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
Fund6.42%
Cat. Avg.-0.91%
2Y
Fund3.18%
Cat. Avg.0.60%
3Y
Fund18.09%
Cat. Avg.-22.41%
5Y
Fund11.87%
Cat. Avg.-19.85%
10Y
FundN/A
Cat. Avg.-20.41%
SI
Fund12.63%
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
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Top Sectors
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Market Cap
Top Sectors
Portfolio Holdings
Detailed breakdown of instruments.
Instrument | Val (Cr) | % Assets | |
|---|---|---|---|
| 1 | Sun Pharmaceutical Industries Limited | 4.33 | 18.12% |
| 2 | Apollo Hospitals Enterprise Limited | 1.96 | 8.21% |
| 3 | Max Healthcare Institute Limited | 1.84 | 7.72% |
| 4 | Divi's Laboratories Limited | 1.83 | 7.68% |
| 5 | Dr. Reddy's Laboratories Limited | 1.81 | 7.60% |
| 6 | Cipla Limited | 1.81 | 7.58% |
| 7 | Laurus Labs Limited | 1.29 | 5.42% |
| 8 | Lupin Limited | 1.29 | 5.40% |
| 9 | Fortis Healthcare Limited | 1.09 | 4.58% |
| 10 | Torrent Pharmaceuticals Limited | 1.06 | 4.45% |
SIP Returns
7th
| Period | SIP Date | Inv(₹) | Val(₹) | Abs(%) | XIRR |
|---|---|---|---|---|---|
| 1Y | 07 Nov, 25 | 60000 | 61661 | +2.8% | +5.8% |
| 2Y | 07 Nov, 24 | 1.20 L. | 1.28 L. | +6.9% | +7.0% |
| 3Y | 07 Nov, 23 | 1.80 L. | 2.07 L. | +14.9% | +9.6% |
| 5Y | 08 Nov, 21 | 3 L. | 4.36 L. | +45.3% | +15.3% |
| SI | 07 Jun, 21 | 3.25 L. | 4.81 L. | +47.9% | +14.7% |
Lumpsum Returns
| Period | Inv Date | Inv(₹) | Val(₹) | Abs(%) | CAGR |
|---|---|---|---|---|---|
| 1Y | 16 Oct, 25 | 1 L. | 1.06 L. | +6.4% | +6.4% |
| 2Y | 16 Oct, 24 | 1 L. | 1.06 L. | +6.5% | +3.2% |
| 3Y | 16 Oct, 23 | 1 L. | 1.65 L. | +64.7% | +18.1% |
| 5Y | 18 Oct, 21 | 1 L. | 1.77 L. | +76.7% | +12.1% |
| SI | 21 May, 21 | 1 L. | 1.90 L. | +90.2% | +12.6% |
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.