Returns Performance

Lumpsum Returns Performance

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

-3.88%
Loss: -₹19,384
₹5,00,000 ₹4,80,616
1 Month
0.86%
Gain: +₹4,317
₹5,00,000 ₹5,04,317
3 Months
19.27%
Gain: +₹96,368
₹5,00,000 ₹5,96,368
6 Months
7.90%
Gain: +₹39,520
₹5,00,000 ₹5,39,520
1 Year
13.38%
Gain: +₹2,28,494
₹5,00,000 ₹7,28,494
3 Years
14.08%
Gain: +₹4,66,479
₹5,00,000 ₹9,66,479
5 Years
20.87%
Gain: +₹13,85,985
₹5,00,000 ₹18,85,985
7 Years
17.50%
Gain: +₹20,09,079
₹5,00,000 ₹25,09,079
10 Years
—
Insufficient history
15 Years
20.82%
Gain: +₹51,59,840
₹5,00,000 ₹56,59,840
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.

9.13% XIRR
Gain: +₹53,047
₹3,60,000 ₹4,13,047
36 installments 3 Years
13.65% XIRR
Gain: +₹2,44,761
₹6,00,000 ₹8,44,761
60 installments 5 Years
18.57% XIRR
Gain: +₹19,88,228
₹12,00,000 ₹31,88,228
120 installments 10 Years
—
Insufficient NAV history
15 Years
18.38% XIRR
Gain: +₹39,81,737
₹15,40,000 ₹55,21,737
154 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
Small Cap Fund
Plan
Growth
Launch Date
—
AUM
—
Expense Ratio
1.6800%
Fund Manager
—
Riskometer
—
NAV (as on October 1, 2026)
₹113.3100
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

3163 data points
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