Axis Mutual Fund

Axis India Manufacturing Fund - Direct Plan - Growth

Axis Mutual Fund

Expense Ratio: 0.52
Risk: Very High
Equity Scheme - Sectoral/ Thematic
Plan: Direct
Benchmark: Nifty India Manufacturing TRI
Inception: 01-12-2023
Exit Load: Nil
Fund Size:₹5,141.79 Cr

Performance

1Y
Fund10.23%
Cat. Avg.N/A
2Y
Fund3.82%
Cat. Avg.N/A
3Y
FundN/A
Cat. Avg.N/A
5Y
FundN/A
Cat. Avg.N/A
10Y
FundN/A
Cat. Avg.N/A
SI
Fund17.83%
Cat. Avg.N/A

Fund Facts

No available Data

Taxation

Within 1 Year (STCG (Short Term)):20%
After 1 Year (LTCG (Long Term)):12.5%

*Tax rates as per Finance Act 2024. Surcharge & cess may apply.

Allocation

Visualizing Fund's Exposure

Portfolio Holdings

Detailed breakdown of instruments.

Instrument
Val (Cr) % Assets
1Mahindra & Mahindra Limited272.555.07%
2Bharat Electronics Limited220.094.09%
3Sun Pharmaceutical Industries Limited210.333.91%
4Clearing Corporation of India Ltd204.293.80%
5Reliance Industries Limited197.403.67%
6Cummins India Limited157.272.92%
7Hindalco Industries Limited153.982.86%
8Divi's Laboratories Limited139.932.60%
9Maruti Suzuki India Limited139.322.59%
10Sona BLW Precision Forgings Limited139.272.59%

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SIP Returns

7th
PeriodSIP DateInv(₹)Val(₹)Abs(%)XIRR
1Y07 Nov, 256000063416+5.7%+12.1%
2Y07 Nov, 241.20 L.1.34 L.+12.0%+12.0%
SI08 Jan, 241.70 L.1.98 L.+16.7%+11.4%

Lumpsum Returns

PeriodInv DateInv(₹)Val(₹)Abs(%)CAGR
1Y16 Oct, 251 L.1.10 L.+10.2%+10.2%
2Y16 Oct, 241 L.1.08 L.+7.8%+3.8%
SI27 Dec, 231 L.1.58 L.+58.4%+17.8%

SIP Calculator

Visualize how small monthly investments grow over time.

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Years
%
%

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Future Value

₹23.80L

With SIP Amount ₹5,000
Total Invested
₹9.00L
Total Profit
₹14.80L
SIP 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.

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