Axis Retirement Fund - Dynamic Plan Regular Pyt of Inc Dis cum Cap Wdrl
AllocationRetirement
19.75
-0.08(-0.40%)
NAV as on 16 Dec, 2025
CAGR
13.93%
- AUM (Crs.)312.32
- Expense Ratio2.42 %
- Sharpe Ratio / Category Average0.64
- Standard Deviation / Category Average11.45
- Beta / Category Average-
- Portfolio Turnover / Category Average38.99 / 47.08
- Top 5 Stocks Wt.26.98
- Top 10 Stocks Wt.41.65
- Top 3 Sectors Wt.47.24
- Investment StyleLarge Growth
- Morningstar Rating
Portfolio
Asset Allocation
Weightage by Market Cap
Concentration
- No. of Stocks--
- Avg. Market Cap--
- Top 10 Stocks--
- Top 5 Stocks--
- Top 3 Sectors--
View Holdings
Fundamentals
| Measures | Fund | Category Average |
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Risk Metrics
Peers
1Y3Y5Y10Y
| Mutual Fund | AUM (cr.) | 3YReturns |
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Holdings
Stocks
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About
- Fund Manager(s)Check HistoryJayesh Sundar, Devang Shah, Hardik Shah, Krishnaa N
- Launch Date20 Dec, 2019
- BenchmarkS&P BSE 500
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.
Riskometer
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