Returns Performance

Lumpsum Returns Performance

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

-5.42%
Loss: -₹27,093
₹5,00,000 ₹4,72,907
1 Month
-2.50%
Loss: -₹12,497
₹5,00,000 ₹4,87,503
3 Months
11.48%
Gain: +₹57,394
₹5,00,000 ₹5,57,394
6 Months
3.57%
Gain: +₹17,864
₹5,00,000 ₹5,17,864
1 Year
13.92%
Gain: +₹2,38,940
₹5,00,000 ₹7,38,940
3 Years
11.11%
Gain: +₹3,47,056
₹5,00,000 ₹8,47,056
5 Years
17.57%
Gain: +₹10,53,729
₹5,00,000 ₹15,53,729
7 Years
15.51%
Gain: +₹16,13,636
₹5,00,000 ₹21,13,636
10 Years
17.96%
Gain: +₹54,61,538
₹5,00,000 ₹59,61,538
15 Years
17.02%
Gain: +₹53,18,318
₹5,00,000 ₹58,18,318
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.

7.39% XIRR
Gain: +₹42,558
₹3,60,000 ₹4,02,558
36 installments 3 Years
12.06% XIRR
Gain: +₹2,12,157
₹6,00,000 ₹8,12,157
60 installments 5 Years
15.84% XIRR
Gain: +₹15,52,230
₹12,00,000 ₹27,52,230
120 installments 10 Years
16.93% XIRR
Gain: +₹54,96,218
₹18,00,000 ₹72,96,218
180 installments 15 Years
17.03% XIRR
Gain: +₹63,03,140
₹18,80,000 ₹81,83,140
188 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
Equity
Sub Category
Mid Cap Fund
Plan
Growth
Launch Date
—
AUM
—
Expense Ratio
1.7800%
Fund Manager
—
Riskometer
—
NAV (as on October 1, 2026)
₹116.2500
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

3848 data points
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