SolutionRetirement FundDirect · Growth
Axis Retirement Fund - Dynamic Plan - Direct Growth
Axis · Scheme 147826
₹22.01▼ 0.27%NAV · 2026-08-05
Decent FundScore
AUM
—
Expense ratio
—
3Y CAGR
13.4%
Risk (SEBI)
—
Min SIP
—
Benchmark
—
NAV Growth
Loading NAV history…
Historical returns
| Period | Return |
|---|---|
| 1 Month | +1.99% |
| 3 Months | +5.31% |
| 6 Months | +2.23% |
| 1 Year | +2.85% |
| 3 Years (CAGR) | +13.43% |
| 5 Years (CAGR) | +10.27% |
| 10 Years (CAGR) | — |
| Since Launch | +12.67% |
Returns ≥ 1 year are annualised (CAGR); shorter periods are absolute. Past performance does not guarantee future returns.
FundScore breakdown
Six explainable dimensions. How the score works →
Returns48
Consistency95
Risk-adjusted38
Downside protection88
Cost efficiency80
Portfolio quality50
Why this fund scores well
- ✓ 3Y CAGR: +13.4%
- ✓ 3Y CAGR vs category: +2.7% vs category avg
- ✓ Positive 3Y windows: 100% of rolling 3Y windows positive
- ✓ Beat category: beat category in 75% of windows
- ✓ Volatility: 12% annualised
What to watch
- • 1Y return: +2.9%
- • 1Y return vs category: -1.3% vs category avg
- • Sharpe ratio: 0.55
- • Sortino ratio: 0.70
Risk metrics
Sharpe ratio
0.55
Sortino ratio
0.70
Volatility
11.52%
Max drawdown
-17.13%
Downside capture
—
SIP return calculator
Back-tested on this fund's actual historical NAVs. Past performance ≠ future returns.
Portfolio & holdings
Top holdings, sector allocation and market-cap split require a paid factsheet feed and are coming soon. Everything above is computed from official daily NAV history and is fully real.