Axis Retirement Fund Dynamic Plan
Direct · Growth ₹20.68
05 Jun 2026
NAV
14.3%
3Y CAGR
14.6%
5Y CAGR
14.7%
Weighted CAGR
?
Weighted Mean CAGR
Gives more importance to longer time periods (10Y, 20Y) than shorter ones (1Y, 3Y). This balances out recent outperformance and gives a more realistic picture of what long-term returns might look like.
Gives more importance to longer time periods (10Y, 20Y) than shorter ones (1Y, 3Y). This balances out recent outperformance and gives a more realistic picture of what long-term returns might look like.
3.15
Sharpe
-17.1%
Max Drawdown
?
Max Drawdown
The largest peak-to-trough decline in the fund's NAV. Shows the worst-case loss an investor would have experienced at any point in the fund's history.
The largest peak-to-trough decline in the fund's NAV. Shows the worst-case loss an investor would have experienced at any point in the fund's history.
NA
TER
If you invested ₹1,00,000 every month via SIP, here's how this fund has historically performed across different time horizons.
| Duration | Invested | Median Value | XIRR | Min XIRR | Max XIRR |
|---|---|---|---|---|---|
| 1 Year | ₹12.00 L | ₹12.67 L | 16.3% | -21.1% | 53.4% |
| 3 Years | ₹36.00 L | ₹44.00 L | 14.0% | 1.6% | 28.7% |
| 5 Years | ₹60.00 L | ₹84.38 L | 13.8% | 6.6% | 19.9% |
SIP returns vs benchmark & category
Annualised SIP return (XIRR) over each rolling horizon — like-for-like, not lump-sum.
| Duration | Fund SIP XIRR | NIFTY 50 | Category avg | Fund edge |
|---|---|---|---|---|
| 1 Year | 16.3% | 14.6% | 11.9% | +1.7% |
| 3 Years | 14.0% | 11.2% | 13.0% | +2.8% |
| 5 Years | 13.8% | 10.5% | 12.7% | +3.4% |