Axis BSE India Sector Leaders Index Fund

The BSE India Sector Leaders Index Fund is a passive equity fund that tracks the BSE India Sector Leaders TRI. It invests in the top 3 leading companies from every major sector in India, selected from the BSE 500 universe.

The idea is simple: instead of owning the market average, you own the top 3 leaders from each sector that drives the Indian economy.

The Axis BSE India Sector Leaders Index Fund is an open-ended index fund that tracks the BSE India Sector Leaders TRI, investing in the top 3 companies from each sector within the BSE 500 universe.

The index selects the top 3 leaders by market capitalisation from every sector, applies continuity rules to reduce churn, and rebalances semi-annually to stay aligned with evolving market leadership.

Over the last 20 years, the BSE India Sector Leaders TRI has delivered a 14.9% CAGR, outperforming the Nifty 500 TRI at 13.6% CAGR, showcasing the strength of sector leaders as a long term wealth creation strategy.

Source: BSE & NSE Indices Date : 31-Dec-2025; Past performance may or may not be sustained in the future.

Unlike Nifty 50 or BSE 500, which are heavily weighted towards a few sectors, this fund offers balanced exposure across 21 sectors by investing specifically in top 3 leaders from each.

The fund invests in top 3 leaders from ~21 sectors represented within the BSE 500 Index, providing broad-based exposure to India’s economy. The Fund replicates BSE India Sector Leaders Index.

Yes, first-time investors with a long-term horizon and willingness to accept market volatility may consider this fund for diversified equity exposure.

No. While many sector leaders are large caps, the index also includes mid-cap and Smallcap sector leaders, offering diversified exposure across market capitalisations.

Market leaders typically have:

• Strong business models
• Better access to capital
• Pricing power and scale advantages
• Ability to withstand market volatility

Because of these strengths, leaders often stay relevant across market cycles and continue to shape their industries over time.

The index is rebalanced semi-annually, allowing it to retain strong leaders while gradually including emerging ones.

Yes. The fund is designed for long-term investors who want disciplined exposure to India’s sector leaders across 21 sectors and plan to stay invested across market cycles.

As an equity-oriented index fund, the Axis BSE India Sector Leaders Index Fund is best suited for investors with a long-term investment horizon of 5 years or more.

A longer holding period, especially through SIPs, helps investors ride out short-term volatility and benefit from long-term compounding.

Invest via Axis AMC’s website, authorized distributors, or mutual fund platforms. 

Yes. Investors can invest through Systematic Investment Plans (SIPs), which help average market volatility and support long-term wealth creation.

The minimum SIP & Lumpsum investment on an ongoing basis is ₹100 & in multiples of 1/- thereafter, making it accessible to a wide range of investors.

The Total Expense Ratio (TER) for Direct and Regular plans will be announced once scheme re-opens. Refer to the Scheme Information Document (SID) for details. Investors are requested to visit our website https://www.axismf.com/total-expense-ratio for actual expense ratio.

An exit load of 0.25% is applicable if units are redeemed within 15 days from the date of allotment. There is no exit load thereafter.

The fund is managed by Mr. Karthik Kumar, who oversees the investment strategy for the scheme.

The index uses free-float market capitalisation weighting and stock caps, helping prevent excessive concentration in any single stock.

There is no single best BSE sector index fund for everyone. However, investors seeking diversified exposure across multiple sectors may prefer an index that invests in leaders from each sector, rather than focusing on just one industry.

Investors seeking diversified equity exposure, belief in India’s long-term growth, and a rules-based investing approach may consider this fund.

Axis Mutual Fund offers a growing range of passive investment solutions, supported by research, robust tracking systems, and strong brand credibility.

The fund is treated as equity-oriented for tax purposes, subject to prevailing tax laws. Consult a tax advisor or refer to the SID for details on capital gains taxation.

Yes. The fund is designed to serve as a core equity holding, offering diversified exposure to India’s leading companies across 21 sectors through a single index fund.

Unlike sector or thematic funds that focus on a single theme, this fund invests across top 3 leaders from 21 major sectors, reducing theme concentration and removing active fund manager bias.

This fund can act as a long-term equity allocation tool, complementing other diversified or satellite investments within a portfolio.

Through periodic rebalancing and sector-wise selection, the index dynamically reflects shifts in leadership as new sectors and companies gain prominence.

Yes. As India’s economy evolves, sector leaders in areas like manufacturing, infrastructure, consumption, and technology automatically become part of the index.

The views expressed in the presentation are based on the current market conditions and are subject to change depending on the Fund Managers view on the market scenario from time to time.

For all disclaimers refer above banner.
Axis Bank Ltd, is not liable or responsible for any loss or shortfall resulting from the operation of the scheme.

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