Axis BSE Sensex Index Fund(IDCW)

Ticker: mf17595
Decent 68/100

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Business Overview

The Axis BSE Sensex Index Fund (IDCW) is a mutual fund that aims to replicate the performance of the BSE Sensex, one of India's most prominent stock market indices. This fund is ideal for investors looking for a simple, low-cost way to gain exposure to the Indian equity market. By investing in this fund, you can benefit from the growth of leading companies in India, making it a great option for both new and seasoned investors. It offers diversification, professional management, and the potential for long-term wealth creation.

  • Tracks the performance of the BSE Sensex
  • Ideal for long-term investors
  • Provides diversification across top Indian companies
  • Managed by experienced professionals
  • Low expense ratio for cost-effective investing

Investment Thesis

Axis BSE Sensex Index Fund (IDCW) presents a compelling investment opportunity backed by a strong promoter group and credible management. With a robust growth trajectory in digital services and attractive valuations compared to peers, this fund is poised for significant long-term returns, making it a worthy addition to any retail investor's portfolio.

  • Strong backing from Axis Bank, a reputable financial institution.
  • Significant growth potential in digital services, aligning with market trends.
  • Attractive valuation metrics compared to peer index funds.
  • Diversified exposure to top-performing companies in the BSE Sensex.
  • Ideal for investors seeking stability and growth in a volatile market.

Opportunity vs Risk

Opportunities
  • Strong historical performance
  • Diversified exposure to top companies
  • Potential for long-term capital growth
  • Low expense ratio
  • Tax benefits under Section 80C
Risks ⚠️
  • Market volatility impacts returns
  • Economic downturns affect performance
  • Management fees may reduce profits
  • Lack of liquidity in downturns
  • Regulatory changes may impact funds
📊 Stock Investment Checklist (100 Points)
Axis BSE Sensex Index Fund(IDCW) • Updated: 2025-10-01 01:16:13
  • 10
    Business
    High
    The fund is invested in a diversified portfolio of large-cap companies, which are generally in future-ready sectors.
  • 10
    Growth
    High
    The fund has shown consistent revenue growth due to its exposure to top-performing companies in the index.
  • 10
    Profitability
    High
    The underlying companies exhibit strong ROE and OCF, indicating solid profitability.
  • 8
    Valuation
    High
    Valuation metrics such as P/E and P/B are in line with peers, suggesting fair pricing.
  • 7
    Balance
    High
    The fund's underlying companies maintain a healthy debt/equity ratio and liquidity.
  • 6
    Governance
    Good
    Promoter holding is stable, but some companies have minor pledging issues.
  • 5
    Drivers
    Good
    Growth drivers include economic recovery and sectoral performance, but execution risks exist.
  • 5
    Technicals
    Good
    Market sentiment is neutral with moderate liquidity.
Final Score & Verdict
Score 68 / 100 • Decent
The Axis BSE Sensex Index Fund shows decent potential for investors looking for exposure to large-cap stocks, but caution is advised due to some underlying risks.