Axis Mutual Fund

Axis Nifty500 Quality 50 Index Fund - Regular Plan - Growth Option

Axis Mutual Fund

Expense Ratio: 1.06
Risk: Very High
Other Scheme - Index Funds
Plan: Regular
Benchmark: Nifty 500 Quality 50 TRI
Inception: 21-08-2025
Exit Load: Nil
Fund Size:₹74.13 Cr

Performance

1Y
Fund-3.44%
Cat. Avg.-1.42%
2Y
FundN/A
Cat. Avg.-0.02%
3Y
FundN/A
Cat. Avg.8.81%
5Y
FundN/A
Cat. Avg.7.22%
10Y
FundN/A
Cat. Avg.10.92%
SI
Fund-3.38%
Cat. Avg.5.09%

Fund Facts

No available Data

Taxation

Any Holding Period (STCG & LTCG):As per Income Slab Rate

*Tax rates as per Finance Act 2024. Surcharge & cess may apply.

Allocation

Visualizing Fund's Exposure

Portfolio Holdings

Detailed breakdown of instruments.

Instrument
Val (Cr) % Assets
1Tata Consultancy Services Limited3.764.87%
2Infosys Limited3.694.79%
3BSE Limited3.504.54%
4Bharat Electronics Limited3.324.31%
5Coal India Limited2.823.65%
6Britannia Industries Limited2.813.65%
7Suzlon Energy Limited2.783.62%
8Colgate Palmolive (India) Limited2.593.37%
9Bajaj Auto Limited2.593.36%
10Dixon Technologies (India) Limited2.403.11%

Similar Funds

SIP Returns

7th
PeriodSIP DateInv(₹)Val(₹)Abs(%)XIRR
1Y07 Nov, 256000059282-1.2%-2.5%
SI07 Oct, 256500064174-1.3%-2.4%

Lumpsum Returns

PeriodInv DateInv(₹)Val(₹)Abs(%)CAGR
1Y16 Oct, 251 L.96562-3.4%-3.4%
SI15 Sep, 251 L.96343-3.7%-3.4%

SIP Calculator

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Future Value

₹23.80L

With SIP Amount ₹5,000
Total Invested
₹9.00L
Total Profit
₹14.80L
SIP Invested₹9.00L
SIP Gain₹14.80L
Lumpsum Inv.₹0
Lumpsum Gain₹0

Reality Check: Your future value will be today's ₹8.62L at inflation rate 7%

Tip: You can set a Goal first in the Goal Planner to calculate SIP targets adjusted for inflation.

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