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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 Fund House said that the initial lump sum investment of ₹ 1 lakh has been increased to ₹ 31.1 lakh by November 25, 2024.
Managed by Atul Bhol, the fund follows a bottom-up stock-picing strategy.
In its managed plans and with an AUM of over 60,000 crores, it has given a CAGR of 14.7% since installation.
It has continuously exceeded its benchmark three-five-, ten-, fifteen-, and twenty years.
According to Value Research data, the Net Asset Value (NAV) of the regular plan is 33.8930 by February 4, 2025, while its AUM is ₹ 6,913 crore by 31 December 2024.
Atul bring variations in investing in market cap and areas to generate alpha when managing good risk. The fund actively manages its debt component, focusing on the period while maintaining high credit quality.
By December 31, 2024, it had allocated 75.07% in equity, 20.94% in loan, 3.6% in cash and cash equivalent and 0.4% in real estate.
Its top loan holdings include India’s security maturity in 2037, 2053, 2064, 2030 and 2063, including allocation from 4.31% to 1.75%.
Fund has given 13.59%in a year, 12.68%in three years, 16.61%in five years, 12.91%in seven years, 11.90%in ten years.
The expenditure ratio is 1.76%, which investors should consider when evaluating net returns.
While the fund has a strong track record, the previous performance does not guarantee future results.
Hybrid funds balance equity and debt, offer a mixture of growth and stability, but can affect market rapid returns, and interest rate changes can affect the loan part.
Investors should assess their risk hunger and consult financial advisors before making long -term SIPs or lump sum investments.
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