Index Fund Corner
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| Scheme Name | 1-Year Return | Invest Now | Fund Category | Expense Ratio |
|---|---|---|---|---|
| Axis Nifty 50 Index Fund | +32.80% | Invest Now | Equity: Large Cap | 0.12% |
| Axis Nifty 100 Index Fund | +38.59% | Invest Now | Equity: Large Cap | 0.21% |
| Axis Nifty Next 50 Index Fund | +71.83% | Invest Now | Equity: Large Cap | 0.25% |
| Axis Nifty 500 Index Fund | — | Invest Now | Equity: Flexi Cap | 0.10% |
| Axis Nifty Midcap 50 Index Fund | +46.03% | Invest Now | Equity: Mid Cap | 0.28% |
Continuous sale and repurchase will begin on February 18.
Key details of the scheme
Investment objective: To generate long-term capital appreciation by investing in a diversified portfolio of equity, debt, and gold ETFs.
Minimum investment: ₹5,000 for lump sum and ₹200 for SIP.
Asset allocation:
Equity: 65-80%
Debt and money market: 10-25%
Gold ETFs: 10-25%
Silver ETFs and REITs/InvITs: 0-10%
Tactical approach and flexibility
The fund will actively manage allocations across equity, debt, and gold based on market conditions. It will also employ hedging and arbitrage strategies to manage risk and optimize returns.
The equity investments will span across market caps, using both top-down and bottom-up approaches to identify opportunities.
Benchmark and fund management
The scheme is benchmarked against a blend of:
- 65% Nifty 500 TRI
- 25% Nifty Composite Debt Index
- 10% Price of Domestic Gold
The fund will be managed by Nikhil Rungta, Sumit Bhatnagar, and Pratik Harish.
This fund suits investors seeking long-term wealth creation and diversification across asset classes. An investment horizon of at least three years is recommended for risk-adjusted returns, experts say.
Investors interested in exploring a multi-asset strategy can consider this fund to balance growth and stability. However, they should consider their personal goals and risk taking abilities.
First Published: Jan 24, 2025 10:26 AM IST
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