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Best Axis Retirement mutual funds

3 Retirement Fund funds from Axis Asset Management Co. Ltd., ranked by 3-year rolling CAGR. See all Retirement funds across every AMC.

Axis Asset Management Co. Ltd. runs 3 funds in the Retirement Fund category, together managing roughly ₹968.371 Cr in assets. Across the 3 funds with a full 3-year track record, the average 3-year rolling CAGR is 12.3%. Axis Retirement Fund - Dynamic Plan leads the group at 14.3% 3Y CAGR.

Figures here are computed directly from each fund's own NAV history and AUM - not survivor-biased averages from a fact sheet - so a fund that merged, closed, or changed category drops out of the comparison rather than skewing it. Click through to any fund above for its full return history, expense ratio, holdings, and risk profile.

Retirement Fund is one of the standardized scheme categories SEBI mandated in its 2017 product categorization circular - every AMC runs Axis Asset Management Co. Ltd.'s funds in this category against the same investment-mandate rules every other AMC's funds in the same category follow, which is what makes a cross-AMC ranking like this one a like-for-like comparison rather than an apples-to-oranges one. A fund's rank here can change as new NAV data comes in or as other AMCs launch or close schemes in the same category, so treat this as a point-in-time snapshot rather than a fixed league table.

Looking for a different AMC's Retirement funds, or want to compare Axis Asset Management Co. Ltd.'s funds against a different category? Use the breadcrumb above to jump back to all Retirement fundsor the full mutual fund directory.

#1Axis Retirement Fund - Dynamic Plan14.3% 3Y CAGR · ₹264.876 Cr#2Axis Retirement Fund - Aggressive Plan13.0% 3Y CAGR · ₹660.249 Cr#3Axis Retirement Fund - Conservative Plan9.7% 3Y CAGR · ₹43.246 Cr