan IDCW
Axis Focused 25 Direct Plan IDCW
Axis Focused 25 Direct Plan Growth
Axis Midcap Direct Plan IDCW
Axis Midcap Direct Plan Growth
Axis Small Cap Fund Regular Growth
Axis Small Cap Fund Direct IDCW
Axis Small Cap Fund Regular IDCW
Axis Small Cap Fund Direct Growth
Axis Flexi Cap Fund Direct Growth
Axis Flexi Cap Fund Direct IDCW
Axis Flexi Cap Fund Regular Growth
Axis Flexi Cap Fund Regular IDCW
Axis Growth Opportunities Fund Direct IDCW
Axis Growth Opportunities Fund Direct Growth
Axis Growth Opportunities Fund Regular IDCW
Axis Growth Opportunities Fund Regular Growth
Axis Retirement Savings Fund Aggressive Plan Direct IDCW
Axis Retirement Savings Fund Aggressive Plan Regular Growth
Axis Retirement Savings Fund Aggressive Plan Regular IDCW
Axis Retirement Savings Fund Aggressive Plan Direct Growth
Axis Retirement Savings Fund Dynamic Plan Direct Growth
Axis Retirement Savings Fund Dynamic Plan Regular Growth
Axis Retirement Savings Fund Dynamic Plan Regular IDCW
Axis Retirement Savings Fund Conservative Plan Direct Growth
Axis Retirement Savings Fund Conservative Plan Direct IDCW
Axis Retirement Savings Fund Conservative Plan Regular Growth
Axis Retirement Savings Fund Conservative Plan Regular IDCW
Axis ESG Equity Fund Direct Growth
Axis ESG Equity Fund Regular Growth
Axis ESG Equity Fund Regular IDCW
Axis ESG Equity Fund Direct IDCW
Axis Global Equity Alpha FoF Direct Growth
Axis Global Equity Alpha FoF Regular Growth
Axis Global Equity Alpha FoF Direct IDCW
Axis Global Equity Alpha FoF Regular IDCW
Axis Special Situations Fund Regular Growth
Axis Special Situations Fund Direct IDCW
Axis Special Situations Fund Regular IDCW
Axis Special Situations Fund Direct Growth
Axis Greater China Equity FoF Direct Growth
Axis Greater China Equity FoF Direct IDCW
Axis Greater China Equity FoF Regular Growth
Axis Greater China Equity FoF Regular IDCW
Axis Global Innovation FoF Regular Growth
Axis Global Innovation FoF Direct Growth
Axis Global Innovation FoF Direct IDCW
Axis Global Innovation FoF Regular IDCW
Axis Quant Fund Regular Growth
Axis Quant Fund Direct Growth
Axis Quant Fund Direct IDCW
Axis Quant Fund Regular IDCW
Axis Value Fund Regular IDCW
Axis Value Fund Direct Growth
Axis Value Fund Regular Growth
Axis Value Fund Direct IDCW
Fund house & investment objective
Axis Mutual Fund
Rank (total assets)#7 in India
Total AUM₹2,61,160.43Cr
Date of Incorporation04 Sep 2009
 Axis Retirement Savings Fund Dynamic Plan Regular Growth 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 Growth fund. The fund currently has an Asset Under Management(AUM) of ₹2,61,160 Cr and the Latest NAV as of 29 Mar 2023 is ₹12.56.
The Axis Retirement Savings Fund Dynamic Plan Regular Growth 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 benchmarkNIFTY 50 Hybrid Composite Debt 65:35 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
[email protected] / [email protected]
Website
NA
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 Growth
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Add mutual fund to compare

	6M	1Y	3Y	All
Fund returns	NA	-1.9%	11.4%	7.2%
Category average	NA	2.2%	15.0%	NA
Rank with in category	NA	25	17	NA

Name	Sector	Instrument	Assets
Pidilite Industries Ltd.	Chemicals	Equity	8.9%
Torrent Power Ltd.	Energy	Equity	8.7%
Kotak Mahindra Bank Ltd.	Financial	Equity	7.3%
Bajaj Finance Ltd.	Financial	Equity	7.3%
ICICI Bank Ltd.	Financial	Equity	5.9%
Nestle India Ltd.	Consumer Staples	Equity	5.7%
Info Edge (India) Ltd.	Services	Equity	5.4%
Avenue Supermarts Ltd.	Services	Equity	4.9%
TTK Prestige Ltd.	Consumer Discretionary	Equity	4.6%
Tata Consultancy Services Ltd.	Technology	Equity	4.3%

Rank (total assets)	#7 in India
Total AUM	₹2,61,160.43Cr

Date of Incorporation	04 Sep 2009

Fund benchmark	NIFTY 50 Hybrid Composite Debt 65:35 Index

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Bengaluru – 560103
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Min. for 1st investment	Not Supported
Min. for 2nd investment onwards	Not Supported

Rating	2
Fund size	₹270.78Cr

Axis Retirement Savings Fund Dynamic Plan Regular Growth

Return calculator

Understand terms

Annualised returns

Absolute returns

Returns and rankings

Holdings (22)

Understand terms

Expense ratio

Tax

Exit load

Stamp duty

Past expense ratio & exit load

Expense ratio, exit load and tax

Expense ratio: 2.36%

Exit load

Stamp duty

Tax implication

Minimum investment amounts

Fund management

R SivakumarNov 2019 - PresentView details

Jinesh GopaniNov 2019 - PresentView details

Vinayak JayanathJan 2023 - PresentView details

Fund house & investment objective

Fund house contact details

Compare funds

R Sivakumar
Nov 2019 - Present
View details

Jinesh Gopani
Nov 2019 - Present
View details

Vinayak Jayanath
Jan 2023 - Present
View details