Axis NIFTY It Index Fund - Direct Plan - IDCW
Expense Ratio: 0.32
Risk: Very High
Other Scheme - Index Funds
Plan: Direct
Benchmark: Nifty IT TRI
Inception: 27-06-2023
Exit Load: Nil
Fund Size:₹146.40 Cr
Performance
1Y
Fund-22.30%
Cat. Avg.2.26%
2Y
Fund-12.80%
Cat. Avg.3.16%
3Y
FundN/A
Cat. Avg.11.16%
5Y
FundN/A
Cat. Avg.11.31%
10Y
FundN/A
Cat. Avg.11.84%
SI
Fund-1.19%
Cat. Avg.7.39%
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 | Infosys Limited | 33.02 | 29.32% |
| 2 | Tata Consultancy Services Limited | 23.29 | 20.68% |
| 3 | HCL Technologies Limited | 13.69 | 12.15% |
| 4 | Tech Mahindra Limited | 12.09 | 10.73% |
| 5 | Wipro Limited | 7.38 | 6.55% |
| 6 | Persistent Systems Limited | 7.30 | 6.48% |
| 7 | Coforge Limited | 5.15 | 4.57% |
| 8 | LTIMindtree Limited | 5.12 | 4.55% |
| 9 | Mphasis Limited | 3.59 | 3.18% |
| 10 | Oracle Financial Services Software Limited | 2.21 | 1.96% |
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SIP Returns
7th
| Period | SIP Date | Inv(₹) | Val(₹) | Abs(%) | XIRR |
|---|---|---|---|---|---|
| 1Y | 07 Aug, 25 | 60000 | 52855 | -11.9% | -23.7% |
| 2Y | 07 Aug, 24 | 1.20 L. | 97560 | -18.7% | -19.7% |
| SI | 07 Aug, 23 | 1.80 L. | 1.50 L. | -16.4% | -11.7% |
Lumpsum Returns
| Period | Inv Date | Inv(₹) | Val(₹) | Abs(%) | CAGR |
|---|---|---|---|---|---|
| 1Y | 16 Jul, 25 | 1 L. | 77697 | -22.3% | -22.3% |
| 2Y | 16 Jul, 24 | 1 L. | 76045 | -24.0% | -12.8% |
| SI | 18 Jul, 23 | 1 L. | 96464 | -3.5% | -1.2% |
SIP Planner
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%
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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.