Which funds are similar to Axis Nifty500 Value 50 Index Fund DirectGrowth?
Funds similar to Axis Nifty500 Value 50 Index Fund DirectGrowth in the Equity: Value Oriented category include ICICI Prudential Value Direct-Growth, SBI Contra Direct Plan-Growth, and Invesco India Contra Fund Direct-Growth. These funds follow a comparable investment mandate and are benchmarked against similar indices. You can compare them in detail — across returns, risk metrics, expense ratio, and portfolio composition — using the fund comparison tool on sharpely.
What is the rank of Axis Nifty500 Value 50 Index Fund DirectGrowth in its category?
The category rank of Axis Nifty500 Value 50 Index Fund DirectGrowth is shown in the Trailing Returns section above.
How does Axis Nifty500 Value 50 Index Fund DirectGrowth's expense ratio compare to similar funds?
Axis Nifty500 Value 50 Index Fund DirectGrowth has an expense ratio of 0.41%. The peers ICICI Prudential Value Direct-Growth has an expense ratio of 1.08% and SBI Contra Direct Plan-Growth has 0.86%. Over the long term, a higher expense ratio can meaningfully drag on returns, so it is worth evaluating whether the fund's performance justifies the additional cost.
How does Axis Nifty500 Value 50 Index Fund DirectGrowth's AUM compare to similar funds?
Axis Nifty500 Value 50 Index Fund DirectGrowth has an AUM of ₹231.52 crore. The peers ICICI Prudential Value Direct-Growth has an AUM of ₹61,102.3 crore and SBI Contra Direct Plan-Growth has ₹48,266.4 crore. A large AUM can sometimes limit a fund's ability to take meaningful positions in mid and small-cap stocks, as larger trades can move prices. This is particularly relevant for funds that invest outside large caps.
Which fund has the best 3-year returns in the Equity: Value Oriented?
The top performing fund in the Equity: Value Oriented category on a 3-year basis is UTI Nifty 500 Value 50 Index Fund Direct-Growth with a CAGR of 21.87% as of 7 Sep 2026. Axis Nifty500 Value 50 Index Fund DirectGrowth has delivered - CAGR over the same period. You can view and compare the full category ranking on sharpely.
How does Axis Nifty500 Value 50 Index Fund DirectGrowth rank in risk-adjusted returns vs peers?
The Sharpe ratio of Axis Nifty500 Value 50 Index Fund DirectGrowth is shown in the Alpha, Beta & Sharpe section on the Performance tab.
