MonitorDirect · Growth
Axis Retirement Fund - Dynamic Plan
Axis Mutual FundSolution Oriented Schemes ** - Retirement Fund6.7 years
- NAV
- 21.19
- 15 Sept 2026
- 1Y
- -1.9%
- Trailing CAGR
- AUM
- ₹284.81 Cr
- 31 Aug 2026
- Volatility
- Medium
- 11.4% annualized
NAV
Path not in current snapshots
n/a
Returns
Trailing CAGR and simulated monthly SIP XIRR from daily NAV. Category comparison uses the median of comparable share classes in the peer set.
Trailing CAGR
Point-to-point, calendar-day annualized
- 1Y-1.9%
- 3Y+11.0%
- 5Y+7.8%
- 10Yn/a
- SI+11.8%
SIP XIRR
Equal monthly instalments to latest NAV
- 1Y-1.5%
- 3Y+4.3%
- 5Y+8.6%
- 10Yn/a
- Since inception
- +11.8%
- Calendar-day CAGR
- Excess 1Y
- -2.1%
- Category median, same plan and option
- 3Y win rate
- +94%
- Windows beating the median
- 3Y percentile
- 80
- Vs comparable share classes
- Worst rolling 3Y
- +8.7%
- 924 daily-ending windows
- Median rolling 3Y
- +14.2%
- Calendar-day CAGR
- Positive rolling 5Y
- +100%
- 432 daily-ending windows
- SIP 3Y XIRR
- +4.3%
- Simulated monthly SIP
Drawdown
Peak to trough from a running NAV high. Move across the path to read a date.
Drawdown
Path not in current snapshots
n/a
- Average recovery
- 16 days
- 61 recovered episodes
- Longest recovery
- 384 days
- Trough to prior peak
- Current spell
- 718 days
- Days below latest peak
- Time below peak
- +87%
- NAV observations
16 Nov 2021 – 6 Jul 2023
Trough 17 Jun 2022 · recovered in 384 days
-17.1%
13 Feb 2020 – 3 Nov 2020
Trough 23 Mar 2020 · recovered in 225 days
-17.0%
27 Sept 2024 – open
Trough 28 Feb 2025 · not recovered
-15.7%
11 Jan 2021 – 8 Feb 2021
Trough 29 Jan 2021 · recovered in 10 days
-5.8%
Dimensions
0–100 reads of named metrics. The mean is unweighted and only uses dimensions with data.
Returns
80
Vs category
37
Consistency
70
Risk-adjusted
54
Drawdown
57
Mean
60
Portfolio
31 Aug 2026 · 95 holdings · top 10 are 42.3%.
- Top 5
- 29.0%
- Top 10
- 42.3%
- Largest holding
- 9.4%
- Effective holdings
- 35.1
Others CBLO
Unspecified
9.4%
ICICI Bank Ltd
Financial
5.6%
Reliance Industries Ltd
Energy & Utilities
5.2%
GOVERNMENT OF INDIA 33071 GOI 19JU53 7.3 FV RS 100
Entities
5.1%
HDFC Bank Ltd
Financial
4.8%
Decision
Quantitative read of the live evidence. An explanation can only restate what is already here.
As of 15 Sept 2026
Monitor
Engine status
Monitor
Recent evidence
Why this status
No status reasons yet. History is still thin.
Supporting reads
- The fund beat the category median in 94% of rolling 3-year windows.
- Three-year return is above the category median.
- Risk-adjusted return sits above the documented risk-free proxy.
Worth investigating
Same-category peers with enough history to inspect beside this fund.
Baroda BNP Paribas Retirement Fund
Baroda BNP Paribas Mutual Fund
- 1Y
- +5.2%
- 3Y
- n/a
- Vol
- 11.3%
- Max DD
- -12.4%
- Sharpe
- 0.30
- 3Y win
- n/a
- Lower volatility
- Shallower drawdown
- Higher win rate vs category
Caveat: Lower trailing returns
Axis Retirement Fund - Conservative Plan
Axis Mutual Fund
- 1Y
- -0.6%
- 3Y
- +7.0%
- Vol
- 6.4%
- Max DD
- -12.7%
- Sharpe
- 0.52
- 3Y win
- 0%
- Lower volatility
- Shallower drawdown
Caveat: Lower trailing returns
HDFC Retirement Fund - Hybrid-Debt Plan
HDFC Mutual Fund
- 1Y
- +0.8%
- 3Y
- +6.4%
- Vol
- 3.5%
- Max DD
- -7.8%
- Sharpe
- 1.03
- 3Y win
- +10%
- Lower volatility
- Shallower drawdown
Caveat: Lower trailing returns
Axis Retirement Fund - Aggressive Plan
Axis Mutual Fund
- 1Y
- +0.1%
- 3Y
- +11.1%
- Vol
- 12.7%
- Max DD
- -25.9%
- Sharpe
- 0.48
- 3Y win
- +24%
- Higher trailing returns
Caveat: Higher volatility · Deeper drawdown
HDFC Retirement Fund - Hybrid-Equity Plan
HDFC Mutual Fund
- 1Y
- -4.4%
- 3Y
- +6.8%
- Vol
- 10.8%
- Max DD
- -27.5%
- Sharpe
- 0.85
- 3Y win
- +85%
- Lower volatility
Caveat: Deeper drawdown · Lower trailing returns