Thematic Fund Calculator

The Thematic Fund Calculator helps investors view the historical performance of Axis Mutual Fund’s thematic equity schemes and understand how investments aligned to specific market themes have behaved over time.
Thematic funds invest in companies aligned with a specific economic, structural, or business theme, such as ESG (Environmental, Social, and Governance), manufacturing, consumption, infrastructure, technology, or emerging opportunities. These funds focus on businesses that are expected to benefit from the growth and long-term potential of the identified theme. The performance of thematic funds is closely linked to how the underlying theme evolves over time and how the companies within that theme perform.
By selecting a scheme from the thematic fund category, investors can view illustrative investment outcomes based on the scheme’s past performance through lump sum or Systematic Investment Plan (SIP) investments.

₹

SIP

Lumpsum

From

The total value of your investment would have become ₹0 i.e. CAGR of 0.00%

Disclaimer: The calculator alone is not sufficient and shouldn't be used for the development or implementation of an investment strategy. This tool is created to explain basic financial / investment related concepts to investors. The tool is created for helping the investor take an informed decision and is not an investment process in itself. Mutual Fund does not provide guaranteed returns. Investors are advised to seek professional advice from financial, tax and legal advisor before investing.

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Top Performing Funds to Start your SIP

DirectRegular

Fund Name	AUM(Cr)	Min Investment	This Fund / BenchmarkSI	Worth of Investment (₹ 10,000)SIP	Expense Ratio
Axis Nifty Energy Index Fund Index Newly Launched	99.61	₹ 100	N/A%/N/A%	N/A	9.38
Axis Multicap Fund Equity Popular Choice	11,984.67	₹ 100	17.46%/13.33%	9,06,856.75	1.02
Axis Nifty50 Equal Weight Index Fund Index Newly Launched	98.21	₹ 100	N/A%/N/A%	20,023.57	1.53
Axis Nifty Capital Markets Index Fund Index Newly Launched	125.01	₹ 100	N/A%/N/A%	39,854.82	0.88
Axis NIFTY 100 Index Fund Index	2,100.74	₹ 100	12.62%/12.93%	12,36,395.38	0.25
Axis Gold Fund FOF - Domestic	3,190.80	₹ 100	11.12%/12.64%	58,75,207.50	0.30
Axis Small Cap Fund Equity	31,448.32	₹ 100	22.84%/18.78%	65,58,138.50	0.71
Axis Value Fund Equity	1,879.94	₹ 100	17.31%/10.59%	9,55,329.50	0.93
AXIS SILVER FUND OF FUND FOF - Domestic	1,280.60	₹ 100	42.17%/43.94%	11,94,450.38	0.14
Axis Nifty 500 Index Fund Index	322.09	₹ 100	1.45%/1.72%	2,70,882.56	0.16
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Fund Name

SI Returns

N/A

Newly Launched

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17.46%

Popular Choice

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N/A

Newly Launched

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N/A

Newly Launched

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12.62%

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11.12%

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22.84%

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AUM as on 31-08-2026 | Expense Ratio as on 11-09-2026

Disclaimer: Returns are calculated on standard investment of Rs 10,000. Click on Scheme Name to know more about Scheme Details.
Past performance may or may not be sustained in future. Please consult your financial advisor before investing. Different plans have different expense structure.

Click here to see Returns in SEBI Format

What Is a Thematic & Sectoral Fund Calculator?

A Thematic & Sectoral Fund Calculator is an online tool that provides historical performance–based illustrations for Axis Mutual Fund’s thematic and sectoral equity schemes.
The calculator helps investors:

Understand how investments linked to a specific theme or sector have performed historically
View investment illustrations for both lump sum and SIP modes
Evaluate performance trends across different thematic and sectoral schemes offered by Axis MF

The results shown are based solely on the past performance of the selected scheme and are intended for informational purposes only. Past performance may or may not be sustained in the future.

How Is the Thematic Fund Calculator Useful?

Thematic funds can go through cycles of strong performance and periods of underperformance, depending on market conditions and the relevance of the underlying theme.
This calculator is useful because it:

Shows how thematic investments have behaved over different time periods
Helps investors assess performance consistency and volatility
Enables comparison of investment behaviour across thematic schemes
Supports better understanding before investing in theme-based funds

It allows investors to analyse past trends without making return assumptions or predictions.

Benefits of Using the Thematic Fund Calculator

Deeper Insight into Theme-Based Performance Understand how specific market themes have played out historically.
Scheme Performance Visibility View historical performance of Axis MF thematic schemes in one place.
Supports SIP and Lump Sum Analysis See performance illustrations for both investment modes.
No Manual Inputs Required Results are derived from scheme historical performance, not investor-entered data.
Informed Investment Evaluation Helps investors assess past behaviour before taking investment decisions.