Key metrics
Further reading: Why large-cap funds show deeper drawdowns than small caps
Trailing returns
| Period | 1W | 1M | 3M | 6M | 1Y | 3Y | 5Y | 7Y | 10Y |
|---|---|---|---|---|---|---|---|---|---|
| Return | -1.42% | -1.70% | -4.37% | -5.99% | -12.24% | – | – | – | – |
NAV history
About this fund
Axis BSE Sensex Index Fund is a passive index fund/ETF offered by Axis Mutual Fund, classified under Equity as Index Funds - Equity Funds. It aims to mirror an index rather than beat it, usually at a lower cost than active funds. Its latest NAV is ₹10.32, with assets under management of about ₹55 Cr (April - June 2026).
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Performance analysis
Over the trailing one year, Axis BSE Sensex Index Fund has recorded a return of about -12.2%. Its annualised volatility is 13.5% — moderate fluctuations — and its Sharpe ratio is -1.39, a measure of return per unit of risk taken. The direct-plan base expense ratio is 0.09%, deducted daily from the NAV.
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Rolling returns
| Window | Avg | Median | Min | Max | % Pos | % >12 |
|---|---|---|---|---|---|---|
| 1Y | 1.91 | 2.18 | -12.24 | 14.31 | 61% | 2% |
Further reading: Why a single trailing return misleads, measured across 830 funds
Frequently asked questions
Compare with peers
Further reading: Every fund measured against the best performer in its own category
| Fund | 1M | 3M | 6M | 1Y | 3Y | 5Y | 10Y | TER % |
|---|---|---|---|---|---|---|---|---|
| Groww Nifty Smallcap 250 Index Fund Index Funds - Equity Funds | -7.69 | -5.54 | 1.18 | -1.51 | – | – | – | 0.45 |
| Axis Nifty Bank Index Fund Index Funds - Equity Funds | -2.29 | -3.73 | -3.33 | -4.99 | – | – | – | 0.14 |
| Groww Nifty Non-Cyclical Consumer Index Fund Index Funds - Equity Funds | -6.46 | -8.92 | -7.90 | -16.22 | – | – | – | 0.50 |
| Axis Nifty 500 Index Fund Index Funds - Equity Funds | -4.81 | -6.08 | -5.09 | -7.98 | – | – | – | 0.09 |
| Aditya Birla Sun Life Nifty India Defence Index Fund Index Funds - Equity Funds | -7.23 | -6.68 | -1.72 | 8.02 | – | – | – | 0.28 |
| UTI Nifty 200 Quality 30 Index Fund Index Funds - Equity Funds | -2.99 | -5.82 | -6.08 | -9.37 | – | – | – | 0.48 |
| UTI Nifty Private Bank Index Fund Index Funds - Equity Funds | -1.58 | -2.20 | -0.91 | -5.50 | – | – | – | 0.46 |
| Axis Nifty500 Value 50 Index Fund Index Funds - Equity Funds | -5.95 | -7.90 | -11.42 | 1.44 | – | – | – | 0.16 |
| Fund | 1M | 3M | 6M | 1Y | 3Y | 5Y | 10Y | TER % |
|---|---|---|---|---|---|---|---|---|
| Axis Large & Mid Cap Fund Equity Scheme - Large & Mid Cap Fund | -6.09 | -4.76 | -0.63 | -1.75 | 13.18 | 10.30 | – | 0.57 |
| Axis Overnight Fund Debt Scheme - Overnight Fund | 0.44 | 1.29 | 2.60 | 5.28 | 6.06 | 5.79 | – | 0.06 |
| Axis Money Market Fund Debt Scheme - Money Market Fund | 0.29 | 1.54 | 3.13 | 6.42 | 7.38 | 6.78 | – | 0.13 |
| Axis Nifty 100 Index Fund Other Scheme - Index Funds | -3.39 | -5.52 | -6.07 | -9.91 | 7.57 | 6.22 | – | 0.18 |
| Axis Retirement Fund - Aggressive Plan Solution Oriented Scheme - Retirement Fund | -3.44 | -4.02 | -2.52 | -6.11 | 9.66 | 6.10 | – | 1.02 |
| Axis Retirement Fund - Dynamic Plan Solution Oriented Scheme - Retirement Fund | -4.09 | -3.95 | -2.18 | -6.31 | 10.32 | 7.01 | – | 1.11 |
| Axis Retirement Fund - Conservative Plan Solution Oriented Scheme - Retirement Fund | -2.31 | -3.30 | -2.06 | -3.80 | 6.61 | 5.45 | – | 1.06 |
| Axis Income Plus Arbitrage Omni FOF Other Scheme - FoF Domestic | 0.03 | 0.75 | 2.52 | 5.17 | 7.88 | 6.60 | – | – |