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Axis Nifty 500 Index Fund - Regular Plan - Growth Option is an index scheme managed by Axis Mutual Fund. It has ranked in the top half of its category for 0 of the last 1 reported years. The total expense ratio is 1.05% on assets of ₹304Cr. The fund is currently managed by Mr. Nandik Malik, appointed within the last year.
Lower is better.
This scheme classifies as Large-Value on the 3x3 equity style box, with 92% of its portfolio classified as of 2026-05-29.
| Holding | Sector |
|---|
Point-in-time CAGRs cherry-pick a single start date. The chart below shows the distribution of every possible rolling start over the fund's history, so you see the range of investor outcomes — not just one date's number.
Backtested SIP outcomes across both rolling-window scenarios and named historical stress events (COVID, Election uncertainty, Russia/Ukraine, etc.), plus per-manager alpha during their tenure on this scheme.
Mutual fund investments are subject to market risks. Read all scheme-related documents carefully. Past performance is not indicative of future results. MintByte is an AMFI-registered Mutual Fund Distributor (ARN-314872) and APMI member (APRN-01658). MintByte does not issue buy/sell recommendations on specific securities — the site is an educational data and analytics platform. Star ratings on this page reflect a 3-year category-quartile position computed in-house and are educational only.
Mutual fund schemes are subject to market risk. Read all scheme-related documents carefully before investing. Past performance is not indicative of future results. MintByte is an AMFI-registered mutual fund distributor (ARN-314872). MintByte does not issue buy/sell recommendations on specific securities — the site is an educational data and analytics platform. Not investment advice. Methodology · How we earn.
In-house derivations using 3-year daily NAV vs benchmark. See methodology.
| Weight |
|---|
| HDFC BANK LIMITED | Financial Services | 6.09% |
| RELIANCE INDUSTRIES LIMITED | Energy | 4.98% |
| ICICI BANK LIMITED | Financial Services | 4.65% |
| BHARTI AIRTEL LIMITED | Communication Services | 2.98% |
| LARSEN AND TOUBRO LIMITED | Industrials | 2.43% |
| STATE BANK OF INDIA | Financial Services | 2.28% |
| INFOSYS LIMITED | Technology | 2.14% |
| AXIS BANK LIMITED | Financial Services | 1.88% |
| ITC LIMITED | Consumer Defensive | 1.56% |
| MAHINDRA AND MAHINDRA LIMITED | Consumer Cyclical | 1.43% |
| TATA CONSULTANCY SERVICES LIMITED | Technology | 1.30% |
| HINDUSTAN UNILEVER LIMITED | Consumer Defensive | 1.03% |
| SUN PHARMACEUTICAL INDUSTRIES LTD. | Healthcare | 0.99% |
| NTPC LIMITED | Utilities | 0.98% |
| TITAN COMPANY LIMITED | Consumer Cyclical | 0.93% |
| TATA STEEL LIMITED | Basic Materials | 0.90% |
| MARUTI SUZUKI INDIA LIMITED | Consumer Cyclical | 0.90% |
| BHARAT ELECTRONICS LIMITED | Industrials | 0.80% |
| BSE LIMITED | Financial Services | 0.77% |
| HINDALCO INDUSTRIES LIMITED | Basic Materials | 0.77% |
| POWER GRID CORPORATION OF INDIA LIMITED | Utilities | 0.74% |
| ULTRATECH CEMENT LIMITED | Basic Materials | 0.71% |
| Shriram Finance Limited | Financial Services | 0.68% |
| HCL TECHNOLOGIES LIMITED | Technology | 0.65% |
| ADANI PORTS AND SPECIAL ECONOMIC ZONE LIMITED | Industrials | 0.63% |
| Sector | Holdings | Weight |
|---|---|---|
| Financial Services | 81 | 30.61% |
| Oil, Gas & Consumable Fuels | — | 7.77% |
| Capital Goods | — | 7.06% |
| Automobile and Auto Components | — | 7.01% |
| Healthcare | 45 | 6.60% |
| Information Technology | — | 6.46% |
| Fast Moving Consumer Goods | — | 5.79% |
| Metals & Mining | — | 4.40% |
| Power | — | 4.06% |
| Telecommunication | — | 3.67% |
Active bets vs the average Index fund. Biggest deviations shown first.
Accent bar = fund's actual sector weight. Vertical black tick = category average for the same sector. Green overlay = overweight, dashed red = underweight. The biggest active bets show first.
How crowded into the same stocks is this fund vs the largest fund in its category?
Category leader = highest-AUM scheme in the same SEBI category. A high overlap-of-weight number means the fund is concentrated into the same names as the leader (crowded); a low one means it's genuinely differentiated.
Each cell is one year. Q1 = top quartile within the AMFI category for that period. Cell label is the last two digits of the year.
Top-10 weight 30.4% means the portfolio is broad — even the top names don't dominate. Effective-N is the inverse Herfindahl index — a measure of "how many positions effectively drive the fund" after weighting. Category: Index.
Compounding maths on a notional ₹10 lakh lumpsum at 12% gross annual return. Green bar is what you'd have without the fee; red overlay is the fee drag. Fee is constant in this scenario — actual outcomes depend on real returns and any future TER changes.
Alpha is the annualised excess return vs benchmark over the manager's tenure on this scheme. Beat-benchmark = total return beat the index over the same window.
Does the fund get worse as it gets bigger? Each dot is one historical manager-tenure: AUM at tenure-end vs alpha delivered during that tenure.
Correlation is too weak to confirm or rule out capacity-driven alpha decay. Re-evaluate as more manager-tenure data accumulates.
Each dot is one manager-tenure: X = AUM at tenure end, Y = alpha during that tenure. Connecting line in chronological order. Pearson r measures the linear relationship between AUM and alpha across the historical record. n = 2 data points.