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ETF📊 NIFTY 50 TRI

Axis NIFTY 50 ETF · Regular · Growth

Axis Mutual Fund

#186 of 232 (1Y)

NAV

₹264.3911

as of 16 Jun 2026

Expense Ratio

see scheme documents

AUM

₹1,215 Cr

Viewing Regular · Growth

Lumpsum returns (CAGR)

1Y
-2.86%
3Y
+9.57%
5Y
+10.04%
Since Inception
+11.89%

SIP returns (XIRR)

1Y
-4.84%
3Y
+3.97%
5Y
+7.84%
Since Inception
+11.53%

SIP since inception — what ₹500/month became

Real NAV backtest from day one

₹53,500

Invested

₹87,304

Value today

10.8%

XIRR (p.a.)

500/month SIP from fund inception · Current value as of today

Try SIP Calculator with this fund's history

1,000 lumpsum at launch — value today

Invested on the fund's first NAV date

₹1,000

Invested

₹2,637

Value today

11.5%

CAGR (p.a.)

One-time investment at fund inception · Growth purely from NAV appreciation

Try Lumpsum Calculator

₹10L corpus with ₹5,000/month withdrawals since inception

Corpus is still growing despite monthly payouts

₹10,00,000

Initial corpus

₹5,35,000

Withdrawn

₹17,63,699

Corpus left

+₹12,98,699 net gain — withdrew ₹5,35,000 AND corpus grew

Plan your SWP with real NAV

₹6L corpus via 12-month STP from a liquid fund at inception

₹50K/month transferred from HDFC Liquid → this fund at launch

₹6,00,000

Invested

₹14,99,505

Value today

-5.2%

vs lumpsum

Direct lumpsum would have beaten STP by 5.2% — but STP reduced timing risk

Model your own STP with real NAV

₹1 lakh on the worst crash day — 22 Mar 2020

Worst single-day Nifty drop during this fund's life

₹1,00,000

Invested

₹3,24,293

Value today

3.2×

Multiple

Staying invested through that crash turned ₹1L into ₹3,24,293 — a 3.2× return

Read: Staying invested through crashes

Risk Metrics

Trailing 1 year, annualised

-0.32

Sharpe Ratio

Alpha

Beta

-0.32

Sortino

13.55%

Std Dev

-15.07%

Max Drawdown

Performance Comparison

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Fund Details

Fund HouseAxis Mutual Fund
CategoryETF
BenchmarkNIFTY 50 TRI
Launch Date06 Jul 2017
AMFI Code141545

Investment Objective

Axis NIFTY 50 ETF · Regular · Growth is an exchange-traded fund (ETF) that trades on stock exchanges like a regular share. It offers real-time pricing, low expense ratios, and the flexibility to buy and sell units throughout the trading day.

About This Fund

Axis NIFTY 50 ETF · Regular · Growth is a ETF mutual fund offered by Axis Mutual Fund. The fund has been operational for over 8 years. It manages assets worth ₹1,215 Cr, reflecting investor confidence in the fund's strategy. It benchmarks its performance against NIFTY 50 TRI.

Who Should Invest?

  • Investors with a high risk appetite seeking long-term wealth creation
  • Investors with an investment horizon of 5 years or more
  • Cost-conscious investors who prefer passive investing with low expense ratios
  • SIP investors who can benefit from rupee cost averaging during market fluctuations