Axis Nifty IT Index Fund
Direct · Growth ₹9.57
06 Jul 2026
NAV
-0.5%
3Y CAGR
0.4%
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.
-0.16
Sharpe
-42.3%
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.
NA
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 | ₹11.72 L | 1.6% | -41.4% | 54.6% |
| 3 Years | ₹36.00 L | ₹29.26 L | -13.4% | -18.5% | -6.9% |
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 | 1.6% | 14.5% | 9.1% | -12.9% |
| 3 Years | -13.4% | 11.2% | 13.0% | -24.5% |
| Duration | Mean | Median | Min | Max | Sharpe | Sortino | % Positive | Cat. Mean | Cat. Median |
|---|---|---|---|---|---|---|---|---|---|
| 1 Year | 3.0% | -3.1% | -32.4% | 41.1% | -0.16 | -0.22 | 48% | — | — |
| 3 Years | -0.5% | -0.5% | -0.5% | -0.5% | — | — | 0% | — | — |
-42.3%
Max Drawdown
19 mo
Drawdown Duration
Not recovered
Recovery Time
-13.4%
Avg Drawdown
Calmar Ratio by Duration
0.07
1Y
-0.01
3Y
Compared against NIFTY 50
| Duration | Alpha | Beta | Upside Capture | Downside Capture | Fund CAGR | Bench CAGR |
|---|---|---|---|---|---|---|
| 1 Year | -18.31 | 0.80 | 88.7% | 111.4% | -19.8% | -3.4% |
| 3 Years | -7.10 | 0.87 | 97.0% | 104.9% | -0.5% | 6.7% |
| 5 Years | -4.77 | 0.87 | 96.8% | 104.9% | -0.4% | 4.1% |
| 7 Years | -3.63 | 0.87 | 96.8% | 104.9% | -0.3% | 2.9% |
| 10 Years | -2.78 | 0.87 | 96.8% | 104.9% | -0.2% | 2.0% |
| 12 Years | -2.45 | 0.87 | 96.8% | 104.9% | -0.2% | 1.7% |
| 15 Years | -2.13 | 0.87 | 96.8% | 104.9% | -0.1% | 1.4% |
10
Total Holdings
99.5%
Top 10 Weight
1
Sectors
| # | Stock | % of NAV |
|---|---|---|
| 1 | Infosys Limited | 26.94% |
| 2 | Tata Consultancy Services Limited | 19.62% |
| 3 | Tech Mahindra Limited | 11.39% |
| 4 | HCL Technologies Limited | 10.62% |
| 5 | Wipro Limited | 7.06% |
| 6 | Persistent Systems Limited | 6.83% |
| 7 | Coforge Limited | 5.98% |
| 8 | LTM Limited | 4.56% |
| 9 | Mphasis Limited | 3.63% |
| 10 | Oracle Financial Services Software Limited | 2.87% |