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NAVs as of 20 Aug 2026
Add a second fund to compare. Until then every figure below is shown against the Retirement Fund median (22 funds), which is the only comparison one fund can support.
Growth of ₹100 (rebased over the selected window)
Common period 27 Dec 2019 – 20 Aug 2026, limited by Axis Retirement Fund - Dynamic. Every series is rebased to ₹100 at the start of this window. Benchmark lines are the category index WealthTicker measures against, which is not always the benchmark the scheme itself declares — the fund page’s Scheme Info names that one.
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| Date | Axis Retirement Fund - Dynamic | Nifty 500 |
|---|---|---|
| 27 Dec 2019 | ₹100.00 | ₹100.00 |
| 16 Jul 2020 | ₹97.40 | ₹88.47 |
| 04 Feb 2021 | ₹119.48 | ₹123.99 |
| 25 Aug 2021 | ₹134.07 | ₹142.23 |
| 15 Mar 2022 | ₹129.07 | ₹143.47 |
| 04 Oct 2022 | ₹135.06 | ₹151.04 |
| 24 Apr 2023 | ₹129.47 | ₹150.68 |
| 12 Nov 2023 | ₹144.06 | ₹174.16 |
| 02 Jun 2024 | ₹174.63 | ₹212.98 |
| 21 Dec 2024 | ₹195.30 | ₹225.25 |
| 11 Jul 2025 | ₹196.50 | ₹234.97 |
| 30 Jan 2026 | ₹191.91 | ₹232.92 |
| 20 Aug 2026 | ₹183.12 | ₹237.30 |
| Metric | Axis · Regular · IDCW NAV ₹18.33 High risk ★★★☆☆ | Category median Retirement Fund · 22 funds |
|---|---|---|
| -6.57% | +2.54% | |
| +9.67% | +7.49% | |
| +6.80% | +6.43% | |
| — | +6.22% | |
| +9.53% | +8.52% | |
| +5.88% | — | |
| +12.35% | +8.78% | |
| +12.05% | +8.32% | |
| — | +6.96% | |
| Risk | ||
| 12.59% | 11.08% | |
| 0.25 | 0.05 | |
| 0.33 | 0.07 | |
| -18.07% | -16.00% | |
| Nifty 500 | — | |
| -1.54% | -1.73% | |
| 0.84 | 0.76 | |
| 84.8% | 77.0% | |
| 89.4% | 73.2% | |
| 2.56% | 2.24% | |
| ₹280.84Cr | ₹223.47Cr | |
| None | — | |
| 5 years | — | |
| ₹1.00K | — | |
| ₹5.00K | — | |
| 9% | 24% | |
| Devang Shah | — | |
| 27 Dec 2019 | — | |
| 93 | — | |
| 34.3% | — | |
| 0.3% | — | |
Best marks the strongest value in a row, and only where the gap is bigger than noise — a near-tie is left unmarked rather than dressed up as a result. SIP XIRR is a ₹10,000/month instalment over 5 years of real NAV history. Nothing here is supplied by a fund house. For research only — not investment advice.