Axis Mutual FundSolution Oriented Schemes ** - Retirement FundRegularGrowth

Axis Retirement Fund - Dynamic Plan - Regular Plan - Growth Option

Scheme code #147828 · Open Ended Schemes

₹19.65

Latest NAV

04-09-2026

-0.05%

Day change

₹20.24

52-week high

₹17.39

52-week low

NAV history

Returns

1 month	-0.96%
3 months	5.31%
6 months	4.41%
1 year (absolute)	1.13%
3 years (absolute)	38.19%
5 years (absolute)	41.57%
1Y CAGR	1.13%
3Y CAGR	11.38%
5Y CAGR	7.20%
Since inception CAGR	10.61%

Risk metrics

Volatility (1Y, annualized σ)	12.01%
Volatility (3Y, annualized σ)	11.88%
Max drawdown (1Y)	-14.08%
Max drawdown (3Y)	-16.23%
Max drawdown (all time)	-18.07%
Sharpe ratio (1Y, rf=6%)	-0.41
Sharpe ratio (3Y, rf=6%)	0.41

Scheme metadata

Fund house	Axis Mutual Fund
Scheme type	Open Ended Schemes
Scheme category	Solution Oriented Schemes ** - Retirement Fund
Plan	Regular
Option	Growth
ISIN (Growth)	INF846K01T44
ISIN (Div reinvest)	—
AMC code	A
Scheme code	147828
Earliest NAV date	27-12-2019
Total NAV observations	1,660
History last refreshed	2026-09-06 10:52:43 UTC

Returns and risk metrics are computed from the stored NAV series (daily observations, risk-free rate 6% for Sharpe). This is descriptive analytics, not investment advice.