Index Fund Corner
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| 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 March 3, 2025 and closes on March 7, 2025. The scheme will reopen for subscriptions on March 21, 2025.
The fund has full flexibility to allocate 0% to 100% across debt and equity segments. It will adjust allocations based on market conditions. The goal is to limit downside risks and maintain stable returns.
Key features
- The fund adjusts between debt and equity based on economic trends.
- It considers four cycles: rising growth-falling inflation, rising growth-rising inflation, falling growth-rising inflation, and falling growth-falling inflation.
- Government securities, AAA-rated bonds, hedged equity, and arbitrage strategies will have a stable allocation.
- Credit instruments and diversified equity will be included based on growth outlook.
VN Saravanan, Chief Investment Officer, said, “The fund offers agility in asset allocation. It aims for consistent real returns without requiring investors to switch strategies.”
Unifi Mutual Fund is part of Unifi Capital, which has a 23-year history in asset management.
The fund house aims to bring its investment expertise to retail investors.
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First Published: Mar 3, 2025 1:01 PM IST
