An Open-Ended Index Fund
tracking BSE India Sector Leaders TRI
Mumbai
:
Axis Mutual Fund, one of India’s leading asset management companies, launches its
new fund offering – Axis BSE India Sector Leaders Index Fund – an
open-ended Index Fund that invests in the constituents of BSE India Sector
Leaders Index. The NFO will open for subscription on January 23, 2026 and close on 06 February, 2026. The fund will be
managed by Karthik Kumar (Fund Manager). The
minimum investment amount is ₹100. The fund aims to provide long-term wealth
creation solution to investors.
The new fund is designed to offer investors a prudent way to gain broad
market exposure to India’s leading companies across 21 sectors from
the BSE 500 Index. The constituents of the fund will include the top three companies
based on average six month daily total market capitalisation from each of the
21 sectors represented in the BSE 500 Index. This gives the investors an
access to established market leaders in their domain across the Indian economy.
The fund helps investors contribute to not only the dominant sectors in the
index but also niche growing sectors of the economy.
Speaking
on the launch, B.
Gopkumar, MD & CEO, Axis AMC said, “As markets evolve,
investors are seeking innovative investment solutions. At Axis Mutual Fund, we
believe that companies who lead their segments, tend to showcase strong
fundamentals and resilience. The Axis BSE India Sector Leaders Index Fund provides
access to sector-leading and dependable companies in their own field through a
diversified framework. We believe, this fund will allow investors to
participate in India’s growth-led economy and future.”
Key
attributes of the fund:
·
Allocation to sector leaders:
The fund is designed for investors who seek broad market exposure to
established leaders across sectors. Drawing from the BSE 500 Index, it will
invest in top three companies from each of the 21 sectors. The sectors in this
index include financial services, information technology, industrials,
commodities, FMCG, healthcare, among others.
·
Index Composition: The
fund offers diversified exposure across large, mid, and small caps, preventing
concentration risk and providing weightage, regardless of the size of the
sector. It will be reconstituted on a semi-annual basis which allows the
portfolio to be periodically rebalanced.
·
Balanced Risk: The
index is subject to minimum stock weight of 1% and maximum stock weight of 5%
that are rest quarterly.
Commenting
on the Ashish Gupta, CIO, Axis AMC said, “The methodology for the
Axis BSE India Sector Leaders Index Fund is designed in a way that its
base universe, captures companies across the breadth of the Indian Market. By
systemically identifying leading companies within each sector, the fund seeks
to provide investors with a diversified exposure to established businesses
through a transparent and rules-based passive approach.”
Source: Axis MF Research, BSE Indices as on 16th Jan 2026
About Axis AMC: Axis AMC
is one of India`s fastest growing assets managers offering a comprehensive
bouquet of asset management products across mutual funds
(https://www.axismf.com/), portfolio management services and alternative
investments (https://www.axisamc.com/homepage).
Note: The
sectors mentioned above are used to explain the concept and is for illustration
purpose only and should not be used for development or implementation of any
investment strategy. It should not be construed as investment advice to any
party. Past performance may or may not be sustained in future.
Disclaimer: This press release represents the views of Axis Asset
Management Co. Ltd. and must not be taken as the basis for an investment
decision. Neither Axis Mutual Fund, Axis Mutual Fund Trustee Limited nor Axis
Asset Management Company Limited, its Directors or associates shall be liable for
any damages including lost revenue or lost profits that may arise from the use
of the information contained herein. No representation or warranty is made as
to the accuracy, completeness or fairness of the information and opinions
contained herein. The material is prepared for general communication and should
not be treated as research report. The data used in this material is obtained
by Axis AMC from the sources which it considers reliable. The above should not
be construed as an investment advise. Axis MF/AMC is not guaranteeing any
returns on any investments.
While utmost care has been
exercised while preparing this document, Axis AMC does not warrant the
completeness or accuracy of the information and disclaims all liabilities,
losses and damages arising out of the use of this information. Investors are
requested to consult their financial, tax and other advisors before taking any
investment decision(s). The AMC reserves the right to make modifications and
alterations to this statement as may be required from time to time.
Axis Bank Ltd. is not liable or responsible for any loss or shortfall resulting from the operation of the scheme.
Mutual Fund
Investments are subject to market risks, read all scheme related documents
carefully.