Axis Retirement Fund Dynamic Plan Direct Growth

Scheme code: INF846K01T28 NAV value: ₹ 20.1300 NAV date: 29 January, 2025
Fund option: Direct Fund type: Growth
Asset class: Solution Oriented Asset category: Retirement Fund

Rolling returns

Summary

Duration Min (%) Max (%) Average XIRR (%) Category average XIRR (%)
1 year 22.62 49.30 34.75 25.46
3 year 10.93 17.46 14.01 13.97
5 year 16.06 17.08 16.49 14.42

Comparison vs benchmark returns

Index Metrics
NIFTY 50
Duration Min (%) Max (%) Average return (%) Fund's return (%)
1 year 3.31 36.8 23.16 34.75
3 year 7.63 16.87 13.32 14.01
5 year 12.6 19.62 15.37 16.49
7 year 10.81 15.2 13.42
10 year 9.81 13.99 12.12
NIFTY 100
Duration Min (%) Max (%) Average return (%) Fund's return (%)
1 year 4.39 43.15 27.99 34.75
3 year 7.94 17.89 14.14 14.01
5 year 13.28 20.23 15.93 16.49
7 year 10.62 15.28 13.42
10 year 10.08 14.47 12.61
NIFTY 200
Duration Min (%) Max (%) Average return (%) Fund's return (%)
1 year 4.97 45.4 30.7 34.75
3 year 9.26 19.51 15.7 14.01
5 year 14.45 21.69 17.28 16.49
7 year 11.07 15.88 13.98
10 year 10.64 15.2 13.25
NIFTY 500
Duration Min (%) Max (%) Average return (%) Fund's return (%)
1 year 5.16 46.61 32.69 34.75
3 year 9.84 20.48 16.73 14.01
5 year 15.2 22.82 18.38 16.49
7 year 11.31 16.28 14.37
10 year 11.16 15.89 13.85
NIFTY500 MULTICAP 50:25:25
Duration Min (%) Max (%) Average return (%) Fund's return (%)
1 year -68.54 302.46 219.33 34.75
10 year 4.92 20.34 12.6

Rolling return for 1 year

Average return: 34.75%
Min Max Min-Max Max-Min Standard Deviation Mean From To
27.42 23.74 27.42 23.74 1.84 25.58 01-2024 01-2025
32.19 30.06 36.86 25.63 4.04 31.18 12-2023 12-2024
37.62 33.94 42.94 28.95 5.12 35.86 11-2023 11-2024
40.78 43.43 49.3 35.24 5.06 42.19 10-2023 10-2024
41.65 44.68 48.12 38.36 3.61 43.2 09-2023 09-2024
37.2 42.72 45.89 34.21 4.57 40.01 08-2023 08-2024
35.41 38.25 41.31 32.48 3.28 36.86 07-2023 07-2024
27.81 33.67 39.32 22.62 6.26 30.86 06-2023 06-2024
30.63 32.34 36.8 26.37 3.74 31.54 05-2023 05-2024
36.17 34.43 39.21 31.5 2.79 35.33 04-2023 04-2024
31.39 35.19 38.05 28.67 3.58 33.33 03-2023 03-2024
29.71 32.3 35.6 26.56 3.32 31.04 02-2023 02-2024

Rolling return for 3 year

Average return: 14.01%
Min Max Min-Max Max-Min Standard Deviation Mean From To
14.88 12.46 14.88 12.46 1.21 13.67 01-2022 01-2025
14.1 14.19 15.42 12.88 0.9 14.15 12-2021 12-2024
12.73 12.4 14.16 10.98 1.13 12.57 11-2021 11-2024
12.99 13.79 15.23 11.58 1.32 13.4 10-2021 10-2024
14.54 14.91 16.26 13.21 1.09 14.73 09-2021 09-2024
15.08 15.01 17.46 12.68 1.69 15.06 08-2021 08-2024
14.84 15.97 16.49 14.33 0.86 15.41 07-2021 07-2024
12.86 14.82 16.15 11.57 1.76 13.85 06-2021 06-2024
14.66 14.15 16.44 12.41 1.44 14.42 05-2021 05-2024
15.35 14.65 16.2 13.81 0.88 15 04-2021 04-2024
12.71 12.88 14.59 11.03 1.26 12.8 03-2021 03-2024
13.45 12.58 15.14 10.93 1.52 13.02 02-2021 02-2024

Rolling return for 5 year

Average return: 16.49%
Min Max Min-Max Max-Min Standard Deviation Mean From To
16.6 16.06 16.6 16.06 0.27 16.33 01-2020 01-2025
16.27 17.05 17.08 16.25 0.4 16.66 12-2019 12-2024