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Direct
GROWTH
Active
Axis BSE India Sectors Leaders Index Fund- Direct Plan- Growth Option
Axis Mutual Fund · AMFI: 154171
· ISIN: INF846KA1424
Latest NAV
โน9.5157
as of Nov. 4, 2026
1Y: -4.47%
3Y: -4.47%
Fund Information
05 Nov 2026 ยท captnemo
Fund House
Axis Mutual Fund
Category
Index Funds - Equity Funds
AUM
โ
Expense Ratio
โ
Min SIP
โ
Min Lumpsum
โ
Fund Start Date
16 Feb 2026
Lock-in Period
None
๐ฐ Fund AUM Trend
Current: โ
Trailing Returns
Full Analysis โ
| Period | Fund | Benchmark | Cat Min | Cat Avg | Cat Max | Excess vs BM | Excess vs Cat |
|---|---|---|---|---|---|---|---|
| 1W | 1395.11% | 72.29% | โ | โ | โ | 1322.82% | โ |
| 1M | 87.19% | 22.62% | โ | โ | โ | 64.57% | โ |
| 3M | -11.39% | -24.80% | โ | โ | โ | 13.41% | โ |
| 6M | -2.43% | -11.17% | โ | โ | โ | 8.74% | โ |
| 1Y | -4.47% | -14.19% | -18.82% | 4.34% | 24.25% | 9.72% | -8.81% |
| 2Y | -4.47% | -14.19% | โ | โ | โ | 9.72% | โ |
| 3Y | -4.47% | -14.19% | -9.04% | 6.40% | 24.94% | 9.72% | -10.87% |
| 5Y | -4.47% | -14.19% | -5.53% | 4.26% | 16.38% | 9.72% | -8.73% |
| 7Y | -4.47% | -14.19% | โ | โ | โ | 9.72% | โ |
| 10Y | -4.47% | -14.19% | โ | โ | โ | 9.72% | โ |
| SI | -4.47% | -14.64% | โ | โ | โ | 10.17% | โ |
Risk Snapshot (3Y)
Sharpe Ratio
-0.73
(cat: 0.44)
Max Drawdown
-11.30%
(cat: -15.76%)
Std Dev (Ann)
15.08%
(cat: 13.1%)
Beta
0.96
(cat: 0.75)
Index Funds
ยท 239 funds
ยท Avg Score: 46/100
ยท Category Meter โ
NAV History
Trailing Returns (CAGR)
| Period | Fund | Benchmark | Cat Min | Cat Avg | Cat Max | Excess vs BM | Excess vs Cat |
|---|---|---|---|---|---|---|---|
| 1W | 1395.11% | 72.29% | โ | โ | โ | 1322.82% | โ |
| 1M | 87.19% | 22.62% | โ | โ | โ | 64.57% | โ |
| 3M | -11.39% | -24.80% | โ | โ | โ | 13.41% | โ |
| 6M | -2.43% | -11.17% | โ | โ | โ | 8.74% | โ |
| 1Y | -4.47% | -14.19% | -18.82% | 4.34% | 24.25% | 9.72% | -8.81% |
| 2Y | -4.47% | -14.19% | โ | โ | โ | 9.72% | โ |
| 3Y | -4.47% | -14.19% | -9.04% | 6.40% | 24.94% | 9.72% | -10.87% |
| 5Y | -4.47% | -14.19% | -5.53% | 4.26% | 16.38% | 9.72% | -8.73% |
| 7Y | -4.47% | -14.19% | โ | โ | โ | 9.72% | โ |
| 10Y | -4.47% | -14.19% | โ | โ | โ | 9.72% | โ |
| SI | -4.47% | -14.64% | โ | โ | โ | 10.17% | โ |
Trailing Returns Chart
Calendar Year Returns
Rolling Return Statistics
All rolling windows vs benchmark โ full history
Rolling returns not computed yet.
Rolling Return Calculator
Inception: Feb. 16, 2026 ยท Latest NAV: โ
Rolling Window
Start Date
End Date
Rolling Returns Distribution (All Windows)
Bar = mean, error bar = min/max. BM shown beside. Right axis = % of periods beating BM.
๐งฎ SIP Simulator
10 yrs
Enter values and click Calculate.
๐ฐ Lumpsum Simulator
10 yrs
Enter values and click Calculate.
