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| Scheme Name | 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% |
A systematic investment plan (SIP) of ₹10,000 per month since inception (total investment of ₹12 lakh) would have grown to ₹27.67 lakh, delivering a CAGR of 15.98%, the fund house said.
A lumpsum investment of ₹1 lakh at inception would have grown to ₹4.03 lakh (Direct Plan) and ₹3.62 lakh (Regular Plan) as of February 26, 2025.
Over five years, the fund delivered a CAGR of 14.26%, while the benchmark Nifty Financial Services TRI returned 12.62%.
Over three years, the fund achieved 15.71%, outperforming the benchmark’s 10.22%. In the last year, the scheme returned 14.82%, compared to the benchmark’s 14.38%.
The fund’s assets under management (AUM) stood at ₹6,481 crore as of January 31, 2025. Milind Agrawal has been managing the scheme, the fund house stated.
SIP returns have varied across different periods.
The fund has delivered 17.46% CAGR over five years and 16.37% over three years.
The Nifty Financial Services TRI recorded returns of 13.44% (five years) and 11.14% (three years).
While past performance does not guarantee future returns, the fund has shown strong sector-focused growth.
Investors should, however, evaluate their financial goals before investing.
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