Axis Retirement Fund Dynamic Plan Direct Growth

Scheme code: INF846K01T28 NAV value: ₹ 20.7200 NAV date: 7 May, 2025

Fund option: Direct Fund type: Growth

Asset class: Solution Oriented Asset category: Retirement Fund

Rolling returns

Duration	Min (%)	Max (%)	Average return (%)	Category average return (%)
1 year	3.62	49.30	28.62	20.32
3 year	8.50	17.46	13.55	13.44
5 year	12.75	18.77	15.82	12.17

Index

Metrics

NIFTY 50

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-4.56	37.53	15.59	28.62
3 year	6.28	33.32	15.79	13.55
5 year	3.54	26.02	13.5	15.82
7 year	3.33	15.62	11.71
10 year	3.49	17.22	10.6
12 year	3.07	16.17	10.84
15 year	6.95	15.66	10.88

NIFTY 100

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-6.1	44.02	17.85	28.62
3 year	6.56	32.12	15.89	13.55
5 year	3.67	26.2	13.34	15.82
7 year	3.8	15.42	11.89
10 year	3.8	18	11.04
12 year	3.63	16.86	11.23
15 year	7.01	16.36	11.2

NIFTY 200

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-6.49	46.37	19.17	28.62
3 year	7.68	33.37	17.29	13.55
5 year	3.4	27.63	13.8	15.82
7 year	3.76	16.01	12.11
10 year	3.56	16.94	10.91
12 year	3.31	16.54	11.04
15 year	6.56	16.42	10.97

NIFTY 500

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-7.69	47.75	19.78	28.62
3 year	8.04	34.46	18.27	13.55
5 year	3.37	28.64	14.21	15.82
7 year	3.97	16.42	12.41
10 year	3.53	17.72	11.22
12 year	3.1	16.97	11.31
15 year	6.68	16.96	11.22

- Average return: 28.62% - Median return: 32.27% - Average standard deviation: 4.43

- Average return: 13.55% - Median return: 13.8% - Average standard deviation: 1.32

- Average return: 15.82% - Median return: 16.1% - Average standard deviation: 1.08

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 (%)
1 year	12,00,000	13,25,313	1,25,313	10.45
3 year	36,00,000	44,27,567	8,27,567	7.14
5 year	60,00,000	87,80,614	27,80,614	7.91

Index

Metrics

NIFTY 50

NIFTY 100

NIFTY 200

NIFTY 500

- Total Invested Amount: ₹12,00,000 - Final Portfolio Value: ₹13,25,313 - Absolute Returns: ₹1,25,313 - CAGR: 10.45%

- Total Invested Amount: ₹36,00,000 - Final Portfolio Value: ₹44,27,567 - Absolute Returns: ₹8,27,567 - CAGR: 7.14%

- Total Invested Amount: ₹60,00,000 - Final Portfolio Value: ₹87,80,614 - Absolute Returns: ₹27,80,614 - CAGR: 7.91%