Risk Metrics โ 3 Years
Category Avg (Index Funds)
ยท Std Dev: 13.12%
ยท Sharpe: 0.44
ยท Sortino: 0.70
ยท Max DD: -15.76%
Std Dev (Ann %)
15.08%
(cat: 13.1%)
Sharpe Ratio
-0.73
(cat: 0.44)
Sortino Ratio
-1.02
(cat: 0.70)
Max Drawdown %
-11.30%
(cat: -15.76%)
Beta
0.96
(cat: 0.75)
Alpha (Ann %)
9.12%
(cat: 3.43)
R-Squared %
93.51%
Tracking Error %
3.78%
Info Ratio
2.63
Upside Capture %
97.0%
Downside Capture %
91.5%
Risk-Free Rate Used
6.50%
Risk Metrics โ 5 Years
Category Avg (Index Funds)
ยท Std Dev: 13.03%
ยท Sharpe: 0.28
ยท Sortino: 0.46
ยท Max DD: -16.80%
Std Dev (Ann %)
15.08%
(cat: 13.0%)
Sharpe Ratio
-0.73
(cat: 0.28)
Sortino Ratio
-1.02
(cat: 0.46)
Max Drawdown %
-11.30%
(cat: -16.80%)
Beta
0.96
Alpha (Ann %)
9.12%
R-Squared %
93.51%
Tracking Error %
3.78%
Info Ratio
2.63
Upside Capture %
97.0%
Downside Capture %
91.5%
Benchmark
NIFTY 50
Market Volatility Measures (3Y)
Upside Capture
97.0%
Downside Capture
91.5%
Max Drawdown
-11.30%
Quarterly Performance Analysis (Top 5 & Worst 5)
๐ Upside Quarters (Top 5)
| Quarter | Fund | Benchmark |
|---|---|---|
| Q1 2026 | 9.89% | 6.87% |
| Q3 2026 | 4.95% | 1.40% |
Total 2 upside quarter(s)
๐ Downside Quarters (Worst 5)
| Quarter | Fund | Benchmark |
|---|---|---|
| Q2 2026 | -4.09% | -5.22% |
Total 1 downside quarter(s)
Year-wise Risk Metrics
| Year | Fund CAGR | BM CAGR | Alpha | Beta | Sharpe | Sortino | Max DD | Upside Cap | Downside Cap |
|---|---|---|---|---|---|---|---|---|---|
| 2026* | -4.47% | -14.48% | 9.12% | 0.96 | -0.73 | -1.02 | -11.30% | 97.0% | 91.5% |
* Partial year
Drawdown Chart
Crisis Period Behaviour
"Pre-inception" = fund didn't exist during that period. Hover the โ on each card for how to interpret it.
๐ How to interpret these numbers
0% or positive โ Held up during crash (exceptional)
0% to -15% โ Mild damage, manageable drawdown
Below -15% โ Significant hit; check recovery speed
Recovery label โ Months from trough back to pre-crash peak
Market Regime Analysis
Reading the cards:
โฅ15% Excellent
5โ15% Good
0โ5% Muted
<0% Lost money
|
Click โผ Per-window on any card to see each individual time window
โน๏ธ Regime windows are approximations based on Nifty 50 price action and RBI policy dates. Returns shown are fund NAV CAGR within covered dates only.
โ ๏ธ Benchmark Note: Index data shown is Price Index, not TRI (Total Return Index).
TRI includes dividends and is typically 1-2% higher annually. SEBI mandates TRI for official benchmark comparison.
