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- Axis BSE Sensex Index Fund Direct Growth
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Axis BSE Sensex Index Fund Direct Growth Calculator
Investment Duration5 years
7,32,612
Total Investment1,66,027
Wealth Gained8,98,639
Total Corpus Created (₹)
With CAGR of 8.406 % in 5 yearsHistorical NAV
₹ 10.9708
NAV (Apr 21)
Fund Returns
Last 1Y | 9.6% |
Last 3Y | - |
Last 5Y | - |
Last 10Y | - |
Since Inception | 8.4% |
6 Month CAGR | -2% |
Scheme Information
The scheme seeks to provide returns before expenses that corresponds to the total returns of the S&P BSE Sensex TRI subject to tracking errors.
Expense Ratio | 0.2 % |
Launched 1Y ago | 2024-02-27 |
AUM in Crores | 46.7 |
ISIN | INF846K012V6 |
Lock-in (days) | No Lock-in |
Benchmark | BSE Sensex Total Return Index |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation | - |
Beta | - |
Sharpe Ratio | - |
Fund Managers
Returns Calculator Comparison
of
for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| Axis BSE Sensex Index Fund Direct (G) | 9,26,617 | 1,94,005 | 9.6% | |
| EPF | 9,00,761 | 1,68,149 | 8.50% | |
| Property | 8,67,662 | 1,35,050 | 7.00% | |
| PPF | 8,69,819 | 1,37,207 | 7.10% | |
| Bank FD | 8,46,471 | 1,13,859 | 6.00% | |
| Gold | 8,46,471 | 1,13,859 | 6.00% | |
| Savings Bank | 8,25,950 | 93,338 | 5.00% |
Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.
Asset allocation and Holdings
Top Stock Holdings
HDFC Bank Ltd.
12.99%Reliance Industries Ltd.
10.87%ICICI Bank Ltd.
9.11%Infosys Ltd.
7.2%ITC Ltd.
4.88%
Allocation by Sector
Financial
39.94%Technology
14.38%Energy
12.62%Consumer Staples
7.5%Automobile
6.06%
Comparison with Equity Funds
| Fund Name | Fund Size | |
|---|---|---|
₹ 49,131 cr | ||
₹ 93,440 cr | ||
₹ 64,962 cr | ||
₹ 27,730 cr | ||
₹ 16,217 cr |
About the AMC
Axis Mutual Fund
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
8.4% | 8.7% | ||
6.4% | 5.1% | ||
7.9% | 8.3% | ||
7.2% | 7.7% | ||
7.7% | 8.3% |
Axis BSE Sensex Index Fund Direct Growth Calculator
Investment Duration5 years
7,32,612
Total Investment1,66,027
Wealth Gained8,98,639
Total Corpus Created (₹)
With CAGR of 8.406 % in 5 yearsFrequently Asked Questions
What is the expense ratio for Axis BSE Sensex Index Fund Direct Plan Growth?
What is the current AUM of Axis BSE Sensex Index Fund Direct Growth?
What is the latest NAV of Axis BSE Sensex Index Fund Direct Growth?
What is the Riskometer rating for Axis BSE Sensex Index Fund Direct Plan Growth?
Which are the top sector holdings in Axis BSE Sensex Index Fund Direct Plan?
Which are the top stock holdings in Axis BSE Sensex Index Fund Direct Plan?
What is the asset allocation of Axis BSE Sensex Index Fund Direct Plan Growth?
What has been the performance of Axis BSE Sensex Index Fund Direct Growth returns?
Does Axis BSE Sensex Index Fund Direct Growth have a lock-in period?
Can I invest in both SIP and lump sum options in Axis BSE Sensex Index Fund Direct Plan Growth?
How to invest in Axis BSE Sensex Index Fund Direct Growth?
How can I redeem my investment in Axis BSE Sensex Index Fund Direct Plan?