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Index Fundregulargrowth📊 NIFTY IT TRI

Axis Nifty IT Index Fund - Regular Plan - Growth

Axis Mutual Fund

#241 of 242 (1Y)

₹10.0150

0.06 (+0.59%)

NAV as of 29 May 2026

Today's NAV — all variants

Regular · Growth

₹₹10.0150

0.06 (+0.59%)

29 May 2026

AMFI: 151787

Direct · Growth

₹₹10.2110

0.06 (+0.60%)

29 May 2026

AMFI: 151785

Regular · IDCW

₹₹10.0151

0.06 (+0.59%)

29 May 2026

AMFI: 151784

Direct · IDCW

₹₹10.2110

0.06 (+0.60%)

29 May 2026

AMFI: 151786

Returns (Lumpsum)

CAGR for periods ≥ 1 year
1 Week-3.22%
1 Month-10.61%
3 Months-13.29%
6 Months-21.78%
1 Year-24.14%
3 Years (CAGR)
5 Years (CAGR)
10 Years (CAGR)
Since Inception (Jul 2023)-0.89%

SIP Returns (XIRR)

₹1,000/month SIP, annualised
1 Year SIP-30.86%
3 Year SIP
5 Year SIP
Since Inception (Jul 2023)-13.65%

SIP since inception — what ₹500/month became

Real NAV backtest from day one

₹17,000

Invested

₹14,120

Value today

-12.4%

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

₹1,002

Value today

0.1%

CAGR (p.a.)

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

Try Lumpsum Calculator

₹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

₹5,60,592

Value today

-6.7%

vs lumpsum

Direct lumpsum would have beaten STP by 6.7% — but STP reduced timing risk

Model your own STP with real NAV

Direct vs Regular — ₹500/month over 2 years

Expense ratio drag on your actual returns

Direct plan

₹10,144

Regular plan

₹10,072

Direct earns ₹72 more on a ₹12K investment0.30% extra return per year

Same fund, same NAV history — only the expense ratio differs. Direct plans always outperform Regular over time.

Learn about Direct vs Regular plans

Fund Details

Fund HouseAxis Mutual Fund
CategoryIndex Fund
Plan Typeregular
Optiongrowth
AUM₹128 Cr
Expense Ratio1.03%
Min SIP₹500
Min Lumpsum₹1,000
BenchmarkNIFTY IT TRI
Launch Date14 Jul 2023
AMFI Code151787

Risk Metrics

Trailing 1 year, annualised

-1.42

Sharpe Ratio

Alpha

Beta

-1.36

Sortino

22.63%

Std Dev

-39.53%

Max Drawdown

Portfolio Strategy

This is a passively managed index fund that replicates its benchmark index by holding the same securities in the same proportion.

Tracks:NIFTY IT TRI

ETF, FoF, and index funds track an index or target fund — not individual securities. Portfolio performance is captured via NAV and benchmark returns shown above.

Performance Comparison

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Investment Objective

Axis Nifty IT Index Fund - Regular Plan - Growth is a passively managed fund that tracks a specific market index, aiming to replicate its returns with minimal tracking error. Index funds offer low-cost, diversified exposure to the market with full transparency of holdings.

About This Fund

Axis Nifty IT Index Fund - Regular Plan - Growth is a Index Fund mutual fund offered by Axis Mutual Fund. The fund has been operational for over 2 years. It manages assets worth ₹128 Cr, reflecting investor confidence in the fund's strategy. It benchmarks its performance against NIFTY IT TRI. The current expense ratio is 1.03%.

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