Axis BSE Sensex Index Fund Regular Growth
Get the latest NAV of Axis BSE Sensex Index Fund Regular Growth. View historical returns compared to its benchmark and category average. Know which stocks and sectors the fund is investing in. Get an estimate of returns from the SIP and lump sum returns calculator. View detailed holding analysis and peer comparison. Get INDmoney ranking of the fund.
₹11.59
▲0.5%1D
NAV as on 27 Jun 2025
11.75%/per year
Since Inception
▲▼
Peer comparison
Axis BSE Sensex Index Fund Regular Growth Returns Calculator
Calculate SIP and lumpsum returns based on historical performance
Total Investment
0
Profit
Total Corpus
0
Axis BSE Sensex Index Fund Regular Growth Asset Allocation
See fund asset allocation details as on (14-Jun-25)
Fund Distribution
as on (14-Jun-25)
Equity 99.5%
Debt & Cash 0.5%
Axis BSE Sensex Index Fund Regular Growth Sector Allocation
See fund sector allocation details as on (14-Jun-25)
Sector Allocation
Equity 99.5%
Debt & Cash 0.5%
Top 3 Sectors in May were Financial Services, Tech & Energy
Financial Services
41%
Tech
13%
Energy
10%
Financial Services
41%
Tech
12%
Energy
10%
Axis BSE Sensex Index Fund Regular Growth Holdings Details
as on (31-May-25)
Equity
Axis BSE Sensex Index Fund Regular Growth Overview
Get key fund statistics, minimum investment details, AUM, expense ratio, exit load, and tax treatment.
| Expense ratio | 0.7% |
Benchmark | BSE SENSEX TR INR |
| AUM | ₹48 Cr |
| Inception Date | 27 February, 2024 |
| Min Lumpsum/SIP | ₹500/₹100 |
Exit Load | 0.2% |
| Lock In | No Lock-in |
TurnOver | 3.82% |
| STCG | Selling mutual fund before 1 year, returns taxed at 20%. |
| LTCG | After 1 year, 12.5% tax on returns over ₹1.25 lakh/year. |
| Risk |   Very High Risk |
About Axis BSE Sensex Index Fund Regular Growth
Axis BSE Sensex Index Fund Regular Growth is an equity fund. This fund was started on 27 February, 2024. The fund is managed by . The fund could potentially beat inflation in the long-run.
Key Parameters
- Axis BSE Sensex Index Fund Regular Growth has ₹48 Cr worth of assets under management (AUM) as on Jun 2025 and is more than category average.
- The fund has an expense ratio 0.7.
Returns
Axis BSE Sensex Index Fund Regular Growth has given a CAGR return of 11.75% since inception. Over the last 1 year the fund has given a CAGR return of 6.53%.
Holdings
Axis BSE Sensex Index Fund Regular Growth has allocated its funds majorly in Cash Equivalent, Financial Services, Tech, Energy, Consumer Cyclical, Consumer Defensive, Industrial, Communication, Basic Materials, Utilities, Health. Its top holdings are HDFC Bank Ltd, ICICI Bank Ltd, Reliance Industries Ltd, Infosys Ltd, Bharti Airtel Ltd
Taxation
As it is a index funds mutual fund the taxation is as follows:For short term (less than a year) capital gains will be taxed at 20%For long term (more than 1 year) capital gains will be taxed at 12.5% without indexation benefitDividends will always be taxed at slab rate. Long term gains upto Rs 1 lakh are exempt capital gains tax.
Investment objective of Axis BSE Sensex Index Fund Regular Growth
To provide returns before expenses that corresponds to the total returns of the S & P BSE Sensex TRI subject to tracking errors.
Minimum Investment and lockin period
Minimum investment for lump sum payment is INR 500.00 and for SIP is INR 100.00. Axis BSE Sensex Index Fund Regular Growth has no lock in period.
- AUM of the fund stands at 48.4 Cr as of May'25
- AUM increased by 0.7 Cr between May'25 and Apr'25
More funds from Axis
3Y CAGR
▲ 32.21
3Y CAGR
▲ 31.36
3Y CAGR
▲ 29.38
3Y CAGR
▲ 29.03
5Y CAGR
▲ 32.50
Frequently Asked Questions for Axis BSE Sensex Index Fund Regular Growth
How do I invest in Axis BSE Sensex Index Fund Regular Growth?
- Download the INDmoney app.
- Search for ‘Axis BSE Sensex Index Fund Regular Growth’.
- Select whether you want to invest in SIP or lump sum.
- Enter the amount you wish to invest.
- Set up payments via bank mandate or UPI.