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ETF📊 NIFTY500 VALUE 50 TRI

Axis Nifty500 Value 50 ETF · Regular · Growth

Axis Mutual Fund

#31 of 235 (1Y)

NAV

₹31.2661

as of 29 Sept 2026

Expense Ratio

0.51%

AUM

₹36 Cr

Viewing Regular · Growth

Lumpsum returns (CAGR)

1Y
+7.14%
3Y
—
5Y
—
Since Inception
+15.28%

SIP returns (XIRR)

1Y
-2.55%
3Y
—
5Y
—
Since Inception
+4.45%

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

Risk Metrics

Trailing 1 year, annualised

0.26

Sharpe Ratio

—

Alpha

—

Beta

0.24

Sortino

15.33%

Std Dev

-12.42%

Max Drawdown

Performance Comparison

Sectoral allocation

as of 31 Aug 2026

Each sector links to the mutual funds most exposed to it.

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Fund Details

Fund HouseAxis Mutual Fund
CategoryETF
BenchmarkNIFTY500 VALUE 50 TRI
Launch Date13 Mar 2025
AMFI Code153414
Transaction facts
Exit LoadNIL

Available transactions

Demat

What this fund does

Axis Nifty500 Value 50 ETF · Regular · Growth is an exchange-traded fund (ETF) that trades on stock exchanges like a regular share. It offers real-time pricing, low expense ratios, and the flexibility to buy and sell units throughout the trading day.

About This Fund

Axis Nifty500 Value 50 ETF · Regular · Growth is a ETF mutual fund offered by Axis Mutual Fund. The fund has been operational for over 1 years. It manages assets worth ₹35.7 Cr, reflecting investor confidence in the fund's strategy. It benchmarks its performance against NIFTY500 VALUE 50 TRI. The current expense ratio is 0.51%.

Who Should Invest?

  • •Cost-conscious investors who prefer passive investing with low expense ratios
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