Axis Nifty 500 Index Fund

Yes! You can set up an SWP to receive regular cash payouts, or an STP to transfer money between Axis fundsall designed to give you better control and flexibility over your investments.

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.

By investing in the Axis Nifty 500 Index Fund, your money is spread across top 500 Indian companies across large, mid & Smallcap*. This means you dont rely on the performance of just one company or sector, which helps reduce overall investment risk and brings balance to your portfolio.

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 Indias 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 For NSE disclaimer, refer SID. Mutual Fund Investments are subject to market risks, read all scheme related documents carefully.

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 burden1.

The Axis Nifty 500 Index Funds portfolio is rebalanced twice a year to ensure it always reflects the current top 500 companies. This keeps your investment aligned with market changes and the Nifty 500 Index.

No, theres no lock-in period for Axis Nifty 500 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 500 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.

Axis Nifty 500 Index Fund is an open-ended passive mutual fund scheme that directly invests in the top 500 companies making up the Nifty 500 Index. This index fund aims to replicate the performance of the index, so you benefit from the collective performance of Indias top 500 listed companies. It offers you a simple and efficient way to track the growth of Indias large, Mid & Smallcap companies through a single investment*.

The expense ratio for the Axis Nifty 500 Index Fund Direct Growth Plan is very lowaround 0.10% (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.

You can begin investing in the Axis Nifty 500 Index Fund with just 100, either via a one-time (lump sum) payment or a Systematic Investment Plan (SIP)

The Nifty 500 Index covers the top 500 largest & most liquid companies listed on Indias NSE, including large, mid, and small caps from all major sectors across like banking, technology, energy, power, services, automobile consumer goods and many more*. By investing in Nifty 500 Index, your money grows with a broad spectrum of Indias businesses, capturing the overall strength and growth potential of the Indian economy.

The Axis Nifty 500 Index Fund has holdings in Indias top 500 companies which includes some of Indias most respected and stable businesses, such as HDFC Bank, Bajaj Finance, Reliance Industries, NTPC, Power Grid, BSE, Tata Steel, Coal India, ITC and many more*. Investing in this fund means owning a piece of the companies that shape Indias growth landscape.

This index fund is perfect if you want a low-cost way to diversify your portfolio and participate in the growth of top 500 Indian companies across large, mid & Smallcap*. It suits both new investors looking for a safe entry point and experienced investors aiming to wealth creation & balance their equity allocation.