Index Fund Corner
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| name of the scheme | 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 selling and buyback will begin on February 18.
Main 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 for SIP. 200.
asset allocation:
Equity: 65-80%
Debt and money markets: 10-25%
Gold ETF: 10-25%
Silver ETFs and REITs/Inv: 0-10%
Strategic approach and flexibility
The fund will actively manage the allocation across equity, debt and gold based on market conditions. It will also employ hedging and arbitrage strategies to manage risk and optimize returns.
Equity will be spread across market caps, using both top-down and bottom-up approaches to identify investment opportunities.
Benchmarks and Fund Management
The scheme has been benchmarked against a mix of:
- 65% Nifty 500 Tri
- 25% Nifty Composite Credit Index
- 10% of domestic gold price
The fund will be managed by Nikhil Rungta, Sumit Bhatnagar and Pratik Harish.
The fund seeks investors seeking long-term wealth creation and diversification across asset classes. Experts say an investment horizon of at least three years is recommended for risk-adjusted returns.
Investors interested in exploring a multi-asset strategy may consider this fund to balance growth and stability. However, they should consider their personal goals and risk appetite.
first published: January 24, 2025 10:26 am First
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