Sharpe ratio
0.81Return earned for the risk taken.
Moderate
Moderate risk-adjusted returns. The reward for risk has been average.
+15.24%1Y Absolute Return
+0.12%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 India Manufacturing Fund - Direct Plan - GrowthFund 1Y annualised return · 5Y history unavailable | ₹10,71,225 | ₹7,32,612 | ₹3,38,613 | +15.24% |
| 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₹1.20
₹1 Lakh since launch₹1.20 Lakh
Fund age2.9 yrs
Fund information
Scheme code152202
ISININF846K016S3
BenchmarkNifty India Manufacturing TRI
CategoryEquity Scheme - Sectoral/ Thematic
Expense ratio0.89%
Exit loadExit Load for units in excess of 10% of the investment,1% will be charged for redemption within 90 Days.
Minimum SIP₹500 SIP
Return comparison
140th / 932 in category| Period | Fund | Benchmark | Category avg |
|---|---|---|---|
| 1M | +82.43% | — | — |
| 3M | +5.11% | — | — |
| 6M | +25.31% | — | — |
| 1Y | +15.24% | — | +4.16% |
| Since Launch | +19.74% | — | — |
Risk-adjusted performance
Every measure is expanded with a plain-language reading of the latest calculated value.
Sortino ratio
1.12Return earned while limiting downside risk.
Good
Good downside protection with strong returns.
Standard deviation
16.14%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
0.86How well the fund rewarded investors relative to its biggest decline.
Good
Good return relative 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%
Equity95.80%
Debt3.80%
Cash0.40%
Market cap allocation
Sector allocation
Equity exposure by sector
Top holdings
10 of 81 disclosed positions
| Holding | Sector | Instrument type | Weight |
|---|---|---|---|
| Mahindra & Mahindra Ltd | Consumer Discretionary | Equity | 5.0681% |
| Bharat Electronics Ltd | Industrials | Equity | 4.0926% |
| Sun Pharmaceutical Industries Ltd | Healthcare | Equity | 3.9112% |
| Others CBLO | Unspecified | CBLO | 3.7988% |
| Reliance Industries Ltd | Energy & Utilities | Equity | 3.6706% |
| Cummins India Ltd | Industrials | Equity | 2.9245% |
| Hindalco Industries Ltd | Materials | Equity | 2.8632% |
| Divi's Laboratories Ltd | Healthcare | Equity | 2.6019% |
| Maruti Suzuki India Ltd | Consumer Discretionary | Equity | 2.5907% |
| Sona BLW Precision Forgings Ltd | Consumer Discretionary | Equity | 2.5897% |
Fund management
NI
Nitin Arora
Since 2023 · Prior to joining Axis Mutual Fund, he has worked with Aviva Life Insurance Company India Ltd., Emkay Global Financial Services Ltd., Nirmal Bang Institutional Equities Ltd. and Bloomberg UTV Ltd..
Mr. Arora has done M.Sc in Finance and Investments
Compare similar funds
No comparable category funds are available yet.
Summary
A very high-risk equity scheme - sectoral/ thematic fund. Ranks 140 of 932 in its category over 1 year.
Strengths
- Ranks 140 of 932 in its category over 1 year.
Weaknesses
- None
Ideal investor
- Needs a 5–7+ years horizon to ride out its very high risk level.
- Good fit for SIPs — spreading purchases smooths out 16.1% volatility.
Risk drivers
- None