Axis Mutual Fund

Axis Money Market Fund - Regular Plan - Growth Option

Axis Mutual Fund

Expense Ratio: 0.34
Risk: Moderate
Debt Scheme - Money Market Fund
Plan: Regular
Benchmark: NIFTY Money Market Index A-I
Inception: 26-07-2019
Exit Load: Nil
Fund Size:₹21,875.27 Cr

Performance

1Y
Fund6.16%
Cat. Avg.5.94%
2Y
Fund7.15%
Cat. Avg.6.88%
3Y
Fund7.26%
Cat. Avg.6.96%
5Y
Fund6.48%
Cat. Avg.6.18%
10Y
FundN/A
Cat. Avg.6.32%
SI
Fund6.27%
Cat. Avg.14.49%

Fund Facts

Manager(s)

Mr. Sachin Jain

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

Portfolio Holdings

Detailed breakdown of instruments.

Instrument
Val (Cr) % Assets
1Bank of Baroda (02/02/2027)682.573.80%
2National Bank For Agriculture and Rural Development (28/01/2027)625.173.48%
3Small Industries Dev Bank of India (16/12/2026)533.262.97%
4Cholamandalam Investment and Finance Company Ltd (04/11/2026)438.982.44%
5The Federal Bank Limited (17/02/2027)431.172.40%
6Punjab National Bank (28/01/2027)408.942.28%
7HDFC Bank Limited (12/03/2027)405.662.26%
8Punjab & Sind Bank (26/02/2027)382.382.13%
9Punjab & Sind Bank (12/03/2027)381.392.12%
10Punjab National Bank (05/02/2027)360.342.00%

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SIP Returns

7th
PeriodSIP DateInv(₹)Val(₹)Abs(%)XIRR
1Y07 Aug, 256000061853+3.1%+6.5%
2Y07 Aug, 241.20 L.1.28 L.+6.7%+6.8%
3Y07 Aug, 231.80 L.2.00 L.+10.8%+7.1%
5Y09 Aug, 213 L.3.57 L.+18.9%+7.0%
SI07 Aug, 194.20 L.5.29 L.+26.0%+6.6%

Lumpsum Returns

PeriodInv DateInv(₹)Val(₹)Abs(%)CAGR
1Y17 Jul, 251 L.1.06 L.+6.2%+6.2%
2Y18 Jul, 241 L.1.15 L.+14.8%+7.1%
3Y17 Jul, 231 L.1.23 L.+23.4%+7.3%
5Y19 Jul, 211 L.1.37 L.+36.8%+6.5%
SI07 Aug, 191 L.1.53 L.+52.6%+6.3%

SIP Planner

Visualize how small monthly investments grow over time.

Years
%
%

Beat inflation and compound wealth faster with an annual step-up.

%
%
Future Value

₹23.80L

With SIP Amount ₹5,000
Total Invested
₹9.00L
Total Gained
₹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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