Axis Nifty It Etf Overview
Category Other ETFs
BMSMONEY Rank 54
BMSMONEY Rating
Gro. Opt. As On: 20-12-2024
NAV ₹466.5(R) -2.63% (D) %
Returns 1Y 3Y 5Y 7Y 10Y
LumpSum (R) 28.06% 8.65% -% -% -%
LumpSum (D)
SIP (R) -21.72% 17.13% -% -% -%
SIP (D)
Ratio Sharpe Ratio Sortino Ratio Sterling Ratio Jensen's Alpha Treynor Ratio
0.08 0.08 0.22 -% -
Risk STD. Dev VaR 1Y95% Max DD Beta Semi Devi.
21.48% -28.04% -29.27% - 15.11%
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NAV Date: 20-12-2024

Scheme Name NAV Rupee Change Percent Change
Axis IT ETF 466.5
-12.6100
-2.6300%

Review Date: 20-12-2024

A review of the different performance parameters of the fund is as follows:
  1. Returns: It indicates the appreciation in the investment's value within the investment period, represented as a percentage or a specific amount of money. We conducted an analysis of the five return parameters of this fund to assess their performance. To assess performance, we have segmented the return parameters into three groups: the top 25%, parameters below the top 25% but still above average, and parameters below average. The results are provided below.
    1. Top 25%: Four return parameters of the Axis NIFTY IT ETF are in the top 25% in the category, as shown below:
      • 1M Return %
      • 3M Return %
      • 6M Return %
      • 1Y Return %
    2. Above Average Below the Top 25%: One return parameter of the Axis NIFTY IT ETF is above average but below the top 25% in the category, as shown below:
      • 3Y Return %
    3. Below Average: Axis NIFTY IT ETF has no return parameters that are below average in the category.
  2. Risk: Various factors can lead to the risk of either not meeting expected returns or encountering a monetary loss. For Axis NIFTY IT ETF, we have analyzed two risk parameters and divided them into three groups the lowest 25%, below average but above the lowest 25%, and above average, which are described below.
    1. Lowest 25%: Axis NIFTY IT ETF does not have any risk parameters in the lowest 25% of the category. It means high risk compared to other funds in the category.
    2. Below Average but Above the Lowest 25%: Axis NIFTY IT ETF does not have any risk parameters in the below average but above the lowest 25% of the category.
    3. Above Average: Axis NIFTY IT ETF has two parameters that are above average which are listed below:
      • Standard Deviation: It is a measure of the dispersion of a set of data from its mean. It is calculated as the square root of variance by determining the variation between each data point relative to the mean. The higher the standard deviation, the greater the risk. The standard deviation of the fund is 21.48 %.
      • Semi-Deviation: It is a measure of the dispersion of a set of data from its mean. It is calculated as the square root of variance by determining the variation between each data point relative to the mean. The higher the semi-deviation, the greater the risk. The semi-deviation of the fund is 15.11 %.
  3. Risk Adjusted Performance Parameters: In mutual funds, risk-adjusted performance parameters are evaluation tools that gauge the returns of an investment against the risk taken. They assist investors in comparing various investments, factoring in both risk and returns. We have evaluated three risk-adjusted performance parameters of the fund.
    1. Top 25% Risk Adjusted Performance Parameters: The fund does not have any risk-adjusted performance parameters that are in the top 25% of the category.
    2. Above Average Below Top 25% Risk Adjusted Performance Parameters: The fund does not have any risk-adjusted performance parameters that are in the above average but below top 25% of the category.
    3. Below Average Risk Adjusted Performance Parameters: Axis NIFTY IT ETF has three risk-adjusted performance parameters of the fund that are below average in the category.
      • Sharpe Ratio: Axis NIFTY IT ETF has a Sharpe Ratio of 0.08 compared to the category average of 0.45.
      • Sterling Ratio: Axis NIFTY IT ETF has a Sterling Ratio of 0.22 compared to the category average of 0.68.
      • Sortino Ratio: Axis NIFTY IT ETF has a Sortino Ratio of 0.08 compared to the category average of 0.21.


