• Mutual Funds
  • Axis Mutual Fund
  • Axis Retirement Savings Fund Dynamic Plan Pyt (PIDCW-A)

Formerly Axis Retirement Savings Dynamic Reg DP

Axis Mutual Fund

Axis Retirement Savings Fund Dynamic Plan Pyt (PIDCW-A)

OtherSolution Oriented

16.84

NAV (Mar 27)

NA
Scripbox Opinion
Not Reviewed yet
Our analysis of this fundLearn how we rate funds ->

Fund Size

Outperformance Consistency

Invest in this fund
Scripbox Recommended Goals
Plans that will help you to achieve your life goals across multiple time frames.?Learn more

Investment Calculator

Investment Duration5 years

0

Total Investment

0

Wealth Gained

0

Total Corpus Created (₹)

With CAGR of 11.25 % in 5 years

Historical NAV

16.84

NAV (Mar 27)

Fund Returns

Last 1Y
35.2%
Last 3Y
12.1%
Last 5Y
NA
Last 10Y
NA
Since Inception
13%
6 Month CAGR
17.3%

Scheme Information

Investment Objective

The investment objective of the Investment Plan(s) under the Scheme is to provide long-term capital appreciation / income by investing in a mix of equity,debt and other instruments to help investors meet their retirement goals. However,there can be no assurance that the investment objective of the Scheme will be achieved. The Investment Plan has a dual objective of generating capital appreciation by investing in equity and equity related securities as well as generating income by investing in debt and money market securities,while attempting to manage risk from the market through active asset allocation. The Investment Plan may also invest in units of Gold ETF or units of REITs & InvITs for income generation / wealth creation.

Expense Ratio
2.43
Launched (5y ago)
Dec 20, 2019
AUM in Crores
330.918
ISIN
INF846K01T51
Lock-in
5
Benchmark
CRISIL Hybrid 35+65 - Agg TR INR
SIP Minimum
1000
Lumpsum Min.
5000
Standard Deviation (3yr)
11.5
Standard Deviation (5yr)
0
Beta (3yr)
1.15
Beta (5yr)
0
Sharpe Ratio (3yr)
0.525
Sharpe Ratio (5yr)
0
YTM
7.31
Fund Managers

Krishnaa N

Fund Manager

Nitin Arora

Fund Manager

R Sivakumar

Fund Manager

Vinayak Jayanath

Fund Manager

Jayesh Sundar

Fund Manager

Returns Calculator Comparison

of

for

with step up of

AssetReturnsTotal CorpusGainsCAGR
Axis Retirement Savings Fund Dynamic Plan Pyt (PIDCW-A)70%9,87,109 2,54,49712.1%
EPF70% 9,00,761 1,68,1498.50%
Property70% 8,67,662 1,35,0507.00%
PPF70% 8,69,819 1,37,2077.10%
Bank FD70% 8,46,471 1,13,8596.00%
Gold70% 8,46,471 1,13,8596.00%
Savings Bank70% 8,25,950 93,3385.00%

Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.

Asset allocation and Holdings

Last updated on 2024-03-27

Top Stock Holdings

icici bank ltd

5.9%
5.9%

reliance industries ltd

5.1%
5.1%

torrent power ltd

3.6%
3.6%

hdfc bank ltd

3.5%
3.5%

tata consultancy services ltd

3.4%
3.4%
See all holdings

Allocation by Sector

financial services

23.1%
23.1%

industrials

10.5%
10.5%

consumer cyclical

10.3%
10.3%

technology

10.1%
10.1%

healthcare

9.3%
9.3%
See all sectors

Comparison with Other Funds

Fund NameFund Size
Principal Retirement Sav Conservative fund (G)
Principal Retirement Sav Conservative fund (G)

₹ 1 cr

₹ 138 cr

₹ 17 cr

₹ 3,196 cr

₹ 6 cr

amc-img

About the AMC

Axis Asset Management Company Limited

Axis Asset Management Company Limited manages assets worth 287,012 crores and was set up on 13 January 2009. It's current offering of mutual fund schemes includes 62 equity,113 debt and 32 hybrid funds.amc-img
phone-img022-43255161
Fund NameScripbox Opinion
Till Date CAGR

5.2%

7.9%

5.4%

7%

5.9%

7%

6%

8%

5.3%

7.5%

Axis Retirement Savings Fund Dynamic Plan Pyt (PIDCW-A) Review

Axis Retirement Savings Fund Dynamic Plan Pyt (PIDCW-A) is a Solution Oriented Other fund and has delivered an annualised return of 13% over a period of 4 years. The fund was previously known as Axis Retirement Savings Dynamic Reg DP. The fund is managed by Axis Asset Management Company Limited. The fund managers are Jayesh Sundar, Krishnaa N, Nitin Arora, R Sivakumar, Vinayak Jayanath.

Nav of Axis Retirement Savings Fund Dynamic Plan Pyt (PIDCW-A) as of 3/27/2024 is ₹16.84 with the total AUM as of 3/28/2024 is ₹330.918. With Scripbox you can compare and check the latest nav for all mutual funds in India. Axis Retirement Savings Fund Dynamic Plan Pyt (PIDCW-A) was launched on Dec 20, 2019. The category risk of the fund is Very High Risk.

The minimum SIP amount for Axis Retirement Savings Fund Dynamic Plan Pyt (PIDCW-A) is ₹1000 and you can increase this in multiples of ₹100. In case you want to invest a lump sum, the minimum amount to be invested is ₹5000. Check your estimated returns on mutual funds by using sip calculator.

Frequently Asked Questions

What is Axis Retirement Savings Fund Dynamic Plan Pyt (PIDCW-A)?

Axis Retirement Savings Fund Dynamic Plan Pyt (PIDCW-A) is a Solution Oriented Other scheme predominantly investing across Other instruments with an investment objective to generate wealth over the long term.

How to invest in Axis Retirement Savings Fund Dynamic Plan Pyt (PIDCW-A)?

You can invest in Axis Retirement Savings Fund Dynamic Plan Pyt (PIDCW-A) through AMC, intermediaries, brokers or platforms like Scripbox. To learn step by step process visit how to invest in mutual funds?

What is the minimum sip amount of Axis Retirement Savings Fund Dynamic Plan Pyt (PIDCW-A)?

The minimum sip amount for Axis Retirement Savings Fund Dynamic Plan Pyt (PIDCW-A) is ₹1000. You can invest in multiples of ₹5000.

Is Axis Retirement Savings Fund Dynamic Plan Pyt (PIDCW-A) good to invest in?

As per Scripbox experts, Axis Retirement Savings Fund Dynamic Plan Pyt (PIDCW-A) is a Not Reviewed Yet fund. You can investAxis Retirement Savings Fund Dynamic Plan Pyt (PIDCW-A) fund if its investment objective and risk-o-meter matches your investment goals and risk preferences.

What is the expense ratio of the Axis Retirement Savings Fund Dynamic Plan Pyt (PIDCW-A)?

The expense ratio of the Axis Retirement Savings Fund Dynamic Plan Pyt (PIDCW-A) is 2.43% for regular plan.