OriginFunds
Axis Mutual Fund

Axis BSE Sensex Index Fund - Direct Plan - Growth

Open Ended Schemes(Other Scheme - Index Funds)Very High Riskvs BSE Sensex TRIISIN INF846K012V6
NAV · 06-Jul-2026
11.0013
1M
+4.94%
6M
-8.70%
1Y (CAGR)
-5.51%
3Y (CAGR)
5Y (CAGR)
Since inception (CAGR)
+4.20%

NAV history

10.3210.9111.5129-02-202403-07-202610.93
 hover for values

Risk & SIP analytics

Volatility (3y)
13.69%
Downside dev (3y)
10.12%
Max drawdown (3y)
-15.9%
Calendar-year returns
2025 +10.3%

Vs benchmark — Sensex

3y monthly · 29 months of overlap
Beta
1.00
Alpha (p.a.)
+1.08%
Up capture
103.8%
Down capture
97.6%
Correlation
1.00

Fund facts

Fund managerNandik Malik · Rohit Gautam
AUM₹512 Cr
Expense ratio0.11% · 2026-05-31
TER · AMFI officialDirect 0.32% · Regular 0.92% (2026-06-30)
Launch date08-Feb-2024
Plan typeOpen Ended · Others
Min lumpsum₹500
Min SIP₹100
Lock-inNone
Volatility13.68
AMCAxis Asset Management Co. Ltd.

Objective · To provide returns before expenses that corresponds to the total returns of the S & P BSE Sensex TRI subject to tracking errors.

scheme documents ↗