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Index Fund📊 Respective Underlying Index(SEBI default)

Angel One Nifty 50 Index Fund · Regular · Growth

Angel One Mutual Fund

#211 of 253 (1Y)

NAV

₹9.8374

as of 14 Jul 2026

Expense Ratio

0.70%

AUM

₹31 Cr

Viewing Regular · Growth
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Lumpsum returns (CAGR)

1Y
-3.73%
3Y
5Y
Since Inception
-1.42%

SIP returns (XIRR)

1Y
-4.48%
3Y
5Y
Since Inception
-3.77%

Not enough verified history to show honest backtest scenarios (this fund is under 3 years old).

Risk Metrics

Trailing 1 year, annualised

-0.55

Sharpe Ratio

Alpha

Beta

-0.52

Sortino

12.74%

Std Dev

-15.24%

Max Drawdown

Portfolio Strategy

This is a passively managed index fund that replicates its benchmark index by holding the same securities in the same proportion.

Tracks:Respective Underlying Index

ETF, FoF, and index funds track an index or target fund — not individual securities. Portfolio performance is captured via NAV and benchmark returns shown above.

Performance Comparison

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Fund Details

Fund HouseAngel One Mutual Fund
CategoryIndex Fund
BenchmarkRespective Underlying Index
Launch Date05 May 2025
AMFI Code153530
Transaction facts
Min. Lumpsum₹1,000
Min. SIP₹250
Exit LoadNil

Available transactions

PurchaseSIPRedeemSWPSwitchSTPDemat

Investment Objective

Angel One Nifty 50 Index Fund · Regular · Growth is a passively managed fund that tracks a specific market index, aiming to replicate its returns with minimal tracking error. Index funds offer low-cost, diversified exposure to the market with full transparency of holdings.

About This Fund

Angel One Nifty 50 Index Fund · Regular · Growth is a Index Fund mutual fund offered by Angel One Mutual Fund. The fund has been operational for over 1 years. It manages assets worth ₹31.2 Cr, reflecting investor confidence in the fund's strategy. It benchmarks its performance against Respective Underlying Index. The current expense ratio is 0.70%.

Who Should Invest?

  • Investors with a high risk appetite seeking long-term wealth creation
  • Investors with an investment horizon of 5 years or more
  • Cost-conscious investors who prefer passive investing with low expense ratios
  • SIP investors who can benefit from rupee cost averaging during market fluctuations
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