{"id":251992,"date":"2026-09-17T11:24:13","date_gmt":"2026-09-17T05:54:13","guid":{"rendered":"https:\/\/univest.in\/blogs-2\/axis-nifty500-quality-50-index-fund-direct-growth-review-2026\/"},"modified":"2026-09-17T11:24:13","modified_gmt":"2026-09-17T05:54:13","slug":"axis-nifty500-quality-50-index-fund-direct-growth-review-2026","status":"publish","type":"post","link":"https:\/\/univest.in\/blogs-2\/axis-nifty500-quality-50-index-fund-direct-growth-review-2026\/","title":{"rendered":"Axis Nifty500 Quality 50 Index Fund Direct Growth Review 2026: NAV, Returns, Portfolio &#038; Should You Invest?"},"content":{"rendered":"<p><a href=\"https:\/\/univest.in\/mutual-funds\/axis-nifty500-quality-50-index-fund-g-direct-plan\">Axis Nifty500 Quality 50 Index Fund Direct Growth Plan<\/a> has a NAV of \u20b99.7825 as of 16 September 2026, with an AUM of \u20b980 Cr. Its 1-year, 3-year and 5-year returns are -2.85%, 0% and 0%, and the scheme is tagged as High Risk. Our view is that this is a compact index fund with a quality-focused portfolio, but the very short track record and weak recent returns mean it suits only investors who are comfortable with volatility and want a rules-based equity allocation rather than a smooth return profile.<\/p>\n<p>The combination of a low expense ratio, a 50-stock portfolio and a benchmark-linked structure may appeal to investors who want a disciplined large-cap style exposure. At the same time, the return history is still early and the recent trend has been softer than the benchmark, so expectations need to stay realistic.<\/p>\n<div id=\"ez-toc-container\" class=\"ez-toc-v2_0_65 counter-hierarchy ez-toc-counter ez-toc-grey ez-toc-container-direction\">\n<div class=\"ez-toc-title-container\">\n<p class=\"ez-toc-title \" >Table of Contents<\/p>\n<span class=\"ez-toc-title-toggle\"><a href=\"#\" class=\"ez-toc-pull-right ez-toc-btn ez-toc-btn-xs ez-toc-btn-default ez-toc-toggle\" aria-label=\"Toggle Table of Content\"><span class=\"ez-toc-js-icon-con\"><span class=\"\"><span class=\"eztoc-hide\" style=\"display:none;\">Toggle<\/span><span class=\"ez-toc-icon-toggle-span\"><svg style=\"fill: #999;color:#999\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" class=\"list-377408\" width=\"20px\" height=\"20px\" viewBox=\"0 0 24 24\" fill=\"none\"><path d=\"M6 6H4v2h2V6zm14 0H8v2h12V6zM4 11h2v2H4v-2zm16 0H8v2h12v-2zM4 16h2v2H4v-2zm16 0H8v2h12v-2z\" fill=\"currentColor\"><\/path><\/svg><svg style=\"fill: #999;color:#999\" class=\"arrow-unsorted-368013\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"10px\" height=\"10px\" viewBox=\"0 0 24 24\" version=\"1.2\" baseProfile=\"tiny\"><path d=\"M18.2 9.3l-6.2-6.3-6.2 6.3c-.2.2-.3.4-.3.7s.1.5.3.7c.2.2.4.3.7.3h11c.3 0 .5-.1.7-.3.2-.2.3-.5.3-.7s-.1-.5-.3-.7zM5.8 14.7l6.2 6.3 6.2-6.3c.2-.2.3-.5.3-.7s-.1-.5-.3-.7c-.2-.2-.4-.3-.7-.3h-11c-.3 0-.5.1-.7.3-.2.2-.3.5-.3.7s.1.5.3.7z\"\/><\/svg><\/span><\/span><\/span><\/a><\/span><\/div>\n<nav><ul class='ez-toc-list ez-toc-list-level-1 ' ><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-1\" href=\"https:\/\/univest.in\/blogs-2\/axis-nifty500-quality-50-index-fund-direct-growth-review-2026\/#Quick_facts\" title=\"Quick facts\">Quick facts<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-2\" href=\"https:\/\/univest.in\/blogs-2\/axis-nifty500-quality-50-index-fund-direct-growth-review-2026\/#Performance\" title=\"Performance\">Performance<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-3\" href=\"https:\/\/univest.in\/blogs-2\/axis-nifty500-quality-50-index-fund-direct-growth-review-2026\/#Should_you_BUY_or_HOLD_Axis_Nifty500_Quality_50_Index\" title=\"Should you BUY or HOLD Axis Nifty500 Quality 50 Index?