Axis MF Launches Axis Nifty500 Quality 50 Index Fund

A low-cost, transparent solution for investors seeking high-quality equity exposure

Highlights of Axis Nifty500 Quality 50 Index Fund

• Type: An open-ended Index Fund tracking NIFTY500 Quality 50 TRI


• Benchmark: Nifty500 Quality 50 TRI


• NFO Period: 21^st Aug 2025 to 4^th Sep 2025


• Fund Manager: Mr. Karthik Kumar & Mr. Hitesh Das


• Minimum Application Amount: ₹100 and in multiples of ₹1/- thereafter


• 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

Mumbai, 20^th Aug 2025: Axis Mutual Fund, one of India's leading asset management companies, today announced the launch of the Axis Nifty500 Quality 50 Index Fund, an open-ended Index Fund tracking the Nifty500 Quality 50 TRI. The fund will be managed by Mr. Karthik Kumar & Mr. Hitesh Das (Fund Managers).

The Axis Nifty500 Quality 50 Index Fund is designed to provide investors with a simple, transparent and cost-efficient route to invest in fifty of India's high quality companies, carefully selected from the Nifty 500 universe. The underlying Nifty500 Quality 50 Index selects its constituents based on parameters such as high return on equity, low financial leverage and stable earnings growth, with a disciplined, rules-based methodology that removes human bias from the stock selection process.

Speaking on the launch, B. Gopkumar, MD & CEO, Axis AMC, said, "Quality is a time-tested investment factor that has shown not only resilience during uncertain market phases but also the ability to capture upside in growth cycles. With the Axis Nifty500 Quality 50 Index Fund, we are providing investors a disciplined, low-cost and transparent way to gain exposure to India's strong companies-those that are well positioned to deliver relatively consistent performance over the long term."

Why Quality?

Historically, the Nifty500 Quality 50 Index has demonstrated an ability to outperform the broader market while offering better downside protection during periods of volatility. During major corrections such as the Global Financial Crisis and the COVID-19 market crash, the index experienced smaller drawdowns and recovered more swiftly than the Nifty 50. Over a 15-year period ending July 2025, it delivered a compounded annual growth rate of 15.6% compared to the Nifty 50's 12.1%, with lower long-term volatility. This combination of resilience and competitive returns makes it an interesting option for long-term wealth creation.

Key Attributes of Axis Nifty500 Quality 50 Index Fund

The Axis Nifty500 Quality 50 Index Fund is characterized by its focus on high-quality companies selected from the broader Nifty 500 universe using a disciplined, rules-based methodology. The fund emphasizes companies with strong fundamentals, specifically those exhibiting high return on equity, low financial leverage, and stable earnings growth over the past five years. Further, the fund offers diversified exposure across large, mid, and small caps as well as multiple sectors, mitigating concentration risk.

With a low-cost, transparent, and systematic investment approach, the fund aims to provide long-term wealth creation with lower volatility compared to broader market indices. It is rebalanced semi-annually and maintains a maximum stock weight cap to ensure balanced representation. The minimum investment during the NFO is ₹100, making it accessible for a wide range of investors.

Ashish Gupta, CIO, Axis AMC asserted, "Quality companies often combine strong earnings potential with robust balance sheets and sustainable competitive advantages. Companies in this index are selected based on their return on equity (ROE), financial leverage (Debt/Equity Ratio) and earnings (EPS) growth variability By investing in such businesses across different sectors and market caps, this fund offers investors a portfolio that can weather downturns and participate meaningfully during periods of growth. This approach is especially well suited for investors looking to build a core equity allocation with a focus on stability and long-term returns."

The New Fund Offer (NFO) will open for subscription from 21^st Aug 2025 to 4^th Sep 2025.

Source: Axis MF Research, Nifty Indices, Bloomberg, SEBI as on 18^th Aug 2025.

Product Labelling & Riskometer:

Axis Nifty500 Quality 50 Index Fund (An Open-Ended Index Fund tracking Nifty500 Quality 50 TRI)

About Axis AMC: Axis AMC is one of India's fastest growing assets managers offering a comprehensive bouquet of asset management products across mutual funds (https://www.axismf.com/), portfolio management services and alternative investments (https://www.axisamc.com/homepage).

Index Disclaimer:

The Axis Nifty500 Quality 50 Index Fund is not sponsored, endorsed, sold or promoted by NSE INDICES LIMITED (formerly known as India Index Services & Products Limited ("IISL"). NSE INDICES LIMITED does not make any representation or warranty, express or implied, to the owners of the Axis Nifty500 Quality 50 Index Fund or any member of the public regarding the advisability of investing in securities generally or in the Product(s) particularly or the ability of the Nifty500 Quality 50 TRI to track general stock market performance in India. The relationship of NSE INDICES LIMITED to the Issuer is only in respect of the licensing of the Indices and certain trademarks and trade names associated with such Indices which is determined, composed and calculated by NSE INDICES LIMITED without regard to the Issuer or the Product(s). NSE INDICES LIMITED does not have any obligation to take the needs of the Issuer or the owners of the Product(s) into consideration in determining, composing or calculating the Nifty500 Quality 50TRI. NSE INDICES LIMITED is not responsible for or has participated in the determination of the timing of, prices at, or quantities of the Product(s) to be issued or in the determination or calculation of the equation by which the Product(s) is to be converted into cash. NSE INDICES LIMITED has no obligation or liability in connection with the administration, marketing or trading of the Product(s). NSE INDICES LIMITED do not guarantee the accuracy and/or the completeness of the Nifty500 Quality 50TRI or any data included therein and NSE INDICES LIMITED shall not have any responsibility or liability for any errors, omissions, or interruptions therein. NSE INDICES LIMITED does not make any warranty, express or implied, as to results to be obtained by the Issuer, owners of the product(s), or any other person or entity from the use of the Nifty500 Quality 50TRI or any data included therein. NSE INDICES LIMITED makes no express or implied warranties, and expressly disclaim all warranties of merchantability or fitness for a particular purpose or use with respect to the index or any data included therein. Without limiting any of the foregoing, NSE INDICES LIMITED expressly disclaim any and all liability for any claims, damages or losses arising out of or related to the Products, including any and all direct, special, punitive, indirect, or consequential damages (including lost profits), even if notified of the possibility of such damages. An investor, by subscribing or purchasing an interest in the Product(s), will be regarded as having acknowledged, understood and accepted the disclaimer referred to in Clauses above and will be bound by it.

Disclaimer: This press release represents the views of Axis Asset Management Co. Ltd. and must not be taken as the basis for an investment decision. Neither Axis Mutual Fund, Axis Mutual Fund Trustee Limited nor Axis Asset Management Company Limited, its Directors or associates shall be liable for any damages including lost revenue or lost profits that may arise from the use of the information contained herein. No representation or warranty is made as to the accuracy, completeness or fairness of the information and opinions contained herein. The material is prepared for general communication and should not be treated as research report. The data used in this material is obtained by Axis AMC from the sources which it considers reliable.

While utmost care has been exercised while preparing this document, Axis AMC does not warrant the completeness or accuracy of the information and disclaims all liabilities, losses and damages arising out of the use of this information. Investors are requested to consult their financial, tax and other advisors before taking any investment decision(s). The AMC reserves the right to make modifications and alterations to this statement as may be required from time to time.

Past performance may or may not be sustained in the future.

Axis Bank Ltd. is not liable or responsible for any loss or shortfall resulting from the operation of the scheme.