﻿<?xml version="1.0" encoding="utf-8"?><SchemeSummaryDocument xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance"><SchemeSummary><Fund_Name>Axis Retirement Fund - Dynamic Plan</Fund_Name><Option_Names_Regular__Direct>Direct IDCW Direct Growth Regular IDCW Regular Growth</Option_Names_Regular__Direct><Fund_Type>Open Ended </Fund_Type><Riskometer_At_the_time_of_Launch>Very High</Riskometer_At_the_time_of_Launch><Riskometer_as_on_Date>Very High</Riskometer_as_on_Date><Category_as_Per_SEBI_Categorization_Circular>Solution Oriented - Retirement Fund</Category_as_Per_SEBI_Categorization_Circular><Potential_Risk_Class_as_on_date>-</Potential_Risk_Class_as_on_date><Description_Objective_of_the_scheme>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 &amp;amp; InvITs for income generation / wealth creation.</Description_Objective_of_the_scheme><Stated_Asset_Allocation>Equity and Equity related instruments - (65%-100%),Debt &amp;amp; Money Market Instruments - (0%-35%),Gold ETF - (0%-10%),Units issued by  InvITs - (0%-10%)</Stated_Asset_Allocation><Face_Value>10</Face_Value><NFO_Open_Date>29 Nov 2019</NFO_Open_Date><NFO_Close_date>13 Dec 2019</NFO_Close_date><Allotment_Date>20 Dec 2019</Allotment_Date><Reopen_Date>27 Dec 2019</Reopen_Date><Maturity_Date_For_closedend_funds>N/A</Maturity_Date_For_closedend_funds><Benchmark_Tier_1>CRISIL Hybrid 35+65 - Aggressive Index</Benchmark_Tier_1><Benchmark_Tier_2 /><Fund_Manager_Name>Mr. Jayesh Sundar, Mr. Devang Shah, Mr. Hardik Shah, Ms. Krishnaa N</Fund_Manager_Name><Fund_Manager_Type_PrimaryComanageDescription>Mr. Jayesh Sundar - Comanage/Domestic Equities,  Mr. Devang Shah - Comanage/Fixed Income, Mr. Hardik Shah - Comanage/Fixed Income, Ms. Krishnaa N - Foreign Securities</Fund_Manager_Type_PrimaryComanageDescription><Fund_Manager_From_Date>Mr. Jayesh Sundar - 24th January 2024, Mr. Devang Shah - 05th April, 2024, Hardik Shah - 05th April, 2024, Ms. Krishnaa N - 01st March 2024</Fund_Manager_From_Date><Annual_Expense_Stated_maximum>Regular 2.56, Direct 1.34</Annual_Expense_Stated_maximum><Exit_Load_if_applicable>Nil</Exit_Load_if_applicable><Custodian>DEUTSCHE BANK AG</Custodian><Auditor>B S R &amp;amp; Co. LLP</Auditor><Registrar>Kfintech Ltd</Registrar><RTA_Code_To_be_phased_out>RD</RTA_Code_To_be_phased_out><Listing_Details>Unlisted</Listing_Details><ISINs>INF846K01T28, INF846K01T36, INF846K01T44, INF846K01T51</ISINs><AMFI_Codes_To_be_phased_out>147826, 147827, 147828, 147829</AMFI_Codes_To_be_phased_out><SEBI_Codes>AXIS/O/S/RET/19/07/0039</SEBI_Codes><Minimum_Application_Amount>5000</Minimum_Application_Amount><Minimum_Application_Amount_in_multiples_of_Rs>1</Minimum_Application_Amount_in_multiples_of_Rs><Minimum_Additional_Amount>1000</Minimum_Additional_Amount><Minimum_Additional_Amount_in_multiples_of_Rs>1</Minimum_Additional_Amount_in_multiples_of_Rs><Minimum_Redemption_Amount_in_Rs>N/A</Minimum_Redemption_Amount_in_Rs><Minimum_Redemption_Amount_in_Units>N/A</Minimum_Redemption_Amount_in_Units><Minimum_Balance_Amount_if_applicable>N/A</Minimum_Balance_Amount_if_applicable><Minimum_Balance_Amount_in_Units_if_applicable>N/A</Minimum_Balance_Amount_in_Units_if_applicable><Max_Investment_Amount>N/A</Max_Investment_Amount><Minimum_Switch_Amount_if_applicable>N/A</Minimum_Switch_Amount_if_applicable><Minimum_Switch_Units>N/A</Minimum_Switch_Units><Switch_Multiple_Amount_if_applicable>N/A</Switch_Multiple_Amount_if_applicable><Switch_Multiple_Units_if_applicable>N/A</Switch_Multiple_Units_if_applicable><Max_Switch_Amount>N/A</Max_Switch_Amount><Max_Switch_Units_if_applicable>N/A</Max_Switch_Units_if_applicable><Swing_Pricing_if_applicable>No</Swing_Pricing_if_applicable><Sidepocketing_if_applicable>Yes</Sidepocketing_if_applicable><SIP_SWP__STP_Details_Frequency>SIP - Daily / Weekly / Monthly , Choti SIP - Monthly ;  SWP - Weekly / Monthly /  Quarterly / Halfyearly / Yearly STP - Daily / Weekly / Fortnightly / Monthly / Quarterly</SIP_SWP__STP_Details_Frequency><SIP_SWP__STP_Details_Minimum_amount>SIP Daily, Weekly - 100, Monthly 1000.00  SWP - 1000 STP - Daily, Weekly, Fortnightly, Monthly - 1000 and Quarterly 3000.00  . Choti SIP - Maximum one SIP under the facility of exactly equal to Rs. 250/- is allowed. The facility is restricted to three SIP’s across all Mutual Funds (one each in upto three Asset Management Companies).</SIP_SWP__STP_Details_Minimum_amount><SIP_SWP__STP_Details_In_multiple_of>1</SIP_SWP__STP_Details_In_multiple_of><SIP_SWP__STP_Details_Minimum_Instalments>SIP Daily -6, Weekly - 6, Monthly - 6 SIP - Yearly - 3, Choti SIP - 60 installments at the time of registration ( If the tenure is below or above 5 years then SIP will be considered as Normal SIP. However, if investor desires to stop or withdraw the SIP investment prematurely, there is no restriction);  SWP - Weekly - 5, Monthly - 6, Quarterly - 4, Halfyearly - 4, Yearly - 2 STP - Daily -6, Weekly - 6, Fortnightly -6, Monthly - 6, Quarterly -2.</SIP_SWP__STP_Details_Minimum_Instalments><SIP_SWP__STP_Details_Dates>SIP - Except 29,30 and 31 all dates, SWP - Any Business Day, STP -  Daily, Weekly all days, Fortnightly - alternate Wednesday, Monthly and Quarterly 1,7,10,15 and 25</SIP_SWP__STP_Details_Dates><SIP_SWP__STP_Details_Maximum_Amount_if_any>N/A</SIP_SWP__STP_Details_Maximum_Amount_if_any></SchemeSummary></SchemeSummaryDocument>