Axis NIFTY500 Value 50 Index Fund

Axis Nifty500 Value 50 Index Fund is a passive equity index fund, that tracks the Nifty500 Value 50 TRI. This is a unique scheme, wherein, undervalued stocks, with a high growth potential are selected. This is an aggregation of India’s top 50 undervalued companies, with a high potential in the future.

Axis Nifty500 Value 50 Index Fund invests with a clear objective to create a portfolio of India’s top 50 undervalued companies, who have the potential to grow to their complete potential in the future.

Axis Nifty500 Value50 Index Fund is a great investment solution for new as well as existing mutual fund investors. This is an ideal solution for investors with a horizon of over 5 years. Value investing traditionally works best in a longer investment horizon.

The minimum investment amount for an investment in Axis Nifty500 Value50 Index Fund is just ₹100 and in multiples of Re. 1/- thereafter. Any investor, whether first time investor or existing mutual fund investor, can start an SIP from just ₹100, or invest lumpsum from ₹100. This is a great low-cost investing strategy for investors.

The TER for the Axis Nifty500 Value50 Index Fund Direct Plan – Growth Option is 0.18% as on 29 Aug 2025. This is a low cost investing solution, with investors getting access to India’s top 50 value oriented companies, with a TER of just 0.18%.

Axis Nifty500 Value50 Index Fund invests in a pure value based strategy. The fund mimics the performance of the Nifty500 Value50 TRI in a bid to match the benchmark’s performance subject to tracking error. This is a pure play passive investment strategy, with a focus on discovering undervalued stocks, with the potential to perform to their full potential, in the long term.

Axis Nifty500 Value50 Index Fund is a low cost solution, with a diversified exposure to India’s top 50 value stocks. Index funds are free from fund manager bias. This scheme aims to invest in stocks with a high growth potential in the long term.

Axis Nifty500 Value50 Index Fund has a riskometer rating of ‘Very High’. Different funds have different risks associated to them; investors should check their respective risk appetite before investing.

STCG, for investments held for a period below 12 months are taxed at 20%. LTCG, for investments held for a period beyond 12 months are taxed at 12.5% on gains over ₹1.25 lacs.

Axis Nifty500 Value50 Index Fund comprised of the 50 best stocks with low P/E, P/B & high dividend yields. It invests in undervalued companies, across sectors & with a high growth potential.

Investors have the flexibility to start their investments via an SIP or a Lumpsum transaction. Investors can get started from just ₹100 & start their investment journey.

Axis Nifty500 Value 50 Index Fund invests in sectors like Oil, Gas & Consumable Fuels; Financial Services; Metals & Mining; Power; Automobiles & Auto Components & many other similar diversified sectors*.

This fund will be rebalanced semi-annually, closely tracking the Nifty500 Value50 TRI.

Axis Nifty500 Value50 Index Fund invests in undervalued stocks, with the potential to gain performance in specific market cycles. This is a great diversification solution for an investor’s portfolio.

Yes, investors have the flexibility to switch their investments with Axis Mutual Fund. Investors should check their tax liabilities before making a switch transaction.

Investors can invest in Axis Nifty500 Value50 Index Fund via Axis Mutual Fund’s website www.axismf.com or the Axis Mutual Fund Mobile App, as well as official points of acceptance. Investors need to be KYC compliant to invest & can invest within just 1 minute.

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 Nifty500 Value 50 Index Fund Direct Growth Plan as on 29 Aug 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.