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| Name of the scheme | 1-year back | Invest now | Fund category | expense ratio |
|---|---|---|---|---|
| Axis Nifty 50 Index Fund | +32.80% | Invest now | Equity: Big Cap | 0.12% |
| Axis Nifty 100 Index Fund | +38.59% | Invest now | Equity: Big Cap | 0.21% |
| Axis Nifty Next 50 Index Fund | +71.83% | Invest now | Equity: Big 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% |
Since the installation of the fund, investors committed to a monthly systematic investment scheme (SIP) of 10,000 will now be a corpus of 3.80 crores, which offers an annual return of 16.98%.
In the last 20 years, a uniform SIP investment would have been 1.66 crores, with an annual return of 16.87%.
The launch of the fund would have increased to ₹ 18.35 lakh with a one -time investment of ₹ 1 lakh with a CAGR of 12.33%.
For those investing the same amount 20 years ago, according to the Fund House, this value has increased to 20.89 lakhs, reflects CAGR of 16.40%.
The fund manages the asset base of ₹ 5,324 crore by 31 December, 2024. It focuses on areas such as technology, telecommunications, media, entertainment and related areas.
The fund has been benchmark against BSE Tech TRAI and managed by Kunal Sangoi and Dhaval Joshi.
While the funds have given strong returns, experts recommend precautions.
Such sectoral funds can be highly unstable and are suitable for only high -risk appetite and people with a long -term horizon.
To reach the CNBC TV18 investment calculator for more insight and to reach various investment calculators.
Experts say that investors should diversify their portfolio and do not rely too much on the same area.
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