Axis NIFTY Healthcare ETF
Expense Ratio: 0.34
Risk: Very High
Other Scheme - Other ETFs
Plan: Regular
Benchmark: NIFTY Healthcare TRI
Inception: 30-04-2021
Exit Load: Nil
Fund Size:₹20.40 Cr
Performance
1Y
Fund12.69%
Cat. Avg.4.42%
2Y
Fund13.03%
Cat. Avg.3.40%
3Y
Fund21.68%
Cat. Avg.-21.32%
5Y
Fund13.50%
Cat. Avg.-16.69%
10Y
FundN/A
Cat. Avg.-20.10%
SI
Fund14.36%
Cat. Avg.-5.56%
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
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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 | Sun Pharmaceutical Industries Limited | 4.33 | 18.12% |
| 2 | Apollo Hospitals Enterprise Limited | 1.96 | 8.21% |
| 3 | Max Healthcare Institute Limited | 1.84 | 7.72% |
| 4 | Divi's Laboratories Limited | 1.83 | 7.68% |
| 5 | Dr. Reddy's Laboratories Limited | 1.81 | 7.60% |
| 6 | Cipla Limited | 1.81 | 7.58% |
| 7 | Laurus Labs Limited | 1.29 | 5.42% |
| 8 | Lupin Limited | 1.29 | 5.40% |
| 9 | Fortis Healthcare Limited | 1.09 | 4.58% |
| 10 | Torrent Pharmaceuticals Limited | 1.06 | 4.45% |
SIP Returns
7th
| Period | SIP Date | Inv(₹) | Val(₹) | Abs(%) | XIRR |
|---|---|---|---|---|---|
| 1Y | 07 Aug, 25 | 60000 | 66977 | +11.6% | +24.6% |
| 2Y | 07 Aug, 24 | 1.20 L. | 1.37 L. | +14.4% | +14.3% |
| 3Y | 07 Aug, 23 | 1.80 L. | 2.28 L. | +26.8% | +16.6% |
| 5Y | 09 Aug, 21 | 3 L. | 4.71 L. | +57.1% | +18.4% |
| SI | 07 Jun, 21 | 3.10 L. | 4.90 L. | +58.2% | +18.1% |
Lumpsum Returns
| Period | Inv Date | Inv(₹) | Val(₹) | Abs(%) | CAGR |
|---|---|---|---|---|---|
| 1Y | 21 Jul, 25 | 1 L. | 1.13 L. | +12.9% | N/A |
| 2Y | 22 Jul, 24 | 1 L. | 1.26 L. | +26.4% | +12.5% |
| 3Y | 20 Jul, 23 | 1 L. | 1.80 L. | +80.2% | +21.7% |
| 5Y | 20 Jul, 21 | 1 L. | 1.88 L. | +88.3% | +13.5% |
| SI | 21 May, 21 | 1 L. | 2.00 L. | +100.1% | +14.4% |
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.