Head-to-head
Compare up to 5 funds side-by-side.
Prices normalised to ₹100 at the start of the range. Metrics marked with a highlight the winner per row. Descriptive comparison only — MF Gyan does not recommend one over another.
₹1 lakh over time
What ₹1,00,000 invested at the start of each window would have become in each fund.
otherDirect
Axis Retirement Fund - Dynamic Plan - Direct Plan - IDCW Option
3Y ago₹1.32 L
5Y ago₹1.40 L
Every metric, side-by-side
marks the winner per row.
| Metric | Axis Retirement Fund - Dynamic … |
|---|---|
| Fund house | Axis Mutual Fund |
| Category | Solution Oriented Schemes ** - Retirement Fund |
| Plan | Direct |
| Latest NAV | ₹19.89 |
| Assets managed (AUM) | — |
| 1M return | -0.90% |
| 6M return | -3.12% |
| 1Y return | -5.60% |
| 3Y CAGR | 9.79% |
| 5Y CAGR | 6.97% |
| Since inception CAGR | 10.81% |
| Bumpiness · 3Y (annualised σ) | 12.64 |
| Worst drop ever | -17.45% |
| Sharpe · 3Y (rf=6%) | 0.27 |