\">Should you BUY or HOLD Axis Nifty500 Quality 50 Index?<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-4\" href=\"https:\/\/univest.in\/blogs-2\/axis-nifty500-quality-50-index-fund-direct-growth-review-2026\/#Peer_comparison\" title=\"Peer comparison\">Peer comparison<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-5\" href=\"https:\/\/univest.in\/blogs-2\/axis-nifty500-quality-50-index-fund-direct-growth-review-2026\/#Portfolio_where_your_money_goes\" title=\"Portfolio: where your money goes\">Portfolio: where your money goes<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-6\" href=\"https:\/\/univest.in\/blogs-2\/axis-nifty500-quality-50-index-fund-direct-growth-review-2026\/#Who_should_invest\" title=\"Who should invest\">Who should invest<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-7\" href=\"https:\/\/univest.in\/blogs-2\/axis-nifty500-quality-50-index-fund-direct-growth-review-2026\/#Tax_and_exit_load\" title=\"Tax and exit load\">Tax and exit load<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-8\" href=\"https:\/\/univest.in\/blogs-2\/axis-nifty500-quality-50-index-fund-direct-growth-review-2026\/#Frequently_asked_questions\" title=\"Frequently asked questions\">Frequently asked questions<\/a><ul class='ez-toc-list-level-3' ><li class='ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-9\" href=\"https:\/\/univest.in\/blogs-2\/axis-nifty500-quality-50-index-fund-direct-growth-review-2026\/#What_is_the_current_NAV_of_Axis_Nifty500_Quality_50_Index_Fund_Direct_Growth_Plan\" title=\"What is the current NAV of Axis Nifty500 Quality 50 Index Fund Direct Growth Plan?\">What is the current NAV of Axis Nifty500 Quality 50 Index Fund Direct Growth Plan?<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-10\" href=\"https:\/\/univest.in\/blogs-2\/axis-nifty500-quality-50-index-fund-direct-growth-review-2026\/#What_are_the_funds_1-year_3-year_and_5-year_returns\" title=\"What are the fund\u2019s 1-year, 3-year and 5-year returns?\">What are the fund\u2019s 1-year, 3-year and 5-year returns?<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-11\" href=\"https:\/\/univest.in\/blogs-2\/axis-nifty500-quality-50-index-fund-direct-growth-review-2026\/#How_has_the_fund_compared_with_the_benchmark\" title=\"How has the fund compared with the benchmark?\">How has the fund compared with the benchmark?<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-12\" href=\"https:\/\/univest.in\/blogs-2\/axis-nifty500-quality-50-index-fund-direct-growth-review-2026\/#How_does_it_compare_with_the_peer_funds_listed_here\" title=\"How does it compare with the peer funds listed here?\">How does it compare with the peer funds listed here?<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-13\" href=\"https:\/\/univest.in\/blogs-2\/axis-nifty500-quality-50-index-fund-direct-growth-review-2026\/#Is_there_a_minimum_SIP_amount\" title=\"Is there a minimum SIP amount?\">Is there a minimum SIP amount?<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-14\" href=\"https:\/\/univest.in\/blogs-2\/axis-nifty500-quality-50-index-fund-direct-growth-review-2026\/#What_are_the_risk_profile_exit_load_and_fund_managers\" title=\"What are the risk profile, exit load and fund managers?\">What are the risk profile, exit load and fund managers?