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Home Mf Research Axis Nifty500 Low Volatility 50 Index Fund Regular Plan Growth
AXIS Mutual Fund

Mutual Fund Research

Axis Nifty500 Low Volatility 50 Index Fund - Regular Plan - Growth

AXIS Mutual Fund Others Others Index

Fund Performance

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-
Historical NAV
  • 1W
  • 2W
  • 1M
  • SI

SIP Returns

Historical performance of a ₹1,000 monthly SIP

Historical data
Investment Period SIP Start Date Amount Invested Current Value Absolute Return
One Week 2026-11-06 ₹1,000.00 ₹1,004.61 +0.46%
Two Week 2026-10-29 ₹1,000.00 ₹1,055.92 +5.59%
One Month 2026-10-14 ₹1,000.00 ₹1,074.01 +7.40%
Since Inception 2026-09-28 ₹2,000.00 ₹2,117.63 +5.88%

Past returns are historical, not guaranteed. SIP values depend on the dates and NAVs used.

Return Calculator

Explore SIP and one-time investment scenarios

₹1,000₹50,000
Investment Duration

Projection uses the selected fund return as an annualized assumption. It does not predict future performance.

Estimated Investment Summary

Investment
₹0
Maturity Value
₹0
Abs. Returns
₹0
Assumed Annual Return
0%

Illustrative values only. Market returns are not fixed or guaranteed.

Portfolio Allocation

Explore asset allocation, sector exposure and company holdings.

Equity
N/A
Debt
N/A
Others
N/A

Sector Allocation

Distribution across different sectors

Pharmaceuticals & Biotechnology 19.30%
Automobiles 12.04%
Power 11.55%
IT - Software 7.94%
Banks 7.04%
Insurance 5.48%
Telecom - Services 4.78%
Cement & Cement Products 4.72%
Consumer Durables 3.69%
Healthcare Services 3.48%
Consumable Fuels 3.14%
Oil 2.61%
Personal Products 2.23%
Food Products 2.17%
Agricultural Food & Other Products 2.09%
Chemicals & Petrochemicals 1.71%
Petroleum Products 1.62%
Beverages 1.17%
Finance 0.70%
Auto Components 0.65%
Textiles & Apparels 0.64%
Leisure Services 0.49%
Fertilizers & Agrochemicals 0.38%
IT - Services 0.21%
Other 0.17%

Top Holdings

Company-wise portfolio exposure

State Bank of India 4.98%
Sun Pharmaceutical Industries Limited 4.92%
Tata Consultancy Services Limited 4.91%
NTPC Limited 4.88%
Bharti Airtel Limited 4.78%
Power Grid Corporation of India Limited 4.50%
Maruti Suzuki India Limited 4.12%
UltraTech Cement Limited 3.99%
Divi's Laboratories Limited 3.86%
Bajaj Auto Limited 3.84%
Apollo Hospitals Enterprise Limited 3.48%
Coal India Limited 3.14%
Asian Paints Limited 2.97%
Torrent Pharmaceuticals Limited 2.71%
Cipla Limited 2.63%
Oil & Natural Gas Corporation Limited 2.61%
Dr. Reddy's Laboratories Limited 2.30%
Britannia Industries Limited 2.17%
Tata Power Company Limited 2.17%
Marico Limited 2.09%
Eicher Motors Limited 2.06%
The Federal Bank Limited 2.06%
TVS Motor Company Limited 2.02%
Tech Mahindra Limited 1.98%
HDFC Life Insurance Company Limited 1.94%
Lupin Limited 1.91%
Pidilite Industries Limited 1.71%
ICICI Lombard General Insurance Company Limited 1.34%
United Spirits Limited 1.17%
Indian Oil Corporation Limited 1.07%
Wipro Limited 1.05%
Zydus Lifesciences Limited 0.97%
Godrej Consumer Products Limited 0.89%
Max Financial Services Limited 0.87%
Havells India Limited 0.72%
Dabur India Limited 0.68%
Colgate Palmolive (India) Limited 0.66%
MRF Limited 0.65%
Page Industries Limited 0.64%
Castrol India Limited 0.55%
Life Insurance Corporation Of India 0.49%
Indian Railway Catering And Tourism Corporation Limited 0.49%
ICICI Prudential Life Insurance Company Limited 0.48%
Ambuja Cements Limited 0.48%
SBI Cards and Payment Services Limited 0.39%
PI Industries Limited 0.38%
Star Health And Allied Insurance Company Limited 0.36%
Bajaj Housing Finance Limited 0.31%
ACC Limited 0.25%
Tata Technologies Limited 0.21%
Clearing Corporation of India Ltd 3.96%
Net Receivables / (Payables) -3.79%

Risk Ratios & Analysis

Understand the fund’s volatility, benchmark exposure and redemption characteristics.

