Axis BSE Sensex Index Fund Regular Growth
- Index Funds
- Index Funds
- Very High Risk
Rating:
Key Metrics
Aum
₹54.90 Cr
Expense Ratio
0.90%
Exit Load
0.25%
Min. Investment
₹500.00
Min. SIP
₹100.00
Launch Date
27 Feb 2024
CAGR Returns
| Period | Absolute(%) | Annualised(%) |
|---|---|---|
| 1 Month | -3.05% | -- |
| 3 Months | +2.93% | -- |
| 6 Months | -2.96% | -- |
| 1 Year | -5.2% | -5.2% |
| 2 Years | -- | -2.69% |
| 3 Years | -- | 0% |
| 5 Years | -- | 0% |
| Since Launch | +5.71% | +2.22% |
Holdings as on 8 Sep 2026
| Name | Value (₹Cr) | Holding % |
|---|---|---|
| HDFC Bank | 6.74 | 12.26 |
| ICICI Bank | 6.08 | 11.07 |
| Reliance Industries | 5.23 | 9.51 |
| Bharti Airtel | 3.55 | 6.46 |
| Larsen & Toubro Ltd | 2.72 | 4.95 |
| State Bank of India | 2.52 | 4.59 |
| Infosys | 2.33 | 4.24 |
| AXIS Bank Ltd | 2.08 | 3.78 |
| Bajaj Finance | 1.81 | 3.29 |
| Mahindra & Mahindra Ltd | 1.80 | 3.27 |
Morning Star Rating
Rating:
Risk
Return
Risk & Volitility
0.00
Sharpe Ratio
0.00%
Std. Deviation
--
Tracking Error
--
Alpha
--
Beta
Peer Comparison
| Fund Name | 1Y | 3Y | 5Y |
|---|---|---|---|
| Motilal Oswal BSE Quality Index Fund Regular Growth | +1.3% | +11.38% | -- |
| Baroda BNP Paribas NIFTY 50 Index Fund Regular Growth | -3.46% | -- | -- |
| Axis BSE Sensex Index Fund Regular Growth | -5.2% | -- | -- |
| Mirae Asset Nifty Total Market Index Fund Regular Growth | +1.81% | -- | -- |
| Motilal Oswal Nifty MidSmall Healthcare Index Fund Regular Growth | +16.97% | -- | -- |
Results are calculated on CAGR basis
About Fund
To provide returns before expenses that corresponds to the total returns of the S & P BSE Sensex TRI subject to tracking errors.
The Axis BSE Sensex Index Fund Regular Growth has an AUM of 54.90 crores & has delivered CAGR of 0.00 in the last 5 years. The fund has an exit load of 0.25% and an expense ratio of 0.90%. The minimum investment in Axis BSE Sensex Index Fund Regular Growth is Rs 500 and the minimum SIP is Rs 100.
As per morningstar the risk & return rating of the fund are Medium & respectively.
The fund has a present cash holding of %. The top holdings of the fund include HDFC Bank, ICICI Bank, Reliance Industries, Bharti Airtel.
The major sectors where the fund is invested are Regional Banks, Oil & Gas Operations, Software & Programming, Communications Services.
Some of the similar funds are Motilal Oswal BSE Quality Index Fund Regular Growth, Baroda BNP Paribas NIFTY 50 Index Fund Regular Growth, Axis BSE Sensex Index Fund Regular Growth, Mirae Asset Nifty Total Market Index Fund Regular Growth, Motilal Oswal Nifty MidSmall Healthcare Index Fund Regular Growth. Axis BSE Sensex Index Fund Regular Growth has a sharpe ratio of 0.00 & a standard deviation of 0.00%.
FAQs
According to the morning star rating Axis BSE Sensex Index Fund Regular Growth has a Medium risk & return.
Axis BSE Sensex Index Fund Regular Growth is managed by Nandik Malik,Rohit Gautam.
The expense ratio of Axis BSE Sensex Index Fund Regular Growth is 0.90%.
The 5 year annualized return on Axis BSE Sensex Index Fund Regular Growth is 0.00% & it has generated -5.20% in the last 1 year.
The minimum investment in Axis BSE Sensex Index Fund Regular Growth is 500 Rs.
Axis BSE Sensex Index Fund Regular Growth has an AUM of 54.90 crores.
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