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41004
35448
AXIS Retirement Fund - DP - Direct (G)
13.93
2.56
10.16
-0.23
1.80
6.67
2.65
12.59
7
1.62
10.16
AXIS Retirement Fund - DP - Direct (G)
1.62
10.16
1.19
3.5
5 Years
Begin with SIP Invest One-Time
  • NAV

    22.01

    24 Aug 2026

  • -0.27%

     1 Day

  • 13.93%

    3Y CAGR returns

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

  • ₹ 1000

    Min SIP

  • ₹ 5000

    Min Lumpsum

  • 1.39%

    Expense Ratio

  • 2

     Rating

  • 285 Cr

    Fund Size

  • 6 Years

    Fund Age

SIP Calculator

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  • Wealth Gained
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Scheme Performance

Returns and Ranks ( as on 24 Aug 2026 )

  • 1Y Returns
  • 3Y Returns
  • 5Y Returns
  • MAX Returns
  • Trailing Returns
  • 2.56%
  • 13.93%
  • 10.16%
  • 12.59

Scheme Allocation

By Holding By Sector By Asset
7.91%
5.52%
5.35%
5.15%
5.03%
71.04%
View All

Advance Ratio

  • 6.87Alpha
  • 3.89SD
  • 0.93Beta
  • 0.57Sharpe

Exit Load & Tax Implication

  • Exit Load
  • Nil
  • Tax implication
  • Returns are taxed as per your Income Tax slab.

Fund Objective

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.

Fund Managers

Jayesh Sundar

Risk-o-meter

Low Low to
moderate Moderate Moderately
High High Very
High

Peer Comparison

  • Fund Name
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More Funds from Axis Mutual Fund

35448
  • Fund Name

AMC Contact Details

  • Address :
  • One Lodha Place. 22nd & 23rd Floor, Senapati Bapat Marg, Lower Par el, Maharashtra, Mumbai - 400013.
    • Contact :
    • +91022-43255161
    • Email ID :
    • customerserivce@axismf.com
Mutual Fund by Category
Equity Debt Hybrid

Large Cap

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ELSS

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Sectoral / Thematic

Small Cap

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Equity Savings Mutual

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