Returns Performance

Lumpsum Returns Performance

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

-4.11%
Loss: -₹20,554
₹5,00,000 ₹4,79,446
1 Month
-1.28%
Loss: -₹6,419
₹5,00,000 ₹4,93,581
3 Months
4.27%
Gain: +₹21,369
₹5,00,000 ₹5,21,369
6 Months
4.42%
Gain: +₹22,122
₹5,00,000 ₹5,22,122
1 Year
11.94%
Gain: +₹2,01,036
₹5,00,000 ₹7,01,036
3 Years
7.40%
Gain: +₹2,14,555
₹5,00,000 ₹7,14,555
5 Years
11.38%
Gain: +₹5,63,917
₹5,00,000 ₹10,63,917
7 Years
9.95%
Gain: +₹7,91,402
₹5,00,000 ₹12,91,402
10 Years
9.83%
Gain: +₹15,42,211
₹5,00,000 ₹20,42,211
15 Years
9.56%
Gain: +₹16,76,590
₹5,00,000 ₹21,76,590
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.

8.25% XIRR
Gain: +₹47,712
₹3,60,000 ₹4,07,712
36 installments 3 Years
9.39% XIRR
Gain: +₹1,60,128
₹6,00,000 ₹7,60,128
60 installments 5 Years
10.70% XIRR
Gain: +₹8,91,367
₹12,00,000 ₹20,91,367
120 installments 10 Years
10.15% XIRR
Gain: +₹22,69,567
₹18,00,000 ₹40,69,567
180 installments 15 Years
10.08% XIRR
Gain: +₹27,01,566
₹19,40,000 ₹46,41,566
194 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
Hybrid
Sub Category
Multi Asset Allocation Fund
Plan
Growth
Launch Date
—
AUM
—
Expense Ratio
2.2800%
Fund Manager
—
Riskometer
—
NAV (as on October 1, 2026)
₹43.5910
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

3971 data points
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