Sharpe ratio
0.01Return earned for the risk taken.
Moderate
Moderate risk-adjusted returns. The reward for risk has been average.
—1Y Absolute Return
-0.75%1D
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Past performance is not an indicator of future returns.
Returns calculator comparison
Compare an illustrative investment outcome across return assumptions.
| Asset | Projected corpus | Total invested | Gain | Annual return |
|---|---|---|---|---|
| Axis Nifty50 Equal Weight Index Fund-Direct Plan- Growth OptionFund since-launch annualised return · 5Y history unavailable | ₹8,44,804 | ₹7,32,612 | ₹1,12,192 | +5.92% |
| EPFIllustrative annual assumption | ₹8,95,132 | ₹7,32,612 | ₹1,62,520 | +8.25% |
| Residential propertyIllustrative annual assumption | ₹8,67,662 | ₹7,32,612 | ₹1,35,050 | +7.00% |
| PPFIllustrative annual assumption | ₹8,69,819 | ₹7,32,612 | ₹1,37,207 | +7.10% |
| Bank fixed depositIllustrative annual assumption | ₹8,56,981 | ₹7,32,612 | ₹1,24,369 | +6.50% |
| GoldIllustrative annual assumption | ₹8,67,662 | ₹7,32,612 | ₹1,35,050 | +7.00% |
| Savings accountIllustrative annual assumption | ₹7,86,827 | ₹7,32,612 | ₹54,215 | +3.00% |
Illustration only. Fund results use the available NAV-derived annualised return and can be negative. Reference rows are assumptions, not current quoted rates or guaranteed returns; property excludes transaction costs, taxes, and liquidity constraints. Mutual fund investments are subject to market risk.
Wealth multiple
₹1 became₹1.06
₹1 Lakh since launch₹1.06 Lakh
Fund age0.3 yrs
Fund information
Scheme code154460
ISININF846KA1564
BenchmarkNIFTY 50 Equal Weight TRI
CategoryOther Scheme - Index Funds
Expense ratio1.53%
Exit loadExit load of 0.25%, if redeemed within 15 days.
Minimum SIP₹100 SIP
Return comparison
| Period | Fund | Benchmark | Category avg |
|---|---|---|---|
| 1M | +178.89% | — | — |
| 3M | +1.26% | — | — |
| Since Launch | +5.92% | — | — |
Risk-adjusted performance
Every measure is expanded with a plain-language reading of the latest calculated value.
Sortino ratio
0.01Return earned while limiting downside risk.
Moderate
Moderate downside risk-adjusted performance.
Standard deviation
12.64%How much the fund’s returns fluctuate over time.
Moderate volatility
Returns can move up and down noticeably.
Beta
—How closely the fund moves with the market.
Unavailable
This measure needs sufficient fund and benchmark history to calculate.
Alpha
—Extra return generated above the benchmark.
Unavailable
This measure needs sufficient fund and benchmark history to calculate.
Treynor ratio
—Return earned for each unit of market risk taken.
Unavailable
This measure needs sufficient fund and benchmark history to calculate.
Calmar ratio
0.52How well the fund rewarded investors relative to its biggest decline.
Good
Good return relative to the drawdowns experienced.
Information ratio
—How consistently the fund outperformed its benchmark.
Unavailable
This measure needs sufficient fund and benchmark history to calculate.
Portfolio allocation
Latest disclosed portfolio mix
Asset allocation
Allocation data has not been disclosed.
Market cap allocation
Sector allocation
Equity exposure by sector
Top holdings
10 of 52 disclosed positions
| Holding | Sector | Instrument type | Weight |
|---|---|---|---|
| HCL Technologies Ltd | Technology | Equity | 2.3618% |
| Bajaj Auto Ltd | Consumer Discretionary | Equity | 2.3079% |
| Zomato Ltd | Technology | Equity | 2.3046% |
| Bajaj Finance Ltd | Financial | Equity | 2.2495% |
| Bajaj Finserv Ltd | Financial | Equity | 2.226% |
| Tech Mahindra Ltd | Technology | Equity | 2.2068% |
| Titan Company Ltd | Consumer Discretionary | Equity | 2.2026% |
| Tata Consultancy Services Ltd | Technology | Equity | 2.191% |
| Mahindra & Mahindra Ltd | Consumer Discretionary | Equity | 2.1663% |
| Nestle India Ltd | Consumer Staples | Equity | 2.1327% |
Fund management
NA
Nandik Mallik
Since 2026 · Prior to joining the Axis MF, he was working with Avendus Capital Public Markets Alternate Strategies LLP, ICICI Prudential Asset Management Company Ltd, Edelweiss AMC, DC India Capital, Credit-Suisse (London), BNP Paribas (London), NM Rothschild (Mumbai) and Fair Isaac (Bangalore).
Mr. Mallik holds B.Tech degree and has also done PGDM (IIM Calcutta) and MS- Finance (London Business School).
RO
Rohit Gautam
Since 2026 · Prior to joining the Axis MF, he was associated with IndiaFirst Life Insurance, Shriram AMC, Greater Pacific Capital.
B.Tech. from IIT Bombay, PGDM from IIM Ahmedabad
Compare similar funds
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Summary
A very high-risk other scheme - index funds fund. Losses and swings stayed contained — worst fall -11.4%, volatility 12.6%.
Strengths
- Losses and swings stayed contained — worst fall -11.4%, volatility 12.6%.
- Well spread out — top 10 holdings are only 22% of the portfolio.
Weaknesses
- None
Ideal investor
- Needs a 5+ years horizon to ride out its very high risk level.
- Good fit for SIPs — spreading purchases smooths out 12.6% volatility.
Risk drivers
- None