#AxisMutualFund #AxisNifty500Quality50 #IndexFunds #MutualFundsSahiHai #QualityInvesting #WealthCreation #FinancialPlanning #SmartInvesting
A low-cost, transparent investment solution for investors seeking exposure to India’s high-quality companies
Chandigarh – Axis Mutual Fund, one of India’s leading asset management companies, today announced the launch of its latest offering – Axis Nifty500 Quality 50 Index Fund, an open-ended index fund tracking the Nifty500 Quality 50 TRI.
The fund will be jointly managed by Mr. Karthik Kumar and Mr. Hitesh Das.
Key Highlights of Axis Nifty500 Quality 50 Index Fund
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Type: Open-ended Index Fund tracking NIFTY500 Quality 50 TRI
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Benchmark: Nifty500 Quality 50 TRI
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NFO Period: 21st Aug 2025 to 4th Sep 2025
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Minimum Investment: ₹100 and multiples of ₹1 thereafter
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Exit Load:
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Redeemed/switched out within 15 days: 0.25%
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After 15 days: Nil
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Why Quality?
The Nifty500 Quality 50 Index selects 50 companies from the Nifty 500 based on three critical parameters:
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High Return on Equity (ROE)
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Low Financial Leverage (Debt/Equity)
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Stable Earnings Growth (EPS)
This rules-based methodology removes human bias and ensures a disciplined stock selection process.
Historically, the index has delivered stronger long-term returns with lower volatility.
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15-year CAGR (ending July 2025): 15.6% vs. 12.1% for Nifty 50
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Resilience: Lower drawdowns during the Global Financial Crisis (2008) and COVID-19 crash (2020)
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Faster recovery compared to broader indices
Leaders’ Take
B. Gopkumar, MD & CEO, Axis AMC, said:
“Quality is a time-tested factor. It not only provides resilience in tough market phases but also captures upside during growth cycles. With Axis Nifty500 Quality 50 Index Fund, we are offering investors a transparent, low-cost route to participate in India’s strongest companies.”
Ashish Gupta, CIO, Axis AMC, added:
“Quality companies combine sustainable competitive advantages with robust balance sheets. By investing in such businesses across sectors and market caps, this fund allows investors to build a core equity allocation that is stable and growth-oriented in the long run.”
Key Attributes of the Fund
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Diversified Exposure: Across large, mid, and small-cap companies and multiple sectors
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Balanced Weighting: Semi-annual rebalancing, with a maximum cap on single stock weight
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Low-Cost Structure: Index fund format ensures affordability and transparency
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Accessibility: Minimum investment starts at just ₹100
NFO Details
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Opens: 21st August 2025
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Closes: 4th September 2025
Investors seeking long-term wealth creation with stability can consider this fund as a core allocation within their equity portfolios.
📌 Source: Axis MF Research, Nifty Indices, Bloomberg, SEBI (as on 18th Aug 2025)
📊 Product Labelling & Riskometer: Suitable for investors seeking long-term wealth creation through exposure to the Nifty500 Quality 50 TRI.
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#AxisMutualFund #AxisNifty500Quality50 #IndexFunds #MutualFundsSahiHai #QualityInvesting #WealthCreation #FinancialPlanning #SmartInvesting
