Axis Nifty500 Value 50 Index Growth Direct Plan
SIP amount
Min. ₹100
Lumpsum amount
Min. ₹100

Axis Nifty500 Value 50 Index Growth Direct Plan

NAV
₹11.1345
+1.08%
(17 Mar)
AUM
145 Cr
TER
0.17%
Risk
Very High Risk
Insights
Total Expense Ratio (TER) is in the bottom 25% of comparable funds
Net Asset Value (NAV) is above its 200 days moving average
In beta. Send feedback here.
Compare with other fund
1Y
+25.6%
+15.6%
+11.6%
+11.5%
+10.1%
+7.6%
3Y
NA
+22.2%
+23.4%
+22.2%
+17.7%
+21.8%
5Y
NA
+19.2%
NA
NA
+15.0%
+17.3%
ALL
+8.0%
+18.7%
+15.6%
+17.4%
+13.3%
+15.6%
VOL
18.3%
17.2%
14.5%
19.5%
-
16.7%
TER
0.2%
0.7%
0.7%
0.6%
-
1.1%
AUM
₹145 Cr
₹14,750 Cr
₹1,445 Cr
₹1,602 Cr
-
₹9,034 Cr
INFO
0.44
1.09
1.07
0.89
-
0.93
Past performance
Past performance is no guarantee of future returns.
Had you invested
Over the last
1Y
3Y
ALL
Your returns would have been
Axis Nifty500 Value 50 Index (G)
₹1,00,00,00,000
14.0%
Fixed deposit
₹40,00,00,000
6.0%
Bank savings
₹40,00,00,000
3.0%
See fund holdings as of 28th Feb
Top holdings
Tata Steel Ltd
5.6%
State Bank of India
5.6%
Vedanta Ltd
5.4%
Oil & Natural Gas Corp Ltd
5.4%
NTPC Ltd
5.3%
Power Grid Corp Of India Ltd
5.0%
Coal India Ltd
4.8%
Tata Motors Passenger Vehicles Ltd
4.8%
Hindalco Industries Ltd
4.8%
Grasim Industries Ltd
4.5%
Top industry exposure
Basic Materials
27.0%
Financial Services
25.7%
Energy
22.5%
Utilities
13.5%
Consumer Cyclical
4.8%
Other information
Minimum SIP
₹100
Minimum lumpsum
₹100
Additional lumpsum
₹100
Portfolio turnover
-
Lock-in period
-
Exit load
• 0.25% for redemption within 15 days
Fund objective
To provide returns before expenses that correspond to the Nifty500 Value 50 TRI subject to tracking error.
Fund manager(s)
Karthik Kumar

FAQs