Axis Mutual Fund

Axis It ETF

Axis Mutual Fund

Expense Ratio: 0.23
Risk: Very High
Other Scheme - Other ETFs
Plan: Regular
Benchmark: Nifty IT TRI
Inception: 18-03-2021
Exit Load: Nil
Fund Size:₹207.75 Cr

Performance

1Y
Fund-8.27%
Cat. Avg.-0.91%
2Y
Fund-11.26%
Cat. Avg.0.60%
3Y
Fund2.14%
Cat. Avg.-22.41%
5Y
Fund-0.43%
Cat. Avg.-19.85%
10Y
FundN/A
Cat. Avg.-20.41%
SI
Fund5.76%
Cat. Avg.-6.26%

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

Portfolio Holdings

Detailed breakdown of instruments.

Instrument
Val (Cr) % Assets
1Infosys Limited43.4230.40%
2Tata Consultancy Services Limited29.2420.47%
3HCL Technologies Limited15.9311.15%
4Tech Mahindra Limited15.4810.84%
5Wipro Limited8.485.94%
6Persistent Systems Limited8.165.71%
7Coforge Limited6.974.88%
8LTM Limited5.703.99%
9Mphasis Limited4.963.48%
10Oracle Financial Services Software Limited4.463.12%

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SIP Returns

7th
PeriodSIP DateInv(₹)Val(₹)Abs(%)XIRR
1Y07 Nov, 256000061020+1.7%+3.6%
2Y07 Nov, 241.20 L.1.13 L.-5.8%-6.0%
3Y07 Nov, 231.80 L.1.68 L.-6.4%-4.4%
5Y08 Nov, 213 L.3.02 L.+0.6%+0.3%
SI07 Apr, 213.35 L.3.43 L.+2.5%+0.9%

Lumpsum Returns

PeriodInv DateInv(₹)Val(₹)Abs(%)CAGR
1Y16 Oct, 251 L.91726-8.3%-8.3%
2Y16 Oct, 241 L.78755-21.2%-11.3%
3Y16 Oct, 231 L.1.07 L.+6.6%+2.1%
5Y18 Oct, 211 L.96341-3.7%-0.7%
SI31 Mar, 211 L.1.36 L.+36.5%+5.8%

SIP Calculator

Visualize how small monthly investments grow over time.

₹
Years
%
%

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%
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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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