Axis Retirement Fund Dynamic Plan
Direct · Growth ₹20.98
20 Apr 2026
NAV
14.4%
3Y CAGR
15.0%
5Y CAGR
14.9%
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.
3.52
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 | ₹12.75 L | 16.8% | -21.1% | 53.4% |
| 3 Years | ₹36.00 L | ₹44.20 L | 14.4% | 1.6% | 28.7% |
| 5 Years | ₹60.00 L | ₹84.72 L | 14.3% | 6.6% | 19.9% |
Fund SIP vs NIFTY 50
| Duration | Fund XIRR | Benchmark CAGR | Difference |
|---|---|---|---|
| 1 Year | 16.8% | 2.1% | +14.7% |
| 3 Years | 14.4% | 11.2% | +3.1% |
| 5 Years | 14.3% | 11.1% | +3.1% |