Axis Retirement Fund - Dynamic Plan
Axis Retirement Fund - Dynamic Plan is a retirement fund of Axis Asset Management Co. Ltd. with ₹266 cr under management. It is ahead of its benchmark (CRISIL Hybrid 35+65 - Aggressive Index) in 1 of 3 periods. Its direct plan charges 1.34% a year. Jayesh Sundar has managed it for 2.7 years.
Has Axis Retirement Fund - Dynamic Plan beaten its benchmark?
Ahead of its benchmark, CRISIL Hybrid 35+65 - Aggressive Index, in 1 of 3 periods in AMFI's figures; −3.41% over the last year against −2.82%.
Period returns
Direct Plan, growth · 3y and longer a year| Period | Fund | Nifty 500 TRI | Ahead |
|---|---|---|---|
| 1 month | −2.83% | −3.60% | — |
| 3 months | −3.24% | −5.03% | — |
| 6 months | +0.72% | −1.83% | — |
| 1 year | −3.33% | −4.06% | +0.73 pts |
| 3 years | +10.45% | +9.27% | +1.18 pts |
| 5 years | +6.71% | +8.00% | −1.29 pts |
| 10 years | — | +12.69% | — |
| Since start from 27 Dec 2019 | +11.44% | — | — |
Official figures
AMFI performance feed, 13 Oct 2026| Period | Direct | Regular | Benchmark | Ahead | Rank |
|---|---|---|---|---|---|
| 1y | −3.41% | −4.60% | −2.82% | −0.59 | 🔒 |
| 3y | +10.58% | +9.19% | +7.99% | +2.59 | 🔒 |
| 5y | +6.90% | +5.36% | +7.06% | −0.16 | 🔒 |
| 10y | — | — | — | — | — |
Value of 100, month-end
Dec 2019 to 14 Oct 2026₹100 put in at the start of Dec 2019 would be ₹209 on 14 Oct 2026, against ₹239 in the Nifty 500 TRI.
What does Axis Retirement Fund - Dynamic Plan cost?
1.34% a year on the direct plan, 2.56% on the regular plan; 25 of 29 funds in its category charge less.
Who manages Axis Retirement Fund - Dynamic Plan?
Jayesh Sundar, since 24 Jan 2024; Devang Shah, since 24 Jan 2024; Hardik Shah, since 24 Jan 2024.
What does Axis Retirement Fund - Dynamic Plan hold?
97 holdings as of 30 Sep 2026; the ten largest are 35.1% of the fund, the largest ICICI Bank Limited at 5.4%.
Mix
Holdings as of 30 Sep 2026Five largest
% of fundFive largest industries
% of fundBy company size
% of equity · SEBI size listsHow does Axis Retirement Fund - Dynamic Plan score against its category?
Seven scores against funds of its kind, and the warning signs it trips.
Are the companies inside any good?
The holdings by valuation, forensic risk, business quality and balance sheet, weighted by their share of the fund.
How is Axis Retirement Fund - Dynamic Plan run?
Turnover, what it bought and sold, its cash and its record in new listings, from its monthly holdings files.
Which funds hold much the same?
The index it is nearest and the funds whose holdings overlap most.
Funds that hold much the same
% of holdings in commonHow much is in its sponsor's own group?
Holdings in companies of the fund house's sponsor group, beside the index.
Questions people ask
Who manages Axis Retirement Fund - Dynamic Plan?
Jayesh Sundar (manager) since 24 Jan 2024; Devang Shah (manager) since 24 Jan 2024; Hardik Shah (manager) since 24 Jan 2024; Krishnaa N (manager) since 24 Jan 2024.
What is the expense ratio of Axis Retirement Fund - Dynamic Plan?
1.34% a year on the direct plan and 2.56% on the regular plan (expense report, Oct 2026).
How has Axis Retirement Fund - Dynamic Plan done?
Its direct plan returned +10.58% a year over 3 years against +7.99% for its benchmark, CRISIL Hybrid 35+65 - Aggressive Index, as of 13 Oct 2026.
See Axis Retirement Fund - Dynamic Plan beside your own funds in Valarth
