Axis Nifty500 Low Volatility 50 Index Fund
Axis Mutual Fund · Index Fund · Direct plan, growth option
| Period | Scheme | Category median | Factor: low volatility median |
|---|---|---|---|
| 1 month | n/a | -7.4% | -4.6% |
| 3 months | n/a | -7.1% | -7.5% |
| 6 months | n/a | -5.8% | -5.7% |
| Year to date | n/a | -8.6% | -11.6% |
| 1 year | n/a | -8.2% | -10.9% |
| 3 years (CAGR) | n/a | 9.0% | 6.8% |
| 5 years (CAGR) | n/a | 6.3% | n/a |
| 7 years (CAGR) | n/a | 10.9% | n/a |
| 10 years (CAGR) | n/a | 11.0% | n/a |
| Since first NAV (CAGR) | n/a | – | – |
“Factor: low volatility” is MFIC's grouping of Index Fund schemes by the theme or index in their names, not an AMFI category.
| Measure | Scheme | Category median |
|---|---|---|
| 1Y rolling median | n/a | 6.7% |
| 3Y rolling median | n/a | 15.9% |
| 3Y rolling worst | n/a | 7.6% |
| 3Y periods positive | n/a | 100% |
| 3Y periods ahead of benchmark | n/a | n/a |
| 5Y rolling median | n/a | 13.6% |
| 5Y rolling worst | n/a | 5.6% |
| 5Y periods ahead of benchmark | n/a | n/a |
Benchmark: none available in MFIC's free data for this category.
| Measure | Scheme | Category median |
|---|---|---|
| Standard deviation (ann.) | n/a | 17.4% |
| Sharpe ratio | n/a | 0.16 |
| Sortino ratio | n/a | 0.23 |
| Beta | n/a | n/a |
| Alpha (ann.) | n/a | n/a |
| Upside capture | n/a | n/a |
| Downside capture | n/a | n/a |
| Measure | Scheme | Category median |
|---|---|---|
| Maximum drawdown, full history | n/a | −18.8% |
| Maximum drawdown, last 10Y | n/a | −38.1% |
| Maximum drawdown, last 5Y | n/a | −18.0% |
| Current drawdown | n/a | −12.9% |
| Recovery time of worst fall | n/a | – |
Longer histories include more crises, so compare the 5Y and 10Y figures across schemes of different ages.
The Regular plan's expense ratio is 16.38% a year and the Direct plan's 15.55%, a gap of 0.83%. On a ₹25,000 monthly SIP for 20 years (illustration at 12% a year before costs) the gap adds up to about ₹3,09,199.
With the Regular plan, that cost pays a distributor to help you plan, choose and review funds, and stay invested when markets fall. Whether it is worth it depends on how much of that you will do yourself.
TER: AMFI TER disclosure. Returns: AMFI NAVs. Illustration, not a guaranteed saving or return.
Documents: Scheme Information Document · Scheme Summary Document. Read the scheme documents before investing.
| Measure | Scheme | Category median |
|---|---|---|
| Expense ratio (TER), Direct plan | 15.55% | 0.47% |
| AUM, whole scheme (₹ crore) | 27 | 149 |
| Riskometer | Very High | – |
TER: AMFI, TER of MF Schemes. AUM and riskometer: AMFI, Fund Performance, 22 Oct 2026.
| Measure | Scheme | Benchmark / category |
|---|
Official benchmark: Nifty 500 Low Volatility 50 TRI (total return index, as published by AMFI). Category consistency: last 10 years of month-ends, Index Fund Direct plans; how it is calculated.
- 5 Oct 2026: New scheme
- What is the latest NAV of Axis Nifty500 Low Volatility 50 Index Fund?
- The NAV of the Direct plan (growth option) was ₹9.7805 on 23 Oct 2026, as published by AMFI.
- Which category is Axis Nifty500 Low Volatility 50 Index Fund in?
- It is classified as Index Fund in AMFI's daily NAV file; a Index Fund scheme passively tracks a stated index. MFIC compares it with 271 Index Fund schemes (Direct plans).
- What is the expense ratio (TER) of Axis Nifty500 Low Volatility 50 Index Fund?
- The total expense ratio of the Direct plan is 15.55% a year, as disclosed to AMFI (median of Index Fund Direct plans: 0.47%). It is already deducted from the NAV, so every return shown is after expenses.
- How large is Axis Nifty500 Low Volatility 50 Index Fund?
- Assets under management of the whole scheme were ₹27 crore on 22 Oct 2026, as published by AMFI.
- What is the riskometer level of Axis Nifty500 Low Volatility 50 Index Fund?
- AMFI lists the scheme's riskometer as “Very High”, and its benchmark's as “Very High”. The riskometer is a label of potential risk set under SEBI rules, not a forecast.
- What is the exit load of Axis Nifty500 Low Volatility 50 Index Fund?
- As stated in its scheme documents: a). If redeemed/ switched out within 15 days from the date of allotment: 0.25% b). If redeemed/ switched out after 15 days from the date of allotment: Nil Check the latest Scheme Information Document before investing, as loads can change.
- What is the minimum investment in Axis Nifty500 Low Volatility 50 Index Fund?
- The minimum application amount is Rs. 100 and in multiples of Re. 1/- thereafter.
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