Insufficient historyDirect · Growth
Axis Nifty India Defence Index Fund
Axis Mutual FundIndex Funds - Equity Funds0.4 years
The scheme seeks to provide returns before expenses that correspond to the performance of Nifty India Defence TRI subject to tracking error. There is no assurance that the investment objective of the scheme will be achieved.
- NAV
- 10.14
- 15 Sept 2026
- 1Y
- n/a
- Trailing CAGR
- AUM
- ₹304.65 Cr
- 31 Aug 2026
- Volatility
- High
- 22.1% annualized
NAV
Path not in current snapshots
n/a
Returns
Trailing CAGR and simulated monthly SIP XIRR from daily NAV. Category comparison uses the median of comparable share classes in the peer set.
Trailing CAGR
Point-to-point, calendar-day annualized
- 1Yn/a
- 3Yn/a
- 5Yn/a
- 10Yn/a
- SI+0.2%
SIP XIRR
Equal monthly instalments to latest NAV
- 1Yn/a
- 3Yn/a
- 5Yn/a
- 10Yn/a
- Since inception
- +0.2%
- Calendar-day CAGR
- Excess 1Y
- n/a
- Category median, same plan and option
- 3Y win rate
- n/a
- Windows beating the median
- 3Y percentile
- n/a
- Vs comparable share classes
- Worst rolling 3Y
- n/a
- 0 daily-ending windows
- Median rolling 3Y
- n/a
- Calendar-day CAGR
- Positive rolling 5Y
- n/a
- 0 daily-ending windows
- SIP 3Y XIRR
- n/a
- Simulated monthly SIP
Drawdown
Peak to trough from a running NAV high. Move across the path to read a date.
Drawdown
Path not in current snapshots
n/a
- Average recovery
- 6 days
- 4 recovered episodes
- Longest recovery
- 8 days
- Trough to prior peak
- Current spell
- 7 days
- Days below latest peak
- Time below peak
- +87%
- NAV observations
8 Sept 2026 – open
Trough 15 Sept 2026 · not recovered
-8.5%
7 May 2026 – 17 Jun 2026
Trough 11 Jun 2026 · recovered in 6 days
-6.5%
22 Jun 2026 – 7 Aug 2026
Trough 30 Jul 2026 · recovered in 8 days
-5.5%
18 Aug 2026 – 8 Sept 2026
Trough 2 Sept 2026 · recovered in 6 days
-3.5%
Dimensions
0–100 reads of named metrics. The mean is unweighted and only uses dimensions with data.
Returns
n/a
Vs category
n/a
Consistency
n/a
Risk-adjusted
19
Drawdown
79
Mean
n/a
Portfolio
31 Aug 2026 · 20 holdings · top 10 are 88.7%.
- Top 5
- 72.0%
- Top 10
- 88.7%
- Largest holding
- 21.5%
- Effective holdings
- 7.8
Hindustan Aeronautics Ltd
Industrials
21.5%
Bharat Electronics Ltd
Industrials
19.6%
Bharat Forge Ltd
Consumer Discretionary
13.9%
Solar Industries India Ltd
Materials
12.2%
Mazagon Dock Shipbuilders Ltd
Industrials
4.7%
Decision
Quantitative read of the live evidence. An explanation can only restate what is already here.
As of 15 Sept 2026
Insufficient history
Engine status
Insufficient history
History still thin for a status read
Why this status
No status reasons yet. History is still thin.
Supporting reads
No supporting reads in the current evidence set.
Worth investigating
Same-category peers with enough history to inspect beside this fund.
360 ONE ELSS Tax Saver Nifty 50 Index Fund
360 ONE Mutual Fund
- 1Y
- -6.9%
- 3Y
- +5.6%
- Vol
- 12.5%
- Max DD
- -15.4%
- Sharpe
- 0.24
- 3Y win
- 0%
- Lower volatility
Caveat: Deeper drawdown
Aditya Birla Sun Life BSE 500 Momentum 50 Index Fund
Aditya Birla Sun Life Mutual Fund
- 1Y
- +2.4%
- 3Y
- n/a
- Vol
- 17.2%
- Max DD
- -15.4%
- Sharpe
- 0.08
- 3Y win
- n/a
- Lower volatility
Caveat: Deeper drawdown
Aditya Birla Sun Life BSE 500 Quality 50 Index Fund
Aditya Birla Sun Life Mutual Fund
- 1Y
- -0.6%
- 3Y
- n/a
- Vol
- 13.6%
- Max DD
- -11.4%
- Sharpe
- -0.02
- 3Y win
- n/a
- Lower volatility
Caveat: Deeper drawdown
Aditya Birla Sun Life Nifty 50 Equal Weight index Fund
Aditya Birla Sun Life Mutual Fund
- 1Y
- -1.0%
- 3Y
- +10.2%
- Vol
- 13.7%
- Max DD
- -18.0%
- Sharpe
- 0.54
- 3Y win
- +25%
- Lower volatility
Caveat: Deeper drawdown
Aditya Birla Sun Life Nifty Midcap 150 Index Fund
Aditya Birla Sun Life Mutual Fund
- 1Y
- +3.5%
- 3Y
- +14.0%
- Vol
- 16.7%
- Max DD
- -21.2%
- Sharpe
- 0.81
- 3Y win
- +100%
- Lower volatility
Caveat: Deeper drawdown