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Axis Nifty500 Quality 50 Index Fund - Regular Plan - Growth Option
TopFund Score: 75/100 · Good
How this score is calculated
- Star rating (35%)—
- 3Y CAGR (30%)—
- Expense ratio (20%)0.34%
- AUM (15%)₹83 Cr
Not investment advice — an analytical read of public fund data. Methodology →
Axis Mutual Fund · Equity · Flexi Cap
₹10.25
AUM: ₹82 Cr
NAV updated 27 days ago
Plan
Regular
Option
Growth
Risk
High
Expense Ratio
0.34%
Exit Load
Exit load of 0.25%, if redeemed within 15 days.
Fund Manager
Hitesh Das
Inception
Sep 2025
Benchmark
Nifty500 Quality 50 Total Return Index
Sharpe Ratio
-0.02
Std Dev (1Y)
15.81%
Historical Returns (CAGR)
Annualized trailing returns computed from NAV history — past performance only, not a guarantee of future results.
1m
-0.03%
3m
+1.26%
6m
+8.79%
1y
—
3y
—
5y
—
10y
—
since inception
+1.44%
TopFund's Take on Axis Nifty500 Quality 50 Index Fund - Regular Plan - Growth Option
Axis Nifty500 Quality 50 Index Fund - Regular Plan - Growth Option holds up reasonably well within the Flexi Cap category. TopFund's composite Health Score, which weighs rating, 3-year CAGR, expense ratio and fund size, puts it at 75/100.
Cost: At 0.34%, the expense ratio is meaningfully cheaper — about 60% below the Flexi Cap category average of 0.86% (based on 532 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 -0.02 — 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 15.81% is fairly typical for Flexi Cap funds.
Who should invest: This fund is best suited to investors who want the fund manager to freely allocate across large, mid and small caps rather than being boxed into one segment. The High risk rating means near-term volatility should be expected — this isn't a fund to check daily.
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 Nifty500 Quality 50 Index Fund - Regular Plan - Growth Option
The current NAV (Net Asset Value) of Axis Nifty500 Quality 50 Index Fund - Regular Plan - Growth Option is ₹10.25. 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 Nifty500 Quality 50 Index Fund - Regular Plan - Growth Option is 0.34% per annum. This is the annual fee charged by the fund to manage your investment.
Axis Nifty500 Quality 50 Index Fund - Regular Plan - Growth Option is managed by Hitesh Das at Axis Mutual Fund.
Axis Nifty500 Quality 50 Index Fund - Regular Plan - Growth Option is classified as a High risk fund. It is suitable for investors with a long-term horizon of 3+ years.
Yes, Axis Nifty500 Quality 50 Index Fund - Regular Plan - Growth Option is an equity fund, making it suitable for SIP investments. Regular monthly SIPs help average out market volatility through rupee-cost averaging.
You can start a SIP in Axis Nifty500 Quality 50 Index Fund - Regular Plan - Growth Option 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 Nifty500 Quality 50 Index Fund - Regular Plan - Growth Option is ₹83 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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