Axis Nifty500 Value 50 Index Fund - Direct - Growth
A Other Scheme by Axis Asset Management Co. Ltd.
1Y Returns (CAGR)
33.24%
Expense Ratio
0.17%
as of 01/02/2026
AUM
₹60.46 Cr
Qtr End: Dec 25
NAV
₹11.813
as of 02/03/2026
1Y Returns (CAGR)
33.24%
Expense Ratio
0.17%
as of 01/02/2026
AUM
₹60.46 Cr
Qtr End: Dec 25
NAV
₹11.813
as of 02/03/2026
Historical Performance
Investment growth and SIP performance over time.
Lump Sum mode selected.
₹
Total Invested₹10.0k
Current Value₹11.8k
Abs. Returns17.8%
CAGR13.0%
Growth of ₹10.0k
Loading Chart...
Performance Metrics
Returns, CAGR, and Volatility.
| Period | Returns | CAGR | Volatility |
|---|---|---|---|
| 3M | 12.66% | 61.09% | 16.89% |
| 6M | 20.64% | 45.53% | 14.37% |
| 1Y | 33.24% | 33.24% | 15.88% |
| 3Y | N/A | N/A | N/A |
| 5Y | N/A | N/A | N/A |
Scheme Details
- Launch Date
- 04/10/2024
- Fund Age
- 1.4 years
- Minimum Investment
- ₹100
- Benchmark
- Nifty500 Value 50
- Fund House
- Axis Mutual Fund
- Category
- Other Scheme
- Sub-category
- Index Funds (Other Scheme)
Similar Funds
Top funds in the same category and sub-category.
| Scheme | 3Y CAGR (%) | TER (%) | AUM (Cr) |
|---|---|---|---|
| Axis Nifty500 Value 50 Index Fund - Direct - Growth | - | 0.17% | ₹60.46 |
| DSP Nifty 50 Equal Weight Index Fund - Direct - Growth | 19.74% | 0.41% | ₹1,472.01 |
| HDFC NIFTY50 Equal Weight Index Fund - Direct - Growth | 19.72% | 0.40% | ₹1,072.88 |
| SBI Nifty50 Equal Weight Index Fund - Direct - Growth | - | 0.45% | ₹314.48 |
| HDFC NIFTY 100 Equal Weight Index Fund - Direct - Growth | 20.90% | 0.40% | ₹280.11 |
| UTI BSE Low Volatility Index Fund - Direct - Growth | 16.26% | 0.43% | ₹295.26 |
| DSP Nifty Midcap 150 Quality 50 Index Fund - Direct - Growth | 15.38% | 0.30% | ₹363.46 |