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.
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
| Fund Name | AUM(Cr) | Min Investment | This Fund / BenchmarkSI  | Worth of Investment (₹ 10,000)SIP | Expense Ratio | |
|---|---|---|---|---|---|---|
Axis Nifty500 Low Volatility 50 Index FundIndex | 24.04 | ₹ 100 | N/A%/N/A% | 10,000.00 | 1.90 | |
Axis Nifty Energy Index FundIndex | 86.37 | ₹ 100 | N/A%/N/A% | 19,207.31 | 1.12 | |
Axis Multicap FundEquity | 12,234.02 | ₹ 100 | 16.00%/11.76% | 8,75,293.06 | 0.91 | |
Axis Nifty50 Equal Weight Index FundIndex | 88.48 | ₹ 100 | N/A%/N/A% | 38,188.87 | 0.98 | |
Axis Nifty Capital Markets Index FundIndex | 131.29 | ₹ 100 | N/A%/N/A% | 57,237.48 | 0.68 | |
Axis NIFTY 100 Index FundIndex | 2,060.38 | ₹ 100 | 11.48%/11.78% | 11,94,217.00 | 0.26 | |
Axis Small Cap FundEquity | 29,231.15 | ₹ 100 | 22.39%/18.36% | 60,47,747.00 | 0.70 | |
Axis Value FundEquity | 1,877.41 | ₹ 100 | 15.71%/9.09% | 9,17,244.69 | 0.85 | |
AXIS SILVER FUND OF FUNDFOF - Domestic | 1,065.63 | ₹ 100 | 38.97%/40.45% | 9,47,859.88 | 0.14 | |
Axis Nifty 500 Index FundIndex | 318.65 | ₹ 100 | -1.33%/-1.07% | 2,72,295.16 | 0.17 | |
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AUM as on 30-09-2026 | Expense Ratio as on 29-10-2026
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.
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.
Calculators: Your Path to Financial Freedom
SIP Calculator
Want to save for a big goal like a wedding or education? Enter your target amount and timeline to find the monthly SIP needed.
Want to save for a big goal like a wedding or education? Enter your target amount and timeline to find the monthly SIP needed.
SIP Calculator (Monthly SIP Amount Known)
Want to save for a big goal like a wedding or education? Enter your target amount and timeline to find the monthly SIP needed.
Want to save for a big goal like a wedding or education? Enter your target amount and timeline to find the monthly SIP needed.
Lumpsum Calculator
Got a chunk of money to invest? Check how your one-time investment could grow over time.
Got a chunk of money to invest? Check how your one-time investment could grow over time.
Lumpsum Calculator
Got a chunk of money to invest? Check how your one-time investment could grow over time.
Got a chunk of money to invest? Check how your one-time investment could grow over time.
SIP Top Up Calculator
Boost your SIPs as your income grows. See how small increases can supercharge your savings.
Boost your SIPs as your income grows. See how small increases can supercharge your savings.
SIP Top Up Calculator
Boost your SIPs as your income grows. See how small increases can supercharge your savings.
Boost your SIPs as your income grows. See how small increases can supercharge your savings.
Alpha Calculator
Wondering if your fund beats the market? This tool shows how your fund performs compared to benchmarks.
Wondering if your fund beats the market? This tool shows how your fund performs compared to benchmarks.
Sharpe Ratio Calculator
Curious about returns versus risk? Check if your fund gives you bang for your buck.
Curious about returns versus risk? Check if your fund gives you bang for your buck.
Sortino Ratio Calculator
Worried about losses? See how your fund handles downside risks for peace of mind.
Worried about losses? See how your fund handles downside risks for peace of mind.
Treynor Ratio Calculator
Want to know how your fund fares in volatile markets? This tool measures returns against market swings.
Want to know how your fund fares in volatile markets? This tool measures returns against market swings.
Asset Allocation Calculator
Not sure how to split your money between stocks and bonds? Find the perfect mix for your goals.
Not sure how to split your money between stocks and bonds? Find the perfect mix for your goals.
ELSS Calculator
Save on taxes with ELSS funds. Calculate your tax benefits and returns under Section 80C. Reductions is available only under old regime.
Save on taxes with ELSS funds. Calculate your tax benefits and returns under Section 80C. Reductions is available only under old regime.
Wealth Calculator
Dream of building wealth? See how your investments can grow over the long term.
Dream of building wealth? See how your investments can grow over the long term.
EMI Calculator
Planning a loan? Find out your monthly EMIs and align them with your investment plans.
Planning a loan? Find out your monthly EMIs and align them with your investment plans.
CAGR Calculator
Want to compare fund performance? This tool shows the annual growth rate of your investments.
Want to compare fund performance? This tool shows the annual growth rate of your investments.
Inflation Calculator
Worried about rising prices? Plan investments to stay ahead of inflation in India.
Worried about rising prices? Plan investments to stay ahead of inflation in India.
Retirement Calculator
Ready for a stress-free retirement? Estimate the savings you’ll need for your golden years.
Ready for a stress-free retirement? Estimate the savings you’ll need for your golden years.
HRA Calculator
Renting a home? Calculate your HRA tax exemptions to save more money.
Renting a home? Calculate your HRA tax exemptions to save more money.
STP Calculator
Got a big sum to invest? Plan systematic transfers to spread your money wisely.
Got a big sum to invest? Plan systematic transfers to spread your money wisely.
SWP Calculator
Want regular income later? Plan withdrawals to enjoy your savings without worry.
Want regular income later? Plan withdrawals to enjoy your savings without worry.
Equity Fund Calculator
Love the thrill of stocks? See how equity funds can grow your money.
Love the thrill of stocks? See how equity funds can grow your money.
Debt Fund Calculator
Prefer playing it safe? Check returns from stable debt funds.
Prefer playing it safe? Check returns from stable debt funds.
Hybrid Fund Calculator
Want growth and safety? Explore returns from funds mixing stocks and bonds.
Want growth and safety? Explore returns from funds mixing stocks and bonds.
Balanced Fund Calculator
Like a steady approach? See how balanced funds keep your portfolio stable.
Like a steady approach? See how balanced funds keep your portfolio stable.
Large Cap Fund Calculator
Trust big companies? Calculate returns from stable large-cap funds.
Trust big companies? Calculate returns from stable large-cap funds.
Mid Cap Fund Calculator
Ready for growth with some risk? See how mid-cap funds can boost your wealth.
Ready for growth with some risk? See how mid-cap funds can boost your wealth.
Small Cap Fund Calculator
Feeling adventurous? Explore returns from small-cap funds.
Feeling adventurous? Explore returns from small-cap funds.
Multi Cap Fund Calculator
Want a bit of everything? Calculate returns from funds investing across all market sizes.
Want a bit of everything? Calculate returns from funds investing across all market sizes.
SWP Calculator(I wish to start my SWP immediately)
Want regular income later? Plan withdrawals to enjoy your savings without worry.
Want regular income later? Plan withdrawals to enjoy your savings without worry.
STP Calculator(I already have an investment)
Got a big sum to invest? Plan systematic transfers to spread your money wisely.
Got a big sum to invest? Plan systematic transfers to spread your money wisely.
Index Fund Calculator
Prefer low-cost investing? See how index funds tracking the market perform.
Prefer low-cost investing? See how index funds tracking the market perform.
Frequently Asked Questions (FAQs)
The calculator shows illustrative investment outcomes based on the historical performance of Axis Mutual Fund’s thematic equity schemes.