<\/a><\/li><\/ul><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-15\" href=\"https:\/\/univest.in\/blogs-2\/axis-nifty500-quality-50-index-fund-direct-growth-review-2026\/#Bottom_line\" title=\"Bottom line\">Bottom line<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-16\" href=\"https:\/\/univest.in\/blogs-2\/axis-nifty500-quality-50-index-fund-direct-growth-review-2026\/#Explore_mutual_funds_with_Univest\" title=\"Explore mutual funds with Univest\">Explore mutual funds with Univest<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-17\" href=\"https:\/\/univest.in\/blogs-2\/axis-nifty500-quality-50-index-fund-direct-growth-review-2026\/#RIA_disclosure\" title=\"RIA disclosure\">RIA disclosure<\/a><\/li><\/ul><\/nav><\/div>\n<h2 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"Quick_facts\"><\/span>Quick facts<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<table>\n<thead>\n<tr>\n<th>Particular<\/th>\n<th>Details<\/th>\n<\/tr>\n<\/thead>\n<tbody>\n<tr>\n<td>NAV<\/td>\n<td>\u20b99.7825 as of 16 Sep 2026<\/td>\n<\/tr>\n<tr>\n<td>AUM<\/td>\n<td>\u20b980 Cr<\/td>\n<\/tr>\n<tr>\n<td>Expense Ratio<\/td>\n<td>0.16%<\/td>\n<\/tr>\n<tr>\n<td>Launch Date<\/td>\n<td>10 Sep 2025<\/td>\n<\/tr>\n<tr>\n<td>Min SIP<\/td>\n<td>\u20b9100<\/td>\n<\/tr>\n<tr>\n<td>Risk Category<\/td>\n<td>High Risk<\/td>\n<\/tr>\n<tr>\n<td>Benchmark<\/td>\n<td>Nifty 50<\/td>\n<\/tr>\n<tr>\n<td>Fund Category<\/td>\n<td>Index Funds<\/td>\n<\/tr>\n<tr>\n<td>Exit Load<\/td>\n<td>0.25% on or before 15D, Nil after 15D<\/td>\n<\/tr>\n<tr>\n<td>Fund Managers<\/td>\n<td>Nandik Mallik, Rohit Gautam<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<p>The fund is managed by Nandik Mallik and Rohit Gautam.<\/p>\n<p class=\"mf-source-date\"><small>Source data date: as of 16 Sep 2026<\/small><\/p>\n<h2 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"Performance\"><\/span>Performance<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<table>\n<thead>\n<tr>\n<th>Period<\/th>\n<th>Fund return<\/th>\n<th>Benchmark return<\/th>\n<\/tr>\n<\/thead>\n<tbody>\n<tr>\n<td>1M<\/td>\n<td>-5.52%<\/td>\n<td>-4.41%<\/td>\n<\/tr>\n<tr>\n<td>3M<\/td>\n<td>-4.64%<\/td>\n<td>-3.6%<\/td>\n<\/tr>\n<tr>\n<td>1Y<\/td>\n<td>-2.85%<\/td>\n<td>-7.76%<\/td>\n<\/tr>\n<tr>\n<td>3Y<\/td>\n<td>Data not available<\/td>\n<td>Data not available<\/td>\n<\/tr>\n<tr>\n<td>5Y<\/td>\n<td>Data not available<\/td>\n<td>Data not available<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<p>Recent performance has been weak. Over 1 month and 3 months, the fund stayed in negative territory, which suggests that the portfolio has still been moving through a soft patch. The 1-year figure is also negative, but it is less weak than the benchmark, so the fund has held up better than the index over that stretch even though both have delivered poor outcomes.<\/p>\n<p>The longer view is harder to judge because this scheme was launched only in September 2025, so there is no meaningful 3-year or 5-year return history. That matters for interpretation: investors are looking at a young fund where the available record is still dominated by the first year of performance rather than a full market cycle.<\/p>\n<p>The time pattern points to choppy movement rather than steady compounding. The 1-month and 3-month paths were both under pressure, while the 1-year path shows only a mild recovery from earlier weakness. For a passive equity fund, that kind of shape is not unusual, but it does mean the experience so far has been more about drawdown management than strong upside capture.<\/p>\n<p>Against the NIFTY 50, the fund has been less weak over 1 year but a little weaker in the very short term. That mix suggests the fund has not followed a single straight line relative to its benchmark. Instead, the recent stretch has been more uneven, which is worth keeping in mind if the goal is stable near-term outcomes.