Overview
Benefits
Invests in a mix of equity and debt instruments basis market condition using a systematic rules based model to dynamically adjust the equity allocation over time
Removes the need for investors to time the market
Protects downside by reducing drawdowns
Investment Objective
The investment objective of the Investment Plan(s) under the Scheme is to provide long-term capital appreciation / income by investing in a mix of equity, debt and other instruments to help investors meet their retirement goals. However, there can be no assurance that the investment objective of the Scheme will be achieved. The Investment Plan has a dual objective of 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. The Investment Plan may also invest in units of Gold ETF or units of REITs & InvITs for income generation / wealth creation.
Entry Load, Exit Load & Tax
Minimum Investment
This product is suitable for investors who are seeking*
- Capital appreciation and income generation over long term.
- Investments in equity and equity related instruments as well as debt and money market instruments while managing risk through active asset allocation
Performance
Returns Calculator
Returns Over The Years
Performance of Axis Retirement Fund - Dynamic Plan - Regular Growth as of February 28, 2026
| CRISIL Hybrid 35+65 - Aggressive Index | Current Value of Rs.10,000 Invested | |||||
|---|---|---|---|---|---|---|
| Annualised(%) | CRISIL Hybrid 35+65 - Aggressive Index Benchmark(%) | Nifty 50 TRI Additional Benchmark(%) | Annualised(₹) | CRISIL Hybrid 35+65 - Aggressive Index Benchmark(₹) | Nifty 50 TRI Additional Benchmark(₹) | |
| Since Inception 2019-12-20 | 11.26% | 12.82% | 13.60% | 19,370 | 21,115 | 22,032 |
| 5 Years | 9.98% | 11.75% | 12.93% | 16,101 | 17,440 | 18,379 |
| 3 Years | 15.23% | 14.12% | 14.64% | 15,300 | 14,862 | 15,066 |
| 1 Year | 11.74% | 13.63% | 15.12% | 11,171 | 11,359 | 11,507 |
Performance of SIP
| SIP Investments | Total Amount Invested | Market Value (As on 2026-02-27) | Returns (Annualised) | Benchmark Returns (Annualised) | Additional Benchmark Returns (Annualised) | Benchmark Market Value | Additional Benchmark Market Value |
|---|---|---|---|---|---|---|---|
| Since Inception 20 Dec 2019 | 7,50,000 | 10,53,293.40 | 10.76% | 12.19% | 13.56% | 11,01,970.80 | 11,50,291.38 |
| 5 Years | 6,00,000 | 7,64,467.98 | 9.65% | 10.61% | 11.04% | 7,82,943.49 | 7,91,191.81 |
| 3 Years | 3,60,000 | 4,10,390.17 | 8.74% | 9.44% | 9.28% | 4,14,643.35 | 4,13,671.83 |
| 1 Year | 1,20,000 | 1,20,723.75 | 1.14% | 5.89% | 4.67% | 1,23,724.35 | 1,22,959.96 |
Fund Quants
Portfolio
Asset Cap Mix
Portfolio Summary
Holdings
| Stocks | % of holdings |
|---|---|
| HDFC Bank Limited | 6.08 |
| ICICI Bank Limited | 5.97 |
| Reliance Industries Limited | 5.55 |
| 7.3% GOI (MD 19/06/2053) | 5.08 |
| State Bank of India | 3.69 |
Similar Funds
Documents
Leaflet
SID
KIM
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