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ETF📊 NIFTY BANK TRI

Axis NIFTY Bank ETF · Regular · Growth

Axis Mutual Fund

#117 of 232 (1Y)

NAV

₹589.0434

as of 16 Jun 2026

Expense Ratio

see scheme documents

AUM

₹401 Cr

Viewing Regular · Growth

Lumpsum returns (CAGR)

1Y
+2.95%
3Y
+9.77%
5Y
+11.20%
Since Inception
+16.49%

SIP returns (XIRR)

1Y
+3.27%
3Y
+8.30%
5Y
+10.27%
Since Inception
+10.82%

SIP since inception — what ₹500/month became

Real NAV backtest from day one

₹33,500

Invested

₹43,288

Value today

9.3%

XIRR (p.a.)

500/month SIP from fund inception · Current value as of today

Try SIP Calculator with this fund's history

1,000 lumpsum at launch — value today

Invested on the fund's first NAV date

₹1,000

Invested

₹2,270

Value today

15.8%

CAGR (p.a.)

One-time investment at fund inception · Growth purely from NAV appreciation

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₹10L corpus with ₹5,000/month withdrawals since inception

Corpus is still growing despite monthly payouts

₹10,00,000

Initial corpus

₹3,35,000

Withdrawn

₹18,36,778

Corpus left

+₹11,71,778 net gain — withdrew ₹3,35,000 AND corpus grew

Plan your SWP with real NAV

₹6L corpus via 12-month STP from a liquid fund at inception

₹50K/month transferred from HDFC Liquid → this fund at launch

₹6,00,000

Invested

₹10,04,978

Value today

-26.2%

vs lumpsum

Direct lumpsum would have beaten STP by 26.2% — but STP reduced timing risk

Model your own STP with real NAV

₹1 lakh on the worst crash day — 03 Jun 2024

Worst single-day Nifty drop during this fund's life

₹1,00,000

Invested

₹1,09,196

Value today

1.1×

Multiple

Staying invested through that crash turned ₹1L into ₹1,09,196 — a 1.1× return

Read: Staying invested through crashes

Risk Metrics

Trailing 1 year, annualised

0.22

Sharpe Ratio

Alpha

Beta

0.22

Sortino

16.02%

Std Dev

-18.36%

Max Drawdown

Performance Comparison

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Fund Details

Fund HouseAxis Mutual Fund
CategoryETF
BenchmarkNIFTY BANK TRI
Launch Date03 Nov 2020
AMFI Code148559
Transaction facts

Investment Objective

Axis NIFTY Bank ETF · Regular · Growth is an exchange-traded fund (ETF) that trades on stock exchanges like a regular share. It offers real-time pricing, low expense ratios, and the flexibility to buy and sell units throughout the trading day.

About This Fund

Axis NIFTY Bank ETF · Regular · Growth is a ETF mutual fund offered by Axis Mutual Fund. The fund has been operational for over 5 years. It manages assets worth ₹401 Cr, reflecting investor confidence in the fund's strategy. It benchmarks its performance against NIFTY BANK TRI.

Who Should Invest?

  • Investors with a high risk appetite seeking long-term wealth creation
  • Investors with an investment horizon of 5 years or more
  • Cost-conscious investors who prefer passive investing with low expense ratios
  • SIP investors who can benefit from rupee cost averaging during market fluctuations