<\/p>\n<p class=\"mf-source-date\"><small>Source data date: as of 16 Sep 2026<\/small><\/p>\n<section class=\"univest-mf-premium-cta\" style=\"margin:28px 0;padding:24px;border-radius:10px;border:1px solid #d8e3f0;background:#f7faff\">\n<h2 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"Should_you_BUY_or_HOLD_Axis_Nifty500_Quality_50_Index\"><\/span>Should you BUY or HOLD Axis Nifty500 Quality 50 Index?<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>A fund&#8217;s past returns alone don&#8217;t tell you whether you should buy it today or continue holding it.<\/p>\n<p>The right decision depends on factors such as your current allocation, purchase price, risk profile, investment horizon and the role this fund plays in your overall portfolio.<\/p>\n<p><strong>Already holding Axis Nifty500 Quality 50 Index? Thinking of investing now?<\/strong><\/p>\n<p><a href=\"https:\/\/univest.in\/mutual-funds\" style=\"font-weight:700;text-decoration:none\">Get your portfolio analysed for FREE by SEBI-registered Investment Adviser (RIA) through Univest MF Premium<\/a><\/p>\n<\/section>\n<h2 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"Peer_comparison\"><\/span>Peer comparison<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<table>\n<thead>\n<tr>\n<th>Fund<\/th>\n<th>1Y return<\/th>\n<th>3Y return<\/th>\n<th>5Y return<\/th>\n<\/tr>\n<\/thead>\n<tbody>\n<tr>\n<td><a href=\"https:\/\/univest.in\/mutual-funds\/axis-nifty500-quality-50-index-fund-g-direct-plan\">Axis Nifty500 Quality 50 Index Fund Direct Growth Plan<\/a><\/td>\n<td>-2.85%<\/td>\n<td>Data not available<\/td>\n<td>Data not available<\/td>\n<\/tr>\n<tr>\n<td><a href=\"https:\/\/univest.in\/mutual-funds\/icici-pru-nasdaq-100-index-fund-g-direct-plan\">ICICI Pru NASDAQ 100 Index Fund Direct Growth Plan<\/a><\/td>\n<td>29.31%<\/td>\n<td>30.01%<\/td>\n<td>Data not available<\/td>\n<\/tr>\n<tr>\n<td><a href=\"https:\/\/univest.in\/mutual-funds\/tata-nifty-capital-markets-index-fund-g-direct-plan\">Tata Nifty Capital Markets Index Fund Direct Growth Plan<\/a><\/td>\n<td>21.45%<\/td>\n<td>Data not available<\/td>\n<td>Data not available<\/td>\n<\/tr>\n<tr>\n<td><a href=\"https:\/\/univest.in\/mutual-funds\/motilal-oswal-nifty-capital-market-index-fund-g-direct-plan\">Motilal Oswal Nifty Capital Market Index Fund Direct Growth Plan<\/a><\/td>\n<td>21.13%<\/td>\n<td>Data not available<\/td>\n<td>Data not available<\/td>\n<\/tr>\n<tr>\n<td><a href=\"https:\/\/univest.in\/mutual-funds\/motilal-oswal-nifty-midsmall-financial-services-index-fund-g-direct-plan\">Motilal Oswal Nifty MidSmall Financial Services Index Fund Direct Growth Plan<\/a><\/td>\n<td>20.68%<\/td>\n<td>Data not available<\/td>\n<td>Data not available<\/td>\n<\/tr>\n<tr>\n<td><a href=\"https:\/\/univest.in\/mutual-funds\/icici-pru-nifty-pharma-index-fund-g-direct-plan\">ICICI Pru Nifty Pharma Index Fund Direct Growth Plan<\/a><\/td>\n<td>17.57%<\/td>\n<td>18.84%<\/td>\n<td>Data not available<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<p>This assessment is prepared by Uniapps Investment Adviser Pvt. Ltd. under SEBI Registered Investment Adviser registration INA000017639.<\/p>\n<p>On 1-year numbers, this fund trails the stronger peer figures by a wide margin, and that gap is visible even among other index products in the list. Its own 1-year return is negative, while the comparison set shows positive results across all the peer funds listed here.<\/p>\n<p>The 3-year and 5-year comparison is less informative because this scheme does not yet have those histories, whereas some peers do have a 3-year record. That creates a clear divide between a young fund with only a short track record and older products whose return history has had more time to develop.