Sharpe ratio
-0.30Return earned for the risk taken.
Negative
Negative means the fund has not rewarded investors well for the risk taken recently.
—1Y Absolute Return
-0.60%1D
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Past performance is not an indicator of future returns.
Returns calculator comparison
Compare an illustrative investment outcome across return assumptions.
| Asset | Projected corpus | Total invested | Gain | Annual return |
|---|---|---|---|---|
| Axis BSE India Sectors Leaders Index Fund- Direct Plan- Growth OptionFund since-launch annualised return · 5Y history unavailable | ₹7,47,809 | ₹7,32,612 | ₹15,197 | +0.87% |
| EPFIllustrative annual assumption | ₹8,95,132 | ₹7,32,612 | ₹1,62,520 | +8.25% |
| Residential propertyIllustrative annual assumption | ₹8,67,662 | ₹7,32,612 | ₹1,35,050 | +7.00% |
| PPFIllustrative annual assumption | ₹8,69,819 | ₹7,32,612 | ₹1,37,207 | +7.10% |
| Bank fixed depositIllustrative annual assumption | ₹8,56,981 | ₹7,32,612 | ₹1,24,369 | +6.50% |
| GoldIllustrative annual assumption | ₹8,67,662 | ₹7,32,612 | ₹1,35,050 | +7.00% |
| Savings accountIllustrative annual assumption | ₹7,86,827 | ₹7,32,612 | ₹54,215 | +3.00% |
Illustration only. Fund results use the available NAV-derived annualised return and can be negative. Reference rows are assumptions, not current quoted rates or guaranteed returns; property excludes transaction costs, taxes, and liquidity constraints. Mutual fund investments are subject to market risk.
Wealth multiple
₹1 became₹1.01
₹1 Lakh since launch₹1.01 Lakh
Fund age0.7 yrs
Fund information
Scheme code154171
ISININF846KA1424
BenchmarkBSE India Sector Leaders TRI
CategoryOther Scheme - Index Funds
Expense ratio0.30%
Exit loadExit load of 0.25%, if redeemed within 15 days.
Minimum SIP₹100 SIP
Return comparison
| Period | Fund | Benchmark | Category avg |
|---|---|---|---|
| 1M | +189.16% | — | — |
| 3M | +4.08% | — | — |
| 6M | +11.78% | — | — |
| Since Launch | +0.87% | — | — |
Risk-adjusted performance
Every measure is expanded with a plain-language reading of the latest calculated value.
Sortino ratio
-0.41Return earned while limiting downside risk.
Negative
Negative means downside losses have outweighed the returns.
Standard deviation
15.13%How much the fund’s returns fluctuate over time.
High volatility
Returns can swing significantly.
Beta
—How closely the fund moves with the market.
Unavailable
This measure needs sufficient fund and benchmark history to calculate.
Alpha
—Extra return generated above the benchmark.
Unavailable
This measure needs sufficient fund and benchmark history to calculate.
Treynor ratio
—Return earned for each unit of market risk taken.
Unavailable
This measure needs sufficient fund and benchmark history to calculate.
Calmar ratio
0.07How well the fund rewarded investors relative to its biggest decline.
Low
Returns have been modest compared to the drawdowns experienced.
Information ratio
—How consistently the fund outperformed its benchmark.
Unavailable
This measure needs sufficient fund and benchmark history to calculate.
Portfolio allocation
Latest disclosed portfolio mix
Asset allocation
Portfolio100%
Equity99.74%
Debt0.21%
Cash0.05%
Market cap allocation
Sector allocation
Equity exposure by sector
Top holdings
10 of 62 disclosed positions
| Holding | Sector | Instrument type | Weight |
|---|---|---|---|
| HDFC Bank Ltd | Financial | Equity | 5.1735% |
| ICICI Bank Ltd | Financial | Equity | 5.1518% |
| Bharti Airtel Ltd | Technology | Equity | 5.0493% |
| Larsen & Toubro Ltd | Industrials | Equity | 5.0303% |
| Reliance Industries Ltd | Energy & Utilities | Equity | 4.9722% |
| State Bank of India | Financial | Equity | 4.4285% |
| Infosys Ltd | Technology | Equity | 3.6224% |
| ITC Ltd | Consumer Staples | Equity | 2.8741% |
| Mahindra & Mahindra Ltd | Consumer Discretionary | Equity | 2.8529% |
| Tata Consultancy Services Ltd | Technology | Equity | 2.139% |
Fund management
RO
Rohit Gautam
Since 2026 · Prior to joining the Axis MF, he was associated with IndiaFirst Life Insurance, Shriram AMC, Greater Pacific Capital.
B.Tech. from IIT Bombay, PGDM from IIM Ahmedabad
NA
Nandik Mallik
Since 2026 · Prior to joining the Axis MF, he was working with Avendus Capital Public Markets Alternate Strategies LLP, ICICI Prudential Asset Management Company Ltd, Edelweiss AMC, DC India Capital, Credit-Suisse (London), BNP Paribas (London), NM Rothschild (Mumbai) and Fair Isaac (Bangalore).
Mr. Mallik holds B.Tech degree and has also done PGDM (IIM Calcutta) and MS- Finance (London Business School).
Compare similar funds
No comparable category funds are available yet.
Summary
A very high-risk other scheme - index funds fund. Losses and swings stayed contained — worst fall -13.0%, volatility 15.1%.
Strengths
- Losses and swings stayed contained — worst fall -13.0%, volatility 15.1%.
Weaknesses
- None
Ideal investor
- Needs a 5+ years horizon to ride out its very high risk level.
- Good fit for SIPs — spreading purchases smooths out 15.1% volatility.
Risk drivers
- None