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Index Funds ETFs · Other

Axis Nifty50 Equal Weight Index Fund

Axis Asset Management Co. Ltd.
Benchmark
NIFTY 50 Equal Weight Index
Riskometer
Very High
Size
₹86 cr
Allotted
23 Jul 2026
Holdings as of
30 Sep 2026

Axis Nifty50 Equal Weight Index Fund is a index funds etfs fund of Axis Asset Management Co. Ltd. with ₹86 cr under management. Its direct plan charges 1.25% a year. Nandik Malik has managed it for 0.2 years.

Has Axis Nifty50 Equal Weight Index Fund beaten its benchmark?

Period returns

Direct Plan, growth · 3y and longer a year
PeriodFundNifty 500 TRIAhead
1 month−3.93% −3.60% —
3 months— −5.03% —
6 months— −1.83% —
1 year— −4.06% —
3 years— +9.27% —
5 years— +8.00% —
10 years— +12.69% —
Since start
from 28 Jul 2026
———
Valarth price history to 14 Oct 2026 · the index is the one the fund is nearest; — not on record

Official figures

AMFI performance feed, 13 Oct 2026
PeriodDirectRegularBenchmarkAheadRank
1y ——— — —
3y ——— — —
5y ——— — —
10y ——— — —
Ahead in points a year · its rank among Index Funds ETFs funds, and how steady the lead is, in the app

Value of 100, month-end

Jul 2026 to 14 Oct 2026
50100150
Fund 92Nifty 500 TRI 94

₹100 put in at the start of Jul 2026 would be ₹92 on 14 Oct 2026, against ₹94 in the Nifty 500 TRI.

Risk, falls and every year

🔒 Pro
Its worst fall and how long it took to recover, three-year stretches, Sharpe, beta and capture ratios, calendar years beside the index, and money in and out: in the app.
See them in the app →

What does Axis Nifty50 Equal Weight Index Fund cost?

1.25% a year on the direct plan, 2.07% on the regular plan; 62 of 74 funds in its category charge less.

Direct plan
1.25% a year
Category median 0.57%
Regular plan
2.07% a year
Category median 1.18%
Gap
0.82 points
for the same holdings
62 of 74 funds in its category charge less on the direct plan.
Expense report, Oct 2026 · Index Funds - Equity Funds

What the regular plan costs you over time

🔒 Pro
The same money left for years in the direct and the regular plan, side by side, and what the commission takes: in the app.

Who manages Axis Nifty50 Equal Weight Index Fund?

Nandik Malik, since 23 Jul 2026; Rohit Gautam, since 23 Jul 2026.

Nandik Malik
0.2 years
since 23 Jul 2026
Rohit Gautam
0.2 years
since 23 Jul 2026
Benchmark as filedNifty50 Equal Weight Index
Exit load
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.
From 4 Scheme Summary Documents filed with NSE, first on 10 Sep 2026; as on 5 Oct 2026

What does Axis Nifty50 Equal Weight Index Fund hold?

52 holdings as of 30 Sep 2026; the ten largest are 20.6% of the fund, the largest Kotak Mahindra Bank Limited at 2.1%.

Mix

Holdings as of 30 Sep 2026
Equity100.2%Debt0.0%Cash-0.2%Other0.0%
Holdings
52
50 shares
Top ten
20.6%
of the fund
Effective holdings
50.0
spread, as if equal-weighted
Matched to our table
100%
of the equity

Five largest

% of fund
Kotak Mahindra Bank Limited2.12%
Dr. Reddy's Laboratories Limited2.11%
InterGlobe Aviation Limited2.07%
Adani Ports and Special Economic Zone Limited2.06%
Axis Bank Limited2.06%

Five largest industries

% of fund
Banks10.2%
Automobiles10.0%
IT - Software8.10%
Finance8.00%
Pharmaceuticals & Biotechnology6.10%

By company size

% of equity · SEBI size lists
Large Cap96.0%Mid Cap4.0%Small Cap0.0%

How does Axis Nifty50 Equal Weight Index Fund score against its category?

Seven scores against funds of its kind, and the warning signs it trips.

Scorecard

🔒 Pro
Seven scores, each out of 5, against funds in its category, with the reasons, and the warning signs it trips: in the app.
Open scorecard in the app →

Are the companies inside any good?

The holdings by valuation, forensic risk, business quality and balance sheet, weighted by their share of the fund.

The companies inside

🔒 Pro
The holdings weighted by their share of the fund: P/E and ROE, forensic risk levels, Valarth's valuation view, quality, moats, balance sheets and who owns them: in the app.

How is Axis Nifty50 Equal Weight Index Fund run?

Turnover, what it bought and sold, its cash and its record in new listings, from its monthly holdings files.

How it is run

🔒 Pro
Turnover, what it bought and sold and when, how long it holds, size drift, cash and its record in new listings, from up to two years of monthly holdings files: in the app.

Which funds hold much the same?

The index it is nearest and the funds whose holdings overlap most.

Moves with its indexnot an index tracker
Nearest to the Nifty 50: 33% of it differs from the index (an active fund is usually above 60%).
Active share 33.3%60%

Funds that hold much the same

% of holdings in common
DSP Nifty 50 Equal Weight Index Fund99.9% the same
50 shared holdings
DSP Nifty 50 Equal Weight ETF99.9% the same
50 shared holdings
ICICI Prudential Nifty50 Equal Weight Index Fund99.9% the same
50 shared holdings

How much is in its sponsor's own group?

Holdings in companies of the fund house's sponsor group, beside the index.

Related-party exposure

🔒 Pro
How much of the fund is in companies of its sponsor's own group, beside what the index holds of them: in the app.

Questions people ask

Who manages Axis Nifty50 Equal Weight Index Fund?

Nandik Malik (manager) since 23 Jul 2026; Rohit Gautam (manager) since 23 Jul 2026.

What is the expense ratio of Axis Nifty50 Equal Weight Index Fund?

1.25% a year on the direct plan and 2.07% on the regular plan (expense report, Oct 2026).

Inside the app

See Axis Nifty50 Equal Weight Index Fund beside your own funds in Valarth

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Axis Nifty50 Equal Weight Index Fund in the app: beside your own funds, with what you own through them

See the full analysis in the app →See pricing
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