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
₹10.8767
-2.70%
(19 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
+18.8%
+10.4%
+7.6%
+7.0%
+5.4%
+3.0%
3Y
NA
+21.8%
+22.0%
+22.6%
+17.0%
+20.9%
5Y
NA
+19.5%
NA
NA
+14.5%
+17.4%
ALL
+6.2%
+18.7%
+17.2%
+15.1%
+13.2%
+15.5%
VOL
18.4%
17.3%
19.5%
14.6%
-
16.7%
TER
0.2%
0.7%
0.6%
0.7%
-
1.1%
AUM
₹145 Cr
₹14,750 Cr
₹1,602 Cr
₹1,445 Cr
-
₹9,034 Cr
INFO
0.34
1.08
0.88
1.03
-
0.92
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)
Nandik Malik
Rohit Gautam

FAQs