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ETF📊 NIFTY BANK TRI

Axis NIFTY Bank ETF · Regular · Growth

Axis Mutual Fund

#127 of 241 (1Y)

NAV

₹595.4601

as of 15 Jul 2026

Expense Ratio

see scheme documents

AUM

₹401 Cr

Viewing Regular · Growth

Lumpsum returns (CAGR)

1Y
+1.74%
3Y
+9.26%
5Y
+10.48%
Since Inception
+16.37%

SIP returns (XIRR)

1Y
+3.75%
3Y
+8.17%
5Y
+10.18%
Since Inception
+10.74%

What history actually did — last 5 years (Jul 2021 – Jul 2026)

A ₹5,000 monthly SIP for the last 5 years (Jul 2021 – Jul 2026)

Real NAV backtest

A ₹5,000 monthly SIP would be worth ₹3,83,613 today ₹3,00,000 invested, 10.0% XIRR.

₹3,00,000

Invested

₹3,83,613

Value today

10.0%

XIRR (p.a.)

Try the SIP calculator with this fund

A ₹1,00,000 lumpsum, the last 5 years (Jul 2021 – Jul 2026)

Real NAV backtest

₹1,00,000 invested 5 years ago would be ₹1,64,593 today (10.5% CAGR).

A regular withdrawal plan (SWP)

Real NAV backtest

A ₹10,00,000 corpus withdrawing ₹5,000/month since Jul 2021 would still hold ₹12,62,315.

Buying the worst day

Real NAV backtest

₹1,00,000 invested on the worst market day of the last 5 years (Jul 2021 – Jul 2026) (3 Jun 2024) would be ₹1,14,027 today (1.14×).

Historical simulation using actual published NAVs for the stated period. Past performance may or may not be sustained in the future. Not investment advice.

Risk Metrics

Trailing 1 year, annualised

0.39

Sharpe Ratio

Alpha

Beta

0.40

Sortino

15.86%

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
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