Nifty 500 Index

Axis MF Triple Advantage Strategy 

The smallcase is blend of two schemes of an open ended exchange traded fund with an equal mix of equity, debt &amp; gold. The allocation of equity is taken through Axis NIFTY ETF - an ETF on the NIFTY 50 Index Axis Gold ETF &amp; Axis AAA Bond + SDL ETF 2026 Maturity About Axis NIFTY ETFAxis NIFTY ETF is a low cost exchange traded fund offered by Axis AMC which invests in the top 50 companies by free float market capitalization that comprise of the NIFTY 50 Index. About Axis AAA Bond + SDL ETF 2026 MaturityThe Axis AAA Bond + SDL ETF 2026 Maturity is a target maturity ETF investing in 6 high quality AAA corporate/PSU bonds and 6 state government securities. The maturity of this ETF is 30th April 2026 About Axis Gold ETFAxis Gold ETF is one of India's oldest gold ETFs where each unit represents 1/100 gram of 24k gold with 0.995 finess. Investors can use the Axis Gold ETF to benefit from the utility of gold as an investment without the hassle of ownership of physical gold. The gold is held with a custodian in a vault and is insured. Investors also have the option of redeeming Gold in kind directly with the AMC in creation unit size (1,00,000 units).

The team does in-depth research to decide the criteria to be used for constituent screening

smallcases are checked for historical outperformance to ensure that only consistently outperforming strategies are selected

The constituents of this smallcase remain fixed. In the event a constituent ETF matures, the ETF will be replaced with a similar ETF

This smallcase has a quarterly rebalance schedule. Once every quarter, the research team reviews this smallcase and realign the weights with the selected asset allocation strategy for the next quarter.

The final screened stocks are then weighted according to the selected asset allocation algorithm

Compare with 101st-250th market cap stocks

Compare with 251st-350th market cap stocks

Compare with 101st-500th market cap stocks

3 assets - one basket. The perfect asset allocation tool for hassle free portfolio construction

Axis MF Triple Advantage Strategy

Overview

ETFs & Weights

Closed smallcase