<\/p>\n<p>So the short-term story is clearly weaker for this fund, while the longer-history story remains incomplete rather than conclusively poor. For an investor, that means the peer set highlights how much of the outcome still depends on the fund\u2019s future live track record rather than an established long-run pattern.<\/p>\n<p class=\"mf-source-date\"><small>Source data date: as of 16 Sep 2026<\/small><\/p>\n<div class=\"univest-peer-login-cta\" style=\"margin:20px 0;padding:16px 18px;border:1px solid #d8e3f0;border-radius:8px;background:#f7faff\">\n<p style=\"margin:0\"><strong>Want to know more?<\/strong> <a href=\"https:\/\/univest.in\/user\/log-in\" style=\"font-weight:700;text-decoration:none\">Log in to Univest<\/a> for more mutual fund insights.<\/p>\n<\/div>\n<h2 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"Portfolio_where_your_money_goes\"><\/span>Portfolio: where your money goes<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<table>\n<thead>\n<tr>\n<th>Holding<\/th>\n<th>Sector<\/th>\n<th>Weight<\/th>\n<\/tr>\n<\/thead>\n<tbody>\n<tr>\n<td>Tata Consultancy Services Limited<\/td>\n<td>IT<\/td>\n<td>5.62%<\/td>\n<\/tr>\n<tr>\n<td>Infosys Limited<\/td>\n<td>IT<\/td>\n<td>5.3%<\/td>\n<\/tr>\n<tr>\n<td>Bharat Electronics Limited<\/td>\n<td>Capital Goods<\/td>\n<td>4.23%<\/td>\n<\/tr>\n<tr>\n<td>Bajaj Auto Limited<\/td>\n<td>Automobile &amp; Ancillaries<\/td>\n<td>4.09%<\/td>\n<\/tr>\n<tr>\n<td>Dixon Technologies (India) Limited<\/td>\n<td>Consumer Durables<\/td>\n<td>3.78%<\/td>\n<\/tr>\n<tr>\n<td>BSE Limited<\/td>\n<td>Finance<\/td>\n<td>3.76%<\/td>\n<\/tr>\n<tr>\n<td>Britannia Industries Limited<\/td>\n<td>FMCG<\/td>\n<td>3.63%<\/td>\n<\/tr>\n<tr>\n<td>Coal India Limited<\/td>\n<td>Mining<\/td>\n<td>3.26%<\/td>\n<\/tr>\n<tr>\n<td>Colgate Palmolive (India) Limited<\/td>\n<td>FMCG<\/td>\n<td>3.12%<\/td>\n<\/tr>\n<tr>\n<td>Suzlon Energy Limited<\/td>\n<td>Capital Goods<\/td>\n<td>2.84%<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<p>The largest holding, Tata Consultancy Services Limited, accounts for 5.62% of the portfolio, so no single stock dominates the disclosed top holdings. The fall from the first position to the tenth is not extreme, but it is still meaningful: the top names cluster between 2.84% and 5.62%, which suggests a fairly even spread among the leading positions rather than a heavy concentration in one or two stocks.<\/p>\n<p>The top 10 holdings account for approximately 39.63% of the portfolio, while the scheme has 50 disclosed holdings in total. That combination points to a portfolio that is diversified across many names, yet still allows the larger holdings to matter. The top positions may therefore have a greater influence on short-term behaviour, especially when sector leadership shifts.<\/p>\n<p>At the same time, the remaining holdings likely make up a substantial tail beyond the top 10, so the full portfolio should not be read as a narrow theme fund. The mix across IT, capital goods, consumer durables, finance, FMCG, mining and automobile exposure also suggests that the fund\u2019s outcome may depend on a broad set of large listed companies rather than one sector alone.<\/p>\n<p>To see all holdings, visit the <a href=\"https:\/\/univest.in\/mutual-funds\/axis-nifty500-quality-50-index-fund-g-direct-plan\">Axis Nifty500 Quality 50 Index Fund Direct Growth Plan<\/a> page<\/p>\n<p class=\"mf-source-date\"><small>Source data date: as of 16 Sep 2026<\/small><\/p>\n<h2 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"Who_should_invest\"><\/span>Who should invest<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>This fund fits investors who can accept High Risk equity volatility and who want a rules-based index exposure with a quality tilt. The short history and weak near-term returns mean it is better suited to a longer horizon, where the investor can look through stretches of underperformance instead of reacting to every monthly move.