How to check the XIRR of Axis Fixed Term Plan - Series 113 (1228 Days) - Direct Plan - Growth?

You can track the exact XIRR and portfolio overlapping of Axis Fixed Term Plan - Series 113 (1228 Days) - Direct Plan - Growth alongside your PMS and AIF investments using the MutualSaathi Portfolio Analyzer.

Axis Fixed Term Plan - Series 113 (1228 Days) - Direct Plan - Growth

Q: How to check portfolio overlap for Axis Fixed Term Plan - Series 113 (1228 Days) - Direct Plan - Growth?

Use the MutualSaathi Portfolio Analyzer to compare Axis Fixed Term Plan - Series 113 (1228 Days) - Direct Plan - Growth with other funds, PMS, and AIFs to detect hidden stock overlaps.

Axis Mutual Fund

Expense Ratio: 0.11

Risk: Low to Moderate

Income

Plan: Direct

Benchmark: CRISIL Medium Term Debt Index

Inception: 15-03-2023

Exit Load: Nil

Fund Size:₹99.25 Cr

Performance

FundN/A

Cat. Avg.N/A

FundN/A

Cat. Avg.N/A

FundN/A

Cat. Avg.N/A

FundN/A

Cat. Avg.N/A

10Y

FundN/A

Cat. Avg.N/A

Fund2.69%

Cat. Avg.2.56%

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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Debt Ratings

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Debt Instruments

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Asset Class

Debt Ratings

Debt Instruments

Portfolio Holdings

Detailed breakdown of instruments.

	Instrument	Type	Sub-Cat	Sector	YTM	Val (Cr)	% Assets
1	Clearing Corporation of India Ltd	CASH	CCIL	CCIL	6.27%	19.05	18.89%
2	7.32% Export Import Bank of India (08/06/2026)	DEBT	Bond/NCD	CRISIL AAA	7.48%	9.99	9.90%
3	7.8% REC Limited (30/05/2026)	DEBT	Bond/NCD	ICRA AAA	8.15%	9.99	9.90%
4	Small Industries Dev Bank of India (20/05/2026)	DEBT	CD	CRISIL A1	7.94%	9.89	9.81%
5	7.4% Indian Railway Finance Corporation Limited (18/04/2026)	DEBT	Bond/NCD	CRISIL AAA	7.73%	9.50	9.41%
6	7.22% National Housing Bank (23/07/2026)	DEBT	Bond/NCD	CRISIL AAA	7.42%	8.99	8.92%
7	7.13% Power Finance Corporation Limited (15/07/2026)	DEBT	Bond/NCD	CRISIL AAA	7.55%	8.88	8.80%
8	7.9873% Tata Capital Limited (17/04/2026)	DEBT	Bond/NCD	CRISIL AAA	8.04%	7.50	7.43%
9	7.35% NTPC Limited (17/04/2026)	DEBT	Bond/NCD	CRISIL AAA	7.47%	5.00	4.96%
10	7.78% Bajaj Housing Finance Limited (26/05/2026)	DEBT	Bond/NCD	CRISIL AAA	7.62%	5.00	4.95%

Similar Funds

SIP Returns

Amount (₹)

Date

7th

Period	SIP Date	Inv(₹)	Val(₹)	Abs(%)	XIRR
SI	09 Mar, 26	25000	25287	+1.1%	N/A

Lumpsum Returns

Amount (₹)

Period	Inv Date	Inv(₹)	Val(₹)	Abs(%)	CAGR
SI	12 Feb, 26	1 L.	1.03 L.	+2.7%	N/A

SIP Planner

Visualize how small monthly investments grow over time.

Monthly SIP Amount

HNI/UHNI? Enter manually (Max: ₹10 Cr)

₹

Investment Tenure

Max: 40 Years

Years

Expected Annual Return (SIP)

Max: 30%

Expected Inflation

Max: 20%

Annual Step-up

Beat inflation and compound wealth faster with an annual step-up.

Max: 500%

Initial Lumpsum

HNI/UHNI? Enter manually (Max: ₹1000 Cr)

₹

Expected Return on Lumpsum

Max: 30%

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.