Funds similar to Axis Retirement Fund - Dynamic Plan Direct-Growth in the Hybrid: Dynamic Asset Allocation category include HDFC Balanced Advantage Fund Direct-Growth, ICICI Prudential Balanced Advantage Direct-Growth, and SBI Balanced Advantage Fund Direct-Growth. These funds follow a comparable investment mandate and are benchmarked against similar indices. You can compare them in detail — across returns, risk metrics, expense ratio, and portfolio composition — using the fund comparison tool on sharpely.

On a 3-year return basis Axis Retirement Fund - Dynamic Plan Direct-Growth is ranked 6 out of 31 funds in the Hybrid: Dynamic Asset Allocation category as of 21 Oct 2026. On a 5-year return basis it ranks 17 out of 23. Consistently ranking in the top across multiple time periods is a stronger signal of fund quality than a single-period rank.

Axis Retirement Fund - Dynamic Plan Direct-Growth has an expense ratio of 1.34%. The peers HDFC Balanced Advantage Fund Direct-Growth has an expense ratio of 0.77% and ICICI Prudential Balanced Advantage Direct-Growth has 1.03%. Over the long term, a higher expense ratio can meaningfully drag on returns, so it is worth evaluating whether the fund's performance justifies the additional cost.

Axis Retirement Fund - Dynamic Plan Direct-Growth has an AUM of ₹268.84 crore. The peers HDFC Balanced Advantage Fund Direct-Growth has an AUM of ₹1,02,534 crore and ICICI Prudential Balanced Advantage Direct-Growth has ₹71,913.5 crore. A large AUM can sometimes limit a fund's ability to take meaningful positions in mid and small-cap stocks, as larger trades can move prices. This is particularly relevant for funds that invest outside large caps.

The top performing fund in the Hybrid: Dynamic Asset Allocation category on a 3-year basis is Quant Dynamic Asset Allocation Fund Direct-Growth with a CAGR of 11.79% as of 21 Oct 2026. Axis Retirement Fund - Dynamic Plan Direct-Growth has delivered 10.29% CAGR over the same period, ranking 6 out of 31 funds. You can view and compare the full category ranking on sharpely.

On a risk-adjusted basis, Axis Retirement Fund - Dynamic Plan Direct-Growth has a Sharpe ratio of 0.42 compared to the Hybrid: Dynamic Asset Allocation average of 0.37 as of 21 Oct 2026. It ranks 17 out of 34 funds in its category on Sharpe ratio.