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  • Axis Mutual Fund
  • Axis Nifty 500 Index Fund Regular Growth
Axis Mutual Fund

Axis Nifty 500 Index Fund Regular Plan Growth

EquityFlexi Cap

10.2531

NAV (Oct 15)

2.496%
Till Date CAGR
Scripbox Opinion
Not Reviewed yet
Our analysis of this fundLearn how we rate funds ->
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Investment Calculator

Investment Duration5 years

0

Total Investment

0

Wealth Gained

0

Total Corpus Created (₹)

With CAGR of 11.25 % in 5 years

Historical NAV

10.2531

NAV (Oct 15)

Fund Returns

Last 1Y
NA
Last 3Y
NA
Last 5Y
NA
Last 10Y
NA
Since Inception
2.5%
6 Month CAGR
NA

Scheme Information

Investment Objective

The scheme seeks to provide returns before expenses that closely correspond to the total returns of the Nifty 500 TRI, subject to tracking errors.

Expense Ratio
1
Launched (0y ago)
1
AUM in Crores
234.1
ISIN
INF846K018W1
Lock-in
-
Benchmark
NIFTY 500 Total Return Index
SIP Minimum
1000
Lumpsum Min.
5000
Standard Deviation (3yr)
-
Standard Deviation
-
Beta
-
Sharpe Ratio
-
YTM
-
Fund Managers

Karthik Kumar

Fund Manager

Sachin Relekar

Fund Manager

Important Links

Scheme Information Document

Statement of Additional Information

Portfolio Disclosure

Returns Calculator Comparison

of

for

with step up of

AssetReturnsTotal CorpusGainsCAGR
Axis Nifty 500 Index Fund (G)70%NaN NaNNaN%
EPF70% 9,00,761 1,68,1498.50%
Property70% 8,67,662 1,35,0507.00%
PPF70% 8,69,819 1,37,2077.10%
Bank FD70% 8,46,471 1,13,8596.00%
Gold70% 8,46,471 1,13,8596.00%
Savings Bank70% 8,25,950 93,3385.00%

Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.

Asset allocation and Holdings

Last updated on 2024-07-16

Top Stock Holdings

HDFC Bank Ltd.

6.4%
6.4%

Reliance Industries Ltd.

5.4%
5.35%

ICICI Bank Ltd.

4.5%
4.49%

Infosys Ltd.

3.5%
3.54%

ITC Ltd.

2.4%
2.4%
See all holdings

Allocation by Sector

Financial

25.2%
25.23%

Energy

11.4%
11.41%

Technology

9.6%
9.58%

Automobile

7.5%
7.45%

Consumer Staples

7.3%
7.314663%
See all sectors

Comparison with Equity Funds

Fund NameFund Size
mirae-asset-global
Mirae Asset ELSS Tax Saver Fund (G)

₹ 26,417 cr

₹ 24,508 cr

₹ 66,206 cr

₹ 51,197 cr

₹ 17,770 cr

amc-img

About the AMC

Axis Mutual Fund

Axis Asset Management Company Ltd. is the mutual fund investment division of Axis Bank. Axis bank holds a 74.99% share in the AMC, and Schroder Singapore Holdings Private Limited owns the remaining 24%. Axis Mutual Fund (Axis MF) launched its first scheme in 2009. amc-img
phone-img022-24255161
Fund NameScripbox Opinion
Till Date CAGR

6.2%

7%

-

5.8%

5.8%

4.9%

6.3%

8%

6.1%

7.1%

Axis Nifty 500 Index Fund Regular Plan Growth Review

Axis Nifty 500 Index Fund Regular Plan Growth is a Flexi Cap Equity fund and has delivered an annualised return of 2.496% over a period of 0 years. The fund is managed by Axis Mutual Fund. The fund managers are Karthik Kumar, Sachin Relekar.

Nav of Axis Nifty 500 Index Fund as of 10/15/2024 is ₹10.25 with the total AUM as of 10/16/2024 is ₹234.059915. With Scripbox you can compare and check the latest nav for all mutual funds in India. Axis Nifty 500 Index Fund was launched on 2024-07-12. The category risk of the fund is null.

The minimum SIP amount for Axis Nifty 500 Index Fund Regular Plan Growth is ₹1000 and you can increase this in multiples of ₹100. In case you want to invest a lump sum, the minimum amount to be invested is ₹5000. Check your estimated returns on mutual funds by using sip calculator.

Axis Nifty 500 Index Fund Regular Growth is meant for investors with a minimum investment horizon of 5-7 years. Due to the asset class nature, expect volatility in your investments over the short term. The fund is benchmarked to NIFTY 500 Total Return Index.

It is rated as a null fund in Equity and delivered null% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with Axis Nifty 500 Index Fund.

Frequently Asked Questions

What is Axis Nifty 500 Index Fund?

It is a Flexi Cap Equity scheme predominantly investing across Equity instruments with an investment objective to generate wealth over the long term.

How to invest in Axis Nifty 500 Index Fund?

You can invest in Axis Nifty 500 Index Fund Regular Plan through AMC, intermediaries, brokers or platforms like Scripbox. To learn step by step process visit how to invest in mutual funds?

What is the minimum sip amount of Axis Nifty 500 Index Fund?

The minimum sip amount for Axis Nifty 500 Index Fund Regular Plan is ₹1000. You can invest in multiples of ₹5000.

Is Axis Nifty 500 Index Fund Regular Plan good to invest in?

As per Scripbox experts, it is a fund. You can invest in it if its investment objective and risk-o-meter matches your investment goals and risk preferences.

What is the expense ratio of the Axis Nifty 500 Index Fund Regular Plan Growth?

The expense ratio of the Axis Nifty 500 Index Fund Regular Growth is 1% for regular plan.

What is the NAV of Axis Nifty 500 Index Fund?

Today's Axis Nifty 500 Index Fund Regular Growth NAV is ₹10.25.