Axis BSE Sensex Index Fund
Direct · Growth ₹10.88
18 Aug 2026
NAV
3.1%
Weighted CAGR
?
Weighted Mean CAGR
Gives more importance to longer time periods (10Y, 20Y) than shorter ones (1Y, 3Y). This balances out recent outperformance and gives a more realistic picture of what long-term returns might look like.
Gives more importance to longer time periods (10Y, 20Y) than shorter ones (1Y, 3Y). This balances out recent outperformance and gives a more realistic picture of what long-term returns might look like.
-0.57
Sharpe
-16.0%
Max Drawdown
?
Max Drawdown
The largest peak-to-trough decline in the fund's NAV. Shows the worst-case loss an investor would have experienced at any point in the fund's history.
The largest peak-to-trough decline in the fund's NAV. Shows the worst-case loss an investor would have experienced at any point in the fund's history.
1.12%
TER
If you invested ₹1,00,000 every month via SIP, here's how this fund has historically performed across different time horizons.
| Duration | Invested | Median Value | XIRR | Min XIRR | Max XIRR |
|---|---|---|---|---|---|
| 1 Year | ₹12.00 L | ₹12.17 L | 1.1% | -23.1% | 17.3% |
SIP returns vs benchmark & category
Annualised SIP return (XIRR) over each rolling horizon — like-for-like, not lump-sum.
| Duration | Fund SIP XIRR | NIFTY 50 | Category avg | Fund edge |
|---|---|---|---|---|
| 1 Year | 1.1% | 14.4% | 9.4% | -13.3% |
| Duration | Mean | Median | Min | Max | Sharpe | Sortino | % Positive | Cat. Mean | Cat. Median |
|---|---|---|---|---|---|---|---|---|---|
| 1 Year | 3.1% | 3.5% | -9.6% | 14.3% | -0.57 | -0.52 | 68% | — | — |
-16.0%
Max Drawdown
3 mo
Drawdown Duration
Not recovered
Recovery Time
-5.3%
Avg Drawdown
Calmar Ratio by Duration
0.20
1Y
Compared against NIFTY 50
| Duration | Alpha | Beta | Upside Capture | Downside Capture | Fund CAGR | Bench CAGR |
|---|---|---|---|---|---|---|
| 1 Year | -1.02 | 1.00 | 100.2% | 101.7% | -3.9% | -2.9% |
| 3 Years | -0.17 | 0.99 | 99.4% | 99.4% | 2.5% | 2.6% |
| 5 Years | -0.13 | 0.99 | 99.4% | 99.4% | 1.5% | 1.6% |
| 7 Years | -0.11 | 0.99 | 99.4% | 99.4% | 1.1% | 1.1% |
| 10 Years | -0.10 | 0.99 | 99.4% | 99.4% | 0.8% | 0.8% |
| 12 Years | -0.10 | 0.99 | 99.4% | 99.4% | 0.6% | 0.7% |
| 15 Years | -0.09 | 0.99 | 99.4% | 99.4% | 0.5% | 0.5% |
30
Total Holdings
63.8%
Top 10 Weight
17
Sectors
| # | Stock | % of NAV |
|---|---|---|
| 1 | HDFC Bank Limited | 12.79% |
| 2 | ICICI Bank Limited | 10.13% |
| 3 | Reliance Industries Limited | 10.07% |
| 4 | Bharti Airtel Limited | 5.88% |
| 5 | Larsen & Toubro Limited | 5.37% |
| 6 | Infosys Limited | 4.56% |
| 7 | State Bank of India | 4.51% |
| 8 | Axis Bank Limited | 4.15% |
| 9 | Kotak Mahindra Bank Limited | 3.19% |
| 10 | ITC Limited | 3.12% |