Index Fund Corner
Sponsored
| Scheme Name | 1-Year Return | Invest Now | Fund Category | Expense Ratio |
|---|---|---|---|---|
| Axis Nifty 50 Index Fund | +32.80% | Invest Now | Equity: Large Cap | 0.12% |
| Axis Nifty 100 Index Fund | +38.59% | Invest Now | Equity: Large Cap | 0.21% |
| Axis Nifty Next 50 Index Fund | +71.83% | Invest Now | Equity: Large Cap | 0.25% |
| Axis Nifty 500 Index Fund | — | Invest Now | Equity: Flexi Cap | 0.10% |
| Axis Nifty Midcap 50 Index Fund | +46.03% | Invest Now | Equity: Mid Cap | 0.28% |
The New Fund Offer (NFO) opens on Monday, March 17, and closes on March 28, 2025.
Investment strategy and fund details
The fund will track the BSE Quality Index, which selects 30 companies based on key financial indicators such as:
- High Return on Equity (RoE) – Signaling strong profitability
- Low Financial Leverage – Indicating lower debt dependency
- Stable Accrual Ratio – Reflecting earnings quality
By following these parameters, the fund aims to provide a stable investment experience and long-term growth potential.
Why this matters for investors
Factor-based investing, also called smart beta investing, targets specific return drivers like quality, value, or momentum. The quality factor tends to perform better during economic downturns, offering investors a defensive option in volatile markets.
Anand Vardarajan, Chief Business Officer at Tata Asset Management, said, “The Tata BSE Quality Index Fund gives investors a unique opportunity to invest in high-quality companies. The quality factor has historically provided resilience during weak economic phases, offering a cushion against market volatility.”
Minimum investment and fund structure
Investors can enter the fund with a minimum investment of ₹5,000, with subsequent investments in multiples of ₹1.
Key risks
While the fund focuses on quality stocks, returns are subject to market fluctuations and may deviate due to tracking errors.
The performance of the BSE Quality Index will influence overall returns.
First Published: Mar 17, 2025 12:50 PM IST
