Axis Nifty 500 Index Fund
Ticker: mf13469
Decent
68/100
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Business Overview
The Axis Nifty 500 Index Fund is a mutual fund that aims to replicate the performance of the Nifty 500 Index, which includes the top 500 companies listed on the National Stock Exchange of India. It's ideal for investors seeking diversified exposure to the Indian equity market with a long-term investment horizon. This fund matters as it provides a cost-effective way to invest in a broad spectrum of Indian companies, reducing individual stock risk while capturing overall market growth.
- Diversified exposure to 500 top Indian companies
- Cost-effective investment strategy
- Ideal for long-term wealth creation
- Low expense ratio compared to actively managed funds
- Suitable for both new and seasoned investors
Investment Thesis
The Axis Nifty 500 Index Fund presents a compelling investment opportunity due to its strong backing from a reputable promoter group, significant growth potential in digital services, and attractive valuation compared to peers. This fund offers a diversified exposure to the Indian equity market, making it a prudent choice for investors seeking long-term growth.
- Strong credibility from Axis Bank, enhancing investor confidence.
- Significant growth potential in India's digital services sector.
- Attractive valuation compared to other index funds in the market.
- Diversified exposure to 500 large and mid-cap companies.
- Ideal for long-term investors looking for stable returns.
Opportunity vs Risk
Opportunities
- Diversified exposure to 500 companies
- Potential for long-term capital growth
- Low expense ratio compared to peers
- Rising interest in index investing
Risks ⚠️
- Market volatility can impact returns
- Limited control over individual stocks
- Tracking error may affect performance
- Economic downturns can hurt index funds
Peer Perspective
Axis Nifty 500 Index Fund trades at a slight premium compared to peers like SBI Nifty Index Fund and ICICI Nifty Index Fund; a sustained improvement in margin stability could trigger a rerating.
📊 Stock Investment Checklist (100 Points)
Axis Nifty 500 Index Fund • Updated: 2025-09-29 15:17:32
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10BusinessHighThe fund is diversified across sectors, but lacks a clear moat.
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10GrowthHighConsistent revenue growth, but profit margins are under pressure.
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10ProfitabilityHighROE and ROCE are average, with OCF slightly below net profit.
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8ValuationHighP/E and P/B ratios are higher than peers, indicating potential overvaluation.
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7BalanceHighDebt levels are manageable, but liquidity is a concern.
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6GovernanceGoodPromoter holding is stable, but there are some concerns about disclosures.
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5DriversGoodGrowth drivers are present, but execution risks are significant.
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5TechnicalsGoodMarket sentiment is neutral with low liquidity.
Final Score & Verdict
Score 68 / 100
• Decent
The Axis Nifty 500 Index Fund shows decent potential for growth, but investors should be cautious due to valuation concerns and execution risks.