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Axis BSE Sensex Index Fund Direct growth
Equity • Index • Direct growth
CAGR
₹1,000 invested for 5 years
Fund Info
Equity
Index
Direct growth
Launched On
27 Feb 2024
0.5 years ago
Lock-in Period
No lock-in
NAV
as of 06 Sep 2024
₹11.2
-1.2401% (-0.10)
AUM
₹45 Cr
Expense ratio
0.2%
Benchmark
BSE SENSEX
Fund Plan
Tax info and exit load
Taxes
Units held less than 1Y
15%
Units held more than 1Y
10%
Exit Load
If units sold before 7D
0.25%
If units sold after 7D
0%
Distribution
Asset split
Equity99.63%
Cash0.37%
What's in this fund?
Sectors
Holdings
Financial Services
Technology
Energy
Consumer Defensive
Consumer Cyclical
Fund House
Axis
Inc: 09 Oct 2009 • Total AUM: ₹2,85,196 Cr • Rank #7Axis Mutual Fund, started in 2009, has Axis Bank Limited as its sponsor. The fund house is headed by Gop Kumar Bhaskaran as the CEO. As of 31 March 2024, it has an AUM of ₹ 2,74,000 Cr. It functions under the holding company Schroder Singapore Holdings Private Limited. The fund house has more than 1.26 Crore active investor accounts and a presence in over 100 cities.
Fund Managers
Ashish Naik
Experience: 8.21 yrs • Total AUM: 5,77,083 Cr
Karthik Kumar
Experience: 1.18 yrs • Total AUM: 63,002 Cr
Risk
Category risk
Very high
As provided by the fund house document, this risk is specific to this fund category (Equity). To know the risk of this fund particularly, check 'Risk vs Category'.
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Disclaimer: Top rated funds do not constitute any advice. Research data is powered by Morningstar. Please read the offer documents carefully before investing. Upstox shall not accept any liability arising out of your investments.