Returns Performance

Lumpsum Returns Performance

One time Investment of ₹5,00,000 calculated using actual historical NAV.

-0.77%
Loss: -₹3,844
₹5,00,000 ₹4,96,156
1 Month
-2.40%
Loss: -₹11,989
₹5,00,000 ₹4,88,011
3 Months
4.38%
Gain: +₹21,908
₹5,00,000 ₹5,21,908
6 Months
0.73%
Gain: +₹3,641
₹5,00,000 ₹5,03,641
1 Year
5.34%
Gain: +₹84,436
₹5,00,000 ₹5,84,436
3 Years
—
Insufficient history
5 Years
—
Insufficient history
7 Years
—
Insufficient history
10 Years
—
Insufficient history
15 Years
5.68%
Gain: +₹1,15,414
₹5,00,000 ₹6,15,414
Since Inception
Performance Illustration
  • Lump-sum investment: ₹5,00,000
  • SIP investment: ₹10,000 per month
  • Values are calculated using actual historical NAV based on the selected investment period.
  • Current valuation is based on the latest available NAV.

SIP Performance Illustration

Monthly SIP of ₹10,000 calculated using actual historical NAV.

3.02% XIRR
Gain: +₹16,994
₹3,60,000 ₹3,76,994
36 installments 3 Years
—
Insufficient NAV history
5 Years
—
Insufficient NAV history
10 Years
—
Insufficient NAV history
15 Years
3.91% XIRR
Gain: +₹34,794
₹4,60,000 ₹4,94,794
46 installments Since Inception

XIRR is calculated from the actual dates and values of all SIP cash flows. Illustrations are not return guarantees.

Fund Information

AMC
Axis Mutual Fund
Benchmark
—
Category
Debt
Sub Category
Long Term Fund
Plan
Growth
Launch Date
—
AUM
—
Expense Ratio
0.7800%
Fund Manager
—
Riskometer
—
NAV (as on October 1, 2026)
₹1,233.2440
Exit Load
Refer to scheme factsheet.

Investment Calculator

Results use this scheme’s actual historical NAV data. They are illustrations, not return guarantees.

NAV History Chart

916 data points
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