Aeterna Wealth
Dynamic Term · Regular plan · Growth

Axis Dynamic Term Fund (Regular)

Axis Mutual Fund · benchmark: the median Dynamic Term fund · 15.5 years old · AMFI code 115068

Tax: Taxed at your income-tax slab rate on all gains, however long you hold (more than 65% of the fund is in debt).

A+
Track-record rating: 2 of 22 in Dynamic Term

A+ (top 10% of its peer group), score 80.5 out of 100. Describes the past, not a forecast.

Returns against the index

PeriodFundIndex (TRI)DifferenceRank in category
6 months3.3%2.1%+1.2%1 / 22
1 year5.3%3.1%+2.2%1 / 22
3 years (a year)7.2%6.0%+1.2%2 / 22
5 years (a year)5.9%5.2%+0.7%5 / 20

Growth option, point to point to 6 Nov 2026; periods over a year are annualised (CAGR). Index returns use the total-return index, which includes dividends.

Risk

Volatility, 3Y2.6%
Max fall, 5Y-3.3%

Portfolio

Holdings for this scheme are not available yet; its rating uses the track record only.

Common questions

What is the NAV of Axis Dynamic Term Fund (Regular plan)?

₹31.75 on 6 Nov 2026 (Growth option).

What is the expense ratio of Axis Dynamic Term Fund (Regular)?

0.64% a year; the Direct plan's is 0.34%.

What return has Axis Dynamic Term Fund given over 3 years?

7.2% a year (Regular plan) over the 3 years to 6 Nov 2026, against 6.0% for the median Dynamic Term fund.

How is Axis Dynamic Term Fund rated?

A+: 2 of 22 Regular plans in Dynamic Term, on its track record. This describes the past and is not a recommendation.

Data as of 8 Nov 2026: NAVs from AMFI, index data from NSE Indices, portfolios from Axis Mutual Fund's monthly disclosure. Updated every weekday. Read the scheme documents before investing.