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KPIs* Fund Benchmark Cat. Avg Min | Max Rank (In Cat.) Performance
1M Return % 4.31
1.46
-5.44 | 8.69 26 | 185 Very Good
3M Return % 4.22
-5.44
-15.38 | 22.24 11 | 181 Very Good
6M Return % 25.98
1.83
-12.05 | 26.10 8 | 181 Very Good
1Y Return % 28.06
10.54
-89.90 | 56.82 37 | 166 Very Good
3Y Return % 8.65
7.11
-49.56 | 44.12 69 | 102 Average
1Y SIP Return % -21.72
-34.86
-40.30 | -11.04 10 | 117 Very Good
3Y SIP Return % 17.13
11.80
-14.52 | 35.46 21 | 68 Good
Standard Deviation 21.48
13.63
0.00 | 28.07 74 | 82 Poor
Semi Deviation 15.11
9.40
0.00 | 18.70 74 | 82 Poor
Max Drawdown % -29.27
-11.90
-35.55 | 0.00 77 | 82 Poor
VaR 1 Y % -28.04
-15.87
-34.01 | 0.00 77 | 82 Poor
Average Drawdown % -15.91
-5.73
-16.35 | 0.00 78 | 82 Poor
Sharpe Ratio 0.08
0.45
-0.79 | 1.91 64 | 79 Poor
Sterling Ratio 0.22
0.68
0.00 | 2.26 75 | 82 Poor
Sortino Ratio 0.08
0.21
-1.00 | 1.24 64 | 82 Poor
Return data last Updated On : Dec. 20, 2024.
Other parameters, fund ranking, non return related analysis are updated after every month end. Last Updated On : Nov. 29, 2024
KPIs: Key Performance Indicators

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KPIs* Fund Benchmark Cat. Avg Min | Max Rank (In Cat.) Performance
Standard Deviation 21.48 13.63 0.00 | 28.07 74 | 82
Semi Deviation 15.11 9.40 0.00 | 18.70 74 | 82
Max Drawdown % -29.27 -11.90 -35.55 | 0.00 77 | 82
VaR 1 Y % -28.04 -15.87 -34.01 | 0.00 77 | 82
Average Drawdown % -15.91 -5.73 -16.35 | 0.00 78 | 82
Sharpe Ratio 0.08 0.45 -0.79 | 1.91 64 | 79
Sterling Ratio 0.22 0.68 0.00 | 2.26 75 | 82
Sortino Ratio 0.08 0.21 -1.00 | 1.24 64 | 82
Return data last Updated On : Dec. 20, 2024.
Other parameters, fund ranking, non return related analysis are updated after every month end. Last Updated On : Nov. 29, 2024
KPIs: Key Performance Indicators

Investment Period Regular Direct
Return % Current Value of ₹ 10000 Return % Current Value of ₹ 10000
1D -2.63 ₹ 9,737.00 ₹
1W -4.84 ₹ 9,516.00 ₹
1M 4.31 ₹ 10,431.00 ₹
3M 4.22 ₹ 10,422.00 ₹
6M 25.98 ₹ 12,598.00 ₹
1Y 28.06 ₹ 12,806.00 ₹
3Y 8.65 ₹ 12,827.00 ₹
5Y ₹ ₹
7Y ₹ ₹
10Y ₹ ₹
15Y ₹ ₹

Disclaimer: Past performance may or may not be sustained in future and should not be used as a basis for comparison with other investments. Returns for periods above 1 year are annualised.

Investment Period Invested Amount Regular Direct
XIRR % Current Value of Invested Amount XIRR % Current Value of Invested Amount
1Y ₹ 12000 -21.72 ₹ 10,536.72 ₹
3Y ₹ 36000 17.13 ₹ 46,377.90 ₹
5Y ₹ 60000 ₹ ₹
7Y ₹ 84000 ₹ ₹
10Y ₹ 120000 ₹ ₹
15Y ₹ 180000 ₹ ₹


Date Axis Nifty It Etf NAV Regular Growth Axis Nifty It Etf NAV Direct Growth
20-12-2024 466.499 None
19-12-2024 479.1071 None
18-12-2024 485.2139 None
17-12-2024 484.0115 None
16-12-2024 486.5715 None
13-12-2024 490.2282 None
12-12-2024 487.0974 None
11-12-2024 483.3576 None
10-12-2024 481.7551 None
09-12-2024 477.8398 None
06-12-2024 476.6131 None
05-12-2024 477.5795 None
04-12-2024 468.4498 None
03-12-2024 466.3827 None
02-12-2024 464.1702 None
29-11-2024 459.9105 None
28-11-2024 458.0224 None
27-11-2024 469.2115 None
26-11-2024 469.9312 None
25-11-2024 464.9494 None
22-11-2024 461.9105 None
21-11-2024 447.2177 None

Fund Launch Date: 25/Mar/2021
Fund Category: Other ETFs
Investment Objective: To provide returns before expenses that closely correspond to the total returns of the NIFTY IT Index subject to tracking errors.
Fund Description: An Open Ended Exchange Traded Fund tracking NIFTY IT Index
Fund Benchmark: Nifty IT Total Returns Index Index
Source: Fund FactSheet

Disclaimer: NO INVESTMENT ADVICE. The Content is for informational purposes only.