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.
2/5
₹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 - Growth Option
3Y ago₹1.44 L
5Y ago₹1.52 L
otherDirect
Axis Retirement Fund - Conservative Plan - Direct Plan - Growth Option
3Y ago₹1.27 L
5Y ago₹1.37 L
Normalised price over time
Each fund starts at ₹100 at the beginning of the range so shapes are directly comparable.
Normalized: value at the start of the selected range = ₹100
Every metric, side-by-side
marks the winner per row.
| Metric | Axis Retirement Fund - Dynamic … | Axis Retirement Fund - Conserva… |
|---|---|---|
| Fund house | Axis Mutual Fund | Axis Mutual Fund |
| Category | Solution Oriented Schemes ** - Retirement Fund | Solution Oriented Schemes ** - Retirement Fund |
| Plan | Direct | Direct |
| Latest NAV | ₹21.81 | ₹17.5812 |
| Assets managed (AUM) | — | — |
| 1M return | -0.91% | -1.14% |
| 6M return | 5.06% | 0.06% |
| 1Y return | 2.35% | 1.68% |
| 3Y CAGR | 12.81% | 8.16% |
| 5Y CAGR | 8.77% | 6.56% |
| Since inception CAGR | 12.35% | 8.78% |
| Bumpiness · 3Y (annualised σ) | 11.87 | 5.51 |
| Worst drop ever | -17.13% | -12.73% |
| Sharpe · 3Y (rf=6%) | 0.52 | 0.38 |