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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% |
The new fund offer (NFO) will open on February 6, 2025, and will close on February 20, 2025. The fund has been benchmark against the Nifty 500 Multicap 50:25:25 TRI index. Investors can start with additional investment in multiples of ₹ 1, with a minimum investment of 500.
The scheme focuses on companies benefiting from development opportunities, turnaround stories and economic cycles.
It holds a minimum allocation of 25% in large-caps, mid-cap and small-cap stocks to ensure a balanced portfolio. Fund manager’s purpose is to capitalize on pricing disabilities by identifying businesses with long -term growth capacity. Bajaj Finserv AMC CEO Ganesh Mohan said that the fund provides an opportunity to unlock the hidden value in the ignorant property.
It aims to invest in companies available at attractive prices, allowing time for development.
Nimesh Chandan, CIO, Bajaj Finserv AMC, emphasized a disciplined investment structure, took advantage of better data insight and behavioral analysis.
The equity part will be managed by Nimesh Chandan and Sorbh Gupta, while Siddharth Chaudhary will oversee the loan part.
Fund provides development and IDCW (Income distribution cum capital withdrawal) option.
Experts say that investors should have five years or long -term investment horizons, benefiting from contradictory opportunities.
first published: February 5, 2025 5:07 pm First
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