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Axis BSE Sensex Index Fund(IDCW)
IDCW
EquityIndex Fund
Small-size FundAssets Under Mgmt: ₹ 46 Cr
Very High RiskPrinciple investment will be at very high risk
10.830.08% (-0.01)
Price Chart
High
—
Low
—
Returns
0.00%
1M
6M
1Y
3Y
5Y
Max
SIP
1M
6M
1Y
3Y
5Y
Max
SIP
How to use scorecard? Learn more
EquityIndex Fund
Small-size FundAssets Under Mgmt: ₹ 46 Cr
Very High RiskPrinciple investment will be at very high risk
Key Metrics
| Expense RatioExpense Ratio | No LabelNo Label | No LabelNo Label |
|---|---|---|
| 0.20 | 30.41 | 0.48 |
| No LabelNo Label | No LabelNo Label | No LabelNo Label |
|---|---|---|
| 0.58 | 42.78 | 0.32 |
Scheme Info
| PlanPlan | Lock inLock in | Exit LoadExit Load |
|---|---|---|
| IDCW | 0 yrs | 0.25% |
| SIP Inv.SIP Inv. | Min. LumpsumMin. Lumpsum |
|---|---|
| Allowed | ₹ 500 |
| BenchmarkBenchmark |
|---|
| BSE SENSEX - TRI |
About Index Fund
Index funds invests in stocks that emulate a market index like NSE Nifty, BSE Sensex, etc. They invest in the same securities which are present in underlying index. These funds aim to offer returns comparable to the index they track.
Peers & Comparison
Comparing 3 mutual funds from
EquityIndex Fund
EquityIndex Fund
Returns
Scheme
Ratios
| Mutual Fund | 1Y Returns1Y Returns | 3Y CAGR3Y CAGR | Life CAGRLife CAGR |
|---|---|---|---|
| Axis BSE Sensex Index Fund(IDCW) | — | — | — |
| UTI Nifty 50 Index Fund(IDCW) | 12.15% | 12.79% | 13.09% |
| ICICI Pru Nifty 50 Index Fund(IDCW-Payout) | 12.09% | 12.75% | 13.77% |
| SBI Nifty Index Fund(IDCW-Payout) | 12.14% | 12.79% | 12.89% |
Price Comparison
Compare Axis BSE Sensex Index Fund(IDCW) with any MF, ETF, stock or indexCompare Axis BSE Sensex Index Fund(IDCW) with any MF, ETF, stock or index
Axis BSE Sensex Index Fund(IDCW)
Hmm, looks like data is unavailable here. Please come back after some timeAsset Allocation
Actual
Target
Mar 2024
Jun 2024
Sep 2024
Nov 2024
ACTUAL
Mar 2024
Jun 2024
Sep 2024
Nov 2024
Sector Distribution
Mar 2024
Jun 2024
Sep 2024
Nov 2024
Sector Weightage
Private Banks
Private Banks as a % of total holdings for last six quarters
Current Holdings
Equity
Others
- ConstituentHolding Weight3M Change
- HDFC Bank Ltd3M change : 1.65 %
Holdings
14.72 %
1.65 % - ICICI Bank Ltd3M change : 0.75 %
Holdings
9.95 %
0.75 % - Reliance Industries Ltd3M change : -1.37 %
Holdings
9.49 %
-1.37 %
AMC Profile
Axis Asset Management Company Ltd. is the mutual fund investment wing of Axis Bank, the 3rd largest private bank in India. 74.99% share of the AMC is held by Axis Bank while the rest 24% is held by Schroder Singapore Holdings Private Limited.
No.of Schemes
71
Total AUM
₹ 3,19,688.04 Cr.
