Axis Retirement Fund - Dynamic Plan Regular-IDCW
Axis Retirement Fund - Dynamic Plan Regular-IDCW: Mutual Fund Overview
Axis Retirement Fund - Dynamic Plan Regular-IDCW is an Dynamic Asset Allocation mutual fund with over 6.23 years of performance history. The scheme manages an AUM of ₹292.99 Cr and has a NAV of ₹18.5. It is rated '2' stars by analysts. Investors can begin a SIP with as little as ₹1000.0, making it accessible for all types of investors. In the last 1 year, the fund has delivered a return of 4.46%.
Hybrid, Dynamic Asset Allocation, Principal at very high risk
1 Year Return 4.46% at 12 Mar 2026 06:14 PM
Fund Details
NAV 18.5
Sub-Type Dynamic Asset Allocation
Rating 2
Min. SIP Amount ₹1000.0
Fund Age(Year) 6.23
Fund Size(in Crores) 292.99
Fund Performance
1 Month -6.32%
3 Month -6.04%
6 Month -5.61%
1 Year 4.46%
3 Year 13.54%
5 Year 8.3%
Know This Fund
As on 12 Mar 2026
Investment strategy that balances risk & reward by dividing the investment portfolio among different types of asset classes.
Equity (83.89%) Market Cap Large Cap 59.29 Mid Cap 13.17 Small Cap 11.44 Top Sectors Financial 23.25 Energy 9.55 Healthcare 8.65 Automobile 6.8 Capital Goods 5.94 Consumer Staples 5.81 Technology 5.09 Construction 4.66 Services 3.3 Chemicals 2.88 Communication 2.81 Insurance 2 Materials 0.95 Consumer Discretionary 0.87 Metals & Mining 0.69 Textiles 0.64 Top Holding Sansera Engineering 0.82 Sundaram Finance 0.87 RHI Magnesita 0.22 Abbott India 0.7 Supreme Industries 0 Bharat Electronics 0.69 HCL Technologies 0.12 ICICI Prudential 0.33 Britannia Industries 0.8 Mphasis 0.45 CG Power 1 Tata Consultancy 0.79 Pidilite Industries 2.3 Cohance Lifesciences 0.22 Jubilant FoodWorks 0.25 Awfis Space Solutions 0.47 State Bank of India 3.69 ICICI Bank 5.97 Jyothy Labs 0.34 JK Cement 0.87 Voltamp Transformers 0.32 Hindalco Industries 0.21 Sun Pharmaceutical Industries 0.76 Torrent Power 0.94 Cipla 0.52 Titan Company 0.87 Bharat Petroleum Corporation 0.4 Jyoti CNC Automation 0.66 Mahindra & Mahindra 2.26 Tata Motors 0.76 Zydus Lifesciences 0.23 Varun Beverages 0.84 SBI Life Insurance Company 0.67 DOMS Industries 0.71 HDFC Life Insurance 1 Larsen & Toubro 3.26 Minda Corporation 1.2 Tata Steel 0.48 PG Electroplast 0.66 HDFC Bank 6.08 Shriram Finance 0.85 ITC 0.37 Hyundai Motor 0.21 Power Grid Corporation Of India 0.01 Interglobe Aviation 0.64 Premier Energies 0.58 Hindustan Aero 0.48 Apollo Hospitals Enterprise 1.08 Schaeffler India 0.3 Samvardhana Motherson 0.91 GE Vernova T&D 0.74 PI Industries 0.58 Bajaj Finance 1.96 Reliance Industries 5.55 Dixon Technologies (India) 0.53 Anant Raj 0.2 United Spirits 0.78 Coforge 0.24 Rites 0 Indusind Bank 0.1 Avenue Supermarts 0.37 Apar Industries 1.41 Eternal 0.75 Fortis Healthcare 1.36 Bharti Airtel 2.81 Axis Bank 0.19 PNB Housing Finance 0.92 Coal India 0.08 NTPC 1.3 ONGC 0.12 eClerx Services 0.82 Divi's Laboratories 1.3 Cholamandalam Investment and Finance Company 0.47 Kaynes Technology India 0.34 Infosys 3.5 Hindustan Unilever 0.51 Vijaya Diagnostic Centre 1.58 REC 0.47 Titagarh Rail Systems 0.09 Tata Power Company 0.65 Sona BLW Precision Forgings 0.54 Kotak Mahindra Bank 1.34 Arvind Fashions 0.64 Brigade Enterprises 0.41 The Phoenix Mills 0.78 Bank of Baroda 0.35 Mankind Pharma 0.91 Nestle India 0.05
