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Axis Nifty500 Value 50 Index Fund DirectGrowth
Equity
Value Oriented
Very High Risk
NAV: 09 Jan '26
₹10.90
Min. SIP amount
₹100
Fund size
₹112.92 Cr
Expense ratio
0.17%
Return calculator
One time
Monthly investment
₹5,000
| Over the past | Total investment | Would've become | Historic returns | Returns |
|---|
Holdings (50)
See All
Minimum investments
Min. for 1st investment
₹100
Min. for 2nd investment
₹100
Min. for SIP
₹100
Returns and rankings
Annualised returns
Absolute returns
| Name | 3M | 6M | 1Y | All |
|---|---|---|---|---|
| Fund returns | +9.6% | +11.5% | +17.2% | +12.6% |
| Category average (Equity Value Oriented) | -- | -- | +4.8% | -- |
| Rank (Equity Value Oriented) | 3 | 3 | 3 | -- |
Exit load, stamp duty and tax
Exit load
Exit load of 0.25%, if redeemed within 15 days.
Stamp duty on investment: 0.005% (from July 1st, 2020)
from July 1st 2020
Tax implication
Returns are taxed at 20%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 12.5% on returns of Rs 1.25 lakh+ in a financial year.
Check past data
Fund management
KKKarthik KumarOct 2024 - PresentView details
KK
Karthik Kumar
Oct 2024 - Present
View details
About Axis Nifty500 Value 50 Index Fund DirectGrowth
Axis Nifty500 Value 50 Index Fund DirectGrowth is a Equity Mutual Fund Scheme launched by Axis Mutual Fund. This scheme was made available to investors on 04 Sep 2009. Karthik Kumar is the Current Fund Manager of Axis Nifty500 Value 50 Index Fund DirectGrowth fund. The fund currently has an Asset Under Management(AUM) of ₹3,62,655 Cr and the Latest NAV as of 09 Jan 2026 is ₹10.90.
The Axis Nifty500 Value 50 Index Fund DirectGrowth is rated Very High risk. Minimum SIP Investment is set to ₹100. Minimum Lumpsum Investment is ₹100. Exit load of 0.25%, if redeemed within 15 days.
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Investment Objective
The scheme seeks To provide returns before expenses that correspond to the Nifty500 Value 50 TRI subject to tracking error.
Fund benchmarkNifty 500 Value 50 Total Return Index
Fund house
Rank (total assets)#7 in India
Total AUM₹3,62,655.43 Cr
Date of Incorporation04 Sep 2009
Launch Date04 Sep 2009
Address23rd Floor, One Lodha Place,S. B. Road, Lower Parel. Mumbai 400013
Websitewww.karvymfs.com
AddressKarvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,