Axis Mutual Fund

Axis NIFTY India Defence Index Fund - Regular Plan - Growth

Axis Mutual Fund

Expense Ratio: 1.19
Risk: Very High
Other Scheme - Index Funds
Plan: Regular
Benchmark: Nifty India Defence TRI
Inception: 10-04-2026
Exit Load: Nil
Fund Size:₹242.22 Cr

Performance

1Y
FundN/A
Cat. Avg.1.93%
2Y
FundN/A
Cat. Avg.2.77%
3Y
FundN/A
Cat. Avg.10.71%
5Y
FundN/A
Cat. Avg.10.80%
10Y
FundN/A
Cat. Avg.11.39%
SI
Fund1.90%
Cat. Avg.6.96%

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.

No available Data

Similar Funds

SBI Mutual Fund
NAV / Fund Size₹655.47₹37,290.06 Cr
Large & Mid Cap FundVery High RiskEquity

3.74%

4.69%

14.16%

13.90%

13.79%

Axis Mutual Fund
NAV / Fund Size₹113.78₹26,692.24 Cr
Small Cap FundVery High RiskEquity

4.21%

6.55%

15.64%

15.87%

21.22%

Axis Mutual Fund
NAV / Fund Size₹27.58₹13,142.28 Cr
Flexi Cap FundVery High RiskEquity

2.64%

4.66%

12.21%

9.88%

12.42%

SIP Returns

7th
PeriodSIP DateInv(₹)Val(₹)Abs(%)XIRR
SI07 May, 261500015057+0.4%N/A

Lumpsum Returns

PeriodInv DateInv(₹)Val(₹)Abs(%)CAGR
SI06 May, 261 L.1.02 L.+1.9%N/A

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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