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
FundN/A
Cat. Avg.1.93%
2Y
FundN/A
Cat. Avg.2.77%
3Y
FundN/A
Cat. Avg.10.71%
5Y
FundN/A
Cat. Avg.10.80%
10Y
FundN/A
Cat. Avg.11.39%
SI
Fund1.26%
Cat. Avg.6.96%

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
1Bharat Electronics Limited6.715.04%
2Coal India Limited6.014.52%
3BSE Limited6.004.51%
4Britannia Industries Limited5.664.26%
5Tata Consultancy Services Limited5.424.07%
6Bajaj Auto Limited4.953.72%
7Colgate Palmolive (India) Limited4.613.46%
8Marico Limited3.993.00%
9Suzlon Energy Limited3.982.99%
10GE Vernova T&D India Limited3.922.95%

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Axis Mutual Fund
NAV / Fund Size₹59.87₹33,769.36 Cr
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-0.60%

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SIP Returns

7th
PeriodSIP DateInv(₹)Val(₹)Abs(%)XIRR
SI07 Oct, 255000052089+4.2%N/A

Lumpsum Returns

PeriodInv DateInv(₹)Val(₹)Abs(%)CAGR
SI15 Sep, 251 L.1.01 L.+1.3%N/A

SIP Planner

Visualize how small monthly investments grow over time.

Years
%
%

Beat inflation and compound wealth faster with an annual step-up.

%
%
Future Value

₹23.80L

With SIP Amount ₹5,000
Total Invested
₹9.00L
Total Gained
₹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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