Axis Nifty 50 Index Fund Regular Growth
- Index Funds
- Index Funds
- Very High Risk
Rating:
Key Metrics
Aum
₹1,001.15 Cr
Expense Ratio
0.52%
Exit Load
0.00%
Min. Investment
₹100.00
Min. SIP
₹100.00
Launch Date
3 Dec 2021
CAGR Returns
| Period | Absolute(%) | Annualised(%) |
|---|---|---|
| 1 Month | +1.03% | -- |
| 3 Months | +1.88% | -- |
| 6 Months | -3.56% | -- |
| 1 Year | +0.98% | +0.98% |
| 2 Years | -- | +2.13% |
| 3 Years | +29% | +8.86% |
| 5 Years | -- | 0% |
| Since Launch | +47.84% | +8.73% |
Holdings as on 8 Aug 2026
| Name | Value (₹Cr) | Holding % |
|---|---|---|
| HDFC Bank | 111.47 | 11.13 |
| ICICI Bank | 89.87 | 8.98 |
| Reliance Industries | 79.74 | 7.96 |
| Bharti Airtel | 51.38 | 5.13 |
| Larsen & Toubro Ltd | 44.24 | 4.42 |
| State Bank of India | 38.72 | 3.87 |
| AXIS Bank Ltd | 35.26 | 3.52 |
| Infosys | 32.01 | 3.20 |
| Kotak Mahindra Bank | 26.35 | 2.63 |
| ITC | 25.24 | 2.52 |
Morning Star Rating
Rating:
Risk
Return
Risk & Volitility
0.19
Sharpe Ratio
13.65%
Std. Deviation
--
Tracking Error
--
Alpha
--
Beta
Peer Comparison
| Fund Name | 1Y | 3Y | 5Y |
|---|---|---|---|
| DSP Nifty 50 Index Fund Regular Growth | +1.08% | +8.93% | +9.52% |
| Nippon India Index BSE Fund Sensex Plan - Growth | -1.36% | +7.01% | +8.44% |
| Motilal Oswal Nifty 200 Momentum 30 Index Fund Regular Growth | +1.81% | +11.81% | -- |
| Axis Nifty 50 Index Fund Regular Growth | +0.98% | +8.86% | -- |
| SBI Nifty50 Equal Weight Index Fund Regular Growth | +9.49% | -- | -- |
Results are calculated on CAGR basis
About Fund
To provide returns before expenses that closely corresponds to the total returns of the NIFTY 50 subject to tracking errors. However, there can be no assurance that the investment objective of the Scheme will be achieved.
The Axis Nifty 50 Index Fund Regular Growth has an AUM of 1001.15 crores & has delivered CAGR of 0.00 in the last 5 years. The fund has an exit load of 0.00% and an expense ratio of 0.52%. The minimum investment in Axis Nifty 50 Index Fund Regular Growth is Rs 100 and the minimum SIP is Rs 100.
As per morningstar the risk & return rating of the fund are Medium & Good 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, Auto & Truck Manufacturers.
Some of the similar funds are DSP Nifty 50 Index Fund Regular Growth, Nippon India Index BSE Fund Sensex Plan - Growth, Motilal Oswal Nifty 200 Momentum 30 Index Fund Regular Growth, Axis Nifty 50 Index Fund Regular Growth, SBI Nifty50 Equal Weight Index Fund Regular Growth. Axis Nifty 50 Index Fund Regular Growth has a sharpe ratio of 0.19 & a standard deviation of 13.65%.
FAQs
According to the morning star rating Axis Nifty 50 Index Fund Regular Growth has a Medium risk & Good return.
Axis Nifty 50 Index Fund Regular Growth is managed by Nandik Malik,Rohit Gautam.
The expense ratio of Axis Nifty 50 Index Fund Regular Growth is 0.52%.
The 5 year annualized return on Axis Nifty 50 Index Fund Regular Growth is 0.00% & it has generated 0.98% in the last 1 year.
The minimum investment in Axis Nifty 50 Index Fund Regular Growth is 100 Rs.
Axis Nifty 50 Index Fund Regular Growth has an AUM of 1001.15 crores.
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