Axis NIFTY It Index Fund - Regular Plan - Growth
Expense Ratio: 1.03
Risk: Very High
Other Scheme - Index Funds
Plan: Regular
Benchmark: Nifty IT TRI
Inception: 27-06-2023
Exit Load: Nil
Fund Size:₹146.40 Cr
Performance
1Y
Fund-9.07%
Cat. Avg.-1.42%
2Y
Fund-12.04%
Cat. Avg.-0.02%
3Y
Fund1.29%
Cat. Avg.8.81%
5Y
FundN/A
Cat. Avg.7.22%
10Y
FundN/A
Cat. Avg.10.92%
SI
Fund1.56%
Cat. Avg.5.09%
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
Top Sectors
Portfolio Holdings
Detailed breakdown of instruments.
Instrument | Val (Cr) | % Assets | |
|---|---|---|---|
| 1 | Infosys Limited | 34.12 | 30.46% |
| 2 | Tata Consultancy Services Limited | 22.98 | 20.51% |
| 3 | HCL Technologies Limited | 12.52 | 11.18% |
| 4 | Tech Mahindra Limited | 12.16 | 10.86% |
| 5 | Wipro Limited | 6.67 | 5.95% |
| 6 | Persistent Systems Limited | 6.41 | 5.72% |
| 7 | Coforge Limited | 5.48 | 4.89% |
| 8 | LTM Limited | 4.48 | 4.00% |
| 9 | Mphasis Limited | 3.90 | 3.48% |
| 10 | Oracle Financial Services Software Limited | 3.50 | 3.13% |
SIP Returns
7th
| Period | SIP Date | Inv(₹) | Val(₹) | Abs(%) | XIRR |
|---|---|---|---|---|---|
| 1Y | 07 Nov, 25 | 60000 | 60757 | +1.3% | +2.6% |
| 2Y | 07 Nov, 24 | 1.20 L. | 1.12 L. | -6.6% | -6.8% |
| 3Y | 07 Nov, 23 | 1.80 L. | 1.66 L. | -7.6% | -5.3% |
| SI | 07 Aug, 23 | 1.95 L. | 1.82 L. | -6.7% | -4.3% |
Lumpsum Returns
| Period | Inv Date | Inv(₹) | Val(₹) | Abs(%) | CAGR |
|---|---|---|---|---|---|
| 1Y | 16 Oct, 25 | 1 L. | 90926 | -9.1% | -9.1% |
| 2Y | 16 Oct, 24 | 1 L. | 77371 | -22.6% | -12.0% |
| 3Y | 16 Oct, 23 | 1 L. | 1.04 L. | +3.9% | +1.3% |
| SI | 18 Jul, 23 | 1 L. | 1.05 L. | +5.2% | +1.6% |
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.