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 (31-05-2025) |
| Status: Open Ended Schemes |
| Minimum Investment: 100.0 |
| Minimum Topup: 100.0 |
| Total Assets: 283.9 Cr As on 30-05-2025(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 |
10.208
0.05 (0.5231%)
1.77%
Benchmark: 12.62%
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
There is no value for 4x
There is no value for 5x
There is no value for 10x
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 | - | - | - | - | - |
| Kotak Nifty Financial Services Ex-Bank Index Fund - Regular Plan - Growth option | 14-08-2023 | 25.29 | - | - | - | - |
| Tata Nifty MidSmall Healthcare Index Fund - Regular Plan - Growth | 26-04-2024 | 21.05 | - | - | - | - |
| Motilal Oswal BSE Financials ex Bank 30 Index Fund Regular Growth | 29-07-2022 | 17.13 | 24.49 | - | - | - |
| ICICI Prudential NASDAQ 100 Index Fund - Growth | 01-10-2021 | 16.51 | 25.14 | 26.52 | - | - |
| Tata Nifty Financial Services Index Fund - Regular Plan - Growth | 01-04-2024 | 15.02 | - | - | - | - |
| Motilal Oswal S&P 500 Index Fund - Regular Plan Growth | 05-04-2020 | 14.81 | 20.84 | 19.64 | 17.35 | - |
| ICICI Prudential Nifty Pharma Index Fund - Growth | 14-12-2022 | 12.04 | 26.86 | - | - | - |
| Invesco India Nifty G-sec Sep 2032 Index Fund - Regular - Growth | 27-03-2023 | 10.96 | 9.07 | - | - | - |
| HDFC Nifty G-Sec Sep 2032 Index Fund - Growth Option | 09-12-2022 | 10.94 | 9.02 | - | - | - |
Scheme Characteristics
Riskometer
PORTFOLIO
Market Cap Distribution
Small Cap
10.08%
Others
0.12%
Large Cap
70.77%
Mid Cap
19.04%