<\/p>\n<p>Compared with the benchmark, the fund has not shown a smooth path so far, and the peer set shows that other index strategies have posted much stronger recent returns. The main trade-off is between disciplined exposure to a diversified basket of quality companies and the possibility that near-term results may stay uneven before any clearer long-run pattern emerges.<\/p>\n<h2 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"Tax_and_exit_load\"><\/span>Tax and exit load<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<table>\n<thead>\n<tr>\n<th>Holding period<\/th>\n<th>Tax rate<\/th>\n<th>Description<\/th>\n<\/tr>\n<\/thead>\n<tbody>\n<tr>\n<td>Units held less than 1 year<\/td>\n<td>20%<\/td>\n<td>Short-term capital gains tax<\/td>\n<\/tr>\n<tr>\n<td>Units held more than 1 year<\/td>\n<td>12.5%<\/td>\n<td>Long-term capital gains tax<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<p>Exit load: 0.25% on or before 15 days; nil after 15 days.<\/p>\n<p class=\"mf-source-date\"><small>Source data date: as of 16 Sep 2026<\/small><\/p>\n<h2 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"Frequently_asked_questions\"><\/span>Frequently asked questions<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<h3 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"What_is_the_current_NAV_of_Axis_Nifty500_Quality_50_Index_Fund_Direct_Growth_Plan\"><\/span>What is the current NAV of Axis Nifty500 Quality 50 Index Fund Direct Growth Plan?<span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p>The current NAV is \u20b99.7825 as of 16 September 2026.<\/p>\n<h3 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"What_are_the_funds_1-year_3-year_and_5-year_returns\"><\/span>What are the fund\u2019s 1-year, 3-year and 5-year returns?<span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p>The 1-year return is -2.85%, while the 3-year and 5-year returns are 0% in the available record. The scheme is still very young, so the longer-duration history is not yet meaningful.<\/p>\n<h3 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"How_has_the_fund_compared_with_the_benchmark\"><\/span>How has the fund compared with the benchmark?<span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p>Over 1 year, the fund has done better than the benchmark, with -2.85% versus -7.76%. In the shorter 1-month and 3-month periods, however, the fund has been a little weaker than the benchmark.<\/p>\n<h3 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"How_does_it_compare_with_the_peer_funds_listed_here\"><\/span>How does it compare with the peer funds listed here?<span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p>Its 1-year return is weaker than the peer funds shown here, all of which have positive 1-year results. The comparison is less complete on 3-year and 5-year figures because this fund does not yet have those histories.<\/p>\n<h3 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"Is_there_a_minimum_SIP_amount\"><\/span>Is there a minimum SIP amount?<span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p>The minimum SIP amount is \u20b9100.<\/p>\n<h3 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"What_are_the_risk_profile_exit_load_and_fund_managers\"><\/span>What are the risk profile, exit load and fund managers?<span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p>The fund is tagged High Risk. The exit load is 0.25% on or before 15 days and nil after 15 days, and the fund is managed by Nandik Mallik and Rohit Gautam.