How to check the XIRR of Axis Nifty Capital Markets Index Fund- Regular Plan?

You can track the exact XIRR and portfolio overlapping of Axis Nifty Capital Markets Index Fund- Regular Plan alongside your PMS and AIF investments using the MutualSaathi Portfolio Analyzer.

How to check portfolio overlap for Axis Nifty Capital Markets Index Fund- Regular Plan?

Use the MutualSaathi Portfolio Analyzer to compare Axis Nifty Capital Markets Index Fund- Regular Plan with other funds, PMS, and AIFs to detect hidden stock overlaps.

Axis NIFTY Capital Markets Index Fund- Regular Plan

Axis Mutual Fund

Expense Ratio: -

Risk: -

Other Scheme - Index Funds

Plan: Regular

Benchmark: -

Inception: 04-05-2026

Exit Load: Nil

Fund Size:₹99.52 Cr

Performance

FundN/A

Cat. Avg.2.61%

FundN/A

Cat. Avg.3.39%

FundN/A

Cat. Avg.10.42%

FundN/A

Cat. Avg.11.16%

10Y

FundN/A

Cat. Avg.11.44%

Fund-4.17%

Cat. Avg.7.02%

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	Type	Sub-Cat	Cap	Sector	Val (Cr)	% Assets
1	BSE Limited	Equity	Listed	Large Cap	Capital Markets	19.88	19.98%
2	Multi Commodity Exchange of India Limited	Equity	Listed	Mid Cap	Capital Markets	16.47	16.55%
3	HDFC Asset Management Company Limited	Equity	Listed	Large Cap	Capital Markets	12.31	12.37%
4	360 One WAM Limited	Equity	Listed	Mid Cap	Capital Markets	6.34	6.37%
5	Central Depository Services (India) Limited	Equity	Listed	Small Cap	Capital Markets	5.29	5.32%
6	Angel One Limited	Equity	Listed	Small Cap	Capital Markets	4.89	4.91%
7	Nippon Life India Asset Management Limited	Equity	Listed	Mid Cap	Capital Markets	4.74	4.76%
8	Computer Age Management Services Limited	Equity	Listed	Small Cap	Capital Markets	4.36	4.38%
9	Anand Rathi Wealth Limited	Equity	Listed	Small Cap	Capital Markets	4.02	4.03%
10	ICICI Prudential Asset Management Company Limited	Equity	Listed	Large Cap	Capital Markets	3.69	3.71%

Similar Funds

SBI Equity Hybrid Fund - Regular Plan -Growth

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Expense Ratio: 1.38

NAV / Fund Size

₹317.05₹83,065.48 Cr

Incep: 01-01-2005

Aggressive Hybrid FundVery High RiskHybrid

4.65%

7.13%

12.53%

11.22%

11.94%

Fund Details

SBI Equity Hybrid Fund - Regular Plan -Growth

NAV / Fund Size₹317.05₹83,065.48 Cr

Aggressive Hybrid FundVery High RiskHybrid

4.65%

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12.53%

11.22%

11.94%

Invesco India Smallcap Fund - Regular Plan - Growth

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NAV / Fund Size

₹47.00₹9,222.52 Cr

Incep: 10-10-2018

Small Cap FundVery High RiskEquity

9.18%

11.23%

22.34%

18.84%

22.06%

Fund Details

Invesco India Smallcap Fund - Regular Plan - Growth

NAV / Fund Size₹47.00₹9,222.52 Cr

Small Cap FundVery High RiskEquity

9.18%

11.23%

22.34%

18.84%

22.06%

Axis NIFTY Healthcare ETF

Axis Mutual Fund

Expense Ratio: 0.34

NAV / Fund Size

₹167.84₹20.40 Cr

Incep: 30-04-2021

Other ETFsVery High RiskOther

12.69%

13.03%

21.68%

13.50%

14.36%

Fund Details

Axis NIFTY Healthcare ETF

NAV / Fund Size₹167.84₹20.40 Cr

Other ETFsVery High RiskOther

12.69%

13.03%

21.68%

13.50%

14.36%

SIP Returns

Amount (₹)

Date

7th

Period	SIP Date	Inv(₹)	Val(₹)	Abs(%)	XIRR
SI	08 Jun, 26	10000	10191	+1.9%	N/A

Lumpsum Returns

Amount (₹)

Period	Inv Date	Inv(₹)	Val(₹)	Abs(%)	CAGR
SI	25 May, 26	1 L.	95831	-4.2%	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.