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Axis NIFTY 50 Index Fund

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Returns:
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Overview

Investment Objective

To provide returns before expenses that closely corresponds to the total returns of the NIFTY 50 subject to tracking errors. However, there can be no assurance that the investment objective of the Scheme will be achieved.

Entry Load, Exit Load & Tax

Tax implication

Minimum Investment

Underlying Index Details

This product is suitable for investors who are seeking*

  • Long term wealth creation solution
  • An index fund that seeks to track returns by investing in a basket of Nifty 50 Index stocks and aims to achieve returns of the stated index, subject to tracking error.
*Investors should consult their financial advisers if in doubt about whether the product is suitable for them
Axis NIFTY 50 Index Fund
Nifty 50 TRI

Fund Manager

Mr. Karthik Kumar
View Details

Performance

Returns Calculator

SIP
Lumpsum
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Returns Over The Years

information

Performance of Axis NIFTY 50 Index Fund - Direct Growth as of February 28, 2026

Nifty 50 TRICurrent Value of Rs.10,000 Invested
Annualised(%)Nifty 50 TRI
Benchmark(%)
BSE SENSEX TRI
Additional Benchmark(%)
Annualised(₹)Nifty 50 TRI
Benchmark(₹)
BSE SENSEX TRI
Additional Benchmark(₹)
Since Inception
2021-12-03
10.40%10.69%9.74%15,20715,37714,829
5 Years
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3 Years
14.39%14.64%12.65%14,97015,06614,297
1 Year
14.90%15.12%12.34%11,48611,50711,230

Fund Quants

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Tracking Difference

Fund Names1 Year3 Year5 Year10 YearSince Inception
Axis Nifty 50 Index Fund-0.15-0.23N/AN/A-0.28

Tracking Error

The tracking error of Axis Nifty 50 Index Fund as of March 16, 2026 is 0.04
Disclaimer : Tracking Error and Tracking Difference data powered by ICRA Analytics (Disclaimer - http://www.icraanalytics.com/legal/standard-disclaimer.html)

Outlook

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Portfolio

information

Asset Cap Mix

Portfolio Summary

No. of stocks
10
Top 10 Stocks (%)
54.65%
Top 5 Stocks (%)
37.58%
Top 3 Stocks (%)
28.63%

Holdings

Stocks% of holdings
HDFC Bank Limited11.84
ICICI Bank Limited8.59
Reliance Industries Limited8.2
Bharti Airtel Limited4.57
Larsen & Toubro Limited4.38
State Bank of India4.35
Infosys Limited3.97
Axis Bank Limited3.45
Kotak Mahindra Bank Limited2.66
Mahindra & Mahindra Limited2.64

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Documents

Presentation

Schemes pdf

Leaflet

Schemes pdf

SID

Schemes pdf

KIM

Schemes pdf

Frequently asked questions

Why should you consider investing in the Axis Nifty 50 Index Fund?

This index fund is perfect if you want a low-cost way to diversify your portfolio and participate across the top 50 largest and most actively traded Indian companies. It suits both new investors looking for a safe entry point and experienced investors aiming to wealth creation & balance their equity allocation.

What is the minimum amount to start Investing in Axis Nifty 50 Index Fund?

You can begin investing in the Axis Nifty 50 Index Fund with just ₹100, either via a one-time (lump sum) payment or a Systematic Investment Plan (SIP).

How does Axis Nifty 50 Index Fund help you build a diversified portfolio?

The Axis Nifty 50 Index Fund diversifies your investment across 50 of India’s largest and most reliable companies covering 13+ sectors like finance, technology, energy, power, healthcare, automobile, services, consumer goods and many more*. This broad spread reduces risk by minimizing dependence on any single stock or sector. As a result, your portfolio gains stability and the potential to grow with India’s overall economic progress.

How can you invest in the Axis Nifty 50 Index Fund?

You can easily invest online through the Axis Mutual Fund website or mobile app, as well as via popular financial platforms, banks, or authorized mutual fund distributors. After a few simple steps, you can choose between investing a lump sum or starting a SIP, ensuring a convenient and seamless experience.

What is the current expense ratio of Axis Nifty 50 Index Fund Direct Growth Plan?

The expense ratio for the Axis Nifty 50 Index Fund Direct Growth Plan is very low—around 0.10% per year (as on 30 September 2025)#. This means more of your money stays invested and working for you, making it cost-effective compared to most actively managed mutual funds.

Which top companies are you investing through Axis Nifty 50 Index Fund?

