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Axis Retirement Fund-Dynamic Plan(G)-Direct Plan

Axis Retirement Fund-Dynamic Plan(G)-Direct Plan

Solution Oriented•Direct Growth•High Risk

+9.91%

5Y annualised

Solution OrientedDirect GrowthHigh Risk

+9.91%

5Y annualised

+1.03% 1D

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NAV : 27 Jul 2026

₹21.55

Min. SIP amount

₹1,000

Fund size (AUM)

282 Cr

Expense ratio

1.21%

Launched on

20 Dec 2019

Lock-in period

Benchmark

Nifty 50

Fund Plan

Direct

NAV : 27 Jul 2026

₹21.55

Min. SIP amount

₹1,000

Fund size (AUM)

282 Cr

Expense ratio

1.21%

Launched on

20 Dec 2019

Lock-in period

Benchmark

Nifty 50

Fund Plan

Direct

SIP Calculator + Returns

Monthly investment

₹8,000

3M6M1Y3Y

Total investment

₹2,88,000

Would've become

₹3,52,448

Over the pastTotal investmentWould've becomeHistoric returnsReturns

3 months₹24,000₹24,515

+2.14%

6 months₹48,000₹49,821

+3.79%

1 year₹96,000₹1,02,909

+7.20%

3 years₹2,88,000₹3,52,448

+22.38%

Stock Allocation

Stock nameSectorAllocation

Kotak Mahindra Bank LimitedBank19.42%

Hdfc Bank LimitedBank4.63%

Icici Bank LimitedBank4.45%

Fund Composition

₹282 Cr

Large Cap

58.14%

Mid Cap

14.33%

Small Cap

12.96%

Others

17.18%

Sector Allocation

₹282 Cr

Bank

31.80%

Healthcare

8.31%

Government Securities

8.01%

6.36%

Automobile & Ancillaries

5.02%

Crude Oil

4.78%

Finance

4.21%

Capital Goods

4.11%

Others

25.19%

Minimum investments

Min. for SIP₹1000

Min. for Lumpsum--

Min. for SIP₹1000

Min. for Lumpsum--

Returns vs rankings

Absolute returns

Name1Y3Y5Y

Fund returns------

Rank (Income)

Exit load, stamp duty and tax

Exit load

No exit load

Stamp duty on investment: 0.005% (from July 1st, 2020)

from July 1st 2020

Tax implication

If you redeem within less than 1 year, returns are taxed as per your Income Tax slab. If you redeem after more than 1 year, returns are taxed at 12.5%.

Fund management

Jayesh Sundar

Present

Devang Shah

Present

Hardik Shah

Present

Krishnaa N

Present

Similar/Peer Fund Comparison

Name1Y3Y5Y

Aditya Birla SL Retirement Fund-30(G)-Direct Plan

+14.26%+16.17%+13.23%

ICICI Pru Retirement Fund-Hybrid Aggressive Plan(G)-Direct Plan

+8.74%+18.81%+16.93%

ICICI Pru Retirement Fund-Pure Equity Plan(G)-Direct Plan

+8.73%+21.50%+21.61%

Union Retirement Fund(G)-Direct Plan

+7.76%+14.79%+0.00%

ICICI Pru Retirement Fund-Hybrid Cons Plan(G)-Direct Plan

+6.78%+10.80%+9.25%

Tata Retirement Sav Fund - Mod Plan(G)-Direct Plan

+6.20%+13.65%+12.23%

Tata Retirement Sav Fund - Prog Plan(G)-Direct Plan

+6.17%+14.63%+12.50%

Aditya Birla SL Retirement Fund-50(G)-Direct Plan

+5.53%+8.48%+7.32%

Fund name

Aditya Birla SL Retirement Fund-30(G)-Direct Plan

+16.17%

ICICI Pru Retirement Fund-Hybrid Aggressive Plan(G)-Direct Plan

+18.81%

ICICI Pru Retirement Fund-Pure Equity Plan(G)-Direct Plan

+21.50%

Union Retirement Fund(G)-Direct Plan

+14.79%

ICICI Pru Retirement Fund-Hybrid Cons Plan(G)-Direct Plan

+10.80%

Tata Retirement Sav Fund - Mod Plan(G)-Direct Plan

+13.65%

Tata Retirement Sav Fund - Prog Plan(G)-Direct Plan

+14.63%

Aditya Birla SL Retirement Fund-50(G)-Direct Plan

+8.48%

Uniapps Investment Adviser Pvt Ltd
Investment Adviser
SEBI Registration Number — INA000017639
Uniapps is a subsidiary of Univest Communication Technologies Private Limited

Company Address: Registered Address: Ground Floor, Unitech Commercial Tower 2, Block B, Greenwood City, Unit 1-3, Sector 45, Gurugram, Haryana 122003

Write to us : support@univest.in, compliance@univest.in

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FAQs

Axis Retirement Fund-Dynamic Plan(G)-Direct Plan is a part of Axis Asset Management Company Ltd., it was incepted on 20 Dec 2019. This fund is managed by Jayesh Sundar, Devang Shah, Hardik Shah and Krishnaa N. It is a Solution Oriented type of fund.

The current NAV of Axis Retirement Fund-Dynamic Plan(G)-Direct Plan is ₹21.55 (as of 27 Jul 2026).

Axis Retirement Fund-Dynamic Plan(G)-Direct Plan has delivered 0.18% in 1 year, 12.77% in 3 years, and 9.91% in 5 years (annualised).

The minimum SIP amount for Axis Retirement Fund-Dynamic Plan(G)-Direct Plan is ₹1000.

The expense ratio of Axis Retirement Fund-Dynamic Plan(G)-Direct Plan is 1.21%.

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Axis Retirement Fund-Dynamic Plan(G)-Direct Plan

SIP Calculator + Returns

Stock Allocation

Fund Composition

Sector Allocation

Minimum investments

Returns vs rankings

Exit load, stamp duty and tax

Fund management

Similar/Peer Fund Comparison

About this fund

FAQs

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