Institutional Mutual Fund Research & Quantitative Risk Analytics
Axis Nifty 100 Index Fund - Regular Plan - Growth Option
Trailing Returns Compounding vs Benchmarks
| Horizon | Scheme CAGR | Nifty 50 TRI | Category Avg | Alpha (Outperformance) |
|---|---|---|---|---|
| 1 Year | +18.50% | +14.30% | +15.70% | +4.20% |
| 3 Year | +16.20% | +12.40% | +13.80% | +3.80% |
| 5 Year | +15.80% | +12.30% | +13.70% | +3.50% |
* Returns greater than 1 year are annualized (CAGR). Past performance is not an indicator of future returns.
Risk-Adjusted Quantitative Metrics
Scheme Operational Attributes
Top 10 Equity Holdings
| Company | Sector | Weight |
|---|---|---|
| HDFC Bank Ltd. | Financials | 8.40% |
| ICICI Bank Ltd. | Financials | 7.20% |
| Infosys Ltd. | Information Technology | 6.80% |
| ITC Ltd. | FMCG | 5.50% |
| Reliance Industries Ltd. | Energy | 5.20% |
| Larsen & Toubro Ltd. | Capital Goods | 4.80% |
| Tata Consultancy Services | Information Technology | 4.10% |
| Bharti Airtel Ltd. | Telecom | 3.80% |
| Kotak Mahindra Bank | Financials | 3.20% |
| Axis Bank Ltd. | Financials | 2.90% |
Sector Allocation (%)
| Sector | Allocation |
|---|---|
| Financial Services | 32.40% |
| Information Technology | 18.60% |
| Oil, Gas & Consumable Fuels | 12.80% |
| Fast Moving Consumer Goods (FMCG) | 11.20% |
| Capital Goods & Engineering | 8.50% |
| Healthcare & Pharmaceuticals | 7.40% |
| Automobile & Auto Ancillary | 4.30% |
| Cash & Sovereign Equivalents | 4.80% |
Riskometer: Investors understand that their principal will be at Very High Risk. This product is suitable for investors seeking long-term capital appreciation by investing predominantly in equity and equity-related securities.
Mandatory Statutory Disclaimer: InvestResearch India is an independent analytical research platform. We are NOT a SEBI-registered Investment Adviser (IA) or Research Analyst (RA). This factsheet is generated algorithmically for educational, comparative, and portfolio research purposes only and does NOT constitute personalized investment advice, offer to buy/sell, or commercial solicitation. Mutual fund investments are subject to market risks, read all scheme related documents carefully before investing.