Fund Manager Profile
Karthik Kumar
AUM: ₹10,763.09 Cr.
|
Exp: 14yrs
Qualification
M.B.A, C.F.A., B.E (Mechanical)
Past Experience
Data not available
Funds Managed (48)
Equity (40)
Axis Nifty 100 Index Fund-Reg(IDCW)
14.40%
12.59%
0.92%
Axis Nifty 100 Index Fund(IDCW)
15.08%
13.44%
0.21%
Axis Quant Fund(IDCW)
16.56%
15.63%
0.67%
Axis Quant Fund-Reg(IDCW)
14.90%
13.81%
2.17%
Axis Nifty 50 Index Fund(IDCW)
12.17%
12.79%
0.12%
Axis Nifty 50 Index Fund-Reg(IDCW)
11.91%
12.48%
0.42%
Axis Nifty Next 50 Index Fund-Reg(IDCW)
31.95%
—
1.02%
Axis Nifty Next 50 Index Fund(IDCW)
32.76%
—
0.25%
Axis Nifty Smallcap 50 Index Fund(IDCW)
28.08%
—
0.27%
Axis Nifty Smallcap 50 Index Fund-Reg(IDCW)
27.21%
—
1.02%
Axis Nifty Midcap 50 Index Fund(IDCW)
24.07%
—
0.25%
Axis Nifty Midcap 50 Index Fund-Reg(IDCW)
23.21%
—
1.02%
Axis NIFTY IT Index Fund(IDCW)
24.41%
—
0.32%
Axis NIFTY IT Index Fund-Reg(IDCW)
23.62%
—
1.03%
Axis NIFTY IT Index Fund-Reg(IDCW)
23.62%
—
1.03%
Axis NIFTY IT Index Fund(IDCW)
24.41%
—
0.32%
Axis Nifty Midcap 50 Index Fund(IDCW)
24.07%
—
0.25%
Axis Nifty Midcap 50 Index Fund-Reg(IDCW)
23.21%
—
1.02%
Axis Nifty Smallcap 50 Index Fund(IDCW)
28.08%
—
0.27%
Axis Nifty Smallcap 50 Index Fund-Reg(IDCW)
27.21%
—
1.02%
Axis Nifty Next 50 Index Fund(IDCW)
32.76%
—
0.25%
Axis Nifty Next 50 Index Fund-Reg(IDCW)
31.95%
—
1.02%
Axis Nifty 50 Index Fund-Reg(IDCW)
11.91%
12.48%
0.42%
Axis Nifty 50 Index Fund(IDCW)
12.17%
12.79%
0.12%
Axis Quant Fund(IDCW)
16.56%
15.63%
0.67%
Axis Quant Fund-Reg(IDCW)
14.90%
13.81%
2.17%
Axis Nifty 100 Index Fund(IDCW)
15.08%
13.44%
0.21%
Axis Nifty 100 Index Fund-Reg(IDCW)
14.40%
12.59%
0.92%
Axis BSE Sensex Index Fund-Reg(IDCW)
—
—
0.70%
Axis BSE Sensex Index Fund(IDCW)
—
—
0.20%
Axis BSE Sensex Index Fund-Reg(IDCW)
—
—
0.70%
Axis Nifty Bank Index Fund(IDCW)
—
—
0.09%
Axis Nifty Bank Index Fund-Reg(IDCW)
—
—
0.97%
Axis Nifty Bank Index Fund(IDCW)
—
—
0.09%
Axis Nifty Bank Index Fund-Reg(IDCW)
—
—
0.97%
Axis Momentum Fund(IDCW)
—
—
—
Axis Momentum Fund(IDCW)
—
—
—
Axis Momentum Fund-Reg(IDCW)
—
—
—
Axis Momentum Fund-Reg(IDCW)
—
—
—
Axis BSE Sensex Index Fund(IDCW)
—
—
0.20%
Manager Performance (0)
Equity: Index Fund
Tax Implications
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Investment frequency
Monthly
One Time
Monthly Investment Amt. (₹)
Investment period (years)
CAGR (%)
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Invested period < 1 year
Gains are treated as short-term capital gains and taxed at 20%
Invested period > 1 year
Gains are treated as long-term capital gains and taxed at 12.5%