SolutionRetirement FundDirect · Growth
Axis Retirement Fund - Dynamic Plan - Direct Growth
Axis · Scheme 147826
₹22.05▼ 0.14%NAV · 2026-09-18
Decent FundScore
AUM
—
Expense ratio
—
3Y CAGR
14.1%
Risk level
Moderately High
Min SIP
—
Benchmark
Nifty 500 TRI
Decent · 70/100
A solid option with a few areas worth a closer look.
🎯 A dependable core holding for long-term SIP investors.
📈 Why it could do well
- ✓Very consistent — delivers dependably across market cycles, ideal for SIPs.
- ✓Protects capital well — worst-ever fall was only 17%.
- ✓3Y CAGR: +14.1%
- ✓Positive 3Y windows: 100% of rolling 3Y windows positive
📉 What could drag it down
- •1Y return: +3.2%
- •1Y return vs category: -0.9% vs category avg
FundScore breakdown
70/100 · Decent
Returns
Average
Consistency
Excellent
Risk-adjusted
Weak
Downside protection
Excellent
Cost efficiency
Excellent
Portfolio quality
Average
Each dial rates the fund 0–100 on one factor, computed from real NAV history. Fuller & greener = stronger.
SIP return calculator
Back-tested on this fund's actual historical NAVs. Past performance ≠ future returns.