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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

+8.20%

5Y annualised

Solution OrientedDirect GrowthHigh Risk

+8.20%

5Y annualised

-1.53% 1D

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NAV : 15 Sep 2026

₹21.19

Min. SIP amount

₹1,000

Fund size (AUM)

284 Cr

Expense ratio

1.21%

Launched on

20 Dec 2019

Lock-in period

Benchmark

Nifty 50

Fund Plan

Direct

NAV : 15 Sep 2026

₹21.19

Min. SIP amount

₹1,000

Fund size (AUM)

284 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

₹3,46,200

Over the pastTotal investmentWould've becomeHistoric returnsReturns

3 months₹24,000₹24,470

+1.96%

6 months₹48,000₹49,660

+3.46%

1 year₹96,000₹1,02,289

+6.55%

3 years₹2,88,000₹3,46,200

+20.21%

Stock Allocation

Stock nameSectorAllocation

Clearing Corporation Of India LtdCash & Cash Equivalents And Net Assets9.39%

Icici Bank LimitedBank5.59%

Reliance Industries LimitedCrude Oil5.23%

Fund Composition

₹284 Cr

Large Cap

53.71%

Mid Cap

13.34%

Small Cap

12.83%

Others

20.12%

Sector Allocation

₹284 Cr

Bank

16.55%

Government Securities

10.45%

Cash & Cash Equivalents And Net Assets

9.67%

Healthcare

9.14%

Automobile & Ancillaries

7.81%

Finance

5.41%

Crude Oil

5.23%

Capital Goods

4.58%

Others

29.65%

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

+11.24%+14.92%+11.80%

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

+7.73%+12.85%+11.00%

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

+7.39%+12.13%+10.87%

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

+5.77%+16.40%+14.68%

SBI Retirement Benefit Fund-Aggressive Hybrid Plan(G)-Direct Plan

+5.21%+9.02%+11.33%

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

+5.21%+9.50%+8.61%

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

+5.18%+18.43%+18.72%

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

+5.01%+7.84%+6.85%

Fund name

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

+14.92%

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

+12.85%

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

+12.13%

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

+16.40%

SBI Retirement Benefit Fund-Aggressive Hybrid Plan(G)-Direct Plan

+9.02%

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

+9.50%

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

+18.43%

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

+7.84%

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 ₹21.19 (as of 15 Sep 2026).

Axis Retirement Fund-Dynamic Plan(G)-Direct Plan has delivered 0.05% in 1 year, 11.67% in 3 years, and 8.20% 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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