• Mutual Funds
  • Axis Mutual Fund
  • Axis BSE Sensex Index Fund (Growth)

Formerly Axis S&P BSE Sensex Index Reg Gr

Axis Mutual Fund

Axis BSE Sensex Index Fund (Growth)

EquityIndex Funds

10.9932

NAV (Jul 25)

10.1%
Till Date CAGR
Scripbox Opinion
Not Reviewed yet
Our analysis of this fundLearn how we rate funds ->

Fund Size

Outperformance Consistency

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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

10.9932

NAV (Jul 25)

Fund Returns

Last 1Y
NA
Last 3Y
NA
Last 5Y
NA
Last 10Y
NA
Since Inception
9.9%
6 Month CAGR
NA

Scheme Information

Investment Objective

To provide returns before expenses that corresponds to the total returns of the S & P BSE Sensex TRI subject to tracking errors.

Expense Ratio
0.8
Launched (0y ago)
Feb 27, 2024
AUM in Crores
44.072
ISIN
INF846K014V2
Lock-in
No Lock-in
Benchmark
BSE SENSEX TR INR
SIP Minimum
0
Lumpsum Min.
5000
Standard Deviation (3yr)
0
Standard Deviation (5yr)
0
Beta (3yr)
0
Beta (5yr)
0
Sharpe Ratio (3yr)
0
Sharpe Ratio (5yr)
0
YTM
0
Fund Managers

Karthik Kumar

Fund Manager

Ashish Naik

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 BSE Sensex Index Fund (Growth)70%NaN NaN%
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 2024-07-25

Top Stock Holdings

hdfc bank ltd

14%
14%

reliance industries ltd

11.7%
11.7%

icici bank ltd

9.3%
9.3%

infosys ltd

6.2%
6.2%

larsen & toubro ltd

4.6%
4.6%
See all holdings

Allocation by Sector

financial services

37.6%
37.6%

technology

13.2%
13.2%

energy

11.7%
11.7%

consumer cyclical

8%
8%

consumer defensive

7.7%
7.7%
See all sectors

Comparison with Equity Funds

Fund NameFund SizeOutperformance Consistency
HDFC Large and Mid Cap Fund (G)
HDFC Large and Mid Cap Fund (G)

₹ 21,459 cr

₹ 24,345 cr

₹ 16,283 cr

₹ 59,364 cr

₹ 45,470 cr

amc-img

About the AMC

Axis Asset Management Company Limited

Axis Asset Management Company Limited manages assets worth 307,848 crores and was set up on 13 January 2009. It's current offering of mutual fund schemes includes 62 equity,113 debt and 32 hybrid funds.amc-img
phone-img022-43255161
Fund NameScripbox Opinion
Till Date CAGR

5.4%

7.9%

5.9%

7%

6.1%

8%

5.9%

7%

-

5.4%

Axis BSE Sensex Index Fund (G) Review

Axis BSE Sensex Index Fund (G) is a Index Funds Equity fund and has delivered an annualised return of 10.1% over a period of 0 years. The fund was previously known as Axis S&P BSE Sensex Index Reg Gr. The fund is managed by Axis Asset Management Company Limited. The fund managers are Ashish Naik, Karthik Kumar.

Nav of Axis BSE Sensex Index Fund (G) as of 7/25/2024 is ₹10.99 with the total AUM as of 7/26/2024 is ₹44.072. With Scripbox you can compare and check the latest nav for all mutual funds in India. Axis BSE Sensex Index Fund (G) was launched on Feb 27, 2024. The category risk of the fund is Very High Risk.

The minimum SIP amount for Axis BSE Sensex Index Fund (G) is ₹0 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 BSE Sensex Index Fund (G) 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 BSE SENSEX TR INR.

Axis BSE Sensex Index Fund (G) is rated as a 0 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 BSE Sensex Index Fund (G).

Frequently Asked Questions

What is Axis BSE Sensex Index Fund (G)?

Axis BSE Sensex Index Fund (G) is a Index Funds Equity scheme predominantly investing across Equity instruments with an investment objective to generate wealth over the long term.

How to invest in Axis BSE Sensex Index Fund (G)?

You can invest in Axis BSE Sensex Index Fund (G) 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 BSE Sensex Index Fund (G)?

The minimum sip amount for Axis BSE Sensex Index Fund (G) is ₹0. You can invest in multiples of ₹5000.

Is Axis BSE Sensex Index Fund (G) good to invest in?

As per Scripbox experts, Axis BSE Sensex Index Fund (G) is a Not Reviewed Yet fund. You can investAxis BSE Sensex Index Fund (G) fund if its investment objective and risk-o-meter matches your investment goals and risk preferences.

What is the expense ratio of the Axis BSE Sensex Index Fund (G)?

The expense ratio of the Axis BSE Sensex Index Fund (G) is 0.8% for regular plan.