OtherIndex FundsDirect · Growth
Axis Nifty500 Value 50 Index Fund - Direct Plan - Growth Option
Axis · Scheme 152949
₹11.45▼ 0.58%NAV · 2026-09-18
Strong FundScore
AUM
₹232 cr
Expense ratio
0.46%
3Y CAGR
—
Risk level
High
Min SIP
₹100
Benchmark
Underlying index
Fund manager: Karthik KumarExit load: Exit load of 0.25%, if redeemed within 15 days.
Strong · 72/100
A high-quality fund that scores well on the factors that matter.
🎯 Best held for the long term (5+ years) as part of a diversified portfolio.
📈 Why it could do well
- ✓Protects capital well — worst-ever fall was only 18%.
- ✓Low cost — 0.46% expense ratio means more of the return stays with you.
- ✓1Y return: +16.3%
- ✓Max drawdown: -18%
📉 What could drag it down
- •Weak risk-adjusted returns (Sharpe 0.14) — took on risk without enough payoff.
- •Short track record — not enough history yet to judge long-term performance; treat the score as provisional.
- •Sharpe ratio: 0.14
- •Sortino ratio: 0.19
FundScore breakdown
72/100 · Strong
Returns
Excellent
Consistency
Average
Risk-adjusted
Weak
Downside protection
Excellent
Cost efficiency
Excellent
Portfolio quality
Average
Each dial rates the fund 0–100 on one factor, computed from real NAV history. Fuller & greener = stronger.
SIP return calculator
Back-tested on this fund's actual historical NAVs. Past performance ≠ future returns.