Axis Nifty 500 Index Fund - Regular Plan - Growth Option
Fund House: Axis Mutual Fund| Category: Index Fund |
| Launch Date: 12-07-2024 |
| Asset Class: |
| Benchmark: NIFTY 500 TRI |
| TER: 1.0% As on (30-06-2025) |
| Status: Open Ended Schemes |
| Minimum Investment: 100 |
| Minimum Topup: 100 |
| Total Assets: 293.6 Cr As on 30-06-2025(Source:AMFI) |
| Turn over: - | Exit Load: if redeemed/ switched out within 15 days from the date of allotment: 0.25% if redeemed/ switched out after 15 days from the date of allotment: Nil |
9.908
-0.05 (-0.5117%)
-1.17%
Benchmark: 12.47%
PERFORMANCE
Returns Type:
of :
Start :
End :
Period:
This Scheme
-
vs
NIFTY 500 TRI
-
Gold
-
PPF
-
Returns Type:
of :
Period:
Start :
Period:
Fund Multiplier
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
Time Taken To Multiply
2x
4x
5x
10x
FUND
There is no value for 2x
FD
11 years 10 Months
GOLD
8 years 9 Months
NIFTY
5 years 5 Months
Investment Objective
To provide long term capital appreciation from an actively managed portfolio of equity and equity related securities of companies engaged in consumption and consumption related sector or allied sectors. There is no assurance that the investment objective of the Scheme will be achieved
Current Asset Allocation (%)
Indicators
| Standard Deviation | - |
| Sharpe Ratio | - |
| Alpha | - |
| Beta | - |
| Yield to Maturity | - |
| Average Maturity | - |
PEER COMPARISON
| Scheme Name | Inception Date |
1 Year Return(%) |
2 Year Return(%) |
3 Year Return(%) |
5 Year Return(%) |
10 Year Return(%) |
|---|---|---|---|---|---|---|
| Axis Nifty 500 Index Fund - Regular Plan - Growth Option | 12-07-2024 | -2.58 | - | - | - | - |
| ICICI Prudential NASDAQ 100 Index Fund - Growth | 01-10-2021 | 29.11 | 24.87 | 25.03 | - | - |
| Motilal Oswal S&P 500 Index Fund - Regular Plan Growth | 05-04-2020 | 21.67 | 21.06 | 19.7 | 17.58 | - |
| Tata Nifty MidSmall Healthcare Index Fund - Regular Plan - Growth | 26-04-2024 | 15.93 | - | - | - | - |
| Tata Nifty Financial Services Index Fund - Regular Plan - Growth | 01-04-2024 | 13.21 | - | - | - | - |
Scheme Characteristics
Riskometer
PORTFOLIO
Market Cap Distribution
Small Cap
10.0%
Others
0.21%
Large Cap
71.22%
Mid Cap
18.64%
