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Axis NASDAQ 100 US Specific Equity Passive FOF - Regular Plan - Growth

Axis · Sectoral
Very High
₹28.84
Current NAV
23 Oct 2026
24.7%
1Y Return
30.4%
3Y CAGR
23.2%
5Y CAGR
Watchlist
NAV History (1 Year)
Analysis & Suitability
Pros / Upsides
  • Strong historical returns, outperforming category average in 3-year CAGR.
  • Excellent risk-adjusted performance (Sharpe Ratio: 1.42).
  • Well-diversified portfolio aligned with the Sectoral mandate.
Cons / Risks
  • Subject to high equity market volatility and short-term capital fluctuations.
  • Higher expense ratio (1.82%) which can affect compounding over long horizons.
Suitable for
  • Long-term wealth creation (5+ years horizon) like retirement or child education.
  • Systematic investments (SIP) for long-term target goal-based planning.
Not suitable for
  • Short-term goals (under 3 years) where preserving the capital is the main priority.
  • Short-term trading or speculative investment horizons.
Risk Profile: Very High Risk
Low Moderate High Very High
Risk Metrics
1.42
Sharpe Ratio
1.02
Beta
0.42
Alpha
1.59
Sortino
Fund Details
Fund House Axis
Category Sectoral
AUM ₹7470 Cr
Expense Ratio 1.82%
Min SIP ₹500
Min Lumpsum ₹1000
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