<\/p>\n<h2 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"Bottom_line\"><\/span>Bottom line<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>This fund\u2019s short-term pattern is weaker than its benchmark in the latest month and quarter, while its 1-year result is less weak than the index. The longer-term case is still developing because the scheme is young, so investors are mostly judging an early live record rather than a full cycle. Compared with the peer funds shown here, the available 1-year return is clearly softer. The portfolio is reasonably spread across 50 holdings, which may keep single-stock dependence in check, but the fund still carries High Risk equity behaviour.<\/p>\n<p class=\"univest-posted-at\" style=\"font-size:14px;color:#666;margin:20px 0 8px\">Published on 17 September 2026 at 11:23 AM IST<\/p>\n<section class=\"univest-login-cta\" style=\"margin:28px 0;padding:24px;border-radius:10px;background:#eef5ff;border:1px solid #cddff7;text-align:center\">\n<h2 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"Explore_mutual_funds_with_Univest\"><\/span>Explore mutual funds with Univest<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>Review mutual fund data, compare performance and explore fund insights on Univest.<\/p>\n<p><a href=\"https:\/\/univest.in\/user\/log-in\" style=\"display:inline-block;padding:11px 20px;border-radius:6px;background:#1f4e79;color:#fff !important;text-decoration:none;font-weight:700\">Explore Univest<\/a><\/p>\n<\/section>\n<section class=\"univest-disclaimer\">\n<h2 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"RIA_disclosure\"><\/span>RIA disclosure<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>Mutual fund investments are subject to market risks. Read all scheme-related documents carefully before investing. This review is prepared by Uniapps Investment Adviser Pvt. Ltd. (earlier known as Uniapps Global Research Pvt. Ltd.) under SEBI Registered Investment Adviser registration INA000017639 for general informational purposes and is not personalized investment advice.<\/p>\n<\/section>\n<p><script type=\"application\/ld+json\">{\"@context\":\"https:\/\/schema.org\",\"@type\":\"InvestmentFund\",\"name\":\"Axis Nifty500 Quality 50 Index Fund Direct Growth Plan\",\"identifier\":\"axis-nifty500-quality-50-index-fund-g-direct-plan\",\"category\":\"Index Funds\",\"dateCreated\":\"10 Sep 2025\",\"isAccessibleForFree\":true,\"additionalProperty\":[{\"@type\":\"PropertyValue\",\"name\":\"NAV\",\"value\":9.7825,\"valueReference\":\"as of 16 Sep 2026\"},{\"@type\":\"PropertyValue\",\"name\":\"AUM\",\"value\":\"80 Cr\"},{\"@type\":\"PropertyValue\",\"name\":\"Expense Ratio\",\"value\":\"0.16\"},{\"@type\":\"PropertyValue\",\"name\":\"Benchmark\",\"value\":\"Nifty 50\"},{\"@type\":\"PropertyValue\",\"name\":\"1Y Return\",\"value\":-2.85},{\"@type\":\"PropertyValue\",\"name\":\"3Y Return\",\"value\":0},{\"@type\":\"PropertyValue\",\"name\":\"5Y Return\",\"value\":0},{\"@type\":\"PropertyValue\",\"name\":\"Fund Managers\",\"value\":\"Nandik Mallik, Rohit Gautam\"}]}<\/script><script type=\"application\/ld+json\">{\"@context\":\"https:\/\/schema.org\",\"@type\":\"FAQPage\",\"mainEntity\":[{\"@type\":\"Question\",\"name\":\"What is the current NAV of Axis Nifty500 Quality 50 Index Fund Direct Growth Plan?\",\"acceptedAnswer\":{\"@type\":\"Answer\",\"text\":\"The current NAV is \u20b99.7825 as of 16 September 2026.\"}},{\"@type\":\"Question\",\"name\":\"What are the fund\u2019s 1-year, 3-year and 5-year returns?\",\"acceptedAnswer\":{\"@type\":\"Answer\",\"text\":\"The 1-year return is -2.85%, while the 3-year and 5-year returns are 0% in the available record. The scheme is still very young, so the longer-duration history is not yet meaningful.