41004
35448
AXIS Retirement Fund - DP - Direct (G)
15.19
0.88
14.08
-1.31
-1.18
2.68
2.53
14.02
7
1.93
14.08
AXIS Retirement Fund - DP - Direct (G)
1.79
12.3
1.19
3.5
5 Years

SIP TrendupStart investing with ₹100

Start SIP
  • NAV

    21.89

    04 Dec 2025

  • 0.14%

     1 Day

  • 15.19%

    3Y CAGR returns

One click to compare funds with our smart tool—analyze returns & more! Compare
  • ₹ 1000

    Min SIP
  • ₹ 5000

    Min Lumpsum
  • 1.21%

    Expense Ratio
  • 2

    Rating
  • 394 Cr

    Fund Size
  • 6 Years

    Fund Age

SIP Calculator

Yr
  • Invested Amount
  • ₹ 00
  • Wealth Gained
  • ₹ 00
  • Expected Amount
  • ₹ 00
Yr
  • Invested Amount
  • ₹ 00
  • Wealth Gained
  • ₹ 00
  • Expected Amount
  • ₹ 00

Fund Comparison

Investment Period : 5 Years


Note : For comparison, we’ve assumed ₹1,00,000 invested. Savings account is shown at 3.5% annual return

Returns and Ranks ( as on 04 Dec 2025 )

  • 1Y Returns
  • 3Y Returns
  • 5Y Returns
  • MAX Returns
  • Trailing Returns
  • 0.88%
  • 15.19%
  • 14.08%
  • 14.02
  • 4.54Alpha
  • 3.30SD
  • 0.90Beta
  • 0.85Sharpe
  • Exit Load
  • Nil
  • Tax implication
  • Returns are taxed as per your Income Tax slab.
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.
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  • Fund Name
  • Address :
  • One Lodha Place. 22nd & 23rd Floor, Senapati Bapat Marg, Lower Par el, Maharashtra, Mumbai - 400013.
    • Contact :
    • +91022-43255161
    • Email ID :
    • customerserivce@axismf.com
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FAQs

You can invest in AXIS Retirement Fund - DP - Direct (G) in a quick and simple process. Follow the below steps

  1. Login to your 5paisa account, Go to the Mutual Funds section.
  2. Search for AXIS Retirement Fund - DP - Direct (G) in the search box.
  3. Click on "Start SIP" if you wish to do a SIP or click on "One-time" if you wish to invest a lumpsum amount then click on "Invest Now"

AXIS Retirement Fund - DP - Direct (G) has delivered 17.03% since inception

The NAV of AXIS Retirement Fund - DP - Direct (G) is ₹20.48 as of 04 Dec 2025

The expense ratio of AXIS Retirement Fund - DP - Direct (G) is % as of 04 Dec 2025

You can go to your holding on the app and click on the fund name you will get two options Invest More and Redeem; click on redeem and enter the amount or units you desire to redeem or you can tick on "Redeem all units

The AUM of AXIS Retirement Fund - DP - Direct (G) 346.79 CR as of 04 Dec 2025

The minimum SIP amount of AXIS Retirement Fund - DP - Direct (G) is 100

The top stock holdings of AXIS Retirement Fund - DP - Direct (G) are

  1. HDFC Bank - 6.46%
  2. Reliance Industr - 5.45%
  3. ICICI Bank - 5.39%
  4. GSEC2053 - 4.79%
  5. Infosys - 3.78%

The top sectors AXIS Retirement Fund - DP - Direct (G) has invested in are

  1. Banks - 11.58%
  2. Debt - 10.48%
  3. Finance - 7.89%
  4. IT-Software - 6.24%
  5. Retailing - 4.99%

  1. Step 1: Visit the fund house website
  2. Step 2: Log in to your account by adding Folio No. and M-Pin
  3. Step 3: Click on Widhrawal > Redemption
  4. Step 4: Select AXIS Retirement Fund - DP - Direct (G) in Scheme, enter the redemption amount, and click on submit button.

Yes, You can select both SIP or Lumpsum investment of AXIS Retirement Fund - DP - Direct (G) based on your investment objective and risk tolerance

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