The Axis Nifty 500 Index Fund has holdings in India’s top 50 most largest & liquid companies which includes some of India’s most respected and stable businesses, such as HDFC Bank, ICICI Bank, Reliance Industries, Power Grid, Jio Financial, NTPC, ITC, Nestle, Trent Ltd. and many more*. Investing in this fund means owning a piece of the companies that shape India’s growth landscape.

Is there any lock-in period in Axis Nifty 50 Index Fund?

No, there’s no lock-in period for Axis Nifty 50 Index Fund. You are free to redeem or withdraw all or part of your investment any time you want, allowing complete flexibility and liquidity.

What are the key benefits of investing in Axis Nifty 50 Index Fund?

• Wide diversification: Get exposure to 50 of India’s largest and most liquid companies in one investment.• Low cost: Save on fees with a low expense ratio, so more of your money is invested.• Easy access: Begin your investment journey with as little as ₹100.• Transparency and simplicity: Know what you’re investing in and easily track your portfolio performance.• Long-term growth potential: Participate in India’s economic expansion over the years.

How is taxation on your Axis nifty 50 Index Fund Investment?

Returns after selling your investment after one year are considered Long-Term Capital Gains and taxed at 12.5% beyond ₹1.25 lakh in gains per year. For redemptions within a year, Short-Term Capital Gains Tax applies at 20%1. Planning your investment horizon can help manage and optimize your tax burden.

Can you set up SWP (Systematic Withdrawal Plan) or STP (Systematic Transfer Plan) with Axis Nifty 50 Index Fund?

Yes! You can set up an SWP to receive regular cash payouts, or an STP to transfer money between Axis funds—all designed to give you better control and flexibility over your investments.

How is Axis Nifty 50 Index Fund different from actively managed equity funds?

Unlike active funds where managers pick and choose stocks in hopes of outperforming the market, this passive index fund mirrors the Nifty 50 Index which consists of India’s top 50 largest & most liquid stocks as closely as possible. This results in lower costs, clearer transparency, and more predictable investment outcomes for you.Past performance may or may not sustain in future.*Note: Sector(s)/ Stock(s) mentioned above are for the purpose of disclosure of the portfolio of the Scheme(s) and should not be construed as recommendation.1For individual nature of tax implications, investors are requested to consult their tax advisors before investing.#Total Expense Ratio (TER) is of Axis Nifty 50 Index Fund Direct Growth Plan as on 30 September 2025. The TER of the Scheme is subject to change at the discretion of AMC within the limits specified in Scheme Information Document. Investors are requested to visit Axis Mutual Fund website to view the current TER of the Scheme at the time of investments (https://www.axismf.com/total-expense-ratio).For NSE disclaimer, refer SID. Mutual Fund Investments are subject to market risks, read all scheme related documents carefully.

What is the Nifty 50 Index and how does it reflect in India economy?

The Nifty 50 Index tracks the 50 largest and most actively traded companies on India’s National Stock Exchange, covering 13+ sectors like financial, technology, healthcare, power, energy, automobile, services, consumer goods and many more*. It serves as a broad benchmark reflecting the overall health and trends of India’s economy. Investing in the Nifty 50 Index lets you participate in the growth of India’s top businesses, aligning your money with the country’s economic progress.

How often does Nifty 50 Index Fund portfolio get updated for you?

The Nifty 50 Index Fund’s portfolio is rebalanced twice a year to ensure it always reflects the current top 50 largest & most liquid Indian companies. This keeps your investment aligned with market changes and the Nifty 50 Index.

What is the Axis Nifty 50 Index Fund?

The Axis Nifty 50 Index Fund is a low-cost mutual fund that invests in the 50 largest and most actively traded companies on India’s National Stock Exchange, closely mirroring the Nifty 50 Index subject to tracking error. This passive fund offers you broad exposure to India's top blue-chip companies across 15+ key sectors, helping you build long-term wealth with minimal stock-picking risk. By investing here, your money grows alongside India’s leading businesses, capturing the country’s economic progress.

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Statutory Details: Axis Mutual Fund has been established as a Trust under the Indian Trusts Act, 1882, sponsored by Axis Bank Ltd. (liability restricted to Rs.1 lakh).Trustee: Axis Mutual Fund Trustee Ltd. Investment Manager: Axis Asset Management Co. Ltd. (the AMC).Risk Factors: Axis Bank Ltd. is not liable or responsible for any loss or shortfall resulting from the operation of the scheme. Past performance may or may not be sustained in future. Please consult your financial advisor before investing.