Sector Allocation
Industrials
17.7%
Consumer Cyclical
15.6%
Financial Services
14.7%
Communication Services
9.5%
Basic Materials
9.2%
Energy
7.8%
Technology
7.2%
Consumer Defensive
6.7%
Healthcare
4.5%
Utilities
4.0%
Real Estate
3.1%
Weightage by Market Cap
Large Cap
11.11%
Mid Cap
1.98%
Small Cap
5.80%
Asset Allocation
Debt
0.00%
Cash
-0.02%
Other
0.00%
Portfolio Summary
Category Avg (Index Funds)
ยท Turnover: 0.5%
(median: 0.3%)
Total Holdings
60
Top 10 Weight
0.42%
Portfolio Turnover
โ
(cat avg: 0.5%)
Top Holdings
As of Sep 2026
| # | Security | Sector | Weight % | Fwd P/E |
|---|---|---|---|---|
| 1 |
HDFC Bank Ltd
INE040A01034
|
Financial Services |
0.05%
|
13.2x |
| 2 |
Bharti Airtel Ltd
INE397D01024
|
Communication Services |
0.05%
|
โ |
| 3 |
ICICI Bank Ltd
INE090A01021
|
Financial Services |
0.05%
|
17.1x |
| 4 |
Larsen & Toubro Ltd
INE018A01030
|
Industrials |
0.05%
|
โ |
| 5 |
Reliance Industries Ltd
INE002A01018
|
Energy |
0.05%
|
โ |
| 6 |
State Bank of India
INE062A01020
|
Financial Services |
0.04%
|
โ |
| 7 |
Infosys Ltd
INE009A01021
|
Technology |
0.04%
|
14.6x |
| 8 |
Mahindra & Mahindra Ltd
INE101A01026
|
Consumer Cyclical |
0.03%
|
22.3x |
| 9 |
ITC Ltd
INE154A01025
|
Consumer Defensive |
0.03%
|
โ |
| 10 |
Eternal Ltd
INE758T01015
|
Consumer Cyclical |
0.03%
|
โ |
| 11 |
Tata Consultancy Services Ltd
INE467B01029
|
Technology |
0.02%
|
15.9x |
| 12 |
Sun Pharmaceuticals Industries Ltd
INE044A01036
|
Healthcare |
0.02%
|
28.6x |
| 13 |
Titan Co Ltd
INE280A01028
|
Consumer Cyclical |
0.02%
|
โ |
| 14 |
Hindustan Unilever Ltd
INE030A01027
|
Consumer Defensive |
0.02%
|
โ |
| 15 |
Maruti Suzuki India Ltd
INE585B01010
|
Consumer Cyclical |
0.02%
|
27.9x |
| 16 |
NTPC Ltd
INE733E01010
|
Utilities |
0.02%
|
โ |
| 17 |
Tata Steel Ltd
INE081A01020
|
Basic Materials |
0.02%
|
โ |
| 18 |
Adani Ports & Special Economic Zone Ltd
INE742F01042
|
Industrials |
0.02%
|
โ |
| 19 |
Bharat Electronics Ltd
INE263A01024
|
Industrials |
0.02%
|
โ |
| 20 |
UltraTech Cement Ltd
INE481G01011
|
Basic Materials |
0.01%
|
34.0x |
| 21 |
Sun TV Network Ltd
INE424H01027
|
Communication Services |
0.01%
|
โ |
| 22 |
Power Grid Corp Of India Ltd
INE752E01010
|
Utilities |
0.01%
|
โ |
| 23 |
Divi's Laboratories Ltd
INE361B01024
|
Healthcare |
0.01%
|
โ |
| 24 |
Bajaj Auto Ltd
INE917I01010
|
Consumer Cyclical |
0.01%
|
25.9x |
| 25 |
Grasim Industries Ltd
INE047A01021
|
Basic Materials |
0.01%
|
โ |
| 26 |
PVR INOX Ltd
INE191H01014
|
Communication Services |
0.01%
|
โ |
| 27 |
Page Industries Ltd
INE761H01022
|
Consumer Cyclical |
0.01%
|
โ |
| 28 |
DLF Ltd
INE271C01023
|
Real Estate |
0.01%
|
โ |
| 29 |
Avenue Supermarts Ltd
INE192R01011
|
Consumer Defensive |
0.01%
|
โ |
| 30 |
Indus Towers Ltd Ordinary Shares
INE121J01017
|
Communication Services |
0.01%
|
โ |
| 31 |
InterGlobe Aviation Ltd
INE646L01027
|
Industrials |
0.01%
|
โ |
| 32 |
Indian Oil Corp Ltd
INE242A01010
|
Energy |
0.01%
|
โ |
| 33 |
Oberoi Realty Ltd
INE093I01010
|
Real Estate |
0.01%
|
โ |
| 34 |
Cipla Ltd
INE059A01026
|
Healthcare |
0.01%
|
โ |
| 35 |
SRF Ltd
INE647A01010
|
Industrials |
0.01%
|
32.1x |
| 36 |
Rail Vikas Nigam Ltd
INE415G01027
|
Industrials |
