Axis Multi Factor Passive FoF - Regular Plan - IDCW
Expense Ratio: 0.66
Risk: Very High
Other Scheme - FoF Domestic
Plan: Regular
Benchmark: Nifty 500 TRI
Inception: 04-02-2022
Exit Load: Nil
Fund Size:₹36.31 Cr
Performance
1Y
Fund-5.23%
Cat. Avg.6.57%
2Y
Fund-5.66%
Cat. Avg.15.12%
3Y
Fund6.89%
Cat. Avg.18.42%
5Y
FundN/A
Cat. Avg.12.05%
10Y
FundN/A
Cat. Avg.10.99%
SI
Fund8.56%
Cat. Avg.11.44%
Fund Facts
No available Data
Taxation
Any Holding Period (STCG & LTCG):As per Income Slab Rate
*Tax rates as per Finance Act 2024. Surcharge & cess may apply.
SIP Returns
7th
| Period | SIP Date | Inv(₹) | Val(₹) | Abs(%) | XIRR |
|---|---|---|---|---|---|
| 1Y | 07 Nov, 25 | 60000 | 57307 | -4.5% | -9.2% |
| 2Y | 07 Nov, 24 | 1.20 L. | 1.17 L. | -2.5% | -2.6% |
| 3Y | 07 Nov, 23 | 1.80 L. | 1.78 L. | -1.1% | -0.8% |
| SI | 07 Mar, 22 | 2.80 L. | 3.15 L. | +12.7% | +5.2% |
Lumpsum Returns
| Period | Inv Date | Inv(₹) | Val(₹) | Abs(%) | CAGR |
|---|---|---|---|---|---|
| 1Y | 16 Oct, 25 | 1 L. | 94767 | -5.2% | -5.2% |
| 2Y | 16 Oct, 24 | 1 L. | 89009 | -11.0% | -5.7% |
| 3Y | 16 Oct, 23 | 1 L. | 1.22 L. | +22.1% | +6.9% |
| SI | 28 Feb, 22 | 1 L. | 1.46 L. | +46.3% | +8.6% |
SIP Calculator
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Future Value
₹23.80L
With SIP Amount ₹5,000
Total Invested
₹9.00LTotal Profit
₹14.80LSIP Invested₹9.00L
SIP Gain₹14.80L
Lumpsum Inv.₹0
Lumpsum Gain₹0
Reality Check: Your future value will be today's ₹8.62L at inflation rate 7%
Tip: You can set a Goal first in the Goal Planner to calculate SIP targets adjusted for inflation.