How to check the XIRR of Axis India Manufacturing Fund - Regular Plan - Growth?

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How to check portfolio overlap for Axis India Manufacturing Fund - Regular Plan - Growth?

Use the MutualSaathi Portfolio Analyzer to compare Axis India Manufacturing Fund - Regular Plan - Growth with other funds, PMS, and AIFs to detect hidden stock overlaps.

Axis India Manufacturing Fund - Regular Plan - Growth

Axis Mutual Fund

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

Fund11.36%

Cat. Avg.N/A

Fund6.34%

Cat. Avg.N/A

FundN/A

Cat. Avg.N/A

FundN/A

Cat. Avg.N/A

10Y

FundN/A

Cat. Avg.N/A

Fund17.71%

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

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	Type	Sub-Cat	Cap	Sector	YTM	Val (Cr)	% Assets
1	Mahindra & Mahindra Limited	Equity	Listed	Large Cap	Automobiles		272.55	5.07%
2	Bharat Electronics Limited	Equity	Listed	Large Cap	Aerospace & Defense		220.09	4.09%
3	Sun Pharmaceutical Industries Limited	Equity	Listed	Large Cap	Pharmaceuticals & Biotechnology		210.33	3.91%
4	Clearing Corporation of India Ltd	CASH	CCIL		CCIL	5.32%	204.29	3.80%
5	Reliance Industries Limited	Equity	Listed	Large Cap	Petroleum Products		197.40	3.67%
6	Cummins India Limited	Equity	Listed	Large Cap	Industrial Products		157.27	2.92%
7	Hindalco Industries Limited	Equity	Listed	Large Cap	Non - Ferrous Metals		153.98	2.86%
8	Divi's Laboratories Limited	Equity	Listed	Large Cap	Pharmaceuticals & Biotechnology		139.93	2.60%
9	Maruti Suzuki India Limited	Equity	Listed	Large Cap	Automobiles		139.32	2.59%
10	Sona BLW Precision Forgings Limited	Equity	Listed	Mid Cap	Auto Components		139.27	2.59%

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Fund Details

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Fund Details

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Incep: 08-10-2009

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Fund Details

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SIP Returns

Amount (₹)

Date

7th

Period	SIP Date	Inv(₹)	Val(₹)	Abs(%)	XIRR
1Y	07 Aug, 25	60000	65011	+8.4%	+17.5%
2Y	07 Aug, 24	1.20 L.	1.34 L.	+11.8%	+11.7%
SI	08 Jan, 24	1.55 L.	1.80 L.	+15.9%	+11.9%

Lumpsum Returns

Amount (₹)

Period	Inv Date	Inv(₹)	Val(₹)	Abs(%)	CAGR
1Y	21 Jul, 25	1 L.	1.11 L.	+10.8%	N/A
2Y	22 Jul, 24	1 L.	1.12 L.	+12.1%	+5.9%
SI	27 Dec, 23	1 L.	1.52 L.	+51.9%	+17.7%

SIP Planner

Visualize how small monthly investments grow over time.

Monthly SIP Amount

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Investment Tenure

Max: 40 Years

Years

Expected Annual Return (SIP)

Max: 30%

Expected Inflation

Max: 20%

Annual Step-up

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Max: 500%

Initial Lumpsum

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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.