otherHigh risk

Axis Retirement Fund - Dynamic Plan - Direct Plan - IDCW Option

A specialised fund. Check the scheme details for what it invests in. From Axis Mutual Fund. It's been running since 27 Dec 2019.

Latest price per unit

₹19.89

▼ 0.05% today

As of 4 Sep 2026 · updated once each business day

What ₹1 lakh would have become

Based on past returns

Invested 1 year ago

₹94.4k

▼ ₹5.6k loss · -5.6% / year

Invested 3 years ago

₹1.32 L

▲ ₹32.3k gain · 9.8% / year

Invested 5 years ago

₹1.40 L

▲ ₹40.1k gain · 7.0% / year

These are calculations from the fund's past prices, not a prediction. Real future returns can and often do differ.

Price over time

How the per-unit price has moved. Tap a range to zoom in.

Bumpiness & worst drops

Day-to-day bumpiness

12.6%

The value swings roughly 13% up or down in a typical year. Finance-speak calls this volatility.

Worst drop ever

-17.45%

A lump sum invested at the previous peak would have temporarily lost about this much before recovering. Finance-speak calls this max drawdown.

Technical details (for the pros)

CAGR — 1 year-5.60%

CAGR — 3 years9.79%

CAGR — 5 years6.97%

CAGR — since launch10.81%

Volatility — 1 year (annualised)14.20%

Volatility — 3 years (annualised)12.64%

Max drawdown — 1 year-13.69%

Max drawdown — 3 years-15.77%

Sharpe ratio — 1 year (rf=6%)-0.83

Sharpe ratio — 3 years (rf=6%)0.27

Fund info

Fund house: Axis Mutual Fund
Category: Solution Oriented Schemes ** - Retirement Fund
Plan: Direct
Option: IDCW
ISIN (Growth): INF846K01T36
ISIN (Div re-invest): —
Fund code: 147827
First price on record: 27 Dec 2019 · 1,660 daily prices

Numbers are computed from stored daily prices from mfapi.in/AMFI. This is descriptive analytics, not investment advice. Past performance is not indicative of future returns.