Axis India Manufacturing Fund - Regular Plan - IDCW
Expense Ratio: 1.83
Risk: Very High
Equity Scheme - Sectoral/ Thematic
Plan: Regular
Benchmark: Nifty India Manufacturing TRI
Inception: 01-12-2023
Exit Load: Nil
Fund Size:₹5,141.79 Cr
Performance
1Y
Fund8.88%
Cat. Avg.N/A
2Y
Fund2.48%
Cat. Avg.N/A
3Y
FundN/A
Cat. Avg.N/A
5Y
FundN/A
Cat. Avg.N/A
10Y
FundN/A
Cat. Avg.N/A
SI
Fund16.24%
Cat. Avg.N/A
Fund Facts
No available Data
Taxation
Within 1 Year (STCG (Short Term)):20%
After 1 Year (LTCG (Long Term)):12.5%
*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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Asset Class
Market Cap
Top Sectors
Portfolio Holdings
Detailed breakdown of instruments.
Instrument | Val (Cr) | % Assets | |
|---|---|---|---|
| 1 | Mahindra & Mahindra Limited | 272.55 | 5.07% |
| 2 | Bharat Electronics Limited | 220.09 | 4.09% |
| 3 | Sun Pharmaceutical Industries Limited | 210.33 | 3.91% |
| 4 | Clearing Corporation of India Ltd | 204.29 | 3.80% |
| 5 | Reliance Industries Limited | 197.40 | 3.67% |
| 6 | Cummins India Limited | 157.27 | 2.92% |
| 7 | Hindalco Industries Limited | 153.98 | 2.86% |
| 8 | Divi's Laboratories Limited | 139.93 | 2.60% |
| 9 | Maruti Suzuki India Limited | 139.32 | 2.59% |
| 10 | Sona BLW Precision Forgings Limited | 139.27 | 2.59% |
SIP Returns
7th
| Period | SIP Date | Inv(₹) | Val(₹) | Abs(%) | XIRR |
|---|---|---|---|---|---|
| 1Y | 07 Nov, 25 | 60000 | 63043 | +5.1% | +10.7% |
| 2Y | 07 Nov, 24 | 1.20 L. | 1.33 L. | +10.6% | +10.6% |
| SI | 08 Jan, 24 | 1.70 L. | 1.95 L. | +14.6% | +10.0% |
Lumpsum Returns
| Period | Inv Date | Inv(₹) | Val(₹) | Abs(%) | CAGR |
|---|---|---|---|---|---|
| 1Y | 16 Oct, 25 | 1 L. | 1.09 L. | +8.9% | +8.9% |
| 2Y | 16 Oct, 24 | 1 L. | 1.05 L. | +5.0% | +2.5% |
| SI | 27 Dec, 23 | 1 L. | 1.53 L. | +52.5% | +16.2% |
SIP Calculator
Visualize how small monthly investments grow over time.
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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.