AXAxis MFRegular · Growth

Axis Nifty Energy Index Fund - Regular Plan - Growth

Index Funds - OtherIndex Funds - OtherBenchmark: NIFTY ENERGY - TRI
NAV · 15 Sep 2026₹9.77-2.08%
AUM₹100 Cr
Expense Ratio1.06%
CAGR
Exit Load0.25% on or before 15D, NIL after 15D
Min SIP₹100
Launched2026

Investment Objective

To provide returns before expenses that correspond to the performance of Nifty Energy TRI subject to tracking error. There is no assurance that the investment objective of the scheme will be achieved.

Fund Mandate

Money Market Instruments & units of debt & liquid mutual fund schemes0%–5%
Securities covered under Nifty Energy Index95%–100%
Asset Allocation
Domestic Equity99.8%
Cash & Equivalents0.2%
Fund Managers
NM
Nandik Mallik
Fund Manager
Key Information
1.06%
₹100
₹100
0.25% on or before 15D, NIL after 15D
Nil
Inception27 Aug 2026
AMCAxis MF
Top Holdings
1Reliance Industries LimitedPetroleum Products10.22%
2Oil & Natural Gas Corporation LimitedOil9.76%
3Coal India LimitedConsumable Fuels9.56%
4NTPC LimitedPower5.70%
5GAIL (India) LimitedGas5.19%
6Power Grid Corporation of India LimitedPower4.38%
7Bharat Heavy Electricals LimitedElectrical Equipment3.98%
8CG Power and Industrial Solutions LimitedElectrical Equipment3.87%
9Suzlon Energy LimitedElectrical Equipment3.56%
10GE Vernova T&D India LimitedElectrical Equipment3.40%
Sector Allocation
Electrical Equipment22.1%
Power15.2%
Petroleum Products14.4%
Oil12.6%
Consumable Fuels9.6%
Gas9.5%
Trailing Returns
PeriodReturns
1 Day-2.08%
1 Week-2.49%
-2.29%
Risk Metrics

Risk metrics are not available for this fund.

Fees
1.06%
0.25% on or before 15D, NIL after 15D
Nil
₹100
₹100
Capital Gains Tax, general rules

This is an equity-oriented fund. Under rules effective since Budget 2024 (23 July 2024):

Short-Term Capital Gains (held ≤ 12 months): taxed at a flat 20%.

Long-Term Capital Gains (held > 12 months): taxed at 12.5% on gains above ₹1.25 lakh in a financial year, with no indexation benefit.

General information only, not tax advice, actual liability depends on your overall income and applicable law at the time of redemption. Consult a tax advisor for your specific situation.

Frequently Asked QuestionsGeneral mutual-fund FAQs, not specific to this scheme