Axis NIFTY Healthcare ETF
Expense Ratio: 0.34
Risk: Very High
Other Scheme - Other ETFs
Plan: Regular
Benchmark: NIFTY Healthcare TRI
Inception: 30-04-2021
Exit Load: Nil
Fund Size:₹20.40 Cr
Performance
1Y
Fund11.86%
Cat. Avg.3.77%
2Y
Fund12.09%
Cat. Avg.2.69%
3Y
Fund22.54%
Cat. Avg.-21.10%
5Y
Fund13.56%
Cat. Avg.-17.16%
10Y
FundN/A
Cat. Avg.-20.16%
SI
Fund14.42%
Cat. Avg.-5.90%
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
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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 | Sun Pharmaceutical Industries Limited | 3.94 | 19.45% |
| 2 | Dr. Reddy's Laboratories Limited | 1.62 | 7.99% |
| 3 | Apollo Hospitals Enterprise Limited | 1.62 | 7.97% |
| 4 | Divi's Laboratories Limited | 1.60 | 7.89% |
| 5 | Max Healthcare Institute Limited | 1.52 | 7.48% |
| 6 | Cipla Limited | 1.46 | 7.19% |
| 7 | Lupin Limited | 1.19 | 5.86% |
| 8 | Torrent Pharmaceuticals Limited | 0.93 | 4.61% |
| 9 | Fortis Healthcare Limited | 0.88 | 4.33% |
| 10 | Laurus Labs Limited | 0.82 | 4.03% |
SIP Returns
7th
| Period | SIP Date | Inv(₹) | Val(₹) | Abs(%) | XIRR |
|---|---|---|---|---|---|
| 1Y | 07 Aug, 25 | 60000 | 67031 | +11.7% | +25.6% |
| 2Y | 07 Aug, 24 | 1.20 L. | 1.37 L. | +14.5% | +14.6% |
| 3Y | 07 Aug, 23 | 1.80 L. | 2.28 L. | +26.9% | +16.8% |
| 5Y | 09 Aug, 21 | 3 L. | 4.72 L. | +57.2% | +18.6% |
| SI | 07 Jun, 21 | 3.10 L. | 4.91 L. | +58.4% | +18.2% |
Lumpsum Returns
| Period | Inv Date | Inv(₹) | Val(₹) | Abs(%) | CAGR |
|---|---|---|---|---|---|
| 1Y | 15 Jul, 25 | 1 L. | 1.12 L. | +11.9% | +11.9% |
| 2Y | 15 Jul, 24 | 1 L. | 1.26 L. | +25.6% | +12.1% |
| 3Y | 17 Jul, 23 | 1 L. | 1.83 L. | +82.6% | +22.3% |
| 5Y | 15 Jul, 21 | 1 L. | 1.89 L. | +88.9% | +13.6% |
| SI | 21 May, 21 | 1 L. | 2.00 L. | +100.2% | +14.4% |
SIP Planner
Visualize how small monthly investments grow over time.
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%
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Future Value
₹23.80L
With SIP Amount ₹5,000
Total Invested
₹9.00LTotal Gained
₹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.