Many Axis equity schemes hold CRISIL ratings of three or higher. Opting for an Axis SIP, depending on your selected fund, can offer the potential for capital appreciation across both low-risk and high-risk investment profiles.

Why should you invest in Axis SIP?

Through an Axis Systematic Investment Plan (SIP), consistent monthly investments contribute to the growth of your portfolio over time. The returns generated on these investments also contribute to the overall growth. Additionally, it's worth noting that Axis, with its three or higher CRISIL ratings, adds a layer of credibility and positive evaluation to the investment potential.

How to open a SIP account in Axis?

Download the Stack Wealth App. Start by choosing the Axis SIP mutual fund strategy of your choice and invest in the app itself. Track the performance regularly.

How are the Axis Bank SIP taxed?

The taxation of Axis Bank SIP is contingent on the type of mutual fund scheme chosen. In the case of equity mutual funds, long-term capital gains (LTCG) are taxed at 17%, whereas short-term capital gains (STCG) incur a tax rate of 15%. It's essential to be aware of the specific tax implications based on the type and duration of your investment for effective financial planning.

Does Axis Bank SIP have a lock-in period?

Certain noteworthy Axis SIP plans come with a lock-in period of 3 years. Investors should be mindful of this lock-in duration, especially when considering the Axis ELSS, which is a tax-saving fund. During the lock-in period, investors typically cannot redeem or withdraw their investments, ensuring a commitment for a specified timeframe. It's crucial to understand the terms and conditions of each SIP plan before making investment decisions.

Axis SIP Calculator

Calculate the returns of your SIP with Axis Systematic Investment Plan Calculator

monthly investment (₹)

expected return rate (% p.a)

time period (yrs)

total value

₹61,650

invested amount

₹60,000

estimated returns

₹1,650

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why invest with Stack

Simple & Convinient

All the mutual fund SIPs can be tracked easily on the app. Get regular reports & updates on how your SIPs are performing.

Manage Risk

Stack helps to choose the best SIPs based on your risk profile to manage risks and to ensure optimal risk-adjusted returns.

Financial Planning

We recommed the right asset allocation for your investments to ensure you reach your specific financial goals on time.

Finacial Discipline

Our SIP plans help you create financial discipline by automating your investments every month, relieveing you of the burden to plan your investments every month.

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Understanding Axis SIP Calculator

What is Axis SIP Calculator?

How does the Axis SIP Calculator Work?

How to use Axis SIP Return Calculator?

How can Axis mutual fund SIP Calculator Help you?

Advantages of using Axis SIP Calculator

What is Axis SIP Calculator?

The Axis SIP Calculator is a user-friendly tool designed to estimate the maturity value of any SIP investment made in an Axis mutual fund scheme. It requires only essential details such as the chosen scheme, investment period, and SIP amount to generate an estimate. It's important to note that the calculator provides an estimation, and actual maturity values may vary due to market fluctuations affecting returns.

How does the Axis SIP Calculator Work?

The Axis SIP Calculator utilizes the Extended Internal Rate of Return (XIRR) to assess returns across historical periods for any Axis mutual fund scheme. By using the XIRR value, the tool estimates the maturity value based on your SIP amount and investment horizon. For optimal effectiveness, setting clear financial goals before using the tool is recommended. This allows the calculator to assist in determining the monthly SIP amount required to achieve your specific goals. Additionally, you can experiment with gradual changes in the SIP amount or investment period to observe how it affects the maturity value.

How to use Axis SIP Return Calculator?

To use the Axis SIP Return Calculator online, follow these steps:

- Access the Axis SIP Return Calculator online.

- Fill in the following basic inputs: Axis Mutual Fund scheme for investment, Monthly SIP amount, Investment horizon.

- Click on the 'Calculate' button.

The tool will provide you with: Estimated maturity value, Value of your gains

How can Axis mutual fund SIP Calculator Help you?

The Axis Mutual Fund SIP calculator enhances financial planning by simplifying the process of estimating SIP investments. This user-friendly tool requires basic inputs such as investment amount, horizon, and the chosen scheme. Users can easily modify these inputs to assess returns, aiding in financial planning. Additionally, the calculator offers insights into fund details, including expense ratio, exit load, AUM, and fund age. This comprehensive tool empowers investors to make informed decisions, promoting efficient financial management.

Advantages of using Axis SIP Calculator

The Axis SIP Calculator is a straightforward online tool that simplifies SIP investment planning. Inputting basic information like the scheme and investment amount allows for flexible planning with various schemes and investment periods. This tool eliminates the hassle of manual return calculations, offering a convenient one-stop solution for estimating SIP returns.