AXIS NIFTY 50 INDEX FUND

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.

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.

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.

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).

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.

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 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.

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.

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.

•    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.

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.

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 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.

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.