\"}},{\"@type\":\"Question\",\"name\":\"How has the fund compared with the benchmark?\",\"acceptedAnswer\":{\"@type\":\"Answer\",\"text\":\"Over 1 year, the fund has done better than the benchmark, with -2.85% versus -7.76%. In the shorter 1-month and 3-month periods, however, the fund has been a little weaker than the benchmark.\"}},{\"@type\":\"Question\",\"name\":\"How does it compare with the peer funds listed here?\",\"acceptedAnswer\":{\"@type\":\"Answer\",\"text\":\"Its 1-year return is weaker than the peer funds shown here, all of which have positive 1-year results. The comparison is less complete on 3-year and 5-year figures because this fund does not yet have those histories.\"}},{\"@type\":\"Question\",\"name\":\"Is there a minimum SIP amount?\",\"acceptedAnswer\":{\"@type\":\"Answer\",\"text\":\"The minimum SIP amount is \u20b9100.\"}},{\"@type\":\"Question\",\"name\":\"What are the risk profile, exit load and fund managers?\",\"acceptedAnswer\":{\"@type\":\"Answer\",\"text\":\"The fund is tagged High Risk. The exit load is 0.25% on or before 15 days and nil after 15 days, and the fund is managed by Nandik Mallik and Rohit Gautam.\"}}]}<\/script><script type=\"application\/ld+json\">{\"@context\":\"https:\/\/schema.org\",\"@type\":\"Organization\",\"name\":\"Uniapps Investment Adviser Pvt. Ltd.\",\"description\":\"SEBI Registered Investment Adviser INA000017639\"}<\/script><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Axis Nifty500 Quality 50 Index Fund Direct Growth Plan has a NAV of \u20b99.7825 as of 16 September 2026, AUM of \u20b980 Cr and a High Risk profile.<\/p>\n","protected":false},"author":38,"featured_media":251991,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[3841],"tags":[],"class_list":["post-251992","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-mutual-funds"],"metadata":{"rank_math_internal_links_processed":["1"],"_thumbnail_id":["251991"],"rank_math_title":["Axis Nifty500 Quality 50 Review 2026 | NAV &amp; Returns"],"rank_math_description":["Axis Nifty500 Quality 50 Index Fund Direct Growth Plan NAV is \u20b99.7825 as of 16 Sep 2026; 1Y return is -2.85%."],"rank_math_focus_keyword":["Axis Nifty500 Quality 50 Index Fund Direct Growth Plan review"],"rank_math_robots":["a:2:{i:0;s:7:\"noindex\";i:1;s:8:\"nofollow\";}"]},"jetpack_sharing_enabled":true,"jetpack_featured_media_url":"https:\/\/univest.in\/blogs-2\/wp-content\/uploads\/2026\/09\/Axis_Nifty500_Quality_50_Index_Fund_Direct_Growth_Review_2026_NAV_Returns_Portfolio_Should_You_Invest_neutral.png","_links":{"self":[{"href":"https:\/\/univest.in\/blogs-2\/wp-json\/wp\/v2\/posts\/251992","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/univest.in\/blogs-2\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/univest.in\/blogs-2\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/univest.in\/blogs-2\/wp-json\/wp\/v2\/users\/38"}],"replies":[{"embeddable":true,"href":"https:\/\/univest.in\/blogs-2\/wp-json\/wp\/v2\/comments?post=251992"}],"version-history":[{"count":0,"href":"https:\/\/univest.in\/blogs-2\/wp-json\/wp\/v2\/posts\/251992\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/univest.in\/blogs-2\/wp-json\/wp\/v2\/media\/251991"}],"wp:attachment":[{"href":"https:\/\/univest.in\/blogs-2\/wp-json\/wp\/v2\/media?parent=251992"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/univest.in\/blogs-2\/wp-json\/wp\/v2\/categories?post=251992"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/univest.in\/blogs-2\/wp-json\/wp\/v2\/tags?post=251992"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}