0.01%
|
โ |
| 37 |
3M India Ltd
INE470A01017
|
Industrials |
0.01%
|
โ |
| 38 |
Lodha Developers Ltd
INE670K01029
|
Real Estate |
0.01%
|
โ |
| 39 |
Asian Paints Ltd
INE021A01026
|
Basic Materials |
0.01%
|
โ |
| 40 |
Adani Green Energy Ltd
INE364U01010
|
Utilities |
0.01%
|
โ |
| 41 |
K.P.R. Mill Ltd
INE930H01031
|
Consumer Cyclical |
0.01%
|
โ |
| 42 |
Oil & Natural Gas Corp Ltd
INE213A01029
|
Energy |
1.00%
|
โ |
| 43 |
Tata Motors Ltd
INE1TAE01010
|
Consumer Cyclical |
0.98%
|
โ |
| 44 |
Wipro Ltd
INE075A01022
|
Technology |
0.98%
|
14.6x |
| 45 |
Trident Ltd
INE064C01022
|
Consumer Cyclical |
0.98%
|
โ |
| 46 |
Nestle India Ltd
INE239A01024
|
Consumer Defensive |
0.97%
|
โ |
| 47 |
Ambuja Cements Ltd
INE079A01024
|
Basic Materials |
0.97%
|
โ |
| 48 |
Pidilite Industries Ltd
INE318A01026
|
Basic Materials |
0.97%
|
โ |
| 49 |
Adani Enterprises Ltd
INE423A01024
|
Energy |
0.97%
|
โ |
| 50 |
Hindustan Zinc Ltd
INE267A01025
|
Basic Materials |
0.97%
|
โ |
| 51 |
Trent Ltd
INE849A01020
|
Consumer Cyclical |
0.96%
|
โ |
| 52 |
Hindustan Aeronautics Ltd Ordinary Shares
INE066F01020
|
Industrials |
0.96%
|
โ |
| 53 |
Bharti Hexacom Ltd
INE343G01021
|
Communication Services |
0.95%
|
โ |
| 54 |
DCM Shriram Ltd
INE499A01024
|
Industrials |
0.95%
|
โ |
| 55 |
Godrej Industries Ltd
INE233A01035
|
Industrials |
0.95%
|
โ |
| 56 |
IRB Infrastructure Developers Ltd
INE821I01022
|
Industrials |
0.95%
|
โ |
| 57 |
Havells India Ltd
INE176B01034
|
Industrials |
0.94%
|
โ |
| 58 |
Container Corporation of India Ltd
INE111A01025
|
Industrials |
0.91%
|
โ |
| 59 |
Solar Industries India Ltd
INE343H01029
|
Basic Materials |
0.91%
|
โ |
| 60 |
Clearing Corporation Of India Ltd
|
cashAndEquivalents |
0.28%
|
โ |
Costs & Fees
Category Avg (Index Funds)
ยท Expense Ratio: 0.29%
(median: 0.25%)
ยท Turnover: 0.5%
Expense Ratio
โ
(cat avg: 0.29%)
Portfolio Turnover
โ
(cat avg: 0.5%)
CRISIL Rating
โ
Kuvera Rating
โ
Investment Rules
Min Lumpsum
โ
Min Additional
โ
Min SIP
โ
SIP Available
โ
Yes
Lock-in Period
None
Redemption Allowed
โ
Yes
Tax Treatment
Equity Fund Tax Rules
• STCG (held <12 months): 20% flat
• LTCG (held >12 months): 12.5% on gains above โน1.25 lakh
• ELSS: 3-year lock-in applies; LTCG rules apply
• STCG (held <12 months): 20% flat
• LTCG (held >12 months): 12.5% on gains above โน1.25 lakh
• ELSS: 3-year lock-in applies; LTCG rules apply
Benchmark
NIFTY 50
SEBI-assigned category benchmark for this fund type.
Source: database
โ ๏ธ Data shown is Price Index, not TRI. TRI returns are typically 1-2% higher annually.
Named manager data is not exposed by the available on-demand sources for this fund.
Management Context
| Fund House | Axis Mutual Fund |
| Inception / First NAV | Feb. 16, 2026 |
| AUM | - |
| Expense Ratio | - |
| Portfolio Turnover | - |
| Rating | - |
| Benchmark | NIFTY 50 |
| Data Source | captnemo |
Portfolio Managed
Holdings Used
60
mstarpy
Sectors
11
Portfolio view
3Y Sharpe
-0.73
NAV computed
3Y Drawdown
-11.3%
NAV computed
Investment objective is not exposed by the current metadata provider for this fund.
Computing fund scorecard & factor breakdownโฆ
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