Axis Nifty 100 Index Fund

The Nifty 100 Index combines the Nifty 50 and Nifty Next 50, capturing the TOP 100 companies on the National Stock Exchange (NSE) across various sectors like banking, technology, energy, and consumer goods etc. By tracking the Nifty 100 Index, you get exposure to companies that represent a major portion of the country’s stock market capitalization. This means your investments grow alongside India’s leading businesses and the broader Indian economy.

Axis Nifty 100 Index Fund is an open-ended mutual fund scheme that directly invests in all companies making up the Nifty 100 Index. This index fund aims to replicate the performance of the index, so you benefit from the collective performance of India’s top 100 listed companies. It offers you a simple and efficient way to track the growth of India’s blue-chip companies through a single investment.

This index fund can be ideal if you want a low-cost way to diversify your portfolio and participate in the growth of large, well-established top 100 Indian companies. It suits both new investors looking for a safe entry point and experienced investors aiming to balance their equity allocation. If you seek long-term growth and want to avoid the hassle of picking stocks yourself, this fund is an excellent choice for you.

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

By investing in the Axis Nifty 100 Index Fund, your money is spread across 100 different large-cap companies from 15+ key sectors. This means you don’t rely on the performance of just one company or sector, which helps reduce overall investment risk and brings balance to your portfolio.

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.

The expense ratio for the Axis Nifty 100 Index Fund Direct Growth Plan is—0.21% (as of 31 July 2025). This means more of your money stays invested and working for you, making it cost-effective compared to most actively managed mutual funds.

The Axis Nifty 100 Index Fund has major holdings in some of India’s most respected and stable businesses, such as HDFC Bank, ICICI Bank, Reliance Industries, Ultratech, L&T, Titan, Asianpaints, Coal India, Bharti Airtel and many more. Investing in this fund means owning a piece of the companies that shape India’s corporate landscape.

No, there’s no lock-in period for Axis Nifty 100 Index Fund. You are free to withdraw all or part of your investment any time you want, allowing complete flexibility and liquidity.

•    Wide diversification: Get exposure to 100 of India’s top 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.

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%. Planning your investment horizon can help manage and optimize your tax burden.

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.

The Axis Nifty 100 Index Fund’s portfolio is rebalanced to ensure it always reflects the current top 100 companies. This keeps your investment aligned with market changes and the Nifty 100 Index.

Unlike active funds where managers pick and choose stocks in hopes of outperforming the market, this passive index fund mirrors the Nifty 100 Index as closely as possible. This results in lower costs, clearer transparency, and more predictable investment outcomes for you.

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.

For individual nature of tax implications, investors are requested to consult their tax advisors before investing.

Total Expense Ratio (TER) is of Axis Nifty 100 Index Fund Direct Growth Plan as on 31 July 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).

Mutual Fund Investments are subject to market risks, read all scheme related documents carefully.