Debt & Others (16.11%) Sector Allocation CBLO 5.75 Net Payables -0.03 GOI Securities 10.39 Debt Credit Ratings SOV 10.39 Cash & Call Money 5.73 Debt Category Others 5.73 GOI 10.39
Comparison with same funds
Equity, Flexi Cap funds Aditya Birla Sun Life Balanced Advantage Fund Regular-Growth Ret 1M -4.46% Ret 1Y 9.53% Ret 3Y 12.19% Ret 5Y 9.84%
Equity, Flexi Cap funds Aditya Birla Sun Life Balanced Advantage Fund Regular-IDCW Ret 1M -4.46% Ret 1Y 9.53% Ret 3Y 12.19% Ret 5Y 9.84%
Equity, Flexi Cap funds Aditya Birla Sun Life Balanced Advantage Fund Regular-IDCW Payout Ret 1M -4.46% Ret 1Y 9.53% Ret 3Y 12.19% Ret 5Y 9.84%
Equity, Flexi Cap funds Aditya Birla Sun Life Dynamic Asset Allocation Omni FoF Regular-Growth Ret 1M -3.51% Ret 1Y 12.9% Ret 3Y 15.77% Ret 5Y 12.43%
Equity, Flexi Cap funds Aditya Birla Sun Life Dynamic Asset Allocation Omni FoF Regular-IDCW Half Yearly Ret 1M -3.51% Ret 1Y 12.9% Ret 3Y 15.77% Ret 5Y 12.43%
Equity, Flexi Cap funds Aditya Birla Sun Life Dynamic Asset Allocation Omni FoF Regular-IDCW Half Yearly Payout Ret 1M -3.51% Ret 1Y 12.9% Ret 3Y 15.77% Ret 5Y 12.43%
Equity, Flexi Cap funds Axis Balanced Advantage Fund Regular-Growth Ret 1M -3.96% Ret 1Y 6.49% Ret 3Y 13.89% Ret 5Y 10.06%
Equity, Flexi Cap funds Axis Balanced Advantage Fund Regular-IDCW Payout Ret 1M -3.96% Ret 1Y 6.49% Ret 3Y 13.89% Ret 5Y 10.06%
Equity, Flexi Cap funds Axis Balanced Advantage Fund Regular-IDCW Reinvestment Ret 1M -3.96% Ret 1Y 6.49% Ret 3Y 13.89% Ret 5Y 10.06%
Equity, Flexi Cap funds Axis Retirement Fund - Dynamic Plan Regular-Growth Ret 1M -6.32% Ret 1Y 4.46% Ret 3Y 13.54% Ret 5Y 8.3%
Equity, Flexi Cap funds Axis Retirement Fund - Dynamic Plan Regular-IDCW Ret 1M -6.32% Ret 1Y 4.46% Ret 3Y 13.54% Ret 5Y 8.3%
Charges & Taxes Expense Ratio
Returns are taxed as per your Income Tax Slab.
Expense Ratio (Inclusive of GST): 2.43%
Exit Load 0%
Stamp Duty 0.005%
Fund Management
The various expenses, charges and taxes associated with your Mutual Fund
Jayesh Sundar
Education Mr. Sundar is a Chartered Accountant
Experience Prior to joining Axis MF, he has worked with Aviva Life Insurance Company, Tata Securities Ltd., Collins Stewart India Pvt. Ltd., IL&FS Investsmart and CRISIL
Nitin Arora
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..
Hardik Shah
Education Mr. Shah has done B.E. Information Technology and MBA Finance.
Experience Prior to joining Axis Mutual Fund, he has worked with Nippon India Mutual Fund, Quantum Asset Management Company and ICAP India (P) Ltd.
Devang Shah
Education Mr. Shah is B.Com and ACA.
Experience Prior to joining Axis AMC he has worked with ICICI Prudential AMC, Deutsche Asset Management (India) Pvt. Ltd. and Pricewaterhouse Coopers.
Krishnaa Narayan
Education She is a Chartered Accountant
Experience Prior to joining Axis Mutual Fund, she has worked with Price Waterhouse Coopers
Riskometer
Mutual Fund Investments are subject to market risk. Read all scheme related documents carefully.
Principal at very high risk
AMC and Fund details
Rank (total sets) 36
Date of Incorporation 2019-12-20
Total AUM 366904.0
The Scheme Seeks to generate returns from a portfolio of pure debt oriented funds accessed through the diverse investment styles of underlying schemes selected in accordance with the BSLAMC process.
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