σ
Standard Deviation
N/A
Return volatility
β
Beta
N/A
Benchmark sensitivity
S
Sharpe Ratio
N/A
Risk-adjusted return
↗
Lock-in Period
N/A
Redemption restriction
◷
Residual Maturity
N/A
Time to maturity
Risk ratio figures are currently unavailable for this scheme. Explanations below are for reference.

Scheme Riskometer

Published risk classification for this scheme

Principal risk level

Investors understand that their principal will be at

Very High Risk

Low
Low to Moderate
Moderate
Moderately High
High
Very High

Riskometer is a scheme risk classification, not a prediction of future performance.

Peer Comparison

Compare similar mutual funds by performance, fundamentals and risk.

Fund Name 1Y Return 3Y Return Since Inception
ICICI Prudential Nifty Pharma Index Fund - Regular Plan - Growth 29.62% 22.35% 22.10%
Edelweiss Msci India Domestic & World Healthcare 45 Index Fund - Regular Plan - Growth 25.59% 21.48% 16.70%
Motilal Oswal Nifty Capital Market Index Fund - Regular Plan - Growth 24.53% 0.00% 18.68%
Motilal Oswal Nifty Midsmall Healthcare Index Fund - Regular Plan - Growth 22.95% 0.00% 14.44%
Tata Nifty Capital Markets Index Fund - Regular Plan - Growth 22.93% 0.00% 23.50%
Tata Nifty Midsmall Healthcare Index Fund - Regular Plan - Growth 21.60% 0.00% 19.21%
Bandhan Bse Healthcare Index Fund - Regular Plan - Growth 18.86% 0.00% 8.92%
DSP Nifty Healthcare Index Fund - Regular Plan - Growth 18.32% 0.00% 15.89%
Motilal Oswal S And P 500 Index Fund - Regular Plan - Growth 16.04% 23.50% 18.81%
Aditya Birla Sun Life Nifty India Defence Index Fund - Regular Plan - Growth 12.89% 0.00% 11.65%

Returns are historical and do not guarantee future performance.

View All Others Index Funds

Fund Family

Compare schemes from AXIS Mutual Fund by performance, fundamentals and risk.

Fund Name 1Y Return 3Y Return Since Inception
Axis Silver ETF - Regular Plan - Growth 24.52% 36.28% 32.34%
Axis Silver Fund Of Fund - Regular Plan - Growth 23.51% 35.27% 31.50%
Axis Nifty Healthcare ETF - Regular Plan - Growth 18.96% 21.22% 14.63%
Axis Gold ETF - Regular Plan - Growth 17.08% 31.65% -16.38%
Axis Gold Fund - Regular Plan - Growth 16.63% 30.84% 9.78%
Axis Global Equity Alpha Fund Of Fund - Regular Plan - Growth 16.62% 22.56% 16.03%
Axis India Manufacturing Fund - Regular Plan - Growth 13.77% 0.00% 18.51%
Axis Nasdaq 100 US Specific Equity Passive FOF - Regular Plan - Growth 12.30% 25.80% 27.84%
Axis Innovation Fund - Regular Plan - Growth 11.54% 16.93% 13.81%
Axis Multicap Fund - Regular Plan - Growth 11.53% 18.81% 15.64%

Returns are historical and do not guarantee future performance.

View All AXIS Mutual Fund Funds

Scheme Objective

The investment mandate and purpose of this scheme

To provide returns before expenses that correspond to the performance of Nifty500 Low Volatility 50 TRI subject to tracking error. There is no assurance that the investment objective of the scheme will be achieved.

Scheme Details

Investment requirements and key fund information

Fund Information

Min. SIP Amount
N/A
Min. Lumpsum Amount
N/A
AUM (in Cr.)
N/A
Expense Ratio (Regular)
16.38%
Expense Ratio (Direct)
15.55%
Lock-in Period
N/A
Fund Age
N/A
Benchmark
Nifty500 Low Volatility 50 TRI

Exit Load

Charges that may apply when you redeem units

If redeemed/ switched out within 15 days from the date of allotment: 0.25%. If redeemed/ switched out after 15 days from the date of allotment: Nil
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