Axis Multi Factor Passive FoF - Direct Plan - Growth Option
Expense Ratio: 0.14
Risk: Very High
Other Scheme - FoF Domestic
Plan: Direct
Benchmark: Nifty 500 TRI
Inception: 04-02-2022
Exit Load: Nil
Fund Size:₹36.31 Cr
Performance
1Y
Fund-4.75%
Cat. Avg.7.15%
2Y
Fund-5.15%
Cat. Avg.15.34%
3Y
Fund7.34%
Cat. Avg.18.72%
5Y
FundN/A
Cat. Avg.12.38%
10Y
FundN/A
Cat. Avg.11.51%
SI
Fund8.91%
Cat. Avg.12.46%
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.
Allocation
Visualizing Fund's Exposure
Asset Class
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Market Cap
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Top Sectors
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Asset Class
Market Cap
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Top Sectors
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Portfolio Holdings
Detailed breakdown of instruments.
Instrument | Val (Cr) | % Assets | |
|---|---|---|---|
| 1 | Axis Nifty500 Value 50 ETF | 9.13 | 25.31% |
| 2 | ICICI Prudential Nifty 200 Momentum 30 ETF | 8.89 | 24.64% |
| 3 | ICICI Prudential Nifty 100 Low Volatility 30 ETF | 8.45 | 23.42% |
| 4 | SBI Nifty 200 Quality 30 ETF | 8.17 | 22.64% |
| 5 | Clearing Corporation of India Ltd | 1.49 | 4.12% |
| 6 | Net Receivables / (Payables) | -0.05 | -0.13% |
Similar Funds
SIP Returns
7th
| Period | SIP Date | Inv(₹) | Val(₹) | Abs(%) | XIRR |
|---|---|---|---|---|---|
| 1Y | 07 Nov, 25 | 60000 | 57452 | -4.2% | -8.7% |
| 2Y | 07 Nov, 24 | 1.20 L. | 1.18 L. | -2.0% | -2.0% |
| 3Y | 07 Nov, 23 | 1.80 L. | 1.79 L. | -0.4% | -0.3% |
| SI | 07 Mar, 22 | 2.80 L. | 3.19 L. | +13.8% | +5.6% |
Lumpsum Returns
| Period | Inv Date | Inv(₹) | Val(₹) | Abs(%) | CAGR |
|---|---|---|---|---|---|
| 1Y | 16 Oct, 25 | 1 L. | 95251 | -4.7% | -4.8% |
| 2Y | 16 Oct, 24 | 1 L. | 89972 | -10.0% | -5.1% |
| 3Y | 16 Oct, 23 | 1 L. | 1.24 L. | +23.7% | +7.3% |
| SI | 28 Feb, 22 | 1 L. | 1.49 L. | +48.5% | +8.9% |
SIP Calculator
Visualize how small monthly investments grow over time.
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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.