Axis BSE Sensex Index Fund - Direct Plan - IDCW
Expense Ratio: 0.1
Risk: Very High
Other Scheme - Index Funds
Plan: Direct
Benchmark: BSE SENSEX TRI
Inception: 08-02-2024
Exit Load: Nil
Fund Size:₹46.23 Cr
Performance
1Y
Fund-5.47%
Cat. Avg.2.44%
2Y
Fund-1.13%
Cat. Avg.3.21%
3Y
FundN/A
Cat. Avg.11.17%
5Y
FundN/A
Cat. Avg.11.42%
10Y
FundN/A
Cat. Avg.11.84%
SI
Fund3.82%
Cat. Avg.7.47%
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
Asset Class
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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 | HDFC Bank Limited | 15.66 | 13.10% |
| 2 | Reliance Industries Limited | 12.78 | 10.69% |
| 3 | ICICI Bank Limited | 12.12 | 10.14% |
| 4 | Bharti Airtel Limited | 7.15 | 5.98% |
| 5 | Infosys Limited | 6.13 | 5.13% |
| 6 | Larsen & Toubro Limited | 5.76 | 4.81% |
| 7 | State Bank of India | 5.72 | 4.78% |
| 8 | Axis Bank Limited | 4.67 | 3.90% |
| 9 | ITC Limited | 3.90 | 3.26% |
| 10 | Mahindra & Mahindra Limited | 3.72 | 3.11% |
Similar Funds
SIP Returns
7th
| Period | SIP Date | Inv(₹) | Val(₹) | Abs(%) | XIRR |
|---|---|---|---|---|---|
| 1Y | 07 Aug, 25 | 60000 | 58239 | -2.9% | -6.1% |
| 2Y | 07 Aug, 24 | 1.20 L. | 1.18 L. | -2.0% | -2.0% |
| SI | 07 Mar, 24 | 1.45 L. | 1.44 L. | -0.9% | -0.7% |
Lumpsum Returns
| Period | Inv Date | Inv(₹) | Val(₹) | Abs(%) | CAGR |
|---|---|---|---|---|---|
| 1Y | 15 Jul, 25 | 1 L. | 94532 | -5.5% | -5.5% |
| 2Y | 15 Jul, 24 | 1 L. | 97754 | -2.2% | -1.1% |
| SI | 29 Feb, 24 | 1 L. | 1.09 L. | +9.3% | +3.8% |
SIP Planner
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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.