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Axis Nifty Capital Markets Index Fund- Regular Plan
TopFund Score: 62/100 · Average
How this score is calculated
- Star rating (35%)—
- 3Y CAGR (30%)—
- Expense ratio (20%)0.88%
- AUM (15%)₹125 Cr
Not investment advice — an analytical read of public fund data. Methodology →
Axis Mutual Fund · Equity · Thematic
₹9.52
AUM: ₹125 Cr
NAV updated 8 days ago
Plan
Regular
Option
Growth
Risk
Very High
Expense Ratio
0.88%
Exit Load
Exit load of 0.25%, if redeemed within 15 Days.
Fund Manager
Nandik Mallik
Inception
May 2026
Benchmark
Nifty Capital Markets Total Return Index
Sharpe Ratio
-1.29
Std Dev (1Y)
18.02%
Historical Returns (CAGR)
Annualized trailing returns computed from NAV history — past performance only, not a guarantee of future results.
1m
+0.22%
3m
-3.88%
6m
—
1y
—
3y
—
5y
—
10y
—
since inception
-5.8%
TopFund's Take on Axis Nifty Capital Markets Index Fund- Regular Plan
Axis Nifty Capital Markets Index Fund- Regular Plan sits in the middle of the pack for Thematic funds. TopFund's composite Health Score, which weighs rating, 3-year CAGR, expense ratio and fund size, puts it at 62/100.
Cost: At 0.88%, the expense ratio is meaningfully cheaper — about 11% below the Thematic category average of 0.99% (based on 873 comparable funds). Lower costs compound in your favour over long holding periods.
Risk-adjusted performance: Over the trailing 1-year period, the fund shows a negative Sharpe ratio of -1.29 — over the past year, returns haven't kept pace with the volatility involved, even before accounting for the risk-free rate. Separately, annualised volatility of 18.02% is fairly typical for Thematic funds.
Who should invest: This fund is best suited to investors whose goals and risk appetite align with a Equity fund. Given the Very High risk rating, this fund is not suited to short-term goals or investors who may need to exit within 2-3 years.
This is an automated, data-driven analysis based on the fund's own metrics and its category peers — not personalized investment advice. Consult a SEBI-registered advisor before investing.
Sector Allocation
Asset Allocation
Fund Snapshot
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Tools & Guides for This Fund
Frequently Asked Questions about Axis Nifty Capital Markets Index Fund- Regular Plan
The current NAV (Net Asset Value) of Axis Nifty Capital Markets Index Fund- Regular Plan is ₹9.52. NAV is updated every business day after market close by AMFI.
Return data is not yet available for this fund.
The expense ratio of Axis Nifty Capital Markets Index Fund- Regular Plan is 0.88% per annum. This is the annual fee charged by the fund to manage your investment.
Axis Nifty Capital Markets Index Fund- Regular Plan is managed by Nandik Mallik at Axis Mutual Fund.
Axis Nifty Capital Markets Index Fund- Regular Plan is classified as a Very High risk fund. It is suitable for aggressive investors with a long-term horizon of 5+ years.
Axis Nifty Capital Markets Index Fund- Regular Plan is a Thematic fund. SIP suitability depends on your investment goal and risk profile.
You can start a SIP in Axis Nifty Capital Markets Index Fund- Regular Plan with as little as ₹500 per month through most mutual fund platforms. The minimum lump sum investment is typically ₹1,000.
The Assets Under Management (AUM) of Axis Nifty Capital Markets Index Fund- Regular Plan is ₹125 crore. AUM indicates the total market value of assets managed by the fund.
* Past performance is not indicative of future results. Mutual fund investments are subject to market risks.
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