Axis Retirement Fund Dynamic Plan Direct Growth

Scheme code: INF846K01T28 NAV value: ₹ 19.7800 NAV date: 19 March, 2026 TER: 1.19%

Fund option: Direct Fund type: Growth

Asset class: Solution Oriented Asset category: Retirement Fund

Rolling returns

Duration	Min (%)	Max (%)	Median (%)	Average return (%)	Category average return (%)
1 year	-9.76	52.22	12.50	16.65	13.66
3 year	8.72	19.91	14.62	14.37	12.89
5 year	9.48	18.58	16.13	15.31	12.87

Index

Metrics

NIFTY 50

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-7.02	20.62	5.61	16.65
3 year	6.28	30.95	15.04	14.37
5 year	8.38	26.02	14.22	15.31
7 year	10.18	15.62	12.93
10 year	11.42	12.93	12.18
15 year	-5.65	15.88	6.78

NIFTY 100

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-8.47	19.78	4.49	16.65
3 year	6.56	19.64	13.57	14.37
5 year	9.22	12.29	10.75	15.31

NIFTY 200

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-8.39	20.91	4.75	16.65
3 year	7.68	21.49	15.06	14.37
5 year	10.37	13.5	11.93	15.31

NIFTY 500

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-8.47	20.67	4.16	16.65
3 year	8.04	32.03	17.81	14.37
5 year	8.18	28.64	15.34	15.31
7 year	10.64	16.42	13.77
10 year	12.56	14.06	13.31

If you invest ₹1 lakh per month in this fund through SIP, here are the estimated returns over different timeframes.

Duration	Invested amount	Final value	Return	CAGR (%)

Index	Metrics

- Total Invested Amount: ₹12,00,000 - Final Portfolio Value: ₹12,83,880 - Absolute Returns: ₹83,880 - CAGR: %

- Total Invested Amount: ₹36,00,000 - Final Portfolio Value: ₹44,30,396 - Absolute Returns: ₹8,30,396 - CAGR: %

- Total Invested Amount: ₹60,00,000 - Final Portfolio Value: ₹85,34,433 - Absolute Returns: ₹25,34,433 - CAGR: %

Max Drawdown

-17.13 %

Drawdown Duration

7 months

Recovery Time

13 months

Avg Drawdown

-4.48 %

1 Y

0.972

3 Y

0.8389

5 Y

0.8938

vs NIFTY 50

Duration	Alpha	Beta	Upside Capture	Downside Capture	Fund CAGR	Benchmark CAGR
1 year	-1.02	0.85	87.8	87.7	3.37 %	4.00 %
3 years	4.12	0.79	83.9	76.6	14.40 %	11.28 %
5 years	1.28	0.66	68.4	64.2	9.71 %	9.44 %
7 years	2.24	0.51	61.8	56.8	10.35 %	9.69 %
10 years	0.53	0.51	61.8	56.8	7.13 %	6.69 %
12 years	-0.10	0.51	61.8	56.8	5.91 %	5.54 %
15 years	-0.74	0.51	61.8	56